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Trella Referral Management logo with green text and a geometric icon on the left, reflecting post-acute competitive insights.Referral Management

Real-time visibility. Faster referral conversions. Better-fit patients.

Trella Referral Management drives an average 46.9% increase in monthly referral volume for post-acute providers in a participating health system’s network. Real-time visibility into incoming referrals, plus the tools to showcase capabilities and availability to hospital partners and patients, means faster responses and better-fit admissions.

Dashboard displaying a patient referral for Julie Ortiz from CMC Main Hospital, with her photo, hospital and insurance details, plus post-acute competitive insights to support care decisions.

Core Capabilities

Everything your intake team needs to manage referrals with confidence.

From referral capture to admission decisions, Trella gives teams the visibility to prioritize opportunities, coordinate next steps, and reduce delays across the intake process.

Referral visibility & prioritization

See incoming referrals, pending placements, and patient needs in one workflow so intake teams can act quickly and focus on the right opportunities.

Receive and manage incoming referrals in a centralized workflow. Help intake teams review key patient details, understand referral source context, and move each opportunity toward the next step.

An older woman with crutches stands in a room; next to her, a notification on a green background shares a new skilled nursing referral request at Mercy Hospital, reflecting post-acute competitive insights in patient care transitions.

Evaluate patient fit based on care needs, service capabilities, payer context, and admission readiness. Support faster decisions while keeping quality, capacity, and patient care in focus.

A woman sits at a desk talking on the phone and using a laptop. An overlay shows "Pending Referrals: 12" in green text, reflecting her focus on managing post-acute competitive insights efficiently.

Identify which referrals need immediate attention, which require follow-up, and which are ready for admission. Help teams focus time where it can have the greatest impact.

A screenshot of Trella Referral Management displays a patient referral overview with details on hospital, patient, provider, insurance, and post-acute competitive insights, last retrieved on 05/05/2026.

Showcase your agency to patients and hospital partners

Help hospitals, discharge teams, patients, and families understand who you are, what you offer, and why your agency is the right fit.

Create a provider profile that highlights your agency’s services, locations, care capabilities, and differentiators. Give patients and hospital partners a clear, consistent view of what makes your organization the right fit.

Screenshot of a Trella Referral Management profile for Acme Skilled Nursing and Rehab Center, featuring location details, facility photos, and post-acute competitive insights in its description.

Showcase photos, descriptions, programs, specialties, and other relevant details that help bring your agency to life. Help patients and families feel more informed when evaluating post-acute care options.

A collage showing elderly people in a rehabilitation center, exercising with staff, and images of the facility’s interiors and exteriors, offering post-acute competitive insights into modern senior care environments.

Promote meaningful quality, outcome, and performance information that supports confidence in your organization. Make it easier for discharge teams and patients to understand your value beyond basic availability.

Three healthcare metrics are displayed over an image of two people holding hands: hospitalization rate 10.74%, patient cost $43,378, and readmission rate 9.14%, all with year-over-year changes.

Confirm availability and keep teams moving

Communicate availability clearly, keep information current, and alert the right team members when action is needed.

Confirm through the portal when your agency is available for new patients. Help hospitals, discharge planners, patients, and families understand when your team can support care needs.

A user interface screen displays post-acute competitive insights, showing availability status for Friday, May 29 and Saturday, May 30—both labeled "Not Set" with "Set Status" buttons below each date.

Notify the right team members when new referrals arrive or when referral status changes. Help intake teams respond quickly, even when they are away from their desk.

A notification reads: "New referral incoming from MercyHealth," providing post-acute competitive insights, with a timestamp of 2 minutes ago and a green bell icon above.

Use email alerts to keep intake, operations, and field teams informed when referral activity requires attention. Reduce missed updates and help teams act before opportunities lose momentum.

A notification email stating Acme Skilled Nursing And Rehab was selected by a patient at Taylor Mercy Hospital, highlighting valuable post-acute competitive insights and requesting a response to the referral as soon as possible.

Who We Help

Built for every team involved in referral management.

Trella Referral Management gives intake, sales, operations, clinical leadership, and executive teams the visibility to coordinate faster, reduce leakage, and improve performance across the referral journey.

Intake Coordinators

See incoming referrals, prioritize next steps, and respond faster with the context needed to make confident admission decisions.

Learn More
Woman with curly hair wearing a red blouse smiles and rests her head on her hand against a light grey background.
Sales Leaders

Connect referral activity to relationship performance, identify growth opportunities, and coach teams toward the accounts most likely to convert.

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Man with short gray hair wearing a light-colored button-up shirt, looking to his right against a plain background.
Operational Leaders

Monitor intake performance, identify workflow bottlenecks, and improve coordination across teams, branches, and service lines.

Learn More
Older man with gray hair wearing a dark coat, white shirt, and tie, looking to the side against a plain light background.

Better Together

Connect hospital discharge and post-acute intake.

Trella Discharge helps hospitals send better-fit referrals faster. Trella Referral Management helps post-acute providers receive, review, respond, and communicate availability in real time.

Together, they connect both sides of the referral flow — helping hospitals reduce discharge delays while post-acute providers convert more of the right patients.

White text on a dark green background reads "Trella Referral Management + Trella Discharge," each with a window-like icon on the left, highlighting post-acute competitive insights.

Trella Impact

Real impact from faster referral response.

Trella Referral Management helps post-acute teams improve visibility, reduce intake delays, and convert more of the right referrals.

46.9%

average increase in monthly referral volume

2x

patient selections for premium profiles vs. basic profiles

90+ hours

saved annually for multi-location post-acute providers

Frequently Asked Questions about Trella Referral Management

What is Trella Referral Management?

Trella Referral Management helps post-acute teams manage incoming referrals, intake workflows, and patient flow in one connected platform. It gives teams real-time visibility into referral activity so they can respond faster, coordinate more effectively, and admit more of the right patients.

Who is Trella Referral Management designed for?

Trella Referral Management is designed for post-acute organizations and the teams responsible for referral intake, patient placement, operations, sales, and growth. It is especially useful for intake coordinators who need real-time referral visibility and teams that want to streamline intake, respond faster, and improve admissions.

How does Referral Management help intake teams?

It helps intake teams see incoming referrals, track referral status, prioritize next steps, and coordinate decisions in one workflow. Instead of relying on disconnected tools and manual follow-up, teams get a clearer view of what needs action and where referrals stand.

How does Referral Management work with Discharge Automation?

Trella Discharge helps hospitals and health systems generate and manage referrals during the discharge process. Trella Referral Management helps post-acute providers receive those referrals, evaluate patient fit, coordinate next steps, and respond faster. Together, they create a more connected workflow between discharge planning and post-acute intake.

How can Referral Management improve growth?

Referral Management helps teams understand which sources are sending referrals, which referrals convert, and where delays or leakage may be happening. With better visibility into referral performance, organizations can strengthen partnerships, improve intake processes, and focus on the sources most likely to drive meaningful growth.

How does Referral Management fit into Trella’s broader platform?

Trella brings together market intelligence, discharge automation, referral management, and connected workflows in one ecosystem. Referral Management helps post-acute providers act on incoming opportunities and coordinate care transitions more efficiently, while Discharge Automation helps hospitals move patients to the right post-acute care setting faster.

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.