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Where Are My Patients? 

                                    Applying Operations Management (OM) Tools to Reduce PET-CT No Show Rates
                                     A Pereira, MBA; A C Schwarzer, MBA,MPH; J C Broder, MD; L Colcord; G A Mercier, MD, PhD; A M Norbash, MD !
     Department of Operations Management, Boston University School of Management and Department of Radiology, Boston University School of Medicine/Boston Medical Center, Boston MA


                              The Problem!                                                                                                                                                                                                                                    Methods!                                                                                                                                                                                  Key Lessons!

“No-show” is defined as a patient who misses an appointment and makes no                                                                                                                                                                                                                                                                                                              OM tools are effective in analyzing the no-show problem and generating
contact with the practice by end of the clinic day.                                                                                                                                                                                                                                                                                                                                    data-driven recommendations.

In 2010, the no-show rate for our PET-CT service was 10%.                                                                                                      The BU Department of Radiology reviewed the problem with the leadership                                                                                                                                               OM projects are low-cost, and even greater efficiencies can result from
                                                                                                                                                             of the Department of Operations Management at the BU School of                                                                                                                                                            collaboration with graduate management programs.
No-show impacts:                                                                                                                                             Management.
  Significant financial strain on practice                                                                                                                                                                                                                                                                                                                                           OM analysis generates practical solutions, such as the following
    •  Wasted time-sensitive inventory of unused isotopes                                                                                                      A plan was devised to evaluate the problem collaboratively with operations                                                                                                                                             recommendations to decrease no-show rates:
                                                                                                                                                             management (OM) tools. Two graduate students in the BU M.B.A program were
    •  Opportunity cost from unused appointment slots requiring high labor and                                                                               chosen to conduct the project.                                                                                                                                                                                              •  Use patient-centered scheduling by determining PET-CT date with the
       equipment costs                                                                                                                                                                                                                                                                                                                                                                      patient present or calling patient when exam is scheduled
    •  Wasted effort to reschedule patient and re-coordinate care with referring                                                                               Multiple OM tools were applied to analyze the problem, as illustrated below.                                                                                                                                             •  Eliminate variation in scheduling process among ordering MDs
       practice
                                                                                                                                                                                                                                                                                                                                                                                         •  Follow-up all no-shows in order to capture data regarding why patients
  Disruption of patient’s continuity of care                                                                                                                                                                                                                                                                                                                                               do not keep appointments



                                                                                                                                                                                                                                                   Process mapping!
                                                                                                                                                                                                                                   Existing PET-CT Scheduling Process                                                                                                                        Reconfigured PET-CT Scheduling Process




                                                                                                                                                                      	
  
                                                                                                                                                                                                                                                                                               Wait	
                                                                                                                                                                  Wait	
  




                                                                                                                                                                                                                                                                                                                                                           Prac*ce	
   Pa*ent	
  
                                                                                                                                                                                         Prac*ce	
   Pa*ent
                                                                                                                                                                                                                  Pa*ent	
                     Leaves	
                                         for	
                                                                                 Pa*ent	
                  Leaves	
  
                                                                                                                                                                                                                                                                                                                                                                                                              Schedule	
  in	
                                          for	
  
                       Process Map: A Process Map breaks down and connects                                                                                                                                         visit	
                      office	
                                         appt	
                                                                                  visit	
                   office	
                                                appt	
  

                          the tasks involved in a process to identify areas of
                          waste and variation. Through interviews with staff and                                                                                                                                   Need	
                   Get	
  auth	
                    No*fy	
                                                                                                  Need	
                    Call	
  to	
  
                                                                                                                                                                                                                                                                                                                                                                                                               Get	
  auth	
              Obtain	
  auth	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                             No*fy	
  
                          observations during clinic, we identified the steps in the                                                                                                                               scan?	
                 and	
  fax	
  Req	
               pa*ent	
                                                                                                 scan?	
                  schedule	
  
                                                                                                                                                                                                                                                                                                                                                                                                              and	
  fax	
  Req	
          and	
  no*fy	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                            pa*ent	
  

                          process for the patient appointments: from scheduling                                                                                                                                                                                                                  -­‐1	
                                                                                                                                                                  -­‐1	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                         -­‐2	
  
