# Call Agent

An AI agent keeps 24 / 7 visibility on each request, automatically follows up with payers, patients, and providers for updates.

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** <

## Improve efficiency & boost documentation completion _with Call Agent_

Automate key patient and provider communications to improve coordination, compliance, and satisfaction.

- Automated outbound calls for missing information or signature requests
- Patient welcome, refill, and adherence call campaigns
- Provider notifications upon PA approval or therapy start
- Voice transcription with summary writeback into EHR
- Smart call scheduling based on workflow triggers
- Real-time call analytics and performance reporting for continuous workflow optimization

> 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.

### ≥40%  
Reduction in manual outbound call volume

### ≥90%  
Completion rate for missing document requests

### Compliant  
Recorded & auditable call logs for compliance

\*Requires call center or VoIP integration access. PHI disclosure compliance governed by client’s telephony policy.

> 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.