Who is United Heritage Group (UHG)?
United Heritage Group (UHG) is a healthcare management organization dedicated to improving lives through exceptional home-based care. We support multiple Medicare-certified home health and hospice agencies by providing leadership, operational excellence, growth strategies, and administrative services that allow our clinical teams to focus on what matters most—our patients.
Our mission is to build an organization that delivers outstanding patient care while creating meaningful careers for people who share our values of integrity, service, excellence, teamwork, continuous improvement, and authentic relationships.
As we continue to grow, we are looking for professionals who are passionate about making a difference and who want to help build one of the most respected home healthcare organizations in the industry.
Position Summary
The Home Care Consultant is responsible for developing referral relationships, managing referral opportunities, recovering inactive referral sources, identifying re-admission opportunities, and working closely with our Intake team to maximize qualified patient admissions for our California home health agencies.
This is an office-based position performed remotely from Florida. The majority of the workday consists of phone calls, email communication, CRM management, and collaboration with internal teams. This is not a field marketing or outside sales position.
The ideal candidate enjoys building long-term professional relationships, has exceptional follow-up skills, is highly organized, and takes ownership of every referral opportunity from initial contact through final disposition.
Primary Responsibilities
1. New Referral Development & Conversion
Develop and maintain relationships with referral sources including:
- Physician Offices
- Hospitals
- Skilled Nursing Facilities (SNFs)
- Assisted Living Facilities (ALFs)
- Case Managers
- Discharge Planners
- Referral Coordinators
- Nurse Practitioners
- Physician Assistants
Responsibilities include:
- Receive referral opportunities generated by Community Outreach Representatives and self-generated relationships.
- Contact referral sources promptly.
- Build trust through consistent communication.
- Coordinate closely with Intake to facilitate admissions.
- Monitor referrals from opportunity through final outcome.
- Resolve barriers that may delay patient admission.
- Maintain timely communication with referral partners.
2. Referral Recovery Program
Ensure no referral relationship or opportunity is lost due to lack of follow-up.
Responsibilities include:
- Build and maintain an organized CRM database.
- Contact inactive referral sources regularly.
- Follow up on previously ineligible referrals.
- Identify patients who may now qualify for home health services.
- Maintain scheduled communication with referral partners.
- Document all interactions and future follow-up activities.
3. Re-admission Program
Identify appropriate re-admission opportunities from previously discharged patients.
Responsibilities include:
- Review discharged patient reports.
- Communicate with referral partners regarding potential re-admissions.
- Coordinate with Intake on qualified opportunities.
- Maintain accurate documentation.
- Support continuity of patient care through proactive follow-up.
4. CRM & Pipeline Management
Maintain complete visibility of the referral pipeline.
Responsibilities include:
- Update CRM daily.
- Document every interaction accurately.
- Schedule future follow-up activities.
- Maintain referral source profiles.
- Track referral trends and pipeline activity.
- Ensure every referral opportunity receives appropriate follow-up.
5. Team Collaboration
Work closely with:
- Intake Department
- Clinical Leadership
- Community Outreach Representatives
- Operations Team
- Executive Leadership
Maintain seamless communication throughout the referral-to-admission process while supporting company growth initiatives.
Key Performance Indicators (KPIs)
Relationship Growth
- Growth in active referral sources.
- Referral source retention.
- Referral recovery success.
- Consistent follow-up completion.
Referral Growth
- Qualified referral opportunities generated.
- New referrals converted.
- Re-admission opportunities identified.
Conversion
- Referral-to-admission conversion rate.
- Response time to referral opportunities.
- Referral resolution turnaround time.
CRM Excellence
- CRM accuracy.
- Daily documentation completion.
- Follow-up compliance.
- Pipeline accuracy.
Qualifications
Required Experience
Minimum of two (2) years of experience in one or more of the following:
- Home Health
- Hospice
- Physician Office
- Medical Office
- Referral Coordination
- Healthcare Customer Service
- Patient Coordination
- Healthcare Business Development
- Customer Success
- Healthcare Call Center
Equivalent experience in relationship management, inside sales, or customer success will also be considered.
Education
- Associate degree preferred.
- Bachelor’s degree is a plus.
- Relevant work experience may substitute for formal education.
Technical Skills
- Experience using CRM software.
- Microsoft Office (Word, Excel, Outlook).
- Google Workspace (Gmail, Docs, Sheets, Calendar).
- Strong computer proficiency.
- Ability to quickly learn healthcare software platforms.
Preferred experience with Axxess, ClickUp, HospiceMD, Salesforce, HubSpot, or similar systems.
Who Thrives in This Role
The ideal Home Care Consultant is someone who genuinely enjoys building relationships and takes pride in consistent follow-up.
You will likely thrive in this role if you are:
- Friendly, approachable, and professional.
- An excellent communicator on the phone and through email.
- Highly organized with exceptional attention to detail.
- Self-motivated and dependable.
- Persistent without being pushy.
- Comfortable making outbound calls throughout the day.
- Able to build trust with healthcare professionals.
- Skilled at managing multiple priorities.
- Disciplined in documenting and tracking follow-up activities.
- Passionate about helping patients receive the care they need.
- Committed to ethical conduct and Medicare compliance.
What Success Looks Like
Within your first 90 days, you will:
- Build and maintain an organized CRM of assigned referral sources.
- Establish a consistent follow-up cadence for inactive referral partners.
- Successfully convert qualified referral opportunities into admissions by collaborating with Intake.
- Identify and develop appropriate re-admission opportunities.
- Build trusted relationships with healthcare professionals through responsive, professional communication.
- Demonstrate ownership of the referral pipeline and contribute to measurable growth in active referral sources and qualified patient admissions.
Why Join UHG?
At United Heritage Group, you won’t be just another employee—you’ll be an important part of our growth journey.
As a Home Care Consultant, you’ll play a critical role in connecting patients with the care they need by building trusted relationships with healthcare professionals across California. Your work directly impacts patient outcomes, strengthens our referral partnerships, and helps more families receive quality care in the comfort of their homes.
We believe in investing in our people by providing:
- A collaborative and supportive team environment.
- Opportunities for professional growth and career advancement.
- Leadership that values initiative, accountability, and continuous learning.
- A culture built on respect, integrity, and authentic relationships.
- Meaningful work that positively impacts patients, families, referral partners, and the communities we serve.
If you’re looking for more than just a job—if you’re looking to build a rewarding career with a purpose-driven organization—we invite you to grow with United Heritage Group.
Pay: $18.00 - $22.00 per hour
Work Location: In person
