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Trellis Execute
Breaks workflows into steps and actions using an extensive tool library to run and verify the workflow.
What is Trellis Execute?
Breaks workflows into steps and actions using an extensive tool library to run and verify the workflow. Agents can triage documents, run medical benefits and test claims, generate LMNs, navigate portals to submit prior authorizations, and make outbound phone calls.
Product typeHealthcare Revenue Cycle
Pricing ·
Deployment
APINot available
What teams use Trellis Execute for
Prior authorization automation
Intake and referral processing
Benefits investigation
Payer portal submissions and appeals
Healthcare PDF processing
Workflow automation for ops and IT teams
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
HIPAA
PCI DSS
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
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
