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.
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 <
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
