A deliberate path from first conversation to live review.
Every engagement is a series of separate decisions. You choose whether each next step is worth taking, and your organization keeps claim and payment authority throughout.
Five steps, each its own decision.
No step promises findings, savings or a fixed delivery date. Each one ends with a clear choice about what, if anything, comes next.
Step 1
Discovery
Confirm the products in scope, the claim decisions that need attention, and who owns data authority and the final payment decision.
The exit: You decide whether a next step is worth scoping.
Step 2, optional
Historical diagnostic
A bounded review of already-paid claims under an agreed scope. The report states the checks completed and any data gaps; a valid result can include no confirmed error.
The exit: You decide whether to scope implementation. Nothing converts automatically.
Step 3
Implementation
A separate decision with its own scope, milestones and acceptance criteria: file contracts, plan configuration, integration and partner testing.
The exit: Acceptance against the criteria agreed at the start.
Step 4
Shadow or active operation
Run alongside your process to compare results, or review claims before payment. You choose the mode and record the authorization for it.
The exit: You choose when, and whether, to rely on findings before payment.
Step 5
Ongoing service
Regular review of findings, accepted corrections, confirmed payment outcomes and exceptions, reported as separate measures.
The exit: Each review informs the next period’s scope.
You decide. Trestl checks and shows its work.
Responsibilities are agreed and written down before live data moves.
| Area | Your organization | Trestl |
|---|---|---|
| Authority and policy | Identify the authorized entities, products, policy interpretation, and final decision owners. | Confirm the agreed scope and apply your instructions consistently. |
| Source data | Provide approved claims and reference data and explain what it means. | Validate the agreed file contract and record intake and processing exceptions. |
| Findings | Review exceptions and decide the action under your process. | Present supported findings with their evidence and record the review. |
| Payment outcomes | Identify the authoritative payment source and confirm what actually happened. | Report only accepted outcome evidence, kept separate from findings. |
Results, reported as separate measures.
A flagged amount is not a saving. Each measure is reported on its own, so no one number stands in for the others.
- The scope
- The population and period reviewed, the checks completed, and any data gaps.
- Findings
- What Trestl raised, and your team’s response to each.
- Accepted corrections
- The findings your team agreed with and corrected.
- Confirmed payment outcomes
- What actually happened to the payment, from your authoritative payment source.
- Attributed financial benefit
- Reported on its own, never folded into a flagged amount.
Built around the feeds you already have.
We choose an integration route after reviewing a synthetic sample, a file dictionary and your expected volume, then validate it with partner testing before real data is sent.
To forward to your team
The integration overview
How claims reach Trestl and how results come back, for the people who own your claims system and data.
Download the PDFFrequently asked questions
- What happens in a historical diagnostic?
- We review an agreed set of already-paid claims and reference material. Scope, data authority, effort, and the deliverable are agreed before work starts. The report states the checks completed and any data gaps; a valid result can include no confirmed errors.
- Does a diagnostic turn into a paid contract automatically?
- No. Implementation is a separate decision with its own scope, milestones, fees, and acceptance criteria. Nothing converts automatically.
- What is shadow mode?
- Trestl reviews claims alongside your current process without changing any payment, so you can compare results before deciding to use findings before payment.
- How long does implementation take?
- It depends on your products, data, and integration route. We agree milestones and acceptance criteria as part of the implementation scope rather than quoting a fixed timeline up front.
Start with a discovery conversation.
Bring your products, your questions, and the people who own claims operations. We will leave you with a clear view of whether a next step makes sense.