Trellis’s purpose-built AI agent helps providers increase revenue while reducing administrative burden by automating intake, prior authorizations, and appeals.
> How Trellis can help you <
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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.
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Medical
Mirrors those PA workflows for medical-benefit therapies and services, ensuring consistent, accurate submissions.
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Benefits Investigation
10-minute benefit checks. Up-front eligibility and data collection give teams a precise view of payer requirements and patient coverage before submission.
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AI Form Filling
Auto-populates payer-specific prior-auth forms with data pulled directly from source records—no manual copy-paste.
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Call Agent
An AI agent keeps 24 / 7 visibility on each request, automatically follows up with payers for updates, and leverages Trellis’ built-in auto-dial workflows.
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Workflow Automation
Ops & IT teams build custom workflows, set guardrails, and capture best practices in one place—via APIs or drag-and-drop automations.
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Prior Authorization
A dedicated AI PA agent searches guidelines, pulls needed fields from EHR or labs, auto-fills forms, submits to portals, flags discrepancies, and automates appeals— maximizing approvals.
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Pharmacy
Applies the same end-to-end PA automation to pharmacy-benefit drugs for lightning-fast access.
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Healthcare PDF Processing
“Automate your PDF workflows at scale”: APIs transform complex PDFs into structured data in seconds, even across thousands of medical files.
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> How Trellis can unlock outcomes <
Real outcomes across your
3 most important metrics
Trellis’s purpose-built AI agent empowers teams to improve and drive results across the most important business metrics
Increase Retention of Patient/Provider
Trellis helps your org reduce time to treatment from day one
Trellis allows teams to reduce Operational Expenses (OPex) in weeks
Trellis enables team to increase reimbursement rate
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.
> Enterprise-grade security <
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.
> FAQs <
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Providers who are using Trellis observe the following results:
