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.

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.