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
Skills Required
- Previous experience in outbound calling, healthcare administration, medical front desk, referral coordination, insurance verification, provider research, or a similar role
- Comfort making frequent outbound calls to medical offices and healthcare providers
- Strong spoken English and professional phone communication skills
- Strong attention to detail and accuracy
- Ability to follow scripts and established processes consistently
- Comfort researching information online and verifying details
- Strong documentation and data-entry skills
- Comfort working with spreadsheets, directories, CRM systems, or similar databases
- Ability to handle repetitive, high-volume tasks without sacrificing accuracy
- Reliable internet connection and suitable work-from-home setup
- Ability to work full-time during the required schedule
- 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
What We Do
HelpSquad is a business process outsourcing (BPO) company providing managed customer service, 24/7 live chat, call-center, and virtual assistant solutions. Its remote teams handle customer-facing and administrative tasks such as emails, phone calls, scheduling, CRM updates, and support requests. The company serves healthcare, legal, financial services, real estate, e-commerce, and other businesses, with U.S.-based management and global delivery across multiple time zones.
