Built for everyone supporting them
For everyone in the circle.
Care isn't one person's job. Trellis is built for the full team — each role gets the view they need, nothing they don't.
Family
For the parent, partner, or adult child who wants to know what happened today — without 14 group texts and a missed dinner.
Clinical
For the oncologist, psychiatrist, BCBA, or geriatrician tracking what's actually working — across every setting — without rebuilding context every visit.
Therapy
For the SLP, OT, PT, music therapist, or counselor who needs the team's notes from yesterday before today's session begins.
Education
For the teacher, paraprofessional, or school nurse who wants to share a classroom moment without scheduling another meeting.
Direct Support
For the home aide, direct support professional, or hospice nurse showing up for a shift who needs context fast — on a phone, often in a hurry.
Coordination
For the case manager, care navigator, or social worker juggling paperwork, scheduling, insurance, and ten team members — across many individuals.
What we built into Trellis
Built carefully, for care.
Every choice in Trellis is in service of the person at the center. Not engagement metrics. Not data collection. Just care done well.
Hand-drawn coordination
The individual at the center, the team in orbit. Every note, every goal, every appointment finds its place — visible, organized, alive. Not another chart. Not another spreadsheet. A living journal the whole team writes together.
AI insights from de-identified data
Trellis can see what one person can't — patterns across weeks, correlations between context and outcome, gentle nudges when something might be working. Every byte sent for analysis is de-identified through a 7-layer pipeline. AI never sees a name, a date, or a place.
Trellis Journal — three sections, one spine
Reflections you keep to yourself. Shared writings the team reads together. And a dedicated place to save the AI moments worth revisiting. Lined paper, handwritten font, table of contents — built for the kind of writing that doesn't belong in a care note.
Timeline — the whole week on one page
Notes, goal progress, medications, crisis events, appointments, threads — every event, every domain, color-coded by role on a single swimlane. Step day by day or month by month. AI cross-lane callouts surface patterns the human eye misses (Growth tier).
Crisis-ready in seconds
When things escalate, no one should have to hunt for the protocol. Crisis plans, emergency contacts, and de-escalation steps are one tap away — with a high-contrast crisis mode that strips everything except what matters in the moment.
Stewardship — the record belongs to the family
When a provider creates a record, they steward it until the family accepts the invitation. Then ownership transfers — automatically, in writing, audit-logged. Family always holds Tier 1 authority. Even if the provider leaves the platform, the record stays with the family. CareBridge's record belongs to Anthem. Trellis's belongs to the family.
Built for any kind of care
IDD, oncology, mental health, addiction recovery, dementia, chronic illness, perinatal, hospice, rehabilitation, grief — 22 care contexts the platform adapts to. Pick the ones you're navigating; Trellis tunes itself accordingly. Roles, goal domains, walkthrough copy, AI tone — all responsive to your reality. Two families with nothing nominal in common get a platform shaped to each of them.
17 templates, e-signature, AI dictation
SOAP, DAP, BIRP, GIRP, intake, treatment plan, BCBA variant, discharge, MAR, ABC, MSE, SBAR, sensory profile, articulation, ADIME, skill acquisition, Letter of Medical Necessity. Co-sign workflows for supervised authors. AWS Transcribe Medical dictation built in. Session timer that validates CPT codes at sign time. Every note auditable, exportable, and a real clinical artifact.
How we hold your data
On privacy and trust.
Care data is among the most personal information that exists. Here's how Trellis treats it.
HIPAA-compliant infrastructure
Trellis runs on Convex with a signed Business Associate Agreement. Every layer of the stack is built with the assumption that the data inside is sensitive.
AI never sees a name
Before any data is sent to an AI provider, it passes through a 7-layer de-identification pipeline. AI insights come back, surrogates are swapped for the originals, and the AI never knew who it was looking at.
Audit log on every access
Every read, write, update, and delete of protected health information creates an entry in the audit log — with who, when, what, and why. Visible to the team, immutable, exportable.
Granular visibility, by design
Notes can be marked team-only, clinical-only, family-only, author-only, or custom. Permissions are per individual, not per user — your role on one person's team doesn't grant access to another's.
Your data is yours
Export at any time. Transition packages compile everything into one document for handoffs. No proprietary lock-in, no leverage played against the people who trust us with their lives.
care done right starts with trust
Simple, honest pricing
Plans that grow with you.
The free tier is the real Trellis. The paid tiers add storage, history, and the AI features that cost us money to run. Clinicians and care organizations have their own plans below.
Growth
Everything in Roots+ plus a continuous AI presence on your data.
- Telehealth video visits
- Continuous AI triage on every note, goal & event
- Pattern insights with cited evidence
- Weekly Sunday summaries in /insights
- Goal trajectory & medication-effect correlations
- Saved Insights section in the Journal
- AI margin notes on the Hub canvas
- Timeline AI cross-lane callouts
- On-demand analysis (50 runs/month)
Five plans built for solo providers and care organizations of every size — from $89/month for a solo clinician to enterprise pricing for multi-site practices. Each family on your caseload gets Growth-level access included.
Explore provider plans →