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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.
Abstract:
At the heart of the practice of primary care is the concept of a physician panel. A panel refers to the set of patients for whose long term, holistic care the physician is responsible. A physician's appointment burden is determined by the size and composition of the panel. Size refers to the number of patients in the panel while composition refers to the case-mix, or the type of patients (older versus younger, healthy versus chronic patients), in the panel. In this paper, we quantify the impact of the size and case-mix on the ability of a multi-provider practice to provide adequate access to its empanelled patients. We use overflow frequency, or the probability that the demand exceeds the capacity, as a measure of access. We formulate problem of minimizing the maximum overflow for a multi-physician practice as a non-linear integer programming problem and establish structural insights that enable us to create simple yet near optimal heuristic strategies to change panels. This optimization framework helps a practice: (1) quantify the imbalances across physicians due to the variation in case mix and panel size, and the resulting effect on access; and (2) determine how panels can be altered in the least disruptive way to improve access. We illustrate our methodology using four test practices created using patient level data from the primary care practice at Mayo Clinic, Rochester, Minnesota. An important advantage of our approach is that it can be implemented in an Excel Spreadsheet and used for aggregate level planning and panel management decisions.
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