                          to their date of service. The area of highest variation                                                                                                                                                            Schedule	
                       No*fy	
           Day	
                                                                                                           Schedule	
                                              Day	
  
                                                                                                                                                                                                                                               scan	
                        prac*ce	
                                                                                                                            scan	
  
                          and impact on the patient was the Scheduling Process.
                          Documenting the process highlighted limited patient
                                                                                                                                                                                       PET-­‐CT	
  




                                                                                                                                                                                                                                                                                                                                                           PET-­‐CT	
  
                                                                                                                                                                                                               Limited…	
                                                                        0	
                         N                                                      Improved…	
                                                                          0	
                                        N
                          contact with the PET-CT clinic when the appointment                                                                                                                                                                                                Pa*ent	
           Day	
  
                                                                                                                                                                                                                                                                                                                Pa*ent	
  
                                                                                                                                                                                                                                                                                                                                  No*fy	
                                                                                                    Pa*ent	
                   Day	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Pa*ent	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              No*fy	
  
                                                                                                                                                                                                               • Pa*ent	
  contact	
                                        prep	
  call	
  
                                                                                                                                                                                                                                                                                                                arrives
                                                                                                                                                                                                                                                                                                                                 prac*ce	
                                          • Pa*ent	
  contact	
                                   prep	
  call	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   arrives
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             prac*ce	
  
                          was scheduled.                                                                                                                                                                                                                                                                           ?	
  
                                                                                                                                                                                                                                                                                                                                                                                    • Pa*ent	
  input	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      ?	
  
                                                                                                                                                                                                               • Pa*ent	
  input	
                                                                                  Y                                                                                                                                                                                  Y
                                                                                                                                                                                                               • Pa*ent	
  follow-­‐up	
                                                                         See	
                                                              • Pa*ent	
  follow-­‐up	
                                                                                       See	
  
                                                                                                                                                                                                                                                                                                                pa*ent	
                                                                                                                                                                           pa*ent	
  




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           	
  
                                                 Prioritizing using a Pareto Chart !                                                                                                                                                                                                                                                           Primary data collection and analysis!

                                                                                                                PET-­‐CT	
  %	
  of	
  Appointment	
  Outcomes,	
  by	
  Referring	
                                                         Sum	
  of	
  No	
  Show	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                             Checklist	
  Data	
  Analysis	
  


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            	
   	
  
                                                                                                                Provider	
  Department,	
  2010	
                                                                                            Sum	
  of	
  Canceled	
  
                                                                                                                                                                                                                                             Sum	
  of	
  Not	
  Done	
                                     Checklist data collection and analysis:                                                     Data	
  collected	
  using	
  a	
  checklist	
  over	
  a	
  four	
  week	
  period	
  (Feb	
  28	
  to	
  Mar	
  25,	
  2011)
                       Pareto chart analysis: A Pareto chart                                                    100%	
  
                                                                                                                                                                                                                                             Sum	
  of	
  Completed	
                                                                                                                                                                                                                       	
  
                                                                                                                 95%	
                                                                                                                                                                                        Using a simple Checklist is a great way                                                                                                        96	
  Exams	
  Scheduled
                         ranks a countable problem in order of
                                                                           %	
  of	
  All	
  Appointments	
  




                                                                                                                 90%	
                                                                                                                                                                                                                                                                                                                    81	
                                                            9                       6
                                                                                                                 85%	
                                                                                                                   82.8%	
                                                              to collect data with little preparation.                                                                                Performed       	
                                            	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     No	
  Show          Not	
  completed       	
  
                         frequency. Using scheduling system                                                      80%	
  
                                                                                                                                                                                                                                                                                                                                                                                                                              Observed	
  No-­‐Show	
  rate	
  during	
  the	
  period	
  =	
  9.38%	
  
                                                                                                                                                                                                                                         completed	
  
                                                                                                                 75%	
                                                                                                                                                                                        Based on interviews, a checklist was
                         data, we charted the no-show and                                                        70%	
  
                                                                                                                 65%	
                                                                                                                                                                                        designed to capture data on patients                                                 Out	
  of	
  the	
  96	
  paPents	
  scheduled	
                               Out	
  of	
  93	
  paPents	
  phoned	
  for	
  prep	
  call	
  
