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Market Intelligence and CRM for Home Health

Focus your team on the referral opportunities that drive growth.

Trella helps home health agencies identify high-value referral sources, strengthen relationships, and connect market intelligence to CRM workflows that support measurable growth.

An elderly woman in a yellow sweater smiles and holds hands with another person standing beside her on a couch.

Focus your team on the referral opportunities that matter most.

Trella helps home health agencies understand market demand, prioritize high-value referral sources, and connect outreach to measurable growth.

Target the right referral sources

Identify physicians, facilities, and organizations with the strongest home health referral opportunity based on patient volume, referral behavior, payer mix, and market trends.

Strengthen referral relationships

Equip sales teams with account intelligence, competitive positioning, and data-backed talking points that support stronger conversations with referral partners.

Improve visibility into growth performance

Connect market opportunity, field activity, and referral performance so leaders can understand what is working and where to focus next.

Execute in the field with confidence

Turn insight into action with CRM tools that track engagement, manage accounts, and support consistent execution across your team.

How We Help

Market intelligence and CRM workflows built for home health growth.

Use home health analytics software to understand market share, referral patterns, patient volume, payer mix, quality metrics, and competitive performance.

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A dashboard highlights Lakeshore Senior Care's 3.9% 30-day readmission rate alongside a portrait of an older woman wearing glasses.

Respond faster to hospital referrals and make your agency easier to choose with visibility into availability, capabilities, and service details.

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A woman smiling is shown next to referral information, hospital details, patient data, and insurance info on a healthcare referral management dashboard.

Turn market intelligence into action with home health CRM workflows that help teams manage relationships, track activity, monitor goals, and grow referrals.

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A man smiles while using his phone. Next to him, CRM software data shows home health agency stats, a +14.17% patient utilization rate, and a calendar of scheduled meetings.

Home Health Solutions

One platform. Everything your home health team needs.

The integrated platform for home health teams.

Home health agencies need more than a list of referral sources. Trella helps teams understand where opportunity exists, which accounts matter most, and how field activity is influencing referral growth.

Identify high-value referral sources using patient volume, specialty, geography, payer mix, and referral destination data.

A view of Los Angeles with a map of California highlighting LA County, and a table showing Medicare and Medicaid claim counts for Q4 2023 and Q1 2024.

See where your agency stands in the market, which competitors are gaining share, and where growth opportunities are emerging.

A healthcare worker in scrubs sits smiling; data overlays show facility information and top home health destinations with patient numbers and affiliations.

Compare hospitalization rates, readmissions, length of stay, total patient cost, and other performance metrics against competitors and benchmarks.

Two healthcare professionals talk in a hallway. A data box shows hospitalization rates within 30 days from start of care at 10.74%, up 2.01%, compared to the 12.75% state average.

Understand MA referral patterns, plan-level activity, and payer dynamics to guide growth, contracting, and payer strategy.

A Trella Insights report shows 2021 and 2020 Medicare Advantage market shares for three home health agencies in Collin, TX, highlighting percentages in green.

Connect outreach, account engagement, referral activity, and team goals so leaders can measure execution and coach performance.

A person sitting at a desk, talking on the phone and using a laptop, with a graphic overlay showing "Goal Completion: 41% Complete.

Trella Impact

Trusted by leading home health organizations.

Trella supports home health teams with the market intelligence, referral visibility, and CRM workflows they need to compete, grow, and make smarter decisions across every market.

18 of 20

largest home health providers are Trella customers

63,000+

users across Trella products

90%

of lives 65+ in the United States covered by Trella’s collective dataset

See Your Market. Your Competitors. Your Opportunities. 

Get a personalized walkthrough of your referral landscape, competitive positioning, and market share insights — powered by Trella’s gold-standard Market Insights platform.

Where AI-enabled intelligence becomes decisive action.

From market intelligence and CRM to care transition automation, Trella connects intelligence and workflows to improve business and clinical outcomes.