Call Agent
An AI agent keeps 24 / 7 visibility on each request, automatically follows up with payers, patients, and providers for updates.
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 <
Improve efficiency & boost documentation completion with Call Agent
Automate key patient and provider communications to improve coordination, compliance, and satisfaction.
Automated outbound calls for missing information or signature requests
Patient welcome, refill, and adherence call campaigns
Provider notifications upon PA approval or therapy start
Voice transcription with summary writeback into EHR
Smart call scheduling based on workflow triggers
Real-time call analytics and performance reporting for continuous workflow optimization
> 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.
≥40%
Reduction in manual outbound call volume
≥90%
Completion rate for missing document requests
Compliant
Recorded & auditable call logs for compliance
*Requires call center or VoIP integration access. PHI disclosure compliance governed by client’s telephony policy.
> 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
