Clutch 2026 Top Virtual Assistant Company · Top Medical Billing Company · Managed Virtual Medical Assistants
How we work

Build your team. First hire live in about two weeks.

Four steps from discovery call to go-live. Vetted candidates, compliance onboarding scoped to your industry, documented workflows, and a US-based account manager. Healthcare practices, e-commerce, SaaS, real estate, legal: same model, different work.

Live in ~2 weeks·Top 3% of candidates·HIPAA, PCI, SOC 2·US-managed
Verified client reviews

What clients say on Clutch.

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

Four steps

How a HelpSquad engagement actually starts.

Every HelpSquad role is dedicated to your team and managed by our US operators. Same model whether the work is healthcare, e-commerce, SaaS, legal, or anything else. The difference starts on day one.

01

Tell us the work.

A 30-minute discovery call. We listen for what is overloading your team (front desk calls, billing backlog, customer support overflow, lead intake, recall campaigns) and map the scope of the role you want to offload. No generic intake form.

02

We pre-qualify candidates.

Every candidate clears our five-dimension assessment for voice clarity, English, role comprehension, and workflow aptitude, all before they reach your interview round. Less than 3% of applicants make it through, so the people you meet are the top of the pool, not the first person available.

03

Compliance + your SOPs.

We sign the right agreement for your industry: BAA for HIPAA, PCI DSS controls for payments, SOC 2 procedures for data, NDA for everyone. Secure virtual desktop, scoped access to your tools, documented SOPs, escalation rules, and QA scorecard so the handoff is not a guessing game.

04

Go live in about two weeks.

Your team starts inside your workflow on the schedule you chose. A US-based account manager runs weekly QA, monthly performance reviews, and a real escalation path if anything is off. Replace at zero cost if the fit is wrong.

In healthcare

What this looks like inside a medical practice.

Front office, back office, and the glue between them. Most healthcare engagements start with one lane (insurance verification, prior auth, or front-desk overflow) and expand as the Virtual Medical Assistant earns more scope.

01

Front desk & scheduling.

Inbound calls, new-patient scheduling, rescheduling, waitlist management, and same-day add-ons. All inside your EHR, with your own protocols.

New-patient schedulingWaitlist managementAppointment reminders (SMS / call / email)
02

Live medical scribing & charting.

Real-time or asynchronous documentation during visits. Specialty-specific templates, cleaner notes, faster chart closure.

Live scribing during visitsAsync charting from audioChart cleanup & completeness
03

Medical transcription & chart management.

Dictation-to-chart transcription, physician-order tracking to signature, and chart cleanup so your EHR stays audit-ready.

Dictation-to-chart transcriptionPhysician-order tracking to signatureEHR data entry & updates
04

Patient calls & communication.

24/7 phone, SMS, and chat coverage. Empathetic patient-facing conversations, multilingual where you need it.

Inbound calls & messagesLab-result routingMultilingual support
05

Insurance verification.

Eligibility confirmed 24-48 hours ahead of every visit. Deductibles, copays, and network status captured before the patient walks in.

Eligibility verificationPayor-specific workflowsDenial identification at verification
06

Prior authorizations.

Payor-specific prior-auth workflows, clinical documentation chased, status tracked across portals. Fewer bumped procedures.

Prior auth submissionClinical documentation chasingPortal status tracking
07

Medical billing & coding.

Specialty-specific CPT, HCPCS, ICD-10, CDT, and UB-04 coding. Clean charge entry from your EHR, modifier accuracy built in.

CPT / HCPCS / CDT codingModifier accuracyCharge entry from EHR
08

Claims submission & scrubbing.

Claims scrubbed for eligibility, modifier, and payer rules before submission. Higher first-pass clean-claim rate, faster cash.

Claims submissionPre-submission scrubbingEOB posting
09

Denials, appeals & aged AR.

Root-cause analysis on every denial, payor-specific appeal templates, and sustained aged-AR work. 87% first-appeal success.

Root-cause denial analysisPayor-specific appealsAged AR follow-up
10

Referral & transfer coordination.

Inbound physician referrals, inter-facility transfers, and specialty consult requests tracked from first contact through scheduled visit.

Inbound referral intakeClinical document collectionInternal cross-specialty referrals
11

Recall, reactivation & outreach.

Recall campaigns, lapsed-patient reactivation, annual-wellness outreach, and payer-contract campaigns. SMS, email, and voice, all TCPA-compliant.

