# Workflow Automation

Ops and IT teams can design workflows, enforce guardrails, integrate with external APIs and standardize best practices with drag-and-drop interface.

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** <

## Fast EHR sync delivers full reconciliation _in under 1 minute_

Ensure seamless synchronization between Trellis and the client’s source-of-truth EHR to maintain data integrity.

API or RPA-based writeback to WellSky, CPR+, CareTend, or other EHRs

Real-time update of patient demographics, benefits, and PA status

Automatic document attachment to patient chart

Change-tracking logs and audit reporting

Custom data mapping layer per client schema

Error handling and retry logic for seamless data integration

> 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.

### 100%

Reconciliation of intake/BV/PA data with EHR records

### 0%

Data duplication or mismatch post-go-live

### <1 min

Writeback latency

\*Client to provide EHR access credentials and environment for integration testing. 1-2 week setup/integration timeline.

> 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.