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Intelligent Scheduling White Paper

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Introduction

Give your staff the scheduling support they deserve. Doing so improves revenue, removes scheduling errors, and makes patients happy. Scheduling is the lifeblood of healthcare organizations – the crucial link that is unfortunately also very complicated.

Due to the Law of Scheduling every organization with complex scheduling is torn between standardizing by enforcing a one-size-fits-all approach or dealing with inefficiency, errors, and expense. With Intelligent Scheduling, you can achieve flexible standardization! Meet your efficiency goals while allowing for variation between providers and patients.

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Problems

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How to Schedule more Effectively

The logic undergirding the intelligent scheduling/referral system is incredibly robust. It follows the following logic sequence:

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It starts with a patient’s reason for visit

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On one side, the patient context is evaluated:

a. If a disposition is available, that is considered as well
b. Patient demographics
c. Patient Insurance
d. Prior visits may be used to calculate appropriate timeframes

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These are matched against a database of Resources with a rules engine

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Resource logic takes into account

a. Services the resource offers / is required for
b. Multiple Resources needed for a schedule are automatically included
c. Service provider schedule
d. Service provider preferences
e. Provider relationships for availability and backup options

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Sequential Scheduling – define appointments to be scheduled in sequences

a. Sequences can be defined (e.g. pre-op, op, and post-op)
b. Each appointment in the sequence can involve multiple resources, each with its own requirements
c. Buffer between visits and/or buffer ranges between visits in a sequence can be specified

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The results are filtered through geo-location proximity with the patient

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These are matched against the appropriate visit types in the integrated scheduling system

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Finally, Round Robin calculation prioritizes the results for equitable distribution among service providers

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Only appointments that match the criteria are shown, saving tremendous time and effort

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The Results

Schedule recommendations that fit the issue and symptoms, prioritize close proximity, is optimized for provider preferences, is equally distributed by Round Robin, and still gives patients a choice for what best fits their needs and schedule. Talk about removing the scheduling pains from your staff!

Simple Interface

The enormous complexity is hidden behind a deceptively simple user interface for agent or nurse workspaces.

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Scheduling sequential visits that follows all your requirements is incredibly simple.

The Agent Interface facilitates:

  1. Scheduling new appointments
  2. Cancel existing appointments
  3. Schedule multi-resource appointments, where multiple resources are needed in the same appointment
  4. Schedule sequential appointments, where a series of appointments are needed in order (e.g. pre-op, op, and post-op)
  5. Overbooking existing appointments to squeeze in urgent cases
  6. Reschedule appointments
    • a. Taking into account the full logic and context when the appointment was first scheduled.
    • b. e.g. rescheduling a post-op that is part of a sequence takes into account the date/time of the operation, its location, the resources involved, and the buffer needed between appointments

Benefits

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Schedule incredibly complex appointments with ease

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Rescheduling the most complicated schedule in just a few clicks

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Standardize only those scheduling elements that make sense

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So easy, nurses can schedule complex appointments without transferring callers

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Ditch the scheduling knowledge base for faster, yet more accurate, scheduling

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Reduce training time by 50-70%

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Nearly eliminate scheduling errors

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Self-administer schedules in real-time

No Scheduling Requirements are Too Complex!

So how complex can these rules handle?
Those who don’t schedule appointments regularly don’t appreciate how quickly scheduling complexity grows.

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Take one mental health practice as an example. They have 72 primary diagnosis and 73 secondary diagnosis possibilities that combined determined the visit type. In addition, they have 4 service types, different rules for established vs new patients, and 160 provider preferences to account for. The total individual combinations is nearly 7 million!

Self-Administer

The parameters for all of the above are available for you to setup and administer yourself – in real time. Once a change is made in the admin, it immediately changes all schedules in the contact center and patient self-scheduling on the web.

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