Trellis

Trellis reads the formats that actually arrive in a specialty office: faxes, PDFs, scanned forms, and clinical notes. It sorts each page by type and extracts the fields a payer will ask about. That removes the manual sorting step that eats the first day of most authorization workflows.

The platform converts messy documents into clean, structured records and writes them into the EHR your staff already use. Notes stay where clinicians expect them, and downstream reporting gets real fields instead of scanned images. This is the core of the product, and everything else depends on it. It's also the base layer for EHR workflow automation, since every later step reads the same fields.

Agents build the authorization packet, run the payer's rules against it, and submit. When a denial lands, the system can generate a letter of medical necessity and an appeal draft with the supporting documentation attached. Faster turnaround on appeals matters, because the clock on a therapy start keeps running.

A lot of prior authorization work still lives in web portals and phone queues. Trellis Execute drives those portals and makes outbound calls to payers, then verifies what came back. It's the least glamorous part of the job and the one that burns the most staff hours.

Trellis Copy maps how a business unit already works and turns it into an environment the agents can learn in, capturing SOPs and KPIs along the way. You don't have to rewrite internal workflows before you start. The map becomes the training ground.

Trellis Capture studies your systems and produces data the agents use to improve, plus recommendations for the workflow itself. Analytics stay in house. Over time the agents handle more edge cases, which is the difference between a rules engine and something that adapts.