Member operations
We handle enrollment administration, membership changes, employer rosters, and ongoing member record upkeep.
HANDS-ON OPERATIONS FOR INDEPENDENT DPC CLINICS
Your back office.
Handled.
We take on the day-to-day operational work behind your DPC clinic—from member administration to communications and bookkeeping—and handle it end to end.
Talk through your clinic’s operationsTHE OPERATING REALITY
Your job shouldn’t be
connecting all the dots.
A member change in one system. An employer roster in a spreadsheet. A payment to reconcile. The tools do their part, but someone still has to move the work along.
Too often, that someone is you. Trellis takes ownership of the operational work we agree to handle, including the tasks, systems, and follow-through.
Who owns the work?
Member administrationPayments & bookkeepingAdministrative messagesSystems & workflows
All coordinated by
You, the physicianKeeps every task moving
Alongside the responsibility for
Patient careTime and attention for members
Member administrationPayments & bookkeepingAdministrative messagesSystems & workflows
Owned end to end by
TrellisOwns the operational work
Updates, approvals & clinical escalations
You, the physicianCare & clinical decisions
Illustrative responsibilities. We agree on scope with your clinic; lines show ownership, not automatic software integrations.
WHAT WE TAKE ON
The work we handle.
Together, we define what comes off your plate.
Then we handle that work from start to finish.
Patient communications
We manage the operational side of phone and SMS communications: routing, administrative follow-up, and handoffs to your clinical team.
Administrative workflows
We take on routine bookkeeping and recurring administrative work, keeping track of what’s due and getting it done.
Systems & automation
We set up, connect, and manage the tools behind the work—maintaining workflows and automations as your clinic’s needs change.
HOW WE WORK
How we take over.
End-to-end ownership of a defined part of your back office, built around your clinic.
01
Understand the workflow
We start with the day-to-day: your tools, your team, and the steps people take to get the work done.
02
Agree on what we own
Together, we define the work we’ll take over, what done looks like, and when your team needs to be involved.
03
Take over the work
We set up what’s needed and handle the tasks, coordination, and follow-through from start to finish.
04
Run it and improve it
We stay responsible for the day-to-day work, resolve operational snags, and improve the systems as we go.
START WITH A CONVERSATION
What would you like
off your plate?
Membership changes. Bookkeeping. The administrative follow-up that lands back on your desk. Tell us what you’d like someone else to own.
No polished brief needed. We’ll start with what’s happening today.