Trellis AI

AI agents that turn messy clinical paperwork into completed payer workflows

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Screenshot of Trellis AI, AI agents that turn messy clinical paperwork into completed payer workflows

What is Trellis AI?

Trellis AI is a healthcare operations platform whose agents map existing clinical and administrative workflows, then execute tasks like prior authorizations, benefits checks, medical necessity letters and payer portal submissions. It targets specialty providers looking to cut manual paperwork and speed time to therapy.

Trellis AI is a healthcare operations platform built around a set of AI agents that sit between specialty providers and the rest of the care journey. The company describes itself as an AI-native healthcare network: rather than selling a single point tool, it positions its engine as the connective layer that touches referrals, benefits checks, prior authorizations, medical necessity letters, patient communication, and enrollment in programs such as patient assistance or clinical trials. The stated goal is to remove manual administrative work and the care gaps that follow from it. The product is organized into three layers. Trellis Copy maps an organization's existing business and operational workflows into reinforcement learning environments, producing process maps, SOPs and KPIs without forcing teams to restructure how they already work. Trellis Capture learns the provider's own systems and data, turning proprietary information into executable workflows and feeding self-improvement data and optimization recommendations back into the platform, with analytics retained in house. Trellis Execute is the action layer: it decomposes a workflow into steps and actions, then runs and verifies them using a library of tools that can triage documents, check medical benefits and test claims, generate letters of medical necessity, navigate payer portals to submit prior authorizations, and make outbound phone calls. The obvious audience is specialty practices and healthcare operations teams whose staff spend their days on paperwork, eligibility checks and payer back and forth. Trellis publishes outcome figures including about 11 percent year over year revenue growth, 5x productivity gains for FTEs, ten minutes from new referral to prior authorization, five seconds for benefits and test claims, a 7 percent higher reimbursement rate and 80 to 90 percent touchless scripts. Those numbers come from the vendor and should be validated in a pilot. Compared with generic workflow automation or RPA tools, Trellis is narrow and healthcare specific, which is its advantage and its constraint. Revenue cycle vendors and EHR add-ons cover adjacent ground, but few describe an agent that both learns the existing process and executes payer-facing actions. Buying happens through a demo conversation rather than self-serve signup.

How do you use Trellis AI?

  1. 1Book a demo
    Start on the Trellis site and book a demo. The sales conversation is the entry point, since there is no self-serve signup.
    Trellis AI — Book a demo
  2. 2Scope the workflows to automate
    Walk through the business unit you want covered, such as referrals or prior authorizations, so the scope of process mapping is clear before onboarding begins.
  3. 3Map existing processes with Trellis Copy
    Trellis Copy models your current operational workflows into an equivalent environment, capturing SOPs and KPIs along the way. No internal redesign is required at this stage.
  4. 4Connect systems and let Capture learn
    Trellis Capture learns your systems and proprietary data to build executable workflows and generate optimization recommendations. Analytics remain in house.
  5. 5Run and verify workflows with Execute
    Trellis Execute breaks each workflow into steps and actions, then runs them with its tool library, from document triage and benefits checks to LMN generation and portal submissions.
  6. 6Follow implementation updates on the blog
    The company blog is the public place to watch for product and implementation announcements as the agent suite expands.
    Trellis AI — Follow implementation updates on the blog

Pros and cons

Pros

  • Purpose-built for healthcare administration rather than adapted from generic automationAI
  • Copy layer maps existing SOPs and KPIs so teams do not have to rebuild internal workflowsAI
  • Execute agent handles real payer-facing actions, including portal navigation and outbound callsAI
  • Publicly stated outcome metrics across revenue, productivity and reimbursementAI
  • Analytics from the Capture layer stay in house for process optimizationAI

Cons

  • No published pricing, so cost can only be established through a sales conversationAI
  • Outcome figures such as 5x productivity and 80 to 90 percent touchless scripts are vendor claims without independent verificationAI
  • Scope is limited to healthcare, so it is unusable for other industriesAI
  • Agent reliability on payer portals and phone calls will vary by payer and region, which buyers should test before scalingAI
  • No self-serve signup or trial path, which lengthens evaluationAI

How much does Trellis AI cost?

Support

Support is reachable by email at support@runtrellis.com. No help centre or documentation portal is referenced on the homepage.

Features

Three connected layers: Trellis Copy maps existing workflows into learning environments and captures SOPs and KPIs; Trellis Capture learns proprietary systems and data to build executable workflows and surface optimization recommendations; Trellis Execute decomposes workflows into steps and actions, then runs them with tools for document triage, benefits and test claims, LMN generation, payer portal navigation and outbound calls.

Frequently asked questions about Trellis AI

  • How do you use Trellis AI?
    The walkthrough on this page covers 6 steps: 1. Book a demo 2. Scope the workflows to automate 3. Map existing processes with Trellis Copy 4. Connect systems and let Capture learn 5. Run and verify workflows with Execute 6. Follow implementation updates on the blog.
  • What platforms does Trellis AI support?
    Trellis AI is available on Web App.
  • What are the limitations of Trellis AI?
    No published pricing, so cost can only be established through a sales conversation. Outcome figures such as 5x productivity and 80 to 90 percent touchless scripts are vendor claims without independent verification. Scope is limited to healthcare, so it is unusable for other industries.

Status

StatusActive
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Added10/21/2026

Platforms

Web App

Pricing

Paid