Automate Clinical Primary Source Verification
Trellis replaces manual chart chasing with workflow-driven PSV —
centralizing source documentation, surfacing exceptions, and producing audit-ready trails so your team can focus on clinical judgment, not spreadsheets.
centralizing source documentation, surfacing exceptions, and producing audit-ready trails so your team can focus on clinical judgment, not spreadsheets.
Trellis Workflow
Upload Source Documents
Ingest C-CDA, PDF, and clinical records from any EHR system.
Build or Apply Templates
Create reusable extraction templates in minutes— build once, apply across EMR systems and versions.
Review by Exception
Trellis surfaces what needs human attention.Routine validations are handled automatically.
Generate Audit Trails
Every verification action is logged. Walk into NCQA DAV review with complete, audit-ready documentation.
Core Features
Template-Driven Extraction
Reusable templates for C-CDA and PDF formats, with FHIR on the roadmap.
Visual Source Validation
Extracted data automatically highlighted and tagged within source PDFs.
Exception-Based Review
Clinicians focus on what needs judgement - routine checks are automated.
Audit-Ready Trails
HIPAA-compliant logging of every verification action for NCQA DAV review.
Universal Format Support
Process documents from any EHR vendor - Epic, Meditech, Cerner, and more.
On-Premise Deployment
PHI stays within your security perimeter. Cloud deployment also available.
Why Partner with Datavyne
Replace low-value chart-chase and manual verification steps with trusted, guided workflow that surfaces common data quality issues and the factors behind them.
5x Faster than Manual Review
Template-driven extraction vs. manual review.
Template-Driven Accuracy
Automated verification eliminates human error by more than 95%.
100% Compliant
Audit trails for HIPAA & regulatory review.
60% Cost Reduction
Reduce reliance on expensive clinical abstractors.
2-4
Weeks
Implementation
100% HIPAA
Compliant Platform
On-Premise
Deployment
Demo
Available on Request
contact us
Let's Discuss Your Data Validation Requirements
Tell us about your current validation or PSV workflow. Our team will review your needs and outline how structured automation can improve accuracy, compliance, and efficiency.
What to Expect
- Response within 1-3 business days
- A brief consultation to understand your workflow
- Clear next steps tailored to your organization