                         cancellation rates of the patients’                                                     60%	
  
                                                                                                                 55%	
                                                                                                                    #	
  of	
  completed	
  
                                                                                                                           6	
   35	
   6	
   33	
   11	
   33	
   114	
   114	
   398	
   100	
   116	
   20	
   48	
   11	
   9	
   appointments	
                                                          who actually spoke to someone in the                                            17%	
                                                                                                     33%	
  
                         referring practices and ranked them in                                                  50%	
  
                                                                                                                                                                                                                                                                                                              PET-CT practice and patients who
                         order of frequency.      This helped us                                                                                                                                                                                                                                                                                                                                                                                                                                                          67%	
  
                                                                                                                                                                                                                                                                                                              actually knew about their appointment                                                                                                          83%	
  
                         identify variation between the practices
                                                                                                                                                                                                                                                                                                              time. A majority of patients had no direct                                            Pa*ent	
  had	
  no	
  say	
  in	
  exam	
  *me	
                                               Could	
  not	
  be	
  reached	
  
                         and which practices would be good                                                                                                                                                                                                                                                                                                                                          Pa*ent	
  present	
  during	
  scheduling	
                                                     Could	
  be	
  reached	
  
                                                                                                                                                                                                                                                                                                              verbal contact with the practice, and of                                                  *	
  No	
  pa*ent	
  called	
  back	
  to	
  reschedule	
  
                         candidates for a pilot program for a new
                                                                                                                                                                                                                                                                                                              those, a high number were unaware of                                            • There	
  is	
  only	
  one	
  prep	
  call	
  a_empt	
  made	
  (one	
  day	
  prior	
  to	
  exam)	
  and	
  a	
  
                         scheduling process.                                                                                                                                                                  Medical	
  Hematology/Oncology:	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       We are grateful to Dr. Janelle Heineke
                                                                                                                                                                                                              • 	
  Largest	
  volume	
  of	
  pa*ents	
                                                      their appointment time.                                                         voice	
  message	
  is	
  leb	
  if	
  pa*ent	
  is	
  not	
  reachable	
  	
  
                                                                                                                                                              Referring	
  Department	
                       • 	
  Consistent:	
  10%	
  no-­‐show	
  	
  ‘09	
  to	
  ‘10	
                                                                                                                 • All	
  3	
  rescheduling/cancella*ons	
  during	
  this	
  *me	
  period	
  were	
  by	
  pa*ents	
                                                       and Tanaysha Howell for their
                                                                                                                                                                                                              • 	
  Low	
  staff	
  turnover	
                                                                                                                                                 unaware	
  of	
  exam	
  *me	
  and	
  only	
  done	
  when	
  contacted	
  for	
  a	
  prep	
  call	
                                                       contributions to this project.
                                                                                                                                                                                                                                                                                                                                                                                              • 	
  	
  

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RSNA - Process Improvement abstract

