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684 Jacobs 13ed
650 section 5 SCHEDULING
15 The following wait staff are needed at a restaurant. Use the
first-hour principle to generate a
personnel schedule. Assume a four-hour shift.
l'ERIOD
II A.M. NOON I P.M. 2 P.M. 3 P.M. 4 P.M. 5 P.M. 6 P.M. 7
P.M. 8 P.M. 9 P.M.
Requirements 4 8 7 4
Assigned 4 4
On duty 4 8 8 8 4 7 7 4
16 The following matrix contains the costs (in dollars)
associated with assigning Jobs A, B, C, D,
and E to Machines 1, 2, 3, 4, and 5. Assign jobs to machines to
minimize costs.
Joes
A
B
C
D
6
4
2
11
12
14
15
13
MACHINES
3
12
10
13
16
17
4
7
8
7
11
10
9
12
9
12
17 Bill Edstrom, managing partner at a biomedical consulting
firm, has requested your expert
advice in devising the best schedule for him for the following
consulting projects, starting
on February 2nd.
TASK
Ill
IV
DESCRIPTION OF CONSULTATION
LENGTH COMPANY
3 days Novartis Corp.
l day Reardon Biotech Corp.
2 days Vertex Pharmaceuticals
2 days OSI Pharmaceuticals
CALL RECEIVED
DUE DATE ( CLOSE
DATE TIME OF BUSINESS)
February l 9a.m. February 5
February l lOa.m. February 7
February l 11 a.m. February 7
February l lp.m. February 7
The consul6ng firm charges a flat rate of $4,000 per day. All
four firms impose fines for late-
ness. Reardon Biotech charges a $500-per-day fine for each day
that the comple6on of the con-
sul6ng work is past the due date; Vertex Pharmaceu6cals,
Novartis, and OST Pharmaceuticals
all charge a fine of $1,500 per day for each day late.
Prepare alternative schedules based on the following priority
rules: SOT, FCFS, EDD,
STR, and another rule-longest processing time (LPT), which
orders jobs according to longest
assigned first, second longest assigned second, and so on. For
the sake of simplicity, assume
that consulting work is performed seven days a week. Which
rule provides Bill with the best
schedule? Why?
CASE KEEP PATIENTS WAITING? NOT IN MY OFFICE
Good doctor-pa6ent rela6ons begin with both parties being
punctual
for appointments. This is particularly important in my specialty-
pediahics. Mothers whose children have only minor problems
don't
like them to sit in the waiting room with really sick ones, and
the
sick kids become fussy if they have to wait long.
But lateness-no matter who's responsible for it-can cause
problems in any practice. Once you've fallen more than slightly
behind, it may be impossible to catch up that day. And although
it's
unfair to keep someone waiting who may have other
appointments,
the average office pa6ent cools his heels for almost 20 minutes,
according to one recent survey. Patients may tolerate this, but
they
don't like it.
I don't tolerate that in my office, and I don't believe you have
to in yours. I see patients exactly at the appointed hour more
than
99 times out of I 00. So there are many GPs (grateful patients)
in
my busy solo practice. Parents often remark to me, "We really
appreciate your being on time. Why can't other doctors do that
too?" My answer is "I don't know, but I'm willing to tell them
how
I do it."
BOOKING APPOll'l'TME TS REALrSTTCALLY
The key to successful scheduling is to allot the proper amount
of
time for each visit, depending on the services required, and then
stick to it. This means that the physician must pace himself
care-
fully, receptionists must be corrected if they stray from the
plan, and
patients must be taught to 7e"sp;�"t"th;; appointment times.
By actually timing a number of patient visits, I found that they
break down into several categories. We allow half an hour for
any
new patient, 15 minutes for a well-baby checkup or an
important
illness, and either 5 or 10 minutes for a recheck on an illness or
injury, an immunization, or a minor problem like warts. You
can,
of course, work out your own time allocations, geared to the
way
you practice.
