SolutionsHealthcare

Turn your healthcare processes into AI agents

Trail parses your payer policies, consent forms, scheduling protocols, EHR records and tribal knowledge into one governed context graph — inside your own boundary, where the PHI already sits. Then AI agents run prior authorization, eligibility, referrals and consent on top of it.

Trail

Prior authorization

This week
  • 842total requests
  • 61awaiting docs
  • 24exceptions
  • 88%auto-processed
  • AUTH-40182Cedar Ridge Plan45378Approved
  • AUTH-40266Vantage Care Plan29881Checking
  • AUTH-40318Northgate Health72148HeldK. Ferro
  • AUTH-40391Blue Harbor Plan27447ReviewD. Osei
  • AUTH-40404Cedar Ridge Plan70553Approved
Agents connected
  • Microsoft Copilot
  • Claude
  • Agentforce
  • Box
  • Microsoft Teams
  • Nanonets

Trusted by teams at leading enterprises

  • Ryanair
  • Volkswagen
  • Schneider Electric
  • Juniper Networks
  • Mondelez
  • Roche
  • Bayer
  • Publicis
  • Philip Morris International
  • Topgolf

Top patient access teams
put Trail to work on:

  • Waitlists & reschedules
  • Transport benefits
  • Pre-visit checklists
  • Prior authorization
  • Benefit & eligibility checks
  • Insurance verification
  • Referral management
  • Release of information
  • Appointment scheduling
  • Authorization renewals
  • Patient intake documents
  • Financial clearance
  • Medical records requests
  • Care-coordination handoffs
  • Provider credentialing
  • Payer policy updates
  • Interpreter requests

Turn a payer policy into a working agent — in one upload.

Import the coverage policy, consent standard or scheduling protocol your access team maintains. Trail reads it inside your boundary, builds the agent, and shows which clause produced each rule.

  1. 01

    Import process docs

    Drop in the payer policy, consent standard or scheduling protocol your team already maintains — PDF, DOCX, scans.

  2. 02

    Agent auto-built

    Trail parses them into a context graph. It outlines the agent's role, splits the process into phases, and adds the tools each step needs.

  3. 03

    Review, approve, run

    Every learned rule is explained and traced to the exact text it came from. Agents take decisions strictly based on these rules.

Records release policy says §3.4

“…an authorization to release information expires ninety days from the date of signature; disclosure to a third party may be made only under a current authorization naming that recipient…”

Trail extracts rule

If the authorization on file is over 90 days old or doesn't name the recipient, request a new signed authorization before disclosing.

Upload a protocol and see Trail build the agent →

One graph underneath all your AI agents.

Everything Trail parses collapses into a single governed graph, and everything your patient access teams automate draws from it, whether the work runs in autonomous agents or copilot chats.

Payer policiesConsent formsEHR recordsCalls & emailIntake SOPs

Agents - run processes autonomously

Prior authorization agentQueued
  1. ObserveAUTH-40318 | CPT 72148 · Coverage policy §6.3
  2. Reason4 of 6 weeks of therapy documented
  3. ActionHeld. Notes requested from the clinic
Eligibility agentQueued
  1. ObserveENC-77390 | Plan 8812 · Benefit grid §2.1
  2. ReasonPlan switched Jan 1. Deductible unmet
  3. ActionEstimate reissued, coordinator copied
Referral & scheduling agentQueued
  1. ObserveREF-2208 | out-of-network · Scheduling protocol §9
  2. ReasonReferral logged by phone, none signed
  3. ActionSlot held. Signed referral requested
Intake documentation agentQueued
  1. ObservePacket ENC-77412 · Intake SOP §5
  2. ReasonAdvance directive missing before pre-op
  3. ActionPacket returned, missing form flagged

Copilot Chats - ask questions and run tasks

Copilot agentMCP

Help your agents solve the most complex problems with context graphs.

A request for an out-of-network specialist visit comes in for a plan that requires a referral, three days before the appointment, with a referral noted only in a phone log can it proceed?

One question. Five kinds of context, each in a different system — the call log doesn't know the notice period, and the scheduling system doesn't know the plan's referral rule.

How the Context Graph works →
  • Coverage & consent policy

    Policy context · What does the plan require?

    Signed referral · 5 business days' notice

  • Plan & provider records

    System-of-record context · In network or out?

    Out-of-network · referral required

  • Dates & notice period

    Computed context · Is notice satisfied?

    3 days · two short of policy

  • Call log & correspondence

    Conversation context · What's documented?

    Verbal referral logged, unsigned

  • Scheduling protocol

    SOP context · What's the path?

    Request signed referral, or reschedule

Connects to the agent platform you already use.

Point the agents your health system already runs, SAP Joule, Agentforce, Copilot, Claude or your own stack, at one Trail brain, through a native Model Context Protocol server, native retrievers, or a plain REST/GraphQL API. Add or switch platforms without re-teaching a thing.

AnthropicClaude
OpenAIChatGPT
MicrosoftCopilot
AWSBedrock
GCPVertex AI
JouleSAP
AgentforceSalesforce
LangChain& LlamaIndex
Don't see your platform? Ask us →

35% of Fortune 500 and 10,000+ companies use Trail

Customer story · SafeRide Health

“Nanonets has significantly automated our driver and vehicle credentialing processes, reducing manual workload by 80%.”
Evan Rader, Network ManagerSafeRide Health
Per document
5 min 1 min
Annual cost
$61,000 $29,280
Manual workload
80% reduction
Team productivity
500% increase

Teams using Trail see

Built for how modern
enterprises work.

Trail meets the highest industry standards for your security & compliance. We include all default controls that you'd expect, including SAML SSO, audit logs, IP allow-listing, data lifecycle management, and much more.

SSO & SCIM
SAML, OIDC, and SCIM user provisioning with Okta, Azure AD, Google Workspace.
Role-based access
Full RBAC and fine-grained access control across orgs, workspaces, agents.
Audit logs
Every agent run, approval, and data access is recorded, and streams to your SIEM.
Private deployment
VPC, single-tenant cloud, or on-prem. Choose your infrastructure and network policies.
Data residency
Pin data processing to US, EU, APAC regions. Customer data never leaves your boundary.
Human-in-the-loop
Configure approval gates to route edge cases to Slack, Teams, or email for review.
Encryption at rest & in transit
AES-256 at rest, TLS 1.3 in transit. BYOK supported for all customer-managed keys.
Usage quotas & rate limits
Per-team budgets and API quotas with real-time cost dashboards. No surprises.

Security built in, not bolted on.

Your data and your company brain never leave your boundary. A HIPAA BAA is available, and PHI can stay entirely inside your own VPC with storage pinned to a region. Independently audited every year, with compliance controls enforced by the platform — not promised on a page.

Held and current — not roadmap targets.

SOC 2 Type IISOC 2 Type IIOngoing security controls
GDPRGDPREU data protection
ISO 27001ISO 27001Global ISMS standard
HIPAAHIPAABAA on enterprise plans

Turn your healthcare processes
into a competitive advantage.

Bring one payer policy and one real-life authorization. We'll show you how Trail proposes rules and builds an agent, which then takes the correct decision and acts on it.

Prefer to read first? Read the FAQ →