Intelligent Intake
Extracts, tags, and routes messy incoming docs, then proactively spots missing info and reaches out to patients/providers so referrals arrive complete the first time.
> Feature-rich platform <
Reduce manual entry and speed up referral to BI time
Digitize and automate the referral intake process to reduce manual work, eliminate duplicate data entry, and accelerate time-to-treatment.
Multi-channel intake across fax, email, EHR referrals, and call logs
Auto-creation and population of MRNs and intake records in the EHR (CPR+, CareTend, etc.)
Configurable, no-code workflow editor for intake administrators
Automated extraction of key patient, prescriber, and therapy information
Routing logic for Acute vs. Specialty referrals
Intake dashboard with SLA timers and escalation alerts
> 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.
≥80%
Reduction in manual data entry for intake staff
25-40%
Faster referral-to-BI time
<2%
Intake error rate post-automation
*Payer integration scope limited to available logins or API/portal access. Client responsible for payer credentials and authorization.
> 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
