SolutionsRCM

Turn your RCM processes into AI agents

Trail parses payer policies, provider contracts, coding guidance, denial letters and your appeal playbook into one governed context graph. Then AI agents run denials, appeals, prior authorization and eligibility on top of it — with PHI held inside your own boundary.

Trail

Denials & appeals

This week
  • 412denials worked
  • 96appeals filed
  • 31windows < 14d
  • 89%auto-worked
  • CLM-77108Northwind Health$2,940Refiled
  • CLM-77190Cascade Mutual$16,450Drafting
  • CLM-77214Fairmont Health Plan$4,180HeldA. Reyes
  • CLM-77302Granite State Health$9,720ApprovalL. Osei
  • CLM-77341Bellcourt Health$1,265Refiled
Agents connected
  • Microsoft Copilot
  • Claude
  • Agentforce
  • AWS
  • Snowflake
  • Nanonets

Trusted by teams at leading enterprises

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

Top revenue cycle teams
put Trail to work on:

  • Patient estimates
  • Charge capture review
  • Payer contract loading
  • Denial management
  • Claim appeals
  • Prior authorization
  • Eligibility & benefits
  • Coordination of benefits
  • Medical necessity review
  • Documentation queries
  • Claim scrubbing & edits
  • Timely filing tracking
  • Remittance posting
  • Underpayment recovery
  • Payer policy updates
  • Retro-authorizations
  • Credit balances & refunds

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

Import the payer medical policy, provider contract or appeal playbook your denials team maintains. Trail reads it, builds the agent, and shows which clause produced each rule.

  1. 01

    Import process docs

    Drop in the payer policy, provider contract or appeal playbook your team already maintains — PDF, DOCX, portal exports.

  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.

Payer contract says §9.3

“…covered services shall be reimbursed at the contracted rate set out in Exhibit B, less applicable member cost share; where a remittance advice reflects an allowed amount below that rate, the difference shall be treated as an underpayment and reprocessed on provider notice…”

Trail extracts rule

If a posted line's allowed amount is under the Exhibit B rate, flag it as an underpayment and notice the payer..

Upload a payer policy 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 revenue cycle teams automate draws from it, whether the work runs in autonomous agents or copilot chats.

Payer policiesPayer contractsEHR / PMClinic emailAppeal SOPs

Agents - run processes autonomously

Denials agentQueued
  1. ObserveCLM-77214 | CO-50 · Payer policy §3.4
  2. ReasonNecessity denial, auth on file. Day 41 of 60
  3. ActionLevel-1 appeal drafted for review
Prior authorization agentQueued
  1. ObserveREF-2208 · lumbar MRI · Medical policy §7.2
  2. ReasonSix weeks of conservative care documented
  3. ActionAuth request filed with the chart notes
Eligibility agentQueued
  1. ObserveMember 4471, pre-service · Plan benefits §2.1
  2. ReasonSecond plan active since 1 Jan. COB wrong
  3. ActionOrder of benefits fixed before billing
Coding & documentation agentQueued
  1. ObserveCLM-77302 | CO-16 · Coding guideline §5.3
  2. ReasonModifier 25 unsupported by the visit note
  3. ActionQuery sent to the provider, code held

Copilot Chats - ask questions and run tasks

Copilot agentMCP

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

A claim denied for medical necessity on a plan with a 60-day appeal window is now at day 41, with a prior authorization noted by the clinic is it appealable, and how?

One question. Five kinds of context, each in a different system — four of the answers change by payer, and the fifth is a clock.

How the Context Graph works →
  • Payer policy documents

    Policy context · What does this payer require?

    Necessity criteria + authorization reference

  • Payer & plan records

    System-of-record context · Which plan, which window?

    60-day window · level-1 appeal

  • Denial dates

    Computed context · How much time is left?

    19 days remaining

  • Clinic correspondence

    Conversation context · What's actually on file?

    Prior auth obtained 12 Feb

  • Appeal playbook

    SOP context · Which path?

    Level-1 appeal with auth + necessity letter

Connects to the agent platform you already use.

Point the agents your revenue cycle org 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 · PayGround

“Nanonets streamlined processing, saved considerable time and resources for us. There was visible difference in app performance; we appealed to customers by making bill payment easy.”
Director of ProductPayGround
Per bill
3 min 10 sec
Fields keyed by hand
6–10 0
Touchless processing
100% of bills
Extraction accuracy
99% across 100+ facilities

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. 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 RCM processes
into a competitive advantage.

Bring one payer policy and one denied claim. 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 →