Benefits Investigation
Automated verification, patient financial responsibility, and continuous re-verification. Trellis BI delivers precise benefits data before every dispense.
Our AI agent is trained on millions of clinical data points to maximize prior authorization approval rates—by submitting prior authorization forms, flagging potential data discrepancies, and automating appeals.
> Feature-rich platform <
Increase financial accuracy and shorten the BI timeline
Automate and centralize all benefit verification and eligibility checks to accelerate financial clearance.
Automated eligibility verification and payer mapping
Automated financial responsibility calculation (deductible, OOP, coinsurance)
Standardized Benefit Summary Report returned to EHR
Escalation queue for unclear or failed BV responses
Historical tracking of payer responses and benefit changes
Proactive alerts for discrepancies between eligibility data and prior benefit history.
> Unlock tangible benefits <
Unlock tangible benefits for your organization
Empower your organisation with clarity, alignment, and scalable operational discipline. Trellis enables consistent execution and sustained growth across teams.
Automated
Payer eligibility response rate
≥95%
Accuracy in financial responsibility calculation
Reduction
In benefit timeline with instant access to results.
*May require payer portal access or EDI integration credentials for local payers.
> Enterprise-grade security <
Built for Enterprise
trusted by the Fortune 500
Advanced security protocols and robust encryption technologies to ensure that your sensitive data is protected all the time.
SOC II Type-2
certified
Trellis is SOC II Type 2 compliant and conducts annual penetration testing.
Encryption at Rest
& In-Transit
Data encryption at Rest and In-Transit. Strong PII Redaction Capabilities.
No training on
users data
We do not train our AI models on your data. Set up your own data retention & access policies.
HIPAA
compliant
HIPAA compliant environment and deployment options available.
> Start today <
Ready to modernize prior auth from intake to approval?
Providers who are using Trellis observe the following results:
Increase in Prior Authorization and Appeals Approvals
+98% accuracy in complex form completion and medical necessity justifications
Less time spent on referral and prior authorization processing time from weeks to minutes