When appointments are made, every patient is given a specific
time, such as I 0:30 or 2:40. It's an absolute no-no for anyone in
my office to say to a patient, "Come in IO minutes" or "Come in
a
half-hour." People often interpret such instructions differently,
and
nobody knows just when they'll arrive.
There are three examining rooms that I use routinely, a fourth
that I reserve for teenagers, and a fifth for emergencies. With
that
many rooms, I don't waste time waiting for patients, and they
rarely have to sit in the reception area. Ln fact, some of the
younger
children complain that they don't get time to play with the toys
and
puzzles in the waiting room before being examined, and their
moth-
ers have to let them play awhile on the way out.
On a light day I see 20 to 30 patients between 9 A.M. and 5
P.M.
But our appointment system is flexible enough to let me see 40
to
50 patients in the same number of hours if I have to. Here's how
we
tighten the schedule:
My two assistants (three on the busiest days) have standing
orders to keep a number of slots open throughout each day for
patients with acute illnesses. We try to reserve more such
openings
in the winter months and on the days following weekends and
holi-
days, when we're busier than usual.
Initial visits, for which we allow 30 minutes, are always sched-
uled on the hour or the half-hour. If I finish such a visit sooner
than
planned, we may be able to squeeze in a patient who needs to be
seen immediately. And, if necessary, we can book two or three
visits
in 15 minutes between well checks. With these cushions to fall
back
on, I'm free to spend an extra 10 minutes or so on a serious
case,
knowing that the lost time can be made up quickly.
Parents of new patients are asked to arrive in the office a few
minutes before they're scheduled in order to get the preliminary
paperwork done. At that time the receptionist informs them,
"The
doctor always keeps an accurate appointment schedule." Some
already know this and have chosen me for that very reason.
Others,
however, don't even know that there are doctors who honor
appointment times, so we feel that it's hest to warn them on the
first visit.
FITTING IN EMERGENCIES
Emergencies are the excuse doctors most often give for failing
to
stick to their appointment schedules. Well, when a child comes
in
with a broken arm or the hospital calls with an emergency
Caesarean
section, naturally I drop everything else. If the interruption is
brief,
Operations and Supply Chain Management, 13th Edition 685
-�"""� .................
SCHEDULING chapter 19 651
I may just scramble to catch up. If it's likely to be longer, the
next
few patients are given the choice of waiting or making new
appoint-
ments. Occasionally my assistants have to reschedule all
appoint-
ments for the next hour or two. Most such interruptions, though,
take no more than 10 to 20 minutes, and the patients usually
choose
to wait. I then try to fit them into the spaces we've reserved for
acute cases that require last-minute appointments.
The important thing is that emergencies are never allowed to
spoil
my schedule for the whole day. Once a delay has been adjusted
for,
I'm on time for all later appointments. The only situation I can
imag-
ine that would really wreck my schedule is simultaneous
emergencies
in the office and at the hospital-but that has never occurred.
When I return to the patient I've left, I say, "Sorry to have kept
you waiting, I had an emergency-a bad cut'' (or whatever). A
typical reply from the parent: "No problem, Doctor. In all the
years
I've been coming here, you've never made me wait before. And
I'd
surely want you to leave the room if my kid were hurt."
Emergencies aside, I get few walk-ins, because it's generally
known in the community that I see patients only by appointment
except in urgent circumstances. A nonemergency walk-in is
handled
as a phone call would be. The receptionist asks whether the
visitor
wants advice or an appointment. If the latter, he or she is
offered the
earliest time available for nonacute cases.
TAMING THE TELEPHONE
Phone calls from patients can sabotage an appointment schedule
if you let them. I don't. Unlike some pediatricians, I don't have
a regular telephone hour, but my assistants will handle calls
from
parents at any time during office hours. If the question is a
simple
one, such as "How much aspirin do you give a one-year-old?"
the
assistant will answer it. If the question requires an answer from
me,
the assistant writes it in the patient's chart and brings it to me
while
I'm seeing another child. I write the answer in-or she enters it in
the chart. Then she relays it to the caller.
