Physician Appointments 03/15/02 A GFP member is interested in learning how other organizations schedule physician clinic appointments. Specifically, is there an overall appointment center for all physicians? If so, is it funded by the practice plan, the hospital, or is it a joint effort? Where does the management control reside? If not, how are appointments made? Is the process working well and, if not, what are some of the biggest issues you face with the physician appointment process? Is timely patient access to physicians a problem in your institution? Contact Tim Mashburn School U Tennessee Reply UT Medical Group does have a centralized call center, which handles incoming calls for the private offices of the Departments of Medicine and Pediatrics. In the near future, we will be adding calls from the Department of Otolaryngology as well as the Department of OB/Gyn. Approximately 40% of the incoming calls involve scheduling physician appointments, and we use the IDX appointment scheduling system. The other calls include prescription refill requests, calls for medical advice, requests for lab results, etc. Therefore, in addition to scheduling patient appointments, our customer service representatives take messages and send them electronically to nurse triage queues in the various clinic offices. The calls are then answered or resolved, closed in the system, and documented in the medical record. In addition to providing a central service for scheduling appointments, we have the capacity to schedule appointments on site in each clinic location. Typically return appointments are made upon checkout at point of service. It should be noted that this centralized call center is funded entirely by the practice plan, and the expenses are allocated to all clinical departments (whether they use the call center or not) along with the costs other central services including medical records, revenue services (billing), and information systems. This call center does not handle physician scheduling for hospital outpatient clinics. At the present time, our primary teaching hospital staffs a separate call center which schedules appointments in the hospital outpatient clinics, and the hospital bears the cost of this center. Consideration has been given to consolidation of these services, but for various reasons, the centers remain separate. We have invested significant resources in the development of the Call Center, and we are continually working to make these operations efficient and effective. One of the greatest challenges that we have faced is high employee turnover. This is not unusual in call center environments, but it stretches us to attract and retain a sufficient number of qualified agents who are appropriately trained. These jobs are rather complex due to the huge number of variables -- multiple specialties, multiple visit types, multiple physician preferences, hundreds of insurance carriers with different referral and authorization rules, etc. Another major challenge for us to deal with widely variant call volumes. Certain days are twice as busy as other days, and certain hours of the day are so busy that patients can want in relatively long queues before having their call answered. Obviously, trying to staff the center for an acceptable service level at all times is extremely difficult. In response to your question about timely patient access to physicians, we do have access problems, particularly in certain specialties such as dermatology, rheumatology, and endocrinology. This really doesn't have anything to do with the centralized scheduling center. The schedules are still dictated by the physicians in terms of visit lengths, clinic duration, and authorization to overbook. We are doing a better job of measuring and reporting these variables in an attempt to bring about more standardization of clinical practice, but we have a long way to go. Racy Peters Vanderbilt Yes, we use Epic Cadence for scheduling. Funded jointly. Managed by the executive office of the COO for the clinics. Yes the process is working well. Some of the biggest issues are: Failure to match demand with physician capacity. Failure to create templates that match practice styles. Yes timely patient access to physicians is a problem. Jane Schumaker M C of Wisconsin Yes, used by all clinics (included hospital based) for new appointments and some returns. Joint effort, funded by major teaching hospital affiliate and practice. Management control resides in practice. Return appointments for some clinics and a few new appointments are made by individual clinics or physician's academic staff. Tony Windebank Mayo We have departmental or center based appointment systems. There is a central scheduling system for tests or interdepartmental consultations. Patients are registered to a department and then all appointments and tests are scheduled by the appointment office in that department. We don't have hospital-based appointment systems Patient access is a continuing challenge because demand is usually in excess of supply. Most appointment offices therefore have a triage system. The system works very well. Kathleen O’Donnell Andy Ziskind Columbia It is all handled and funded by the Hospital for the Hospital clinics. Faculty practice is handled through departments and individual physician offices. U Washington We have a centralized point of scheduling, a virtual front desk, for our primary care clinic network. It is highly successful and has achieved adequate scale (40-50,000 calls a month) that it saves money. We did try applying this model to a satellite multi-specialty practice site, with less success due to the need for greater information linking to the practice site. For specialty care, matching the right patient with the right provider is more complex compared with primary care. I'll be happy to speak with anyone who would like to discuss this further. Bruce Deschere Wayne State U Wayne State U., Detroit. We do not have a central appointment area. Most practices do their own schedules although the hospital does hospital based physician scheduling through a Cerner product called Capstone. Timely scheduling is a severe problem for some of our specialties. Eventually, we will all be on a common