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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.

Illustration: a dusty stack of dashboards on one hill, and the Wellby flower pot sending envelopes to hospitals and doctors on the other.

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

AreaTrella HealthBased on its public materialsWellbyBuilt to do the work
What you getMarket 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 callClaims-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 outreachDone 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-upTracked 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 dataMedicare 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 measuredRep 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 forMedicare-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 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.

See Wellby vs Definitive Healthcare