Appointment Zen – shaping demand and matching capacity


Appointment Zen – shaping demand and matching capacity / written by APCC Clinical Advisory Andrew Knight and Clinical Director Tony Lembke

Published Australian Family Physician, Volume 43, No.4, April 2014 Pages 234-238

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Ten years of experience with hundreds of general practices in the Australian Primary Care Collaboratives program has provided many lessons for improving practice appointment systems.

In this article, we describe how general practitioners can, by actively managing our appointment systems, reduce waiting times and delays, improve patient care, improve our quality of life and improve practice financial viability.

Demand is finite and predictable. We can shape our demand by influencing when, why and for whom people make appointments. We can change our daily appointment numbers and our team capacity to match our reshaped demand. Contingency plans for expected and unexpected drops in capacity can prevent appointment backlogs. Embedding and monitoring our demand and capacity management can help ensure smooth flow of patients through the practice with good care and improved staff and patient satisfaction.

Demand for our general practice services can seem uncontrollable and overwhelming. It seems no matter how hard we work or how late we stay back, someone wants more. Finding time to  complete paper work or do new activities doesn’t seem possible. In fact, demand for our services is finite. It can be measured and analysed. Once we understand our demand we can influence it, shape it and, in turn, change the capacity of our practice to match the reshaped demand. Waiting times can be reduced and patient care improved, as can practitioner quality of life and practice financial viability.

In a previous article we described how to measure demand in a practice and monitor  appointment system functioning. We have also described five basic appointment system types that we encountered in our work with the Australian Primary Care Collaboratives Program (APCC). In this article we share practical ideas to help improve practices, based on experience over a decade of work with hundreds of Australian practices in the APCC and on overseas experience. Collaborative practices learn to make changes using the Model for Improvement, which is a tool designed to support safe and effective change.

Shaping demand
Once we understand the size and nature of patient demand we can shape it, influencing when people come, why people come and how they are handled.

Influencing when people come
Keep Mondays free
There is always more demand on Mondays. It makes sense in most practices not to book elective appointments such as excisions or care plan appointments on a Monday. This thinking will lead to booking elective appointments out of influenza season or holiday season. By measuring demand1 you can know with confidence when your busy times are
and plan rationally.

Influence when people book appointments
Although some people need an appointment on a specific day or time, many patients are flexible concerning routine appointments. Steer flexible people to less sought after times, (eg. ‘how about Wednesday afternoon at 3pm?’). When we see a patient on a Monday, asking them to return in a month will often mean a follow-up on a Monday. Instead, nudge them to another day. Airlines use price signals to influence booking of flights they know will be difficult to fill. Although few practices actually offer a price differential, receptionists can aim to ‘sell’ the cheaper seats.

Anticipate associated needs of patients and meet them
Try to meet every need that you can in today’s consultation. Provide repeat prescriptions to prevent a return visit just for that. Ask the patient if there is anything else to discuss. Check weight, blood pressure and order routine blood tests. Suggest to patients that they come with a written list so that things are not forgotten. If possible, ask the practice nurse to do urinalysis and weight or blood pressure measurements before the patient enters your room for the consultation. Spending an extra 5 minutes today or utilising other practice staff might gain you  a whole appointment next week.

Rationalise follow up
We influence future demand by our follow-up habits. How often do I see my patients with wellcontrolled diabetes? Do I ask everyone to come for normal results? Each of us needs to think about our use of follow-up visits. If possible, agree as a practice on a consistent protocol, preferably following evidencebased guidelines. In this way it may be possible to free up significant numbers of appointments and decrease variation in patient care.

Influencing why people come
Increase patients’ selfmanagement
By improving patients’ self-management skills you can improve physiological measures of disease, quality of life, health status and functional status. Improved self-management skills can improve satisfaction with your service, risk behaviours, knowledge, service use and adherence to treatment. Effective interventions are educational sessions, motivational counselling and use of educational materials.

Each member of the team should reinforce messages about self-management. A care plan is  a useful tool to assist with this. Provision of selfmanagement support by a range of providers such as nurses, pharmacists, dietitians and community health workers can increase  self-management and improve outcomes.

Target frequent flyers
Some people