What if the caller insists on talking with me directly? The stan-
dard reply is 'The doctor will talk with you personally if it
won't
take more than one minute. Otherwise you'll have to make an
appointment and come in." I'm rarely called to the phone in
such
cases, but if the mother is very upset, I prefer to talk with her. I
don't
always limit her to one minute; I may let the conversation run
two
or three. But the caller knows I've left a patient to talk with her,
so
she tends to keep it brief.
DEALING WITH LATECOMERS
Some people are habitually late; others have legitimate reasons
for
occasional tardiness, such as a flat tire or "He threw up on me."
Either way, I'm hard-nosed enough not to see them immediately
if they arrive at my office more than IO minutes behind
schedule,
because to do so would delay patients who arrived on time.
Anyone
who is less than IO minutes late is seen right away, but is
reminded
of what the appointment time was.
When it's exactly IO minutes past the time reserved for a patient
and he hasn't appeared at the office, a receptionist phones his
home
to arrange a later appointment. If there's no answer and the
patient
arrives at the office a few minutes later, the receptionist says
pleas-
antly, "Hey, we were looking for you. The doctor's had to go
ahead
with his other appointments, but we'll squeeze you in as soon as
we
can." A note is then made in the patient's chart showing the
date,
how late he was, and whether he was seen that day or given
another
appointment. This helps us identify the rare chronic offender
and
take stronger measures if necessary.
686 Jacobs 13ed
652 section 5 SCHEDULING
Most people appear not to mind waiting if they know they
themselves have caused the delay. And I'd rather incur the anger
of the rare person who does mind than risk the ill will of the
many
patients who would otherwise have to wait after coming in on
schedule. Although I'm prepared to be firm with parents, this is
rarely necessary. My office in no way resembles an army camp.
On
the contrary, most people are happy with the way we run it, and
tell
us so frequently.
COPfNG WITH No-SHOWS
What about the patient who has an appointment, doesn't turn up
at
all, and can't be reached by telephone? Those facts, too, are
noted
in the char!. Usually there's a simple explanation, such as being
out
of town and forgetting about the appointment. If it happens a
second
time, we follow the same procedure. A third-time offender,
though,
receives a letter reminding him that time was set aside for him
and
he failed to keep three appointments. In the future, he's told,
he'll
be billed for such wasted time.
That's about as tough as we ever get with the few people who
foul up our scheduling. I've never dropped a patient for doing
so. In
fact, I can't recall actually billing a no-show; the letter
threatening
to do so seems to cure them. And when they come back-as
nearly
all of them do-they enjoy the same respect and convenience as
my other patients.
QUESTIONS
What features of the appointment scheduling system were
crucial in capturing "many grateful patients"?
2 What procedures were followed to keep the appointment
system flexible enough to accommodate the emergency
cases, and yet be able to keep up with the other patients'
appointments?
3 How were the special cases such as latecomers and no-shows
handled?
4 Prepare a schedule starting at 9 A.M. for the following
patients of Dr. Schafer:
Johnny Appleseed, a splinter on his left thumb.
Mark Borino, a new patient.
Joyce Chang, a new patient.
Amar Gavhane, l 02.5 degree (Fahrenheit) fever.
Sarah Goodsmith, an immunization.
Tonya Johnston, well-baby checkup.
JJ Lopez, a new patient.
Angel Ramirez, well-baby checkup.
Bobby Toolright, recheck on a sprained ankle.
Rebecca White, a new patient.
Doctor Schafer starJs work promptly at 9 A.M. and enjoys
taking a 15-minute coffee break around IO: 15 or 10:30 A.M.
Apply the priority rule that maximizes scheduling effi-
ciency. Indicate whether or not you see an exceptfon to this
priority rule that might arise. Round up any times listed
in the case study (e.g., if the case study stipulates 5 or 10
minutes, then assume IO minutes for the sake of this prob-
lem).
SOURCE: W. B. 5cHAF£R, "KEEP PATI£NTS WAmNG7 NO'r
IN MY 0FFIC(." MEDICAL ECONOMICS, MAY 12, 1986, Pf'.
