# End-to-End  Prior-Auth Solutions

Trellis’s purpose-built AI agent helps providers increase revenue while reducing administrative burden by automating intake, prior authorizations, and appeals.

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#### 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.

[Learn more](/content/solution/intelligent-intake/index.html)

#### Medical

Mirrors those PA workflows for medical-benefit therapies and services, ensuring consistent, accurate submissions.

[Learn more](/content/site-root.html)

#### Benefits Investigation

10-minute benefit checks. Up-front eligibility and data collection give teams a precise view of payer requirements and patient coverage before submission.

[Learn more](/content/solution/benefits-investigation/index.html)

#### AI Form Filling

Auto-populates payer-specific prior-auth forms with data pulled directly from source records—no manual copy-paste.

[Learn more](/content/site-root.html)

#### Call Agent

An AI agent keeps 24 / 7 visibility on each request, automatically follows up with payers for updates, and leverages Trellis’ built-in auto-dial workflows.

[Learn more](/content/solution/call-agent/index.html)

#### Workflow Automation

Ops & IT teams build custom workflows, set guardrails, and capture best practices in one place—via APIs or drag-and-drop automations.

[Learn more](/content/solution/workflow-automation/index.html)

#### Prior Authorization

A dedicated AI PA agent searches guidelines, pulls needed fields from EHR or labs, auto-fills forms, submits to portals, flags discrepancies, and automates appeals— maximizing approvals.

[Learn more](/content/solution/prior-authorization/index.html)

#### Pharmacy

Applies the same end-to-end PA automation to pharmacy-benefit drugs for lightning-fast access.

[Learn more](/content/site-root.html)

#### Healthcare PDF Processing

“Automate your PDF workflows at scale”: APIs transform complex PDFs into structured data in seconds, even across thousands of medical files.

[Learn more](/content/site-root.html)

## Real outcomes across your  3 most important metrics

Trellis’s purpose-built AI agent empowers teams to improve and drive results across the most important business metrics

#### **Increase Retention of Patient/Provider**

Trellis helps your org reduce time to treatment from day one

#### **Improve your Cashflow Quality**

Trellis allows teams to reduce Operational Expenses (OPex) in weeks

#### **Increase Total Revenue Potential**

Trellis enables team to increase reimbursement rate

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.

## 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.

## FAQs

How Can Trellis improve my operations and revenue?
How does Trellis differ from other solutions?
Does Trellis work with my existing workflows?
Can Trellis be customized to our own workflows?
Who is Trellis for?
Is my data shared or used to train AI models?

## 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.