Method and system for optimizing employee scheduling in a patient care environment

• US 7,587,329 B2
• Filed: 08/20/2003
• Issued: 09/08/2009
• Est. Priority Date: 06/02/2000
• Status: Active Grant

• Current Assignee: Drason Consulting Service LLC
• Original Assignee: Drason Consulting Service LLC
• Inventors: Dikeman, Michael A., Thompson, Bruce J.
• Primary Examiner(s): BOYCE, ANDRE D
• Application Number:
  US10/645,440
• Publication Number:
  US 20040039628A1
• Time in Patent Office: 2,211 Days
• Field of Search: 705/9
• US Class Current: 705/2
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/063116 Schedule adjustment for a person or group
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/1097 Task assignment
• CPC Class Codes: G16H 40/20 for the management or administration of healthcare resources or facilities, e.g. managing hospital staff or surgery rooms
• CPC Class Codes: G16Z 99/00 Subject matter not provided for in other main groups of this subclass

Abstract

A system and method for managing a health clinic, and in particular to managing/scheduling employees to work in the clinic. The system and method relates to a computer program for computing the needs of patients, determining adequate staffing requirements and displays these needs and requirements in connection with actual scheduling values. Thus, the system provides a tool for quickly determining whether the clinic is overstaffed or understaffed, for the entire day based on patient needs, both direct and indirect patient care needs. The system and method may further use facility limitation information to provide overall efficiency information.

Claims

1. A method of scheduling a plurality of employees in a health care environment, wherein at least two patients receive treatment during a predetermined time period, said scheduling method comprising:

for each patient, evaluating patient care requirements, wherein the patient care requirements correspond to actual employee time requirements necessary to satisfy the patient care requirements;

in response to the patient care requirement evaluation, adjusting scheduling time of at least one patient to distribute the corresponding employee time requirements throughout a predetermined time period;

automatically scheduling employees in shifts in response to the distributed employee time requirements, wherein automatically scheduling employees comprises;

(i) determining in a computer system the employees'"'"' patient care capability over intervals of their shift, wherein at least one employee is not capable of performing direct patient care duties for an entire shift;

(ii) counting employees at a fractional number based at least upon the employees'"'"' training and a predetermined patient care capability resulting in scheduling employees in non-whole number increments; and

(iii) rounding up a total amount of employees needed when a determination by a scheduling module results in a fractional number of employees needed to address the needs of the at least two patients; and

displaying employee shift information in relation to time to provide a visual indication of scheduled employee information in relation to scheduled patient information.

2. A method as defined in claim 1 wherein the act of automatically scheduling the employees comprises:

defining a predetermined number of job-types, wherein each job-type has an associated skill level;

scheduling job-types to accommodate the patient requirements; and

associating employees with the scheduled job-types.

3. A method as defined in claim 2 wherein the predetermined time period is a day, the method further comprising:

dividing the day into intervals; and

in evaluating the patient care requirements, determining the patient care requirements on a per-interval basis.

4. A method as defined in claim 3 wherein the patient care requirements are averaged over more than one interval.

5. A method as defined in claim 2 further comprising:

defining acceptable shift lengths; and

scheduling job types based on acceptable shift lengths.

6. A method as defined in claim 2 wherein each employee has a predetermined patient care capability and wherein the method further comprises scheduling employees in relation to patient care capability.

7. A method as defined in claim 6 wherein the patient care capability relates to indirect and direct patient care activities.

8. A method as defined in claim 7 wherein each employee further has a predetermined non-patient care capability relating to performing non-patient care activities, and wherein the method further comprises:

calculating a staff efficiency valued based on scheduled activities, wherein the scheduled activities relate to patient care and non-patient care activities and wherein the staff efficiency evaluates hours of direct patient care required per treatment activity.

9. A method as defined in claim 2 further comprising:

dividing the predetermined time into intervals; and

displaying a plurality of patient schedules in relation to time to provide a visual indication of the patient care requirements for each interval.

10. A method as defined in claim 9 further comprising calculating patient requirement values related to required employees based on the patient care requirements for a plurality of intervals and displaying the calculated values.

11. A method as defined in claim 10 further comprising displaying employee shift information in relation to time to provide a visual indication of scheduled employee information in relation to scheduled patient information.

12. A method as defined in claim 1 further comprising:

calculating a total value of employee time for each interval;

displaying the calculated employee values in a grid form; and

comparing patient requirement values and employee values for each interval to determine efficiency.

13. A method as defined in claim 1 wherein the act of adjusting the scheduling times of the patients comprises automatically staggering the start time of at least two patients to allow one employee to substantially service the needs of the at least two patients based on a predetermined stagger value.

14. A method as defined in claim 13 further comprising:

entering an idle time; and

automatically scheduling subsequent patients based on the idle time.

15. A method as defined in claim 1 wherein the act of automatically scheduling the employees further comprises:

generating an ideal staff model, based on job types;

using the ideal staff model, generating an ideal staff schedule; and

displaying the ideal staff model.

16. A method as defined in claim 15 further comprising associating employees with the ideal staff model to finalize the employee schedule.

17. A method as defined in claim 16 further comprising:

defining a set of drivers to define the rules in creating the ideal staff model.

