This position is no longer available
Remote (Global)

20four7VA was looking for a B-CPT-10361 Bilingual Inside Sales Agent & Patient Referral Scheduler

20four7VA is hiring a Bilingual Inside Sales Agent & Patient Referral Scheduler (B-CPT-10361). This role supports central scheduling and patient referral management through high-volume phone and text communication. You'll operate with minimal supervision, taking full ownership of referral outcomes in a fast-paced healthcare environment.

What You'll Do

  • Manage high-volume inbound and outbound calls related to patient referrals.
  • Schedule patients accurately and efficiently based on referral details, handling rescheduling, confirmations, and follow-ups.
  • Coordinate referrals across internal systems and external portals.
  • Take full ownership of referral outcomes, ensuring none remain unaddressed by the end of your shift.
  • Communicate with patients via phone and text in English and Spanish to clarify details, insurance, and next steps.
  • Explain physical therapy and occupational therapy services at a high level to patients.
  • Independently manage assigned referral queues across multiple portals, reviewing, validating, and resolving unclear referrals without escalation.
  • Maintain accurate records using Microsoft Excel and Word, logging calls, outcomes, and referral statuses.

What We're Looking For

  • Bilingual English/Spanish proficiency.
  • Prior experience in healthcare, insurance, patient scheduling, or referral management.
  • Comfortable working in a high-volume calling environment.
  • Strong problem-solving skills and a sense of ownership.
  • Proficient in Microsoft Excel and Word.
  • Able to work independently with minimal management.
  • Native or near native English accent (Level A–B).

Nice to Have

  • Familiarity with HIPAA and patient confidentiality.

Technical Stack

  • Microsoft Excel & Word
  • Patient referral portals (client-specific)
  • VOIP / phone systems (Ring Central)
  • Basic CRM or tracking tools

Team & Environment

You will be one of 2 Virtual Assistants working as an independent contractor supporting the client(s).

Benefits & Compensation

  • Competitive rates
  • Weekly payments
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you

Work Mode

This is a fully remote, global position. You can work from any location.

Required Skills
Microsoft ExcelCRM ToolsCustomer serviceSchedulingData EntryAdministrative SupportTime Management
About company
20four7VA
20four7VA provides offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
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Job Details
Category other
Posted 5 months ago