Every module Trellis ships — and the clinical reasoning behind it.

Patient intake & chart

A single chart that knows about ketamine. MRN issued per-practice, with referring-provider and PCP context surfaced where you actually need them.

• Auto-issued MRN scoped to your practice (TRL-YYYY-####)
• Demographics, pronouns, preferred name, primary language
• Insurance carrier + policy, PCP name / phone / fax
• Allergies, current medications, diagnosis codes
• Referring-provider name, phone, NPI

Enrollment lifecycle

Eval → induction → maintenance, with the clinical artifacts each phase actually requires — not a generic encounter list.

• Phase transitions with timestamps and prescriber attribution
• Signed consent PDF + FDA-warning acknowledgment captured
• Current dose-mg and weekly-dose-count tracked per enrollment
• Discontinuation reason recorded when the arc ends
• Re-evaluation due-date so nothing drifts

Dosing sessions

The cardiovascular and attestation envelope around each dose — captured in the structure regulators expect.

• Baseline / 40-minute / 2-hour BP and heart-rate fields
• Dose-mg + medication-lot linkage on every session
• Peer-monitor attestation token + submission timestamps
• Clinician review with notes and AE-flag escalation
• Session statuses: scheduled, in-progress, completed, reviewed

Spravato (esketamine) in-clinic program

Run REMS-compliant Spravato visits with a live chair board, 2-hour monitoring, and device-level inventory — without leaving the chart.

• Auto-seeded 4-chair board per practice, rename or disable any time
• Generic Janssen-style REMS pre-dose checklist captured on every session
• 4-point BP & sedation monitoring across the 2-hour window
• Device-level inventory for 28 / 56 / 84 mg with lot + expiration
• Session lifecycle: scheduled → checked-in → in-chair → monitoring → discharged
• Patient portal view of upcoming Spravato visits + post-session summary

IV ketamine infusion program

Weight-based dosing, vitals timeline, and vial-level inventory for IV ketamine infusions — defaulted to the standard 0.5 mg/kg over 40 min TRD protocol.

• Weight-based mg/kg dosing with auto-calculated total mg and infusion rate
• Default 0.5 mg/kg over 40 min protocol, fully overridable per session
• Continuous vitals timeline (BP, HR, SpO₂, sedation) with adverse-event flags
• Vial-level inventory: lot, concentration, expiration, remaining mL
• Automatic inventory deduction on session completion, expired-lot guardrails
• Patient portal view of infusion history + check-in kiosk for clinic arrival

Scheduling & appointments

In-clinic or telehealth appointments, with the clinical-note workflow attached — not a calendar bolted to a chart.

• Appointment types and locations (clinic / telehealth)
• Chief complaint, actual vs scheduled start/end
• Clinical-note drafting tied to the appointment
• Cancellation reason captured on cancel

Compounding pharmacies & lots

Pharmacy partners with the attributes you'd want a board inspector to see, and lot-level inventory you can actually reconcile.

• Pharmacy directory with NPI / DEA / PCAB / USP attributes
• Default pharmacy per practice
• Lot number, strength-mg, expiration, COA URL
• Quantity received vs remaining tracked over time

Peer-monitor verification

An async wizard that turns the peer-monitor onboarding from a friction point into a 10-minute home task.

• Patient-picker that collapses to a selected-card
• ID-document upload to a private bucket
• Time-boxed verification link with a short token
• Self-recorded selfie video (no Daily.co required)
• Signed consent + clinician review queue

Adverse-event oversight

Structured AE capture — categorized, severity-scored, and ready for MedWatch — instead of buried free-text in a note.

• Category + severity enums, not free-text
• MedWatch-reported flag for FDA submission tracking
• Clinician action-taken and addressed-at timestamps
• Linkable from the session that triggered it
• Outcome notes for the close-out narrative

Billing & payments

Service-code fee schedule and per-visit payment records. Wire Stripe when you want to take card; the structure is already there.

• Practice-scoped fee schedule by service code
• Per-payment status, method, amount-cents
• Stripe payment-intent + charge IDs persisted
• Billing role separate from clinical roles

Clinical notes & reports

Notes that lock when you sign them, addenda when you don't, and reports that read the cohort as a clinical population.

• Progress / addendum note types
• Auto-lock on signature — addendum is the only path forward
• Author attribution and signed-at timestamps
• Practice-wide reporting on enrollment phases, AEs, and dose ladders

Practice settings & roles

Multi-clinician practices with five role tiers, all enforced by row-level security at the database — not the UI.

• Roles: owner, prescriber, staff, intake, billing
• Practice branding, legal entity, NPI, DEA, tax ID
• Clinician directory with state licenses and DEA
• Default compounding pharmacy for the practice