Method and system for priority-based appointment scheduling

• US 8,060,395 B1
• Filed: 06/28/2007
• Issued: 11/15/2011
• Est. Priority Date: 06/28/2007
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Fitch, Todd M., Frasher, Thomas A., Sholtis, Steven A.
• Primary Examiner(s): Jeanty; Romain
• Application Number:
  US11/769,997
• Time in Patent Office: 1,601 Days
• Field of Search: 705/9, 705/7.18
• US Class Current: 705/7.18
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups

Abstract

A priority-based scheduling service may schedule appointments between service providers and service consumers by assigning a priority to an appointment request based on one or more factors. The scheduling service may take into consideration the history of the service consumer and the purpose or reason for the appointment request. In addition, preferences indicated by the service provider and service consumer may be taken into consideration by the scheduling service. A prioritized appointment request may be scheduled dependent upon how high or low a priority has been assigned to the request. The scheduling service may apply rules during the prioritizing and scheduling processes. Rules may be configured by the service providers. Once the appointment has been scheduled by the scheduling service, notification may be sent to the service provider and service consumer. Communication between the scheduling service, service providers and service consumers may be accomplished via a communications network.

Claims

1. A system, comprising:

one or more processors;

a memory coupled to the one or more processors, wherein the memory stores program instructions executable by the one or more processors to implement a scheduling service configured to;

receive scheduling requests for a plurality of service providers, wherein each of the scheduling requests identifies one of the plurality of service providers and a service consumer, and wherein each of the scheduling requests includes information for evaluating a priority of the scheduling request;

for each of the scheduling requests;

access schedule information for the identified service provider, wherein the schedule information indicates time information and priority information for existing appointments;

determine an appointment time for the scheduling request dependent on a priority of the scheduling request and dependent on said time information and said priority information for said existing appointments wherein to determine the appointment time the scheduling service is configured to access service history information for the identified service consumer, and determine the priority of the scheduling request dependent on the service history information for the identified service consumer and dependent on said information for evaluating the original priority from the scheduling request, wherein the service history information comprises information relating to historical health history, medical conditions, medical tests, and medical referrals of a consumer; and

communicate the appointment time to a device for the identified service provider and to a device for the identified service consumer.

2. The system as recited in claim 1, wherein to determine said appointment time, the scheduling service is configured to access scheduling preference information for the identified service provider, wherein the appointment time is determined further dependent on said scheduling preference information for the identified service provider.

3. The system as recited in claim 1, wherein to determine said appointment time, the scheduling service is configured to access scheduling preference information for the identified service consumer, wherein the appointment time is determined further dependent on said scheduling preference information for the identified service consumer.

4. The system as recited in claim 1, wherein one of the scheduling requests is received from the device for the service provider identified in the one of the scheduling requests.

5. The system as recited in claim 1, wherein one of the scheduling requests is received from the device for the service consumer identified in the scheduling request.

6. The system as recited in claim 1, wherein for one of the plurality of the scheduling requests, to determine an appointment time for the scheduling request, the scheduling service is configured to change an appointment time for one or more existing appointments of the identified service provider, and wherein the scheduling service is configured to communicate a corresponding changed appointment time to a device for a service consumer identified for each changed appointment time.

7. The system as recited in claim 1, wherein one of the scheduling requests is received from a device for another service provider different from the service provider identified in the one of the scheduling requests.

8. The system as recited in claim 7, wherein the another service provider and the service provider identified in the one of the scheduling requests are healthcare providers, and wherein the scheduling service is configured to transmit a personnel health history for the identified service consumer to the service provider identified in the one of the scheduling requests.

9. The system as recited in claim 1, wherein to access the scheduling information and communicate the appointment time, the scheduling service is configured to connect to a scheduling system for the identified service provider.

10. The system as recited in claim 1, wherein the scheduling service is further configured to determine the appointment time dependent on schedule information for the identified service consumer.

11. The system as recited in claim 10, wherein the scheduling service is configured to access the schedule information for the identified service consumer from a calendar application for the identified service consumer.

12. The system as recited in claim 1, wherein the information for evaluating a priority of the scheduling request comprises one or more of:

a priority rating assigned by the identified service provider, a diagnosis, a condition description, and an urgency rating assigned by the service consumer.

13. The system as recited in claim 1, wherein to communicate the appointment time to a device for the identified service provider or to a device for the identified service consumer, the scheduling service is configured to communicate the appointment time via a communication channel according to one or more of electronic mail, instant messaging, text messaging, calendar service, and voice communication;

wherein the scheduling service is configured to select the communication channel according to a preference setting for the identified service provider or identified service consumer.