Recall campaignsLapsed-patient reactivationAnnual wellness outreach
12

Telehealth coordination.

Platform onboarding, patient tech support, waiting-room management, and session-link distribution. Clinicians focus on the visit, not the connection.

Platform onboardingPatient tech supportSession-link distribution
13

Patient financial services.

Statement management, patient-responsibility calls, payment plans, and financial-assistance screening. Handled with empathy and documented outcomes.

Statement generationPayment plansFinancial-assistance screening
14

Treatment coordinator support.

Post-consult follow-ups, financial-discussion scripting, and financing coordination (CareCredit, Sunbit, OrthoFi). Higher case acceptance, faster production.

Dental treatment coordinatorOrtho TC follow-upFinancing coordination
15

Marketing & reputation.

Google Business Profile management, review requests and responses, social media posting, and local SEO support, tied back to patient acquisition.

Google review responsesLocal SEO supportGoogle Business Profile management
16

Back-office admin.

Data entry, EHR updates, SOP maintenance, credentialing support, and provider onboarding admin. Anything else your in-house team keeps deferring.

Documentation & SOPsCredentialing supportProvider onboarding admin
17

After-hours coverage.

Overnight call handling, emergency triage per your protocol, weekend overflow, and on-call message routing. Nothing drops to voicemail.

Overnight call handlingEmergency triageMessage routing to on-call
18

Custom workflows.

Something specific your practice needs that is not in a generic playbook? Document it with us on onboarding. We build the SOP, train the VA, and own the work.

Surgical pre-op / post-opBehavioral health intake & crisis protocolsBespoke specialty playbooks
Healthcare
HelpSquad is very easy to work with and always willing to make changes on the fly with little to no delay.
Sean Woods
Director, Restore
Workflow example

A visit, end to end, with a Virtual Medical Assistant.

How a single patient encounter runs when a HelpSquad VA is embedded in the workflow. Swap in your EHR, specialty, and SOPs. The shape of the workflow holds.

  1. 1

    Pre-visit prep.

    VA confirms the appointment, verifies insurance 24-48 hours ahead, collects intake paperwork, and flags anything the clinician needs to see first.

  2. 2

    Patient arrival / tele-check-in.

    VA checks the patient in (in-person instructions or telehealth link), handles any last-minute insurance or paperwork questions.

  3. 3

    Clinician joins the visit.

    Clinician sees a clean, ready chart with verified insurance and completed intake. VA may be on the line as a live scribe or standing by to document asynchronously.

  4. 4

    Visit documentation.

    Live scribing during the encounter (or async documentation immediately after) using specialty-specific templates. Clinician reviews and signs; nothing ships to billing until it is signed.

  5. 5

    Orders, referrals, follow-up.

    VA routes orders to the lab, sends referrals to specialists, and books the follow-up before the patient leaves the visit. Patient communication ships within the hour.

  6. 6

    Claims and recall.

    Clean, signed chart flows to the billing team (in-house or HelpSquad, depending on scope). Recall is scheduled based on your protocol. The patient is not a loose end.

Beyond healthcare

Same model, different work.

The vetting, compliance scoping, account management, and weekly QA carry across customer service, e-commerce, SaaS, real estate, legal, and financial services. A few of the lanes our cross-industry teams run:

01

Customer service & support.

Multichannel support across chat, voice, email, and SMS. Agents trained on your tools, tone, and escalation rules.

Learn more →
02

Live chat, 24/7.

Managed live chat on your website, powered by LiveHelpNow. Real humans, scaling with traffic spikes.

Learn more →
03

Call center coverage.

Inbound, outbound, overflow, and after-hours. From a single agent to a full 24/7 team.

Learn more →
04

Virtual receptionists.

Professional receptionists answering your phones, booking appointments, following your escalation rules.

Learn more →
05

Lead capture & qualification.

24/7 inbound lead answering, qualification, and routing across every vertical.

06

E-commerce support.

Returns, refunds, exchanges, abandoned-cart recovery, and order tracking. All handled inside your OMS.

07

SaaS tier-one support.

Password resets, billing questions, product how-tos, onboarding help, and after-hours triage.

08

Legal intake.

New-client intake with conflict check, case-management data entry, and consult scheduling. Confidentiality trained.

09

Real estate coordination.

Showings booked across agents, tenant services, maintenance triage, and short-term rental guest support.

