University of Utah Health Research
Customer Advocate Specialist
University of Utah Health Research, Salt Lake City, Utah, United States, 84193
Customer Advocate Specialist
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Customer Advocate Specialist
role at
University of Utah Health Research
Open Date: 12/11/2025
Requisition Number: PRN43806B
Pay Rate Range: $18.00 to $23.23
Close Date: 03/11/2026
Job Summary This entry‑level position supports one scheduling team and/or one referral rotation. The Customer Advocate Specialist I (CAS I) will learn essential electronic medical record (EMR) programs and processes for both patient scheduling (inbound) and referral processing (outbound). Once proficiency is demonstrated, the CAS I may be assigned to patient scheduling or referral processing based on mission needs.
The position is primarily housed in a call center, with site rotations required at the Primary Children’s Outpatient Services building.
Responsibilities
Schedules and registers patients for one scheduling team.
Contacts patients for rescheduling, missed appointments, and appointment reminders.
Maintains organized work lists, including reminder calls, wait lists, referrals, registration, insurance verification, and filling clinics.
Corresponds with physicians and staff via email, phone, and electronic medical records.
Handles all customer contacts in a timely and efficient manner, including patient scheduling requests, provider messages, inquiries, complaints, and feedback calls.
Complies with federal and university privacy guidelines, including HIPAA, when entering health information into electronic medical records.
Performs other related scheduling duties as assigned.
Handles inbound calls, electronic and faxed referrals for one referral rotation (covering inbound, outbound, and process tasks across 4–5 specialties).
Performs outbound calls to patient families and referring provider offices to gather necessary medical information.
Verifies patient registration by obtaining current demographics and insurance information.
Schedules patient appointments related to referrals.
Enters referrals into electronic medical records for tracking and reporting purposes.
Obtains records for upcoming patient appointments.
Performs other related referral duties as assigned.
Minimum Qualifications Two years of experience in communications, customer service, a related medical field, or equivalency (one year of education can be substituted for two years of related work experience).
Preferred Qualifications
Experience with Epic and Outlook.
Preferences
Basic computer skills: familiarity with Microsoft Office and ability to navigate four to eight computer programs simultaneously.
Experience with Electronic Medical Record system(s) and medical terminology.
Scheduling and phone customer service experience in a medical office.
One year experience in patient registration, admitting or related work.
Typing speed of 40 WPM or more and/or ability to use ten‑key by touch.
Fluent Spanish speaking skills.
Excellent interpersonal and communication skills.
Demonstrated ability to work independently.
Benefits
Excellent health care coverage at affordable rates.
14.2% retirement contributions.
Generous paid leave time.
11 paid holidays per year.
50% tuition reduction for employees, spouses, and dependent children.
Flex spending accounts.
University-provided basic employee life insurance up to $25,000.
Variety of elective insurance coverage (life, short and long‑term disability, adventure death, accident, critical illness, hospital indemnity).
Free transit on most UTA services.
Employee discounts on cell phones, entertainment, health, fitness, restaurants, retail, and travel.
Professional development opportunities.
Additional benefits information is available at https://benefits.utah.edu/.
Additional amenities include a free membership to the onsite fitness center with state‑of‑the‑art equipment, an outdoor patio/terrace featuring seating and outdoor games, and a variety of food truck services.
The University of Utah is an affirmative action/equal opportunity employer and does not discriminate based on protected characteristics. All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with university policy and Utah state law. Reasonable accommodations for individuals with disabilities are available throughout the application process.
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Customer Advocate Specialist
role at
University of Utah Health Research
Open Date: 12/11/2025
Requisition Number: PRN43806B
Pay Rate Range: $18.00 to $23.23
Close Date: 03/11/2026
Job Summary This entry‑level position supports one scheduling team and/or one referral rotation. The Customer Advocate Specialist I (CAS I) will learn essential electronic medical record (EMR) programs and processes for both patient scheduling (inbound) and referral processing (outbound). Once proficiency is demonstrated, the CAS I may be assigned to patient scheduling or referral processing based on mission needs.
The position is primarily housed in a call center, with site rotations required at the Primary Children’s Outpatient Services building.
Responsibilities
Schedules and registers patients for one scheduling team.
Contacts patients for rescheduling, missed appointments, and appointment reminders.
Maintains organized work lists, including reminder calls, wait lists, referrals, registration, insurance verification, and filling clinics.
Corresponds with physicians and staff via email, phone, and electronic medical records.
Handles all customer contacts in a timely and efficient manner, including patient scheduling requests, provider messages, inquiries, complaints, and feedback calls.
Complies with federal and university privacy guidelines, including HIPAA, when entering health information into electronic medical records.
Performs other related scheduling duties as assigned.
Handles inbound calls, electronic and faxed referrals for one referral rotation (covering inbound, outbound, and process tasks across 4–5 specialties).
Performs outbound calls to patient families and referring provider offices to gather necessary medical information.
Verifies patient registration by obtaining current demographics and insurance information.
Schedules patient appointments related to referrals.
Enters referrals into electronic medical records for tracking and reporting purposes.
Obtains records for upcoming patient appointments.
Performs other related referral duties as assigned.
Minimum Qualifications Two years of experience in communications, customer service, a related medical field, or equivalency (one year of education can be substituted for two years of related work experience).
Preferred Qualifications
Experience with Epic and Outlook.
Preferences
Basic computer skills: familiarity with Microsoft Office and ability to navigate four to eight computer programs simultaneously.
Experience with Electronic Medical Record system(s) and medical terminology.
Scheduling and phone customer service experience in a medical office.
One year experience in patient registration, admitting or related work.
Typing speed of 40 WPM or more and/or ability to use ten‑key by touch.
Fluent Spanish speaking skills.
Excellent interpersonal and communication skills.
Demonstrated ability to work independently.
Benefits
Excellent health care coverage at affordable rates.
14.2% retirement contributions.
Generous paid leave time.
11 paid holidays per year.
50% tuition reduction for employees, spouses, and dependent children.
Flex spending accounts.
University-provided basic employee life insurance up to $25,000.
Variety of elective insurance coverage (life, short and long‑term disability, adventure death, accident, critical illness, hospital indemnity).
Free transit on most UTA services.
Employee discounts on cell phones, entertainment, health, fitness, restaurants, retail, and travel.
Professional development opportunities.
Additional benefits information is available at https://benefits.utah.edu/.
Additional amenities include a free membership to the onsite fitness center with state‑of‑the‑art equipment, an outdoor patio/terrace featuring seating and outdoor games, and a variety of food truck services.
The University of Utah is an affirmative action/equal opportunity employer and does not discriminate based on protected characteristics. All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with university policy and Utah state law. Reasonable accommodations for individuals with disabilities are available throughout the application process.
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