# Benefits Investigation

**Automated verification, patient financial responsibility, and continuous re-verification. Trellis BI delivers precise benefits data before every dispense.**

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** <

## Increase financial accuracy and _shorten the BI timeline_

Automate and centralize all benefit verification and eligibility checks to accelerate financial clearance.

- Automated eligibility verification and payer mapping
- Automated financial responsibility calculation (deductible, OOP, coinsurance)
- Standardized Benefit Summary Report returned to EHR
- Escalation queue for unclear or failed BV responses
- Historical tracking of payer responses and benefit changes
- Proactive alerts for discrepancies between eligibility data and prior benefit history.

> 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.

### Automated

- Payer eligibility response rate

### ≥95%

Accuracy in financial responsibility calculation

### Reduction

In benefit timeline with instant access to results.

*May require payer portal access or EDI integration credentials for local payers.*

> 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.