Trellis

For specialty healthcare providers and their operations teams, Trellis helps reduce manual work across patient intake and medication access. It can extract clinical information from referral documents, check benefits, prepare letters of medical necessity, submit prior authorization requests through payer portals, flag potential denials, and support appeals. Trellis also provides a document-processing dashboard: teams can upload or import files such as PDFs and CSVs, define actions and transformations, then download or export structured results. Its workflow tools can connect with external systems, including EHRs, to update patient details, benefits, prior authorization status, and documents in the patient chart. Trellis is designed for organizations looking to automate document-heavy healthcare workflows; teams seeking a general-purpose personal task or calendar app may want a different product.

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