The impact of case mix on timely access to appointments in a primary care group practice

Asli Ozen1, Hari Balasubramanian

  • 1Department of Mechanical and Industrial Engineering, University of Massachusetts, Amherst, MA 01003, USA. ozen@ecs.umass.edu

Insights

This study introduces a method to balance physician panels in primary care, optimizing patient access by considering panel size and patient case-mix. The approach helps practices manage appointment burdens and improve care delivery.

Area of Science:

  • Primary Care Medicine
  • Health Services Research
  • Operations Research

Background:

  • Physician panels are central to primary care, defining patient populations for holistic care.
  • Panel size and patient case-mix significantly influence physician workload and appointment availability.
  • Access to care in primary care settings is often constrained by patient demand exceeding provider capacity.

Purpose of the Study:

  • To quantify the impact of physician panel size and case-mix on patient access in multi-provider primary care practices.
  • To develop an optimization framework for managing physician panels to improve patient access.
  • To provide a practical tool for primary care practices to assess and adjust panel composition.

Main Methods:

  • Formulated the problem of minimizing maximum overflow (access measure) as a non-linear integer programming problem.
  • Developed heuristic strategies for panel re-assignment based on structural insights from the optimization model.
  • Utilized patient-level data from a primary care practice for methodology illustration and validation.

Main Results:

  • Quantified the relationship between panel size, case-mix, and overflow frequency (access).
  • Demonstrated that the optimization framework can identify imbalances across physicians.
  • Showcased heuristic strategies that effectively improve access with minimal disruption.

Conclusions:

  • The developed optimization framework provides a quantitative approach to panel management in primary care.
  • This methodology enables practices to proactively address access issues stemming from panel imbalances.
  • The approach is practical, implementable in tools like Excel, and supports strategic panel management decisions.

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