Mileage Assist Within Trella CRM

Automate Mileage Reporting. Verify Every Visit. Control Travel Spend.

Mileage Assist, now available as an upgrade within Trella CRM, embeds verified, location-based mileage tracking — eliminating manual logs, reducing reimbursement errors, and giving leaders full visibility into field travel.

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63,000+ users across 17,000+ post-acute providers, HME/DME, Infusion, Specialty Pharmacy, and Health Systems

Simple Check-In at the Event

Reps tap Check-In on their mobile device when they arrive. GPS confirms that they are within a defined radius of the event address.

Automatic Mileage Calculation

Once events are completed, Trella CRM automatically calculates the distance between visits based on verified locations.

Reimbursement-Ready Reporting

Mileage totals are generated automatically in detailed and summary reports; no spreadsheets are required.

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Built for Accuracy. Designed for Accountability.

Real-Time GPS Verification

Confirm rep location against event address and automatically log time and mileage.

A man sits in a car smiling, with a digital map overlay showing a route and mileage assist display reading 37 miles.

Manual Check-In Flexibility

Allow attendance confirmation when GPS is unavailable or events are completed retrospectively.

A digital map shows a route from 100 Capetown Rd to 1012 Withers Co. in Morresville, GA, with start and stop details listed in a pop-up box.

Configurable Event Eligibility

Choose which event types qualify for mileage to ensure standardized workflows.

Two images: one of people in a meeting with a checkmark labeled "Check-in Meetings," and another of people eating together with an X labeled "Lunch Break," on a green background.

Customizable Check-In Radius

Define how close users must be to an address to complete a verified check-in.

A target with concentric circles is shown. A label highlights a 1-mile check-in distance on one of the rings against a green background.

Starting & Ending Location Controls

Calculate mileage from Home, Agency, or First Event based on your reimbursement policy.

A dotted line connects two labeled rectangles, "HOME" and "AGENCY," each marked with a location pin, against a green background.

Automatic Commuter Mile Deduction

Subtract non-reimbursable miles between Home and Agency automatically.

A mileage costs table lists two trips with distances and amounts, a mileage deduction, and a total reimbursement of $22.47.

Trella Impact

Built to give teams time back and move referral growth forward.

Trella CRM helps healthcare organizations prioritize the right accounts, automate administrative tasks, stay connected to referral activity, and measure performance across the field.

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47%

reduction in sales rep calendar admin time

1-1.5 hours

saved per rep each week

5.5M+

referrals and orders flow through Trella CRM each month

30+

EHR integrations connecting workflows

Frequently Asked Questions about Trella CRM

What is Trella CRM?

Trella CRM is a healthcare CRM built for post-acute providers, HME/DME, and home infusion organizations. It brings together account and contact management, referral tracking, field activity management, mobile workflows, analytics and reporting, EHR integrations, and market intelligence to help teams manage referral relationships and grow more efficiently.

What does Trella CRM include?

Trella CRM includes account and contact management, field activity tracking, mobile workflows, calendar planning, analytics and reporting, goal tracking, coaching, EHR integrations, Mileage Assist, and market intelligence to help teams manage relationships and grow more efficiently.

Who is Trella CRM designed for?

Trella CRM is designed for home health, hospice, skilled nursing, HME/DME, and home infusion teams. It supports sales representatives, sales leaders, executives, operations teams, and marketing teams who need better visibility into outreach, relationships, and referral performance.

How is Trella CRM different from other healthcare CRM solutions?

Trella CRM is purpose-built for post-acute growth. Unlike general CRM software, Trella combines relationship management with market intelligence, referral data, mobile tools, industry-specific reporting, and EHR integrations. That means teams can prioritize the right accounts, manage outreach, and measure performance in one connected workflow.

Does Trella CRM integrate with EHR systems?

Yes. Trella CRM integrates with more than 30 leading EHR systems to help teams connect CRM activity with referral and order tracking. These integrations help reduce manual work, improve visibility, and support more connected workflows across patient management and referral operations.

How does Trella CRM support analytics and reporting?

Trella CRM gives teams visibility into sales activity, referral and order trends, admissions, goal attainment, pipeline performance, and organizational productivity. Leaders can use these insights to improve forecasting, coach teams, align territories, and understand which outreach efforts are driving measurable results.

Can teams use Trella CRM on mobile?

Yes. Trella CRM includes a mobile app that gives users access to accounts, contacts, activity history, referral notifications, market data, and follow-up tasks while they are on the go. For sales teams, the mobile app helps reps plan visits, capture notes, complete activities, and stay focused on high-value relationships in the field.

Is Trella CRM built to protect sensitive patient data?

Yes. Trella Health is built for the healthcare industry with security and compliance in mind. The platform supports HIPAA compliance and SOC 2 Type II standards, helping healthcare organizations manage sensitive patient data, referral activity, and patient records with greater confidence.