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Trella gives you data. Wellby does the work.
Trella is built around Medicare claims data and a CRM where reps plan and log their outreach. That tells you who to call. Wellby is built to make the call happen: agents that decide who to contact today, write the message and follow up until the partner replies.

With Trella, your team still
- Turns claims dashboards into a call list by hand
- Writes every thank-you, check-in and update
- Logs visits and notes in the CRM
- Chases each partner who doesn't reply
- Works without private-pay and community referrals that claims data doesn't capture
With Wellby, agents are built to
- Rank who to contact today, from market data and your own referrals
- Draft every message in your team's voice, ready to approve
- Send it from your marketer's own email and follow up until there's a reply
- Count every referral, including private pay, with no data entry
- Flag partners going quiet before the quarter is lost
Wellby vs Trella Health, side by side
| Area | Trella HealthBased on its public materials | WellbyBuilt to do the work |
|---|---|---|
| What you get | Market intelligence and a field CRM. Reps decide what to do with it. | An agent that does the outreach: prioritized, drafted and followed up, with your team approving what goes out. |
| Who to call | Claims-based referral patterns and market share; reps build their own plan. | A ranked queue for each marketer, built from market data plus the referrals you actually receive. |
| Writing the outreach | Done by your team. Trella's AI Assist helps with the notes reps log. | Drafted for every thank-you, check-in and update, in your team's voice. |
| Follow-up | Tracked in the CRM; reps chase replies themselves. | Built to watch every thread and follow up until the partner replies, then book the visit. |
| Your referral data | Medicare claims (it cites 100% of Part A and B) plus a Medicare Advantage dataset, and EHR integrations. | Market data from public sources like CMS and the NPI registry, matched to every referral you receive, private pay included. |
| What gets measured | Rep activity: calls, visits, logins and goals. Its published case studies rarely tie outreach to referrals won. | Outcomes: your share of each source's referrals, quiet partners won back, referrals per outreach and admissions per marketer. |
| Who it's for | Medicare-certified post-acute providers and health systems. | Every referral-driven provider: home care, home health, hospice, senior living, behavioral health, addiction treatment and more. |
What Trella customers report
In Trella's own case studies, customers credit it with focus and credibility. One hospice narrowed each rep's list from 30 to 40 accounts down to 14 to 20, and one post-acute provider saw one physician go from sending it 50% of their referrals to 80% after a data-backed visit. Of 25 published case studies, only a handful report a number, and few give a baseline or timeframe. Wellby is built to close that loop, measuring which outreach actually won referrals.
Already using Trella?
Keep the data if your team relies on it. Wellby is built to work from the referrals you already receive and do the outreach and follow-up a CRM leaves to your reps.
Sources
- Trella Health: Solutions
- Trella Health: Care settings
- Trella Health: About
- Trella Health: Newsroom
- Trella Health: Case studies
- Trella Health: Alternate Solutions case study
- Trella Health: Kindful Health case study
Trella Health details are based on its public website and announcements as of November 2026. Trella Health is a trademark of its owner; Wellby is not affiliated with it. Wellby is in development, and its column describes what it is built to do.

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