137-41. (OPYRIGHT C) BY M£DICAL EcONOMICS.
R.EPRJNT'ED BY Pu.MISSION. MmlCAl
ECONOMICS IS A COPYRIGHTED PUBLICATION OF
ADVANSTAR (OMMUNICATIONS, INC. Au RIGHTS
RESERVED.
-
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684 Jacobs 13ed 650 section 5 SCHEDULING 15 The follow.docx

  • 1. 684 Jacobs 13ed 650 section 5 SCHEDULING 15 The following wait staff are needed at a restaurant. Use the first-hour principle to generate a personnel schedule. Assume a four-hour shift. l'ERIOD II A.M. NOON I P.M. 2 P.M. 3 P.M. 4 P.M. 5 P.M. 6 P.M. 7 P.M. 8 P.M. 9 P.M. Requirements 4 8 7 4 Assigned 4 4 On duty 4 8 8 8 4 7 7 4 16 The following matrix contains the costs (in dollars) associated with assigning Jobs A, B, C, D, and E to Machines 1, 2, 3, 4, and 5. Assign jobs to machines to minimize costs. Joes A B
  • 3. 7 8 7 11 10 9 12 9 12 17 Bill Edstrom, managing partner at a biomedical consulting firm, has requested your expert advice in devising the best schedule for him for the following consulting projects, starting on February 2nd. TASK Ill IV DESCRIPTION OF CONSULTATION LENGTH COMPANY 3 days Novartis Corp.
  • 4. l day Reardon Biotech Corp. 2 days Vertex Pharmaceuticals 2 days OSI Pharmaceuticals CALL RECEIVED DUE DATE ( CLOSE DATE TIME OF BUSINESS) February l 9a.m. February 5 February l lOa.m. February 7 February l 11 a.m. February 7 February l lp.m. February 7 The consul6ng firm charges a flat rate of $4,000 per day. All four firms impose fines for late- ness. Reardon Biotech charges a $500-per-day fine for each day that the comple6on of the con- sul6ng work is past the due date; Vertex Pharmaceu6cals, Novartis, and OST Pharmaceuticals all charge a fine of $1,500 per day for each day late. Prepare alternative schedules based on the following priority rules: SOT, FCFS, EDD, STR, and another rule-longest processing time (LPT), which orders jobs according to longest assigned first, second longest assigned second, and so on. For the sake of simplicity, assume
  • 5. that consulting work is performed seven days a week. Which rule provides Bill with the best schedule? Why? CASE KEEP PATIENTS WAITING? NOT IN MY OFFICE Good doctor-pa6ent rela6ons begin with both parties being punctual for appointments. This is particularly important in my specialty- pediahics. Mothers whose children have only minor problems don't like them to sit in the waiting room with really sick ones, and the sick kids become fussy if they have to wait long. But lateness-no matter who's responsible for it-can cause problems in any practice. Once you've fallen more than slightly behind, it may be impossible to catch up that day. And although it's unfair to keep someone waiting who may have other appointments, the average office pa6ent cools his heels for almost 20 minutes, according to one recent survey. Patients may tolerate this, but they don't like it. I don't tolerate that in my office, and I don't believe you have to in yours. I see patients exactly at the appointed hour more than
  • 6. 99 times out of I 00. So there are many GPs (grateful patients) in my busy solo practice. Parents often remark to me, "We really appreciate your being on time. Why can't other doctors do that too?" My answer is "I don't know, but I'm willing to tell them how I do it." BOOKING APPOll'l'TME TS REALrSTTCALLY The key to successful scheduling is to allot the proper amount of time for each visit, depending on the services required, and then stick to it. This means that the physician must pace himself care- fully, receptionists must be corrected if they stray from the plan, and patients must be taught to 7e"sp;�"t"th;; appointment times. By actually timing a number of patient visits, I found that they break down into several categories. We allow half an hour for any new patient, 15 minutes for a well-baby checkup or an important illness, and either 5 or 10 minutes for a recheck on an illness or injury, an immunization, or a minor problem like warts. You can, of course, work out your own time allocations, geared to the way you practice. When appointments are made, every patient is given a specific time, such as I 0:30 or 2:40. It's an absolute no-no for anyone in my office to say to a patient, "Come in IO minutes" or "Come in
