MHSA 7250 – Quantitative Methods in Healthcare Management II Spring 2014 Thursday, 5:30 – 8:15P Solms 204 Joey Crosby, Ph.D, R.Ph University Hall 154B (912) 344-2657 (office) (912) 344-3490 (fax) (912) 660-0263 (mobile) E-Mail: joey.crosby@armstrong.edu Office Hours: Monday: 1:30 - 5:30P Wednesday: 11:00A – 1:00P Thursday: 1:30 - 5:30P Other days/times by appointment only **Office hours subject to minor weekly variations. Setting up an appointment to see me is the best way to ensure I’ll be available. ________________________________________________________________________ When: Where: Instructor: Office: Phone: Course Description As per the AASU graduate catalog, the course involves the application of various quantitative methods of analysis to support operations-based decision making within contemporary health services organizations. This course will focus on various areas of operations management in health services organizations – including, but not limited to, staffing, patient flow/scheduling, capacity and resource planning, quality management, productivity management, inventory control, etc. – where operations research/analytical methods such as linear and nonlinear programming, queuing theory, decision modeling, simulation, and regression analysis can be utilized to facilitate informed decision making by the health services administration professional. Operations management/research applications arise commonly in the health services delivery field, including applications in strategic management such as health systems and supply chain design, facility planning and design, equipment evaluation and selection, process selection, and capacity planning. Other planning problems include demand and capacity forecasting, scheduling and workforce planning, job design, inventory management, and managing system productivity and quality. As the health services environment continues to evolve towards a more institutionally competitive, highly regulated enterprise, the need for greater efficiency and “profitability” in daily operations will continue to increase in importance. Course Objectives Upon successful completion of the requirements and assignments for this course, it is anticipated that each student will be able to demonstrate the following competencies as referenced in the Healthcare Leadership Alliance Health Services Management Competency Model, version 2.0: Learning Objective / Competency Knowledge of the historical evolution and rationale for the adoption and use of operations management / research methods within health services organizations over time Knowledge of various planning and control functions (e.g., production planning and scheduling, inventory management, project management) associated with the production and distribution processes, which converts scarce resources into goods and services, and delivers them to customers/ patients. The ability to select and execute appropriate qualitative and quantitative approaches that are available to solve problems within each function, including (but not limited to) optimization modeling, decision analysis, and/or simulation modeling/forecasting. The ability to select and execute appropriate qualitative and quantitative approaches to develop solutions to operational problems that reduce costs while maintaining or increasing output, quality, and customer service The ability to demonstrate effective written, oral communication, and presentation skills The ability to utilize commonly available computer software (i.e. Microsoft Excel) to facilitate the appropriate analysis/modeling of various sources of data HLA Domains Domain 4: Knowledge of the Healthcare Environment Assessment ● Lecture and Class Discussion Domain 5: Business Knowledge and Skills ● Lecture and Class Discussion ● Operations Project Proposal Domain 5: Business Knowledge and Skills ● Homework assignments ● Operations Project Proposal Domain 5: Business Knowledge and Skills ● Homework assignments ● Operations Project Proposal Domain 1: Communication and Relationship Management Domain 5: Business Knowledge and Skills ● Homework assignments ● Operations Project Proposal ● Homework assignments Course Textbook Ozcan, YA. Quantitative Methods in Health Care Management, 2nd Edition. Jossey-Bass Publishing. (Primary) Albright, C, Winston W, and Zappe, C. Data Analysis and Decision-Making with Microsoft Excel. Revised 3rd Edition. Southwestern-Cengage Learning (Secondary – we used this text in MHSA 6200, and will use this for supplemental applications in this course) Course Evaluation and Grading The grading scale used to evaluate student performance will be the same as that used in other AASU courses: 90-100 (A); 80-90 (B); 70-79 (C); 65-69 (D); <65 (F). Any deviations from this standard grading schedule will be a result of the distribution of class scores on particular assignments as well final grades. Each student’s grade in this course will be based on the following (with the relative weights for each): 1. 2. Homework Assignments Course Examination 60% 40% Problem Assignments Throughout the semester, students will be assigned selected problems from the textbook and/or from additional operations research/management science sources to coincide with the material covered in the lecture and demonstration part of the class. The purpose of these assignments is to allow the student an opportunity to gain valuable experience in the use of spreadsheet software (MS-Excel) to model commonly occurring operational problems in health care, using selected operational research methods and techniques, so as to derive potential solutions to improve operational performance (e.g. reduce costs, increase productivity, output, quality, etc.). While it will be important for students to grasp the fundamentals of using spreadsheet software to develop various models for this purpose, arguably the most important learning outcome of these assignments is for students to develop/refine their ability to take the results of the modeling process and interpret their meaning for purposes of managerial / business decision making. Problems will be selected that emphasize BOTH modeling as well as interpretation issues. Course Examination The course examination will be of the comprehensive, take-home variety with students allowed 1-2 weeks to complete the exam towards the end of the semester (see course schedule for tentative dates). The format of the examination will be comprehensive, including any/all materials covered in lecture as well as problems assigned throughout the term. Students are typically allowed to use their class notes, textbook(s), computer software (e.g. MS Excel) and/or any other