Rules based resource scheduling

• US 20060047554A1
• Filed: 08/24/2005
• Published: 03/02/2006
• Est. Priority Date: 08/24/2004
• Status: Abandoned Application

• Current Assignee: Epic Systems Corporation
• Original Assignee: Epic Systems Corporation
• Inventors: Larsen, Steven, Foss, Keith A.
• Application Number:
  US11/210,381
• Publication Number:
  US 20060047554A1
• Time in Patent Office: Days
• US Class Current: 705/8
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06314 Calendaring for a resource
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G16H 40/20 for the management or administration of healthcare resources or facilities, e.g. managing hospital staff or surgery rooms

Abstract

A method and apparatus or use with at least one resource associated with resource clients according to a schedule wherein the schedule indicates association of the resource with specific clients during time slots, the method for scheduling client association of the at least one resource and comprising the steps of specifying at least a first set of client characteristics, identifying at least a first schedule time slot during which resource association should be limited to clients having the first set of characteristics and restricting association of clients with the at least a first schedule time slot as a function of client characteristics and the first set of characteristics.

Claims

1. A method for use with at least one resource associated with resource clients according to a schedule wherein the schedule indicates association of the resource with specific clients during time slots, the method for scheduling client association of the at least one resource and comprising the steps of:

specifying at least a first set of client characteristics;

identifying at least a first schedule time slot during which resource association should be limited to clients having the first set of characteristics; and

restricting association of clients with the at least a first schedule time slot as a function of client characteristics and the first set of characteristics.

2. The method of claim 1 wherein the client set includes at least a subset of the client'"'"'s gender, the client'"'"'s age, payment history, appointment tardiness history, insurance coverage and in-patient out-patient status.

3. The method of claim 1 wherein the step of restricting association of clients further includes the step of, during a scheduling procedure, identifying a client set including characteristics of a specific client for which the at least one resource is to be associated during a time slot and comparing the first set and the identified client set.

4. The method of claim 3 wherein the step of restricting further includes, when the client set and first set are different, restricting association of the client and the at least a first time slot.

5. The method of claim 4 wherein the step of restricting includes preventing association of the client with the at least a first time slot.

6. The method of claim 4 for use with a scheduling interface, the step of restricting including providing an interface, indicating via the interface that association of the client with the at least a first time slot is restricted and allowing at least one interface user having a special status to overrule the restriction and associate the client with the at least a first time slot.

7. The method of claim 4 for use with a scheduling interface, the step of restricting including indicating via the interface that association of the client with the at least a first time slot is restricted and allowing any interface user to associate the client with the at least a first time slot.

8. The method of claim 1 further including the steps of, for each of at least a subset of the schedule time slots, specifying time slot specific sets of client characteristics for restricting client association, the step of restricting association of clients further including restricting association of clients with each of the subset schedule time slots as a function of the client characteristics and the slot specific sets of characteristics.

9. The method of claim 8 further including the step of, during a scheduling procedure, identifying a client set including characteristics of a specific client for which the at least one resource is to be associated during a time slot and comparing at least a subset of the slot specific sets to the identified client set.

10. The method of claim 9 for use with a scheduling interface, the step of restricting including indicating at least a subset of the time slots via the interface that correspond to slot specific characteristic sets that match the identified client set for possible association with the client.

11. The method of claim 1 wherein the step of restricting association includes restricting association in a first way, the method further including the steps of identifying at least a second schedule time slot during which resource association should be limited to clients having the first set of characteristics and restricting in a second way association of clients with the at least a second time slot as a function of client characteristics and the first set of characteristics, the second way of restricting being different than the first way of restricting.

12. The method of claim 11 wherein the first way of restricting is one of prohibiting association, providing an indication of preferred prohibition while allowing association and providing an indication of prohibition while allowing certain personnel to override the prohibition and allow association and the second way of restricting is another of prohibiting association, providing an indication of preferred prohibition while allowing association and providing an indication of prohibition while allowing certain personnel to override the prohibition and allow association.

13. The method of claim 11 further including the step of, during a scheduling procedure, identifying a client set including characteristics of a specific client for which the at least one resource is to be associated during a time slot and comparing the first set and the identified client set.

14. The method of claim 11 further including the steps of identifying at least a third schedule time slot during which resource association should be limited to clients having the first set of characteristics and restricting in a third way association of clients with the at least a third time slot as a function of client characteristics and the first set of characteristics, the third way of restricting being different than the first and second ways of restricting.

15. The method of claim 1 wherein at least some of the time slots are unrestricted such that a client having the first set of characteristics can be associated therewith.

16. The method of claim 15 for use with a scheduling interface wherein the step of restricting association of clients further includes the steps of, during a scheduling procedure, identifying a client set including characteristics of a specific client for which the at least one resource is to be associated during a time slot, identifying time slots that are unrestricted such that a client having the first set of characteristics can be associated therewith and presenting at least a subset of the identified time slots via the interface for association with the patient.

17. The method of claim 1 wherein the step of specifying at least a first set of client characteristics includes specifying at least first and second characteristics wherein the first characteristic is a required characteristic and the second characteristic is a preferred characteristic.

