Patient Outreach Representative

HelpSquad

Patient outreach representative scheduling Annual Wellness Visits for a U.S. healthcare client.

Posted 8/13/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound calling and appointment scheduling within a healthcare context, ensuring compliance with HIPAA regulations and client-specific procedures. Proficient in accurate data entry and effective communication with patients, particularly older adults, while maintaining a professional demeanor.

Highest-signal resume keywords

Outbound Calling ExperienceAppointment SettingHIPAA ComplianceCloud EHR FamiliarityHigh-Volume Dialing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryAppointment SchedulingScript AdherenceCall DocumentationObjection Handling

Soft Skills

Clear CommunicationPatient Telephone MannerAttention to DetailProfessionalism

Tools & Technologies

Cloud Phone SystemElectronic Health Record (EHR)Virtual DesktopNoise-Cancelling USB Headset

Certifications & Qualifications

HIPAA TrainingBackground Check

Industry Keywords

Patient AccessContact CenterMedicare Wellness VisitPreventive-Care OutreachU.S. Healthcare Experience

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Place outbound calls to patients from a client-provided call list using the client’s cloud phone system
Follow the client’s approved script, scheduling rules, and call-handling procedures
Book appointments directly into the client’s electronic health record and scheduling system
Document the outcome of every call accurately in the client’s system
Handle common objections and reschedule requests professionally
Escalate anything outside the script to the Team Lead
Meet daily activity and quality expectations set with the Team Lead
Schedule Annual Wellness Visits for established patients on behalf of the healthcare practice
Work entirely inside the client’s systems through a secure virtual desktop
Avoid providing medical, clinical, or insurance advice and transfer such calls

Requirements

What you’ll need

1+ years in outbound calling, appointment setting, patient access, or contact center work
100% attention required during the shift
Clear, neutral, easily understood spoken English
Warm, patient telephone manner
Comfort speaking with U.S.-based adults, including older patients
Accurate data entry while holding a live conversation
Ability to follow a script and compliance boundary precisely without improvising
Availability for the full campaign term with no planned absences
Willingness to complete HIPAA privacy and security training before starting
Willingness to complete a background check before starting
Ability to work assigned shifts between 8:00 a.m. and 9:00 p.m. U.S. Central Time
Private, quiet workspace meeting HIPAA requirements
Reliable computer capable of running a remote virtual desktop session
Wired or stable broadband internet with sufficient upload speed for clear voice calls
Noise-cancelling USB headset
Backup plan for power and internet outages
Ability to sign confidentiality and information-security agreements
Ability to comply with restrictions on writing down, screenshotting, photographing, copying, storing, or forwarding patient information
Ability to access patient data only through the secured virtual desktop and only as needed for scheduling
Must pass a background check
Strongly preferred: prior U.S. healthcare experience
Strongly preferred: familiarity with a cloud EHR such as athenahealth or cloud phone platform such as Dialpad
Strongly preferred: experience with Medicare wellness visit or preventive-care outreach
Strongly preferred: high-volume manual dialing experience, 100+ dials per day

Benefits

Comp & perks

Competitive hourly rate
On-time payments, every time
Payments processed via Wise
Paid training
Paid breaks
Direct client training provided
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
Stable, long-term account placements (not gig-style work)
Supportive team culture across all accounts
Potential for increased hours or additional accounts based on performance
Verified, legitimate U.S. client experience