Be the agency the discharge planner calls, and know which referral source sent the patient.
Built for a skilled home health agency that sends nurses, therapists and aides into patients' homes after a hospital or rehab stay, whoever carries the marketing. TruLata reads your Google accounts, your Business Profile reviews and the inquiries from your own site's forms with the page each came from, keeps nurse and therapist recruiting on its own rows, and runs the watching on a schedule whether anyone is at the intake desk.
Who decides which home health agency gets the referral?
Two people, usually on the same day. A discharge planner has a patient going home tomorrow with orders for skilled nursing and physical therapy, and a short list of agencies to call. Before picking up the phone, the planner checks whether you serve the patient's county, whether you take the patient's coverage, and what your listing and your reviews say. The planner is choosing for a patient they will not see again, so the agency that answers those questions on the first screen gets the call.
The second person is a daughter at her kitchen table the night before her father comes home. She has a discharge packet, a list of agency names and a phone. She searches home health near her father's town, reads the map pack, opens the reviews, and reads what other families wrote about the nurse who came on the first visit and whether the therapist showed up on schedule. She may tell the planner which agency the family prefers, and she reads your site to see whether you cover her father's address.
This page is for skilled care, the visits a physician orders. An agency that sends companions and personal care aides without orders has its own page. At a home health agency the marketing usually sits with the intake coordinator or the administrator, beside a community liaison who visits hospitals, rehab facilities and physicians' offices. Each of them reads the same screen, and an agency with several branches reads it branch by branch.
Two people, usually on the same day
The discharge planner
- A patient going home tomorrow
- Orders for skilled nursing and physical therapy
- Checks your county, the patient's coverage, your listing and your reviews
The daughter
- At her kitchen table the night before
- Searches home health near her father's town
- Reads what other families wrote about the first visit
Your team
- The intake coordinator or the administrator
- A community liaison who visits hospitals and physicians' offices
- Each reads the same screen, branch by branch
The agency that answers those questions on the first screen gets the call.
What does the screen read for a home health agency?
It reads the marketing accounts you already have. Google Analytics 4 gives sessions, sources, pages and key events, hours behind during the day, so a referral inquiry and a nursing job application can each be a key event of their own. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind. For a home health agency those queries are the service and the place: home health care in a county, in-home physical therapy, wound care nurse at home. The positions are Search Console's own averages, not a rank tracker.
Your Business Profile gives reviews, rating and listing performance through a manager invitation you can revoke, which is the card the daughter and the planner both read. Your site's forms feed a lead sheet: the form handler appends each submission server-side as it lands and emails your intake team, and the Leads view reads that sheet newest first, with the page each inquiry came from. A referral form on your county page and a family form on your therapy page sit on the same list. Mark each one contacted, quoted, won, lost, or not a lead with the reason.
Patient health information stays outside the screen. Your clinical records, your scheduling and your intake systems stay in your own software today; the screen reads marketing sources. Calls count where you run call tracking or a CRM: paste a CallRail API key on the Integrations view and its calls count as leads, and another platform with an API connects during setup. Call recordings are not played or stored on the screen. Your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them.
What runs while intake is on the phone with a hospital?
Your Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads the account's change history and its user list, sets our own writes and Google's routine churn aside, and raises a material change made by anyone else to the team the same day. Google Ads shows spend, conversions and cost per conversion by campaign, so a campaign for each county you serve and a campaign recruiting registered nurses each sit on their own row. Where we manage search on all tiers, budgets and bids move within the limits set for your engagement.
Every day at 7:20 Eastern, where your forms feed the lead sheet, the lead watch checks the inquiries that landed against the conversions Google counted, so a dead tag or a referral form that stopped submitting is flagged the next day. On Launch, Growth and Command the content engine drafts the pages a family reads before discharge: what a skilled nursing visit covers, what home physical therapy looks like in the first week. Each topic passes a demand gate on real search volume, and each piece is filed as a Google Doc in your Drive. On Growth and Command a therapist job campaign can run beside search.
On Command the outbound engine sources prospects weekly to the target profile set with you: discharge planners, case managers and physicians' offices in your counties, the people your liaison visits. Prospect emails leave from a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends. Answering a family, and replying to a review, stays with your team.
While intake is on the phone
- The ads change watchReads the change history and the user list, and raises a material change the same day
- The lead watchChecks the inquiries that landed against the conversions Google counted
- The outbound engineSources discharge planners, case managers and physicians' offices in your counties
- The review-first queueA person releases the emails, and every send is logged
Answering a family, and replying to a review, stays with your team.
Can I see it before my administrator signs anything?
Yes. The demo is the same engine code every client runs, on a fictional company called Meridian, with every number illustrative. It opens with your name and email. Open the Leads view to see inquiries newest first with the page each came from, then the ads view for spend by campaign, and you are looking at the screen a home health agency gets with its own sources in place of Meridian's.
Then picture it at your agency on a Monday. The inquiry that came in Sunday night from the county page is on the list with the page it came from. The recruiting campaign for physical therapists shows its own cost per conversion beside the patient campaigns, so a short week on therapy staff is a decision you make with numbers. Your liaison opens the same screen from the car before the next hospital visit, with a seat of their own.
