# 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.