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Referral Research VA - ODL

Role overview

Qualifications

  • Previous experience in outbound calling, healthcare administration, or similar role
  • Strong spoken English and professional phone communication skills
  • Strong attention to detail and accuracy

Responsibilities

  • Make script-based outbound calls to secondary treatment providers as patient cases come in
  • Contact medical providers to verify referral availability and requirements
  • Accurately document call results and provider information in the company’s referral directory

Key facts

Hard skills

Other skills

  • Spreadsheets
  • Organizational Skills
  • Detail Oriented
  • Professional Communication

About the company

HelpSquad logo

HelpSquad

Customer Experience & Contact Centers

HelpSquad Health gives healthcare providers the support they need to run smoother, respond faster, and care better, without the overhead. Our HIPAA-compliant virtual assistants are available 24/7 to handle patient calls, chats, emails, texts, and even social media messages, so nothing slips through the cracks. We take care of appointment scheduling, insurance verification, EHR data entry, and patient FAQs, all while using secure, integrated systems that work with your existing tools. You’ll get real-time lead notifications, a dedicated account manager, and a team trained specifically in healthcare support. Whether you're a solo practice or a growing network, HelpSquad helps you streamline operations, improve patient experience, and free up your in-house team to focus on care. HelpSquad's professionally trained live chat agents offer real-time, 24/7 support to your customers by responding to their website chats, SMS text messages and Facebook messages around the clock.

Company details

IndustryCustomer Experience & Contact Centers
Company size51 - 200

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Job description

This is a remote position.

We are looking for a Referral Research VA who will help build and maintain an out-of-state secondary treatment provider (STP) referral network.

This is a high-volume outbound calling and research role. As patient cases come in, you will contact secondary treatment providers, confirm whether they accept workers’ compensation patients and new referrals, gather their referral requirements, and accurately document the information in the company’s referral directory.

The role requires someone who is comfortable making outbound calls, speaking professionally with medical offices, researching information, and maintaining highly accurate records.

Key Responsibilities

Make script-based outbound calls to secondary treatment providers (STPs) as patient cases come in.

Contact medical providers and offices to verify referral availability and requirements.

Confirm whether providers accept workers’ compensation patients.

Confirm whether providers are currently accepting new patients/referrals.

Gather referral requirements, intake procedures, documentation requirements, and other relevant information.

Research provider information when additional details are needed.

Accurately document call results and provider information in the company’s referral directory.

Keep provider records organized, complete, and up to date.

Follow established calling scripts, workflows, and documentation procedures.

Make follow-up calls when additional information or confirmation is needed.

Escalate unclear or unusual situations according to the established process.

Maintain a high level of accuracy when handling a large volume of provider records.



Requirements

Previous experience in outbound calling, healthcare administration, medical front desk, referral coordination, insurance verification, provider research, or a similar role.

Comfortable making frequent outbound calls to medical offices and healthcare providers.

Strong spoken English and professional phone communication skills.

Strong attention to detail and accuracy.

Able to follow scripts and established processes consistently.

Comfortable researching information online and verifying details.

Strong documentation and data-entry skills.

Comfortable working with spreadsheets, directories, CRM systems, or similar databases.

Able to handle repetitive, high-volume tasks without sacrificing accuracy.

Reliable internet connection and a suitable work-from-home setup.

Able to work full-time during the required schedule.

Preferred Qualifications

Experience working with workers’ compensation patients, claims, referrals, or providers.

Experience with medical referrals or provider networks.

Experience with insurance verification or healthcare scheduling.

Experience contacting medical offices to verify insurance, referrals, or provider availability.

Familiarity with U.S. healthcare terminology and medical office workflows.

Ideal Candidate

The ideal candidate is comfortable on the phone, highly organized, detail-oriented, and consistent. This role is not simply about making calls—the information collected needs to be accurate enough for the healthcare team to rely on when coordinating patient referrals.



Benefits

Benefits

Compensation & Payments

Competitive hourly rate

On-time payments, every time

Payments processed via Wise

Training & Support

Direct client training provided — you are never thrown in blind

Dedicated Account Manager as your point of contact

Stable, long-term placement with a growing U.S.-based company

Exposure to a wide range of modern SaaS platforms

Potential for increased responsibilities as the company scales

Tenure recognition for long-term team members

Clear escalation paths — you always know who to go to

Work Environment

100% remote — work from home

U.S.-based company with structured operations

Stable, long-term account placements (not gig-style work)

Supportive team culture across all accounts

Growth & Experience

Build your U.S. industry experience

Exposure to multiple practice types and platforms

Potential for increased hours or additional accounts based on performance

Strengthen your resume with verified, legitimate U.S. client experience

Recognition

Tenure recognition for long-term team members

We value loyalty and recognize those who grow with us


Apply once. Then go straight to the hiring manager.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
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