From the moment a referral lands to the audit two years later, Trellis holds the clocks, the units, and the file in one closed, agency-scoped record.
The 72-hour first-contact clock starts the instant you log a referral. The 30-day Needs Assessment clock anchors to first successful contact — not the referral date — the way the guidelines actually read.
Trellis reconciles authorized units against delivered service entries in real time, so you see what's billable, what's remaining, and the moment a case crosses into over-delivery you won't be paid for.
Service plans, consents, assessments, and visit records live encrypted and scoped to your agency. When a review request arrives, the audit packet is one export — not a week of assembling drives.
Trellis runs as your system — your name, your colors — on infrastructure scoped to your agency alone.