This is a remote position.

Virtual Intake • Referral Development • AI Outreach • Speed-to-Lead • CRM

Position Mission

The Offshore Clinical Liaison & Patient Acquisition Specialist is responsible for helping the agency generate, capture, respond to, and coordinate new patient opportunities across both B2B referral sources and direct patient/family inquiries.

This is not a traditional virtual assistant position.

The specialist operates as the agency's virtual Patient Acquisition Command Center, combining:

AI-powered prospecting + referral-source outreach + electronic referral monitoring + 15-minute speed-to-lead + intake coordination + CRM management.

The primary objective is:

Generate more qualified referrals, respond to every opportunity quickly, and help convert appropriate referrals and inquiries into assessments and admissions.

The specialist works closely with U.S.-based clinical and operations personnel. The position supports referral development and intake coordination but does not independently make clinical decisions requiring licensed professional judgment.

Primary Responsibilities

1. Clinical Liaison & Referral Development — Primary Function

Build and maintain relationships with potential referral sources, including:

• Hospitals and discharge planners
  
• Skilled nursing facilities
  
• Rehabilitation facilities
  
• Physician practices
  
• Outpatient clinics
  
• Senior living communities
  
• Assisted living communities
  
• Elder-law professionals
  
• Case managers
  
• Social workers
  
• Community organizations
  
• Other healthcare referral partners
  

Research organizations and appropriate decision-makers, maintain referral-source records, conduct approved outreach, follow up consistently, identify opportunities, and route qualified conversations to agency leadership or field clinical liaisons.

The goal is not simply to “send emails.”

The goal is to develop referral relationships that produce patients.

2. AI-Powered Prospecting & Outreach

Use AI and approved sales technology to build and operate the agency's referral-development engine.

Responsibilities include:

• Research target referral organizations.
  
• Identify appropriate decision-makers.
  
• Build and clean prospect lists.
  
• Enrich contact information.
  
• Segment referral sources.
  
• Use AI to research and personalize outreach.
  
• Launch approved cold-email campaigns.
  
• Support compliant SMS outreach where appropriate.
  
• Manage follow-up sequences.
  
• Monitor responses.
  
• Categorize positive, negative, neutral, and follow-up replies.
  
• Route warm opportunities immediately.
  
• Maintain accurate outreach records in the CRM.
  

Requirements

We want an individual who combines the mindset of a:

Clinical Liaison — understands referral relationships.

Intake Specialist — understands urgency and patient communication.

Business Developer — actively creates new opportunities.

CRM Operator — documents everything.

AI-Enabled Professional — uses automation to multiply productivity.

Patient Acquisition Specialist — understands that the ultimate business objective is appropriate patient admissions, not activity for activity's sake.

Benefits