14. The system as recited in claim 1, wherein the scheduling service comprises a rules engine configured to evaluate the priority of the scheduling request and determine the appointment time according to a set of rules, wherein the set of rules are at least partially configured by the identified service provider.

15. The system as recited in claim 1, wherein the scheduling service is a component of a healthcare management service accessible over a network, wherein the healthcare management service is configured to interface with a plurality of healthcare providers, healthcare consumers, and healthcare insurers.

16. A computer-accessible storage medium, comprising program instructions, wherein the program instructions are computer-executable to implement a scheduling service configured to:

receive scheduling requests for a plurality of service providers, wherein each of the scheduling requests identifies one of the plurality of service providers and a service consumer, and wherein each of the scheduling requests includes information for evaluating a priority of the scheduling request;

for each of the scheduling requests;

access schedule information for the identified service provider, wherein the schedule information indicates time information and priority information for existing appointments;

determine an appointment time for the scheduling request dependent on a priority of the scheduling request and dependent on said time information and said priority information for said existing appointments, wherein to determine the appointment time the scheduling service is configured to access service history information for the identified service consumer, and determine the priority of the scheduling request dependent on the service history information for the identified service consumer and dependent on said information for evaluating the original priority from the scheduling request, wherein the service history information comprises information relating to historical health history, medical conditions, medical tests, and medical referrals of a consumer; and

communicate the appointment time to a device for the identified service provider and to a device for the identified service consumer.

17. The computer-accessible storage medium as recited in claim 16, wherein to determine said appointment time, the scheduling service is configured to access scheduling preference information for the identified service provider, wherein the appointment time is determined further dependent on said scheduling preference information for the identified service provider.

18. The computer-accessible storage medium as recited in claim 16, wherein to determine said appointment time, the scheduling service is configured to access scheduling preference information for the identified service consumer, wherein the appointment time is determined further dependent on said scheduling preference information for the identified service consumer.

19. The computer-accessible storage medium as recited in claim 16, wherein one of the scheduling requests is received from the device for the service provider identified in the one of the scheduling requests.

20. The computer-accessible storage medium as recited in claim 16, wherein one of the scheduling requests is received from the device for the service consumer identified in the scheduling request.

21. The computer-accessible storage medium as recited in claim 16, wherein for one of the plurality of the scheduling requests, to determine an appointment time for the scheduling request, the scheduling service is configured to change an appointment time for one or more existing appointments of the identified service provider, and wherein the scheduling service is configured to communicate a corresponding changed appointment time to a device for a service consumer identified for each changed appointment time.

22. The computer-accessible storage medium as recited in claim 16, wherein one of the scheduling requests is received from a device for another service provider different from the service provider identified in the one of the scheduling requests.

23. The computer-accessible storage medium as recited in claim 22, wherein the another service provider and the service provider identified in the one of the scheduling requests are healthcare providers, and wherein the scheduling service is configured to transmit a personnel health history for the identified service consumer to the service provider identified in the one of the scheduling requests.

24. The computer-accessible storage medium as recited in claim 16, wherein to access the scheduling information and communicate the appointment time, the scheduling service is configured to connect to a scheduling system for the identified service provider.

25. The computer-accessible storage medium as recited in claim 16, wherein the scheduling service is further configured to determine the appointment time dependent on schedule information for the identified service consumer.

26. The computer-accessible storage medium as recited in claim 25, wherein the scheduling service is configured to access the schedule information for the identified service consumer from a calendar application for the identified service consumer.

27. The computer-accessible storage medium as recited in claim 16, wherein the information for evaluating a priority of the scheduling request comprises one or more of:

a priority rating assigned by the identified service provider, a diagnosis, a condition description, and an urgency rating assigned by the service consumer.

28. The computer-accessible storage medium as recited in claim 16, wherein to communicate the appointment time to a device for the identified service provider or to a device for the identified service consumer, the scheduling service is configured to communicate the appointment time via a communication channel according to one or more of electronic mail, instant messaging, text messaging, calendar service, and voice communication;

wherein the scheduling service is configured to select the communication channel according to a preference setting for the identified service provider or identified service consumer.

29. The computer-accessible storage medium as recited in claim 16, wherein the scheduling service comprises a rules engine configured to evaluate the priority of the scheduling request and determine the appointment time according to a set of rules, wherein the set of rules are at least partially configured by the identified service provider.

30. The computer-accessible storage medium as recited in claim 16, wherein the scheduling service is a component of a healthcare management service accessible over a network, wherein the healthcare management service is configured to interface with a plurality of healthcare providers, healthcare consumers, and healthcare insurers.