Clutch 2026 Top Virtual Assistant Company · Top Medical Billing Company · Managed Virtual Medical Assistants
Case studies

Real engagements. Real numbers.

Clutch-verified 5/5 reviews across quality, schedule, cost, and willingness to refer, plus three confidential healthcare engagements with stats verified internally. From six-figure A/R recoveries to 50% cost savings to 100+ claims per rep per day, these are the outcomes that keep our retention rate under 2% churn.

HIPAA + PCI compliant·Top 15 Clutch Global BPO·US-managed from Doylestown, PA
Top Clutch BPO Company - United States 2026 Top Clutch Virtual Assistant Company 2026 Top Clutch Medical Billing Company 2026 Top Clutch Call Centers - United States 2026 Top Clutch Email Support Services Company 2026 Top Clutch Back Office Outsourcing Company 2026
HelpSquad is HIPAA compliant - certified by HIPAATraining.comHIPAA-certified VAs
BAA at company level
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Verified client reviews

What clients say on Clutch.

Unfiltered, third-party-verified reviews pulled live from our Clutch profile.

Featured
Cosmetic & Surgical Dentistry · Lawrenceville, NJ · Since January 2020

A six-figure A/R recovery in 60 days.

The challenge

  • Dentrix 90-day+ aging report showing hundreds of thousands of dollars uncollected
  • Front desk unable to cover appointment calls after hours
  • Internal staff buried in billing and data entry

The solution

Three dedicated virtual dental assistants handling inbound and outbound calls, patient scheduling, billing follow-up, and Dentrix data entry. HIPAA-compliant, embedded in the practice, trained on Dentrix from day one.

Call Center ServicesVirtual Medical AssistantsMedical BillingCustomer Service Outsourcing

The outcome

  • Patient scheduling live within two weeks of go-live
  • Insurance workflow and patient billing optimized within two months
  • Aged A/R backlog addressed within 60 days
  • Around-the-clock patient coverage without adding in-house staff
Featured
Real Estate / Short-term Rentals · New Orleans, LA · Since August 2025

25% more service hours. 33% lower labor cost.

The challenge

  • Outsource 18-hours-a-day guest services across Airbnb, VRBO, and Marriott Bonvoy
  • Do it at a price that actually saves money, not shifts it
  • Maintain quality scores that match direct-hired guest service staff

The solution

A four-agent HelpSquad team running a unified inbox across every booking platform, escalating to Vello staff on the rules Vello wrote, and coordinating trip alterations, refunds, and discounts inside Vello's workflow.

Call Center ServicesCustomer Service OutsourcingUnified-inbox management

The outcome

  • Record guest-communication quality-control scores
  • 365-days-a-year coverage, roughly 18 hours per day
  • 25% expansion in hours of active guest communication within 3 months
  • 33% labor cost savings vs. prior in-house model
Supply Chain, Logistics & Transport · Souderton, PA · Since January 2022

35% cold-to-booking conversion rate.

The challenge

  • Book more moves without hiring a sales team
  • Answer calls during and after business hours
  • Free the owner from the phone queue

The solution

Dedicated sales reps handling cold calling and warm-lead management, covering the phones during business hours and after, trained on the New Horizon booking flow.

Call Center ServicesSales OutsourcingLead qualification

The outcome

  • Owner time freed to run the operation instead of the phones
  • Consistent after-hours and peak-hour coverage
  • 35% closing-to-booking conversion rate on the leads HelpSquad handles
Software / Enterprise · Hatboro, PA · March 2022 - February 2024

25% monthly lead lift after-hours.

The challenge

  • Capture initial leads before competitors
  • Answer inbound calls during after-hours
  • Scale sales coverage without building an internal SDR team

The solution

A sales-trained team taking after-hours inbound calls, qualifying initial leads, and handing them to InsaneLab's account executives with clean notes inside their CRM.

Call Center ServicesSales OutsourcingCustomer Service Outsourcing

The outcome

  • 100% after-hours call coverage without an internal night shift
  • Clean lead hand-offs into the InsaneLab sales pipeline
  • 25% increase in monthly lead volume
Higher Education · San Diego, CA · January 2023 - August 2025

A three-year staff-aug partnership at university scale.