  • 1. Where Are My Patients? 
 Applying Operations Management (OM) Tools to Reduce PET-CT No Show Rates A Pereira, MBA; A C Schwarzer, MBA,MPH; J C Broder, MD; L Colcord; G A Mercier, MD, PhD; A M Norbash, MD ! Department of Operations Management, Boston University School of Management and Department of Radiology, Boston University School of Medicine/Boston Medical Center, Boston MA The Problem! Methods! Key Lessons! “No-show” is defined as a patient who misses an appointment and makes no   OM tools are effective in analyzing the no-show problem and generating contact with the practice by end of the clinic day. data-driven recommendations. In 2010, the no-show rate for our PET-CT service was 10%.   The BU Department of Radiology reviewed the problem with the leadership   OM projects are low-cost, and even greater efficiencies can result from of the Department of Operations Management at the BU School of collaboration with graduate management programs. No-show impacts: Management.   Significant financial strain on practice   OM analysis generates practical solutions, such as the following •  Wasted time-sensitive inventory of unused isotopes   A plan was devised to evaluate the problem collaboratively with operations recommendations to decrease no-show rates: management (OM) tools. Two graduate students in the BU M.B.A program were •  Opportunity cost from unused appointment slots requiring high labor and chosen to conduct the project. •  Use patient-centered scheduling by determining PET-CT date with the equipment costs patient present or calling patient when exam is scheduled •  Wasted effort to reschedule patient and re-coordinate care with referring   Multiple OM tools were applied to analyze the problem, as illustrated below. •  Eliminate variation in scheduling process among ordering MDs practice •  Follow-up all no-shows in order to capture data regarding why patients   Disruption of patient’s continuity of care do not keep appointments Process mapping! Existing PET-CT Scheduling Process Reconfigured PET-CT Scheduling Process   Wait   Wait   Prac*ce   Pa*ent   Prac*ce   Pa*ent Pa*ent   Leaves   for   Pa*ent   Leaves   Schedule  in   for   Process Map: A Process Map breaks down and connects visit   office   appt   visit   office   appt   the tasks involved in a process to identify areas of waste and variation. Through interviews with staff and Need   Get  auth   No*fy   Need   Call  to   Get  auth   Obtain  auth   No*fy   observations during clinic, we identified the steps in the scan?   and  fax  Req   pa*ent   scan?   schedule   and  fax  Req   and  no*fy   pa*ent   process for the patient appointments: from scheduling -­‐1   -­‐1   -­‐2   to their date of service. The area of highest variation Schedule   No*fy   Day   Schedule   Day   scan   prac*ce   scan   and impact on the patient was the Scheduling Process. Documenting the process highlighted limited patient PET-­‐CT   PET-­‐CT   Limited…   0   N Improved…   0   N contact with the PET-CT clinic when the appointment Pa*ent   Day   Pa*ent   No*fy   Pa*ent   Day   Pa*ent   No*fy   • Pa*ent  contact   prep  call   arrives prac*ce   • Pa*ent  contact   prep  call   arrives prac*ce   was scheduled. ?   • Pa*ent  input   ?   • Pa*ent  input   Y Y • Pa*ent  follow-­‐up   See   • Pa*ent  follow-­‐up   See   pa*ent   pa*ent     Prioritizing using a Pareto Chart ! Primary data collection and analysis! PET-­‐CT  %  of  Appointment  Outcomes,  by  Referring   Sum  of  No  Show   Checklist  Data  Analysis       Provider  Department,  2010   Sum  of  Canceled   Sum  of  Not  Done   Checklist data collection and analysis: Data  collected  using  a  checklist  over  a  four  week  period  (Feb  28  to  Mar  25,  2011) Pareto chart analysis: A Pareto chart 100%   Sum  of  Completed     95%   Using a simple Checklist is a great way 96  Exams  Scheduled ranks a countable problem in order of %  of  All  Appointments   90%   81   9 6 85%   82.8%   to collect data with little preparation. Performed     No  Show Not  completed   frequency. Using scheduling system 80%   Observed  No-­‐Show  rate  during  the  period  =  9.38%   completed   75%   Based on interviews, a checklist was data, we charted the no-show and 70%   65%   designed to capture data on patients Out  of  the  96  paPents  scheduled   Out  of  93  paPents  phoned  for  prep  call   cancellation rates of the patients’ 60%   55%   #  of  completed   6   35   6   33   11   33   114   114   398   100   116   20   48   11   9   appointments   who actually spoke to someone in the 17%   33%   referring practices and ranked them in 50%   PET-CT practice and patients who order of frequency. This helped us 67%   actually knew about their appointment 83%   identify variation between the practices time. A majority of patients had no direct Pa*ent  had  no  say  in  exam  *me   Could  not  be  reached   and which practices would be good Pa*ent  present  during  scheduling   Could  be  reached   verbal contact with the practice, and of *  No  pa*ent  called  back  to  reschedule   candidates for a pilot program for a new those, a high number were unaware of • There  is  only  one  prep  call  a_empt  made  (one  day  prior  to  exam)  and  a   scheduling process. Medical  Hematology/Oncology:   We are grateful to Dr. Janelle Heineke •   Largest  volume  of  pa*ents   their appointment time. voice  message  is  leb  if  pa*ent  is  not  reachable     Referring  Department   •   Consistent:  10%  no-­‐show    ‘09  to  ‘10   • All  3  rescheduling/cancella*ons  during  this  *me  period  were  by  pa*ents   and Tanaysha Howell for their •   Low  staff  turnover   unaware  of  exam  *me  and  only  done  when  contacted  for  a  prep  call   contributions to this project. •