Workflow Automation

Ops and IT teams can design workflows, enforce guardrails, integrate with external APIs and standardize best practices with drag-and-drop interface.

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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.

> Trusted by top executives at leading companies & institutions <

> Trusted by top executives at leading companies & institutions <

> Feature-rich platform <

Fast EHR sync delivers full reconciliation in under 1 minute

Ensure seamless synchronization between Trellis and the client’s source-of-truth EHR to maintain data integrity.

API or RPA-based writeback to WellSky, CPR+, CareTend, or other EHRs

Real-time update of patient demographics, benefits, and PA status

Automatic document attachment to patient chart

Change-tracking logs and audit reporting

Custom data mapping layer per client schema

Error handling and retry logic for seamless data integration

> 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.

100%

Reconciliation of intake/BV/PA data with EHR records

0%

Data duplication or mismatch post-go-live

<1 min

Writeback latency

*Client to provide EHR access credentials and environment for integration testing. 1-2 week setup/integration timeline.

> 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?

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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

2025 Trellis. All rights reserved.

2025 Trellis. All rights reserved.

Specialties

Solutions

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Specialties

Solutions

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