18. The method of claim 17 wherein the step of restricting includes, during a scheduling procedure, identifying a client set including characteristics of a specific client for which the at least one resource is to be associated during a time slot and comparing the first set and the identified client set, when the client set includes the first characteristic and the second characteristic, allowing association of the client and the corresponding time slot, when the client set includes only the first of the two characteristics, restricting association in a first way and when the first characteristic is missing from the first client set, restricting association in a second way that is different than the first way.

19. The method of claim 1 further including the step of identifying a commencement period between a current time and each schedule time slot, the step of restricting association further including restricting association of clients with the at least a first schedule time slot as a function of client characteristics, the first set of characteristics and the commencement period corresponding to the at least a first schedule time slot.

20. The method of claim 1 wherein the step of identifying at least a first schedule time slot during which resource association should be limited to clients having the first set of characteristics includes identifying a plurality of time slots during which resource association should be limited to clients having the first set of characteristics, the step of restricting including, when the client and first set match, scheduling the specific client for association during the one of the identified plurality of time slots.

21. The method of claim 20 wherein the step of scheduling the specific client includes indicating at least a subset of the identified plurality of time slots via the interface and allowing selection of at least one of the indicated time slots via the interface.

22. A method for use with at least one resource associated with resource clients according to a schedule wherein the schedule indicates association of the resource with specific clients during time slots, the method for scheduling client association of the at least one resource and comprising the steps of:

obtaining a client characteristic set including characteristics of a specific client; and

restricting association of the specific client with at least a first schedule time slot as a function of the client characteristics.

23. The method of claim 22 wherein the step of restricting includes specifying a first characteristic set including client characteristics corresponding to a clients that may be associated with at least the first time slot, comparing the client set to the first set, when the first set and client set match, allowing association and when the first set and client set are different, at least limiting association.

24. The method of claim 23 wherein the step of limiting association includes one of prohibiting association, providing an indication of preferred prohibition while allowing association and providing an indication of prohibition while allowing certain personnel to override the prohibition and allow association.

25. A method for use with at least first and second resources required to perform at least one specific procedure during a time slot that includes at least a first sub-period and a second sub-period wherein at least a portion of the second sub-period includes time independent of the first sub-period and the first and second resources are required during the first sub-period and a second sub-period, respectively, the method also for use with a schedule wherein the schedule indicates association of the first and second resources with sub-periods of time slots corresponding to instances of procedures, the method for scheduling first and second resource use and comprising the steps of:

specifying information associated with the at least one specific procedure including required resources and the durations of the first and second sub-periods;

identifying at least a subset of schedule time slots where the first and second resources are unscheduled for first and second sub-periods of each of the subset time slots; and

presenting the identified subset of schedule time slots.

26. The method of claim 25 wherein the step of specifying information includes providing a database that correlates the at least one procedure with resources required for the procedure and sub-periods during which each of the required resources is required.

27. The method of claim 26 wherein the step of providing a database further includes providing a database wherein the order of the sub-periods is also specified for the at least one procedure.

28. The method of claim 25 for use with an interface, the step of specifying information including receiving the specifying information via the interface.

29. The method of claim 25 wherein the step of specifying further includes specifying the order of the first and second sub-periods.

30. The method of claim 29 wherein the second sub-period follows the first sub-period, the method further including specifying at least one of a maximum and a minimum duration of an intermediate period between the first and second sub-periods.

31. The method of claim 30 wherein the step of specifying at least one duration includes specifying each of a maximum and a minimum duration of the intermediate period.

32. The method of claim 25 further including the steps of identifying the durations of intermediate periods between first and second sub-periods for each of the identified subset time slots and distinguishing at least one of the subset time slots from the other subset time slots as a function of the intermediate periods, the step of presenting including presenting the at least one distinguished time slot differently than the other subset time slots.

33. The method of claim 32 wherein the step of distinguishing includes identifying the subset time slot associated with the shortest intermediate period.

34. The method of claim 32 further including the step of, for each subset time slot, identifying an intervening time slot between a current time and the subset time slot, the step of distinguishing at least one of the subset time slots from the other subset time slots including distinguishing the at least one subset time slot from the other subset time slots as a function of the intermediate periods and the intervening periods.

35. A method for use with a plurality of resources required during different sub-periods to perform at least one specific procedure during a time slot, the method also for use with a schedule wherein the schedule indicates association of the resources with sub-periods of the time slots corresponding to instances of the procedure, the method for scheduling use of the plurality of resources and comprising the steps of:

for the at least one specific procedure, providing resource requirement information that specifies required resources and the durations and relative timings of the sub-periods associated with the resources;

identifying at least a subset of schedule time slots during which the required resources are unscheduled for sub-periods of each of the subset time slots specified by the resource requirement information; and

presenting the identified subset of schedule time slots.

36. The method of claim 35 wherein the step of presenting the identified subset time slots includes providing an interface and presenting the identified subset time slots via the interface.

37. The method of claim 36 further including the steps of receiving a selection of one of the presented time slots and associating the resources with sub-periods of the selected time slot for an instance of the at least one procedure.