The challenge

  • Cover live chat and call center volume for a 150+ program university
  • Integrate with Salesforce and the NU knowledge base
  • Scale up or down as term calendars shift

The solution

LiveHelpNow platform plus HelpSquad staff augmentation, integrated into Salesforce and NU's knowledge base, with generative-AI-assisted live chat and a team that scaled with the academic calendar.

Call Center ServicesIT Staff AugmentationTranscriptionLive ChatGenerative AI

The outcome

  • Large-scale Salesforce CRM integration live
  • Coverage that scaled up or down with term volume
  • Three-year continuous engagement
  • Turn-key delivery, minimal client-side project management overhead
Medical · Oak Brook, IL · Since January 2017

Nine years of on-brand patient chat.

The challenge

  • Handle patient and prospect website chat at scale
  • Capture, qualify, and create records for every lead
  • Adapt instantly to new messaging and protocol changes

The solution

Dedicated chat agents trained on Restore's protocols - responding to chat inquiries, qualifying leads, creating records in Restore's system, and rolling out changes in hours, not weeks.

Call Center ServicesCustomer Service OutsourcingLive Chat

The outcome

  • On-the-fly protocol updates delivered with no delay
  • Zero escalations on company-values alignment
  • Nine-year continuous engagement
  • Consistent, timely, professional chat handling
Healthcare / In-home care · Tennessee, USA · Ongoing engagement

Nearly 50% cost savings. Better patient experience.

The challenge

  • In-home care practice with 25+ providers struggling to keep up with patient questions across phone and email
  • Patient intake, appointment scheduling, and inbound questions all backlogged
  • Internal staff stretched across administrative work and patient communication

The solution

Six remote HelpSquad patient service representatives plus a dedicated team leader, handling patient intake, appointment scheduling, and inbound questions across phone and email. HIPAA-trained, embedded in the practice workflow, and proficient with patients within two weeks.

Healthcare BPOPatient IntakeAppointment SchedulingVirtual Medical Assistants

The outcome

  • Improved patient experience metrics across intake and scheduling
  • Internal providers freed to focus on care instead of phone and email coverage
  • Nearly 50% reduction in operating cost vs. prior in-house model
  • Team handling patients proficiently within two weeks of go-live
Healthcare / White-Label Medical Billing · United States · Ongoing engagement

30+ billers. 100+ claims per rep per day.

The challenge

  • Large third-party medical billing company struggling to find dependable billers across the revenue cycle
  • Inconsistent quality and turnover eroding productivity
  • Needed white-label staffing that could scale across multiple billing functions at once

The solution

HelpSquad operates as the white-label medical billing staffing partner - sourcing, training, and managing billers, payment posters, VOB specialists, UR coordinators, negotiators, and appeals specialists. The team is fully managed by HelpSquad and embedded into the client's revenue cycle.

Medical BillingWhite-Label BPOClaims ProcessingPayment PostingVOB & EligibilityDenials & Appeals

The outcome

  • Seamlessly replaced prior medical billing operation with reduced cost
  • Fully managed staffing model - HelpSquad owns recruiting, training, and QA
  • Scaled the dedicated team to 30+ billers across the revenue cycle
  • Productivity sustained at 100+ claims per rep per day
Medical Devices / Hearing · Europe · Ongoing engagement

CSAT up 25% in one month. Response 10x faster than KPI.

The challenge

  • European seller of hearing products struggling to keep up with customer requests
  • Slow response times across email and live chat in a competitive market
  • No automation in place to handle high-volume repetitive inquiries

The solution

A dedicated team of five HelpSquad agents plus a team lead covering email and live chat 24/7. AI chatbot and AI-assisted email autoresponder rolling out to compress response time on repetitive customer inquiries.

Customer Service OutsourcingLive Chat24/7 CoverageAI-assisted Support

The outcome

  • 24/7 coverage across email and chat
  • AI chatbot and AI-autoresponse implementation underway
  • 25% CSAT lift in the first month
  • Response time KPI exceeded by 10x
Let's talk

Let's talk about what your practice actually needs.

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877-775-3667 · info@helpsquad.com · Doylestown, PA