Ranking is not earning. The search view puts the inquiries your forms took beside the county queries and positions that earned them, and a position is Search Console's average for the query rather than a rank tracker's guess. A page that climbed for home health in one county and a page that brought a referral are told apart. The attribution use case follows one inquiry from source to outcome.
Which tier fits a home health agency?
Start on Starter unless you want an engine running from day one. Starter includes TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets, and it is 7 days free, no card, ending on its own after 7 days unless you add one. The content engine is on Launch, Growth and Command. Meta ads, where a nurse or therapist job campaign runs beside the patient campaigns, are on Growth and Command. The outbound engine, for an agency that wants more discharge planners and physicians' offices to know its name, is on Command. Command adds the outbound engine, social media management and your full marketing team, always on, scoped per engagement.
Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, so the intake coordinator, the administrator and the community liaison each sign in with their own single-use link, and a seat removed is gone within 30 seconds. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and committing annually takes twenty percent off the monthly.
The pricing page carries the same figures as every other page. Add a tier when a need shows up on the screen: content when families are searching questions your site does not answer yet, outbound when you want referral sources in a new county.
Add a tier when a need shows up on the screen
- To start, 7 days free, no cardStarter
- Pages for the questions families are searchingLaunch, Growth and Command
- A nurse or therapist job campaign beside the patient campaignsGrowth and Command
- Referral sources in a new countyCommand
Can your team run it for my agency?
Yes. Managed TruLata is our team running the program on your accounts, with strategy, optimization and approvals on our side, scoped with you. Every change we make lands in your account's own change history, which the 7:05 Eastern watch reads and sorts as ours.
TruLata also works as an agency for the same buyer: local services marketing, search work for your county pages and paid search with the same daily account watch. We ran a marketing agency, then turned the work into software, so the service and the screen are one account.
Security is plain. Connections are encrypted in transit with bank-level encryption (TLS), every change made through a dashboard is logged with the address and the time, and every sign-in step is logged. We never ask for your account password; every connection is a grant or a key you create and can revoke, and what we store is encrypted.
Run for you, on your accounts
Managed TruLata
- Strategy, optimization and approvals on our side
- Every change lands in your account's own change history
Agency work
- Local services marketing
- Search work for your county pages
- Paid search with the same daily account watch
Security
- Encrypted in transit (TLS)
- Every change and sign-in step logged
- Every connection a grant or key you can revoke
What a home health agency's screen reads, and how fresh.
| What | Where it comes from | How fresh |
|---|---|---|
| Referral and family inquiries | Your site's forms, appended to the lead sheet server-side with the page each came from; outcome set from the screen | Live as they land |
| Calls | CallRail by API key on Integrations, or your CRM; other platforms with an API during setup | Live |
| Reviews, rating, listing performance | Google Business Profile, with our account as manager on your listing | Pulled when you open the screen; the header stamp says when |
| Spend, conversions, cost per conversion | Google Ads, by campaign, patient and recruiting apart | Hours behind intraday |
| Ads change record and account users | Google Ads change history and user list | Daily, 7:05am Eastern |
| Queries, impressions, clicks, average position | Search Console, service and county queries | 2 to 3 days behind |
| Sessions, sources, pages, key events | Google Analytics 4 | Hours behind intraday |
Patient health information stays outside the screen. The screen reads marketing sources: your forms, your listing, your Google accounts and your call tracking or CRM. Your clinical and scheduling software stays in your own systems today, and card data is never read.
Questions, answered.
Can I keep nurse and therapist recruiting apart from patient inquiries?
Yes. Google Ads shows spend, conversions and cost per conversion by campaign, so a registered nurse job campaign and a county patient campaign sit on their own rows. In Google Analytics 4 a referral inquiry and a job application can each be a key event you count.
Does patient health information go into TruLata?
Patient health information stays outside the screen. The screen reads marketing sources: form inquiries, your Business Profile, Google Analytics 4, Search Console, Google Ads and your call tracking or CRM. Your clinical records stay in your own systems.
Do you count calls from discharge planners?
Where you run call tracking or a CRM. Paste a CallRail API key on the Integrations view and its calls count as leads, and another platform with an API connects during setup. Call recordings are not played or stored on the screen.
Can it show which counties send inquiries?
The Leads view shows the page each inquiry came from, so a form on a county page is read by county. Search Console shows the county queries you appeared for, and Google Ads reports each county campaign on its own row where you run one.
Can it reach discharge planners and physicians' offices?
On Command prospects are sourced weekly to the target profile set with you. Emails leave from a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged.
What does my office have to connect?
Access to your Google Analytics property, Search Console site, Google Ads account and Business Profile listing, each revocable in your own console. Our team connects your forms and CRM during setup with the access you grant. We never ask for your account password.
See it running
before you decide.
The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.
Start 7 days free Open the live demo
No card. It ends on its own after 7 days unless you add one. See pricing.
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.