10

Financial services support.

KYC verification, collections with empathy, fraud-report intake, and dispute documentation. PCI and SOC 2 aware.

11

Outbound campaigns.

Customer reactivation, renewal reminders, and TCPA-compliant outreach via SMS, email, and voice.

12

Knowledge base management.

Build, maintain, and version help centers, SOPs, and canned responses. AI-agent training content included.

Learn more →

Don't see your workflow? Tell us what you need →

Transparent pricing

Simple rates. Nothing to hide.

We publish our rates because we're proud of them. No hidden fees, no bait-and-switch. Engagements typically start at 20 hours per week, and every rate includes our HIPAA-compliant technology and the backing of a US-based company.

$8-$13/hour for staffing.
Managed teams custom-priced.
$0
Upfront cost
$0
Implementation fees
$0
Replacement costs
Back Office (Digital)
$ 8-10
per hour | digital-only · email + chat
  • Billing, claims, AR, data entry
  • Admin, research, scribe
  • Experienced on your EHR
  • HIPAA BAA + virtual desktop
  • Dedicated account manager
Get started
Managed Team
Custom
3+ VAs · team lead + QA + trainer
  • Fully managed (3+ VAs)
  • Specialty: clinical or RN-equivalent
  • Workforce management, QA, training & coaching
  • Monthly analytics reporting
  • Dedicated account manager
Request a quote
Frequently asked

Answers before you ask.

Do you only work with healthcare practices?
No. Healthcare is our deepest bench (it is why HelpSquad Health exists), but the same managed model runs customer service, e-commerce, SaaS, real estate, legal, and financial services. The 4-step engagement is identical. See industries we serve →
How fast can we go live?
About two weeks for most engagements: discovery → role design → pre-qualification → your interview round → compliance onboarding → go live. Simple staffing roles can stand up in days; managed teams or specialty roles can take up to a month. Your timeline shapes ours.
What about compliance: HIPAA, PCI, SOC 2?
Yes to all. BAA signed at the company level for healthcare engagements. PCI DSS controls for payment-sensitive workflows, SOC 2 procedures for data, and NDAs for every engagement. Secure virtual desktop, encrypted channels, no copy / paste / download of sensitive data, and continuous training.
Which tools and platforms do you support?
Healthcare: Epic, Cerner, Athena, eClinicalWorks, NextGen, ModMed, DrChrono, Tebra, Dentrix, Open Dental, WellSky, MatrixCare, and others. Beyond healthcare: Salesforce, HubSpot, Zendesk, Intercom, Freshdesk, Shopify, Gorgias, ServiceTitan, Twilio, RingCentral, plus most CRMs, helpdesks, and OMS / PMS platforms. Custom tooling? We train the team during onboarding.
How much does an outsourced agent cost?
$8-10/hour for back-office work (billing, verification, data entry) and $10-13/hour for patient- or customer-facing roles (scheduling, intake, support). Custom pricing for fully managed teams. No setup fees, no replacement costs. See full pricing →
What if the first hire is not a good fit?
We replace at zero cost. Part of our management model. If the match is off, we rebuild the role description with you and source again.
Do I manage the team, or do you?
You pick the level of management. Staff augmentation: you manage day-to-day, we handle HR, hiring, payroll, continuity. Fully managed: we run training, QA, and daily operations. You offload the management burden. More on our engagement models →
Can I start with one agent and scale up?
Yes. Most engagements start with one role in the highest-friction lane (often insurance verification, front-desk overflow, or after-hours support) and expand over the first quarter as trust grows.
Where are your agents based?
Patient- and customer-facing roles are primarily staffed from the Philippines (neutral accent, empathetic culture, strong English). Back-office roles work across the Philippines and India. Multilingual customer support from South Africa. Technical and EU operations from Ukraine and Germany. Account leadership is US-based in Doylestown, PA.
Do you work with DSOs, hospital groups, or large agencies?
Yes. Centralised contact center, standardised workflows, and system-wide delivery for dental service organizations, medical groups, hospital systems, and white-label agencies. See specialties & practice types →
What happens on the 30-minute discovery call?
We listen. You describe what is overloading your team, what software you live in, and what success looks like. We map the role, share realistic timelines, and give you honest feedback if we are not a fit.
Ready to start?

Let's build the squad your practice needs.

A 30-minute call. We'll listen to the work, scope the role, and give you a realistic go-live timeline.

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