reference material(s) (e.g. student diskette) deemed appropriate for the purpose of completing the exam, but student collaboration on any part of the examination will be prohibited. As part of the examination process, students will be expected to synthesize a substantial amount of information (quantitative as well as qualitative) into a professionally prepared document in a fairly short period of time. Student Performance / Conduct Expectations At each registration, students must agree to abide by the rules of the Honor Code and the Code of Conduct. The Honor Code and Code of Conduct are printed in the AASU Catalog, Students Illustrated and on the University website. Any student desiring assistance with any matter related to these Codes is invited to seek assistance in the Division of Student Affairs. Commensurate with their obligations associated with adherence to these defined codes of conduct, all students in this course are expected to: 1. Exercise honesty in all matters, both academic and personal in nature. 2. Be fair and courteous with others, treat them fairly and with respect, showing sensitivity to cultural, ethnic, and religious diversity and personal dignity. 3. Accept personal responsibility for appropriate behavior as defined by the Codes. 4. Know the offenses under each Code and the penalties for violating them. 5. Understand that they are responsible for knowing and following any additional written or verbal requirements given by the professor, which relate to honor or conduct and which are inherent to the classroom or University functions. 6. Know what plagiarism is, as defined under the Honor Code; recognize that it undermines individual and academic integrity and ensure that it is avoided in both spirit and deed. Student Performance / Conduct Expectations (continued) 7. Understand that the Codes apply at all University activities whether on the main campus or at other locations. 8. Remember that they are representatives of Armstrong Atlantic State University and that they must always conduct themselves in a manner that brings credit upon themselves and the University. Any student determined to be in violation of one or more of the provisions of these codes will be subject to all proscribed academic and/or disciplinary penalties as outlined in the Code of Student Conduct. Lastly, it should be noted that student ignorance of the specific provisions within the Code of Student Conduct is not an acceptable defense in any such proceedings. Students should thus exercise particular care to refrain from any activity or behavior that has the appearance of constituting a violation of the Code. The MHSA program has also adopted the following honor code policy as established by the Department of Health Sciences, effective Fall 2008: This Honor Code policy applies to all students enrolled in a course taught by Health Sciences faculty. Students who are caught violating AASU’s Honor Code and Code of Conduct in any Health Sciences course will be subject to the following disciplinary action: 1. The first instance will result in a score of zero (0) on the assignment in question; 2. The second instance, regardless of whether it occurred in the same course as the first, will result in an automatic failing grade (F) for the course; 3. The third instance, regardless of whether prior instances occurred in the same course, will result in dismissal from the program. All Honor Code violations will be documented in the student’s departmental file. Moreover, the instructor reserves the right to: (1) accelerate the above three penalties based on the instructor’s assessment of the severity of the violation; (2) report the Honor Code violation to the appropriate program coordinator; (3) review assignments and exams from previous Health Sciences courses for possible Honor Code infractions; and (4) refer instances of honor offenses to the Office of Student Affairs and the AASU Honor Court. Tentative Course Schedule (subject to change) Date Topics Covered Ozcan Ch. Jan. 16 Course Introduction Historical evolution of operations management Operations management (OM) in health care Principles of organizational decision-making Ch. 1, 3 Jan. 23 Organizational decision-making – labor Staffing and scheduling principles Quantitative metrics for staffing and scheduling Labor planning techniques Ch. 7, 8 Organizational decision-making – labor Ch. 9 Labor productivity metrics and assessment Data Envelopment Analysis ________________________________________________________________ Jan. 30 Feb. 6 Organizational decision-making – capital Supply chain and inventory management Concepts, metrics, and management techniques Ch. 11 _______________________________________________________________ Organizational decision-making – special projects Ch. 13 Project management and planning Concepts, metrics, and management techniques ________________________________________________________________ Feb. 13 Organizational decision-making – capacity Ch. 14 Queuing models and capacity planning Capacity analysis and cost estimation ________________________________________________________________ Feb. 20 Organizational decision-making – capital Ch. 10 Resource Allocation – concepts and techniques Linear (continuous variable) optimization methods ________________________________________________________________ Feb. 27 March 6: Organizational decision-making – capital Resource Allocation – concepts and techniques Integer (discrete variable) optimization methods N/A Tentative Course Schedule (subject to change) Date Topics Covered Ozcan Ch. March 13 Organizational decision-making Ch. 3 Conditions of risk/uncertainty Techniques for addressing risk/uncertainty Decision-analysis techniques and criteria ________________________________________________________________ March 20 AASU Spring Break – no class meeting ________________________________________________________________ March 27 Organizational decision-making Ch. 3 Conditions of risk/uncertainty Techniques for addressing risk/uncertainty Decision-tree modeling with Precision Tree software April 3: Organizational decision-making Conditions of risk/uncertainty Simulation modeling techniques Simulation software demonstration Ch. 15 April 10: Organizational decision-making Conditions of risk/uncertainty Simulation modeling techniques N/A April 17 Organizational decision-making Ch. 2 Conditions of risk/uncertainty Data forecasting – concepts, metrics, and techniques ________________________________________________________________ April 24 Distribute course examination (tentative) ________________________________________________________________ May 1: Course examination due (tentative)