Healthcare Lead Qualification Specialist

Advanced Access Staff, Inc
Fort Myers, FL

This is a remote position.

We are seeking a highly organized and professional Remote Referral Intake & Qualification Specialist to support our Healthcare Referral Liaison in Collier County, Florida.

This role is responsible for:

  • Calling hospitals, rehab centers, and nursing facilities

  • Identifying discharge planners and social workers

  • Introducing our 24/7 care services

  • Pre-qualifying potential referrals

  • Scheduling appointments for our US-based Liaison

This is NOT a hard sales role.

This is relationship-building and qualification.

Core Responsibilities:

Outbound Outreach

  • Call hospitals and rehab facilities daily

  • Identify decision-makers (discharge planners, case managers)

  • Introduce our services briefly and professionally

Referral Qualification

Ask structured questions:

  • Is the patient discharging within 24–72 hours?

  • Does the patient need home care?

  • Is care needed 24/7, live-in, or part-time?

  • Is the patient private pay or insurance-based?

Appointment Setting

  • Schedule in-person visits for the Healthcare Liaison

  • Confirm time, location, and contact person

  • Send confirmation email (template provided)

CRM Management

  • Document every call

  • Track referrals

  • Update pipeline daily

  • Maintain clean data

Daily KPIs (Important)

  • 40–60 outbound calls per day

  • 5–10 meaningful conversations

  • 3–5 scheduled introductions weekly

  • 100% CRM documentation


Requirements

Required Skills:

  • Clear English speaking (neutral accent preferred)

  • Professional phone etiquette

  • Healthcare experience preferred but not required

  • Comfortable calling US medical facilities

  • Organized and detail-oriented

  • Able to work US Eastern Time hours


Benefits

Base: $600–$900/month

  • $25 per qualified appointment

  • $50–$100 per admitted patient



Posted 2026-02-12

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