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Intelligent Intake

Clinical documentation and coding · by Trellis AI

Extracts, tags, and routes messy incoming documents, proactively spots missing information, and reaches out to patients/providers so referrals arrive complete the first time.

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What it does

Extracts, tags, and routes messy incoming documents, proactively spots missing information, and reaches out to patients/providers so referrals arrive complete the first time.

  • Prior authorization automation
  • Intake and referral processing
  • Benefits investigation
  • Payer portal submissions and appeals
  • Healthcare PDF processing
  • Workflow automation for ops and IT teams
Category
Clinical documentation and coding
Built for
Healthcare and life sciences
Users
Specialty healthcare providers, Fortune 500 organizations
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Trellis AI doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Trellis AI. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • HIPAACompliant
  • PCI DSSCompliant
  • Encryption at rest
  • Encryption in transit
  • PII redaction
  • No training of AI models on customer data
  • Annual penetration testing
  • Standard Contractual Clauses for international data transfers

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