18. A method as defined in claim 17 wherein the drivers comprise:

a nurse to non-nurse employee ratio;

a direct patient care percentage value for nurses; and

a direct patient care percentage value for non-nurses.

19. A method as defined in claim 18 further comprising:

calculating an efficiency value for a schedule wherein the efficiency value accommodates for intermittent patient acuity.

20. A method of scheduling employees in a health care environment comprising:

compiling a plurality of patient profiles, each patient profile associated with a different patient, and wherein each patient profile comprises information related to the direct patient care needs of the associated patient;

compiling a plurality of employee profiles, each employee profile associated with a different employee and wherein each employee profile comprises information related to the patient care capability of the associated employee;

calculating scheduling efficiency information relating to a generated schedule of patients and employees based on the patient profiles and employee profiles;

scheduling employees in shifts according to distributed employee time requirements and automatically adjusting the schedule to generate a more efficient schedules, wherein scheduling comprises;

(i) determining in a computer system the employees'"'"' patient care capability over intervals of their shift, wherein at least one employee is not capable of performing direct patient care duties for an entire shift;

(ii) counting employees at a fractional number based at least upon the employees'"'"' training and a predetermined patient care capability resulting in scheduling employees in non-whole number increments; and

(iii) rounding up a total amount of employees needed when a determination by a scheduling module results in a fractional number of employees needed to address the needs of the plurality of patients; and

displaying employee shift information in relation to time to provide a visual indication of scheduled employee information in relation to scheduled patient information.

21. A method as defined in claim 20 wherein the act of automatically adjusting the schedule comprises:

entering a stagger time;

entering an idle time; and

automatically shifting the patient schedules based on the stagger time and the idle time.

22. A method as defined in claim 21 further comprising:

automatically adjusting the employee schedules in response to the automatic shifting of the patient schedules.

23. A method as defined in claim 22, wherein the act of automatically shifting the patient schedules further comprises evaluating the patient profiles to resolve conflicts.

24. A method as defined in claim 23 wherein the act of automatically adjusting employee schedules further comprises evaluating the employee profiles to resolve conflicts.

25. A system for scheduling employees in a health care environment comprising:

a memory store for storing patient information related to the needs of a plurality of patients, resource information and employee information related to patient care capability of a plurality of patients;

a scheduling module that schedules patients and employees according to patient needs and schedules employees in shifts according to distributed employee time requirements, wherein scheduling comprises;

(i) determining the employees'"'"' patient care capability over intervals of their shift, wherein at least one employee is not capable of performing direct patient care duties for an entire shift;

(ii) counting employees at a fractional number based at least upon the employees'"'"' training and a predetermined patient care capability resulting in scheduling employees in non-whole number increments; and

(iii) rounding up a total amount of employees needed when a determination by the scheduling module results in a fractional number of employees needed to address the needs of the plurality of patients;

an optimization module for adjusting a schedule to optimize efficiency, wherein adjusting the schedule comprises adjusting the scheduled patient information and automatically adjusting the scheduled employee information to reflect the change; and

a display unit for displaying the scheduled patient information in combination with scheduled employee information, the display providing efficiency information.

26. A system as defined in claim 25 wherein the scheduling module further calculates the needs of each patient based on a per-interval.

27. A system as defined in claim 26 wherein the calculated needs of the employees and patients are displayed on the display unit.

28. A system as defined in claim 27 wherein the scheduling module further calculates a comparison value related to patient requirements and employee capabilities for each interval, said comparison values displayed on the display unit.

29. A system as defined in claim 28 wherein the calculated values are automatically updated and displayed following a modification to the employee schedule information.

30. A system as defined in claim 27 wherein the calculated values are automatically updated and displayed following a modification to the patient schedule information.

31. A system as defined in claim 27 wherein the optimization module compensates for intermittent acuity in determining an ideal staffing model, wherein the intermittent acuity relates to staff idle time when no unplanned patient requirements occur.

32. A system as defined in claim 27 further comprising a calculation module that calculates total patient treatment times, hours per treatment time and determines the efficiency of a schedule based on the hours per treatment time.

33. A system as defined in claim 25 wherein adjusting the scheduled patient information comprises moving the scheduled patient information from a first interval to a second interval.

34. A graphical user interface for a computer system, the graphical user interface having a display module for displaying information;

said graphical user interface comprising;

a patient schedule portion, the patient schedule portion logically divided into intervals and displaying patient schedule information related to the intervals;

an employee schedule portion logically divided into intervals, wherein the employee schedule portion is determined by;

(i) an employees'"'"' patient care capability over the intervals, wherein at least one employee is not capable of performing direct patient care duties for an entire shift;

(ii) counting employees at a fractional number based at least upon the employees'"'"' training and a predetermined patient care capability resulting in scheduling employees in non-whole number increments;

(iii) rounding up a total amount of employees needed when a determination by a scheduling module results in a fractional number of employees needed to address the needs of a plurality of patients, and wherein the intervals for the patient schedule portion correspond to the intervals for the employee information portion; and

a calculation display area for displaying calculated values within each interval, the calculated values relating to patient care requirements, the display area graphically depicting peaks related in relative increases in patient requirements for each interval such that the calculation display area provides efficiency information.

35. A graphical user interface as defined in claim 34 wherein the calculated values are automatically updated when the displayed information in either the patient schedule portion or the employee schedule portion is modified.