IDX product that the docs will pay for and control. Denise Fetters Steve Valerio Wake Forest U We schedule appointments through the individual departments and the expense falls upon the department. Indiana U Appointments are still being scheduled by individual departments. Timely access is a significant problem at IU; however, as yet the political will has not been developed to change the process. Bob Kreisberg U South Alabama Lorraine Manzella SUNY Syracuse Most of our appointments are made thru a central appointment desk; although some MDs still control their appointments; it is working better but there are weekly examples of it breaking down; usually when a pt call for an appt and is told by staff that he/she is booked; when the physician learns about it he/she is upset because they would have worked the patient in if asked; part of the problem has noting to do with centralized appointments but the fact that time to the next appointment is unusually long for some specialties; clearly it is impossible for some specialists who have only one associate or colleague to provide daily office hours(e.g. Urology) whereas a group practice of 4-5 urologists can always have one in the office every day;, compound this with teaching responsibilities, committee work etc and it is impossible for small institutions to provide timely and responsive medical care. Hope this helps. There is no overall center, although the hospital tele-services supports appointments for some of the hospital based clinical services. Management control resides at the Hospital. We do have a hospital support MD Direct that can facilitate an appointment. However most doctors like to call directly to the referring physicians they know. We have some problems with access and although we've established standards and etiquette expectations, we continually struggle with some departments to be more patient friendly and accessible. Timely patient access to physicians is a problem for many reasons. Sometimes there is a capacity issue; sometimes it is an inappropriate "dump" case (e.g. back pain for a patient who has been to everyone and run out of insurance, etc.); and in some cases the department is not accessible enough due to poor functional operations, etc. Jim Schneider Marshall U At Marshall University physician appointments are scheduled at the department level and sometimes on an individual physician or nurse basis. Although we have made some attempts at inter-departmental scheduling using our IDX scheduling module it has generally not been well received. The physician's schedule seems to be the "third rail" of practice management. Most of our departments have set standards for acceptable delays in scheduling various appt. types but its very specialty and department specific. All of our primary care departments staff "walk-in" clinics so their is always a way to see the doctor "right now", provided that you may have to wait 2-3 hours and it might not be the right doctor. Dave Spahlinger U of Michigan We have been moving to call centers but along departmental lines and therefore have been expenses within the department. Areas such as customer service in the billing office are group expenses since they serve all. The biggest reason to move to appointment centers is to separate the check-in and checkout process from the appointment scheduling process and to allow for cross scheduling across multiple sites. A call to one number can schedule into 5 different cardiology locations and find the earliest appointment. Doug Sjoberg U of Colorado We have a joint funded (with the hospital) scheduling system, centrally maintained, but run on the UPI computer system. Our system is IDX and is integrated with billing and collection and our managed care system. The system is controlled jointly with the hospital and each clinic runs their scheduling templates as a separate entity, but under the guidelines created by UPI and the hospital. This gives us the advantage of tracking wait times, cancelled appointments, and a lot of other management information in assisting in creating an efficient clinic system. The system works well and has been in place for over 5 years. The physicians and the clinic personnel like the system, and it has improved our efficiency dramatically. No overall appointment center for University of Florida Physicians. Ellen Meier U of Florida Some appointments are scheduled in the clinics, some in the College of Medicine clinical departments. Some are distinguished as to location of scheduling based on whether the appointment is new or return. This process does not work well from a consistency standpoint and is confusing to patients and referring physicians as well. We are measuring access and providing feedback to the departments to attempt improvements in meeting standards. We are also beginning discussions to bring all scheduling staff into the clinic management model. Thomas Skinner U of Mississippi Jim Patyraj West Virginia David DiLoreto Louisiana State U At the University of Mississippi Medical Center physician appointments are made through the Hospital resource scheduling system for Hospital clinics and appointments for physician clinics are made through the physician resource scheduling system. The physician resource scheduling system is decentralized so that each clinical department is responsible for its own appointments. Only the demographic information is shared by all departments and the management of the physician scheduling system is centrally controlled by the Practice Plan. At the present time, having two systems for appointments seems to work well. Patient access is a problem for some specialties at the University Medical Center. We have both centralized and decentralized appointment scheduling. All of it is funded through the Practice Plan. The overall appointment center for all physicians is the practice plan, and this is also where the management control resides. Timely patient access to physicians is not a problem. Tom Heckler Oregon Health Systems We do not have a centralized appointment center, the practices are generally unwilling to delegate that much control over individual provider's schedules. Our current system works well in some areas, poorly in others.