  • 7. a half-hour." People often interpret such instructions differently, and nobody knows just when they'll arrive. There are three examining rooms that I use routinely, a fourth that I reserve for teenagers, and a fifth for emergencies. With that many rooms, I don't waste time waiting for patients, and they rarely have to sit in the reception area. Ln fact, some of the younger children complain that they don't get time to play with the toys and puzzles in the waiting room before being examined, and their moth- ers have to let them play awhile on the way out. On a light day I see 20 to 30 patients between 9 A.M. and 5 P.M. But our appointment system is flexible enough to let me see 40 to 50 patients in the same number of hours if I have to. Here's how we tighten the schedule: My two assistants (three on the busiest days) have standing orders to keep a number of slots open throughout each day for patients with acute illnesses. We try to reserve more such openings in the winter months and on the days following weekends and holi- days, when we're busier than usual. Initial visits, for which we allow 30 minutes, are always sched- uled on the hour or the half-hour. If I finish such a visit sooner than
  • 8. planned, we may be able to squeeze in a patient who needs to be seen immediately. And, if necessary, we can book two or three visits in 15 minutes between well checks. With these cushions to fall back on, I'm free to spend an extra 10 minutes or so on a serious case, knowing that the lost time can be made up quickly. Parents of new patients are asked to arrive in the office a few minutes before they're scheduled in order to get the preliminary paperwork done. At that time the receptionist informs them, "The doctor always keeps an accurate appointment schedule." Some already know this and have chosen me for that very reason. Others, however, don't even know that there are doctors who honor appointment times, so we feel that it's hest to warn them on the first visit. FITTING IN EMERGENCIES Emergencies are the excuse doctors most often give for failing to stick to their appointment schedules. Well, when a child comes in with a broken arm or the hospital calls with an emergency Caesarean section, naturally I drop everything else. If the interruption is brief, Operations and Supply Chain Management, 13th Edition 685 -�"""� ................. SCHEDULING chapter 19 651
  • 9. I may just scramble to catch up. If it's likely to be longer, the next few patients are given the choice of waiting or making new appoint- ments. Occasionally my assistants have to reschedule all appoint- ments for the next hour or two. Most such interruptions, though, take no more than 10 to 20 minutes, and the patients usually choose to wait. I then try to fit them into the spaces we've reserved for acute cases that require last-minute appointments. The important thing is that emergencies are never allowed to spoil my schedule for the whole day. Once a delay has been adjusted for, I'm on time for all later appointments. The only situation I can imag- ine that would really wreck my schedule is simultaneous emergencies in the office and at the hospital-but that has never occurred. When I return to the patient I've left, I say, "Sorry to have kept you waiting, I had an emergency-a bad cut'' (or whatever). A typical reply from the parent: "No problem, Doctor. In all the years I've been coming here, you've never made me wait before. And I'd surely want you to leave the room if my kid were hurt." Emergencies aside, I get few walk-ins, because it's generally known in the community that I see patients only by appointment except in urgent circumstances. A nonemergency walk-in is handled as a phone call would be. The receptionist asks whether the visitor
  • 10. wants advice or an appointment. If the latter, he or she is offered the earliest time available for nonacute cases. TAMING THE TELEPHONE Phone calls from patients can sabotage an appointment schedule if you let them. I don't. Unlike some pediatricians, I don't have a regular telephone hour, but my assistants will handle calls from parents at any time during office hours. If the question is a simple one, such as "How much aspirin do you give a one-year-old?" the assistant will answer it. If the question requires an answer from me, the assistant writes it in the patient's chart and brings it to me while I'm seeing another child. I write the answer in-or she enters it in the chart. Then she relays it to the caller. What if the caller insists on talking with me directly? The stan- dard reply is 'The doctor will talk with you personally if it won't take more than one minute. Otherwise you'll have to make an appointment and come in." I'm rarely called to the phone in such cases, but if the mother is very upset, I prefer to talk with her. I don't always limit her to one minute; I may let the conversation run two or three. But the caller knows I've left a patient to talk with her, so she tends to keep it brief. DEALING WITH LATECOMERS
  • 11. Some people are habitually late; others have legitimate reasons for occasional tardiness, such as a flat tire or "He threw up on me." Either way, I'm hard-nosed enough not to see them immediately if they arrive at my office more than IO minutes behind schedule, because to do so would delay patients who arrived on time. Anyone who is less than IO minutes late is seen right away, but is reminded of what the appointment time was. When it's exactly IO minutes past the time reserved for a patient and he hasn't appeared at the office, a receptionist phones his home to arrange a later appointment. If there's no answer and the patient arrives at the office a few minutes later, the receptionist says pleas- antly, "Hey, we were looking for you. The doctor's had to go ahead with his other appointments, but we'll squeeze you in as soon as we can." A note is then made in the patient's chart showing the date, how late he was, and whether he was seen that day or given another appointment. This helps us identify the rare chronic offender and take stronger measures if necessary. 686 Jacobs 13ed
  • 12. 652 section 5 SCHEDULING Most people appear not to mind waiting if they know they themselves have caused the delay. And I'd rather incur the anger of the rare person who does mind than risk the ill will of the many patients who would otherwise have to wait after coming in on schedule. Although I'm prepared to be firm with parents, this is rarely necessary. My office in no way resembles an army camp. On the contrary, most people are happy with the way we run it, and tell us so frequently. COPfNG WITH No-SHOWS What about the patient who has an appointment, doesn't turn up at all, and can't be reached by telephone? Those facts, too, are noted in the char!. Usually there's a simple explanation, such as being out of town and forgetting about the appointment. If it happens a second time, we follow the same procedure. A third-time offender, though, receives a letter reminding him that time was set aside for him and he failed to keep three appointments. In the future, he's told, he'll
  • 13. be billed for such wasted time. That's about as tough as we ever get with the few people who foul up our scheduling. I've never dropped a patient for doing so. In fact, I can't recall actually billing a no-show; the letter threatening to do so seems to cure them. And when they come back-as nearly all of them do-they enjoy the same respect and convenience as my other patients. QUESTIONS What features of the appointment scheduling system were crucial in capturing "many grateful patients"? 2 What procedures were followed to keep the appointment system flexible enough to accommodate the emergency cases, and yet be able to keep up with the other patients' appointments? 3 How were the special cases such as latecomers and no-shows handled? 4 Prepare a schedule starting at 9 A.M. for the following patients of Dr. Schafer: Johnny Appleseed, a splinter on his left thumb. Mark Borino, a new patient. Joyce Chang, a new patient.
  • 14. Amar Gavhane, l 02.5 degree (Fahrenheit) fever. Sarah Goodsmith, an immunization. Tonya Johnston, well-baby checkup. JJ Lopez, a new patient. Angel Ramirez, well-baby checkup. Bobby Toolright, recheck on a sprained ankle. Rebecca White, a new patient. Doctor Schafer starJs work promptly at 9 A.M. and enjoys taking a 15-minute coffee break around IO: 15 or 10:30 A.M. Apply the priority rule that maximizes scheduling effi- ciency. Indicate whether or not you see an exceptfon to this priority rule that might arise. Round up any times listed in the case study (e.g., if the case study stipulates 5 or 10 minutes, then assume IO minutes for the sake of this prob- lem). SOURCE: W. B. 5cHAF£R, "KEEP PATI£NTS WAmNG7 NO'r IN MY 0FFIC(." MEDICAL ECONOMICS, MAY 12, 1986, Pf'. 137-41. (OPYRIGHT C) BY M£DICAL EcONOMICS. R.EPRJNT'ED BY Pu.MISSION. MmlCAl ECONOMICS IS A COPYRIGHTED PUBLICATION OF ADVANSTAR (OMMUNICATIONS, INC. Au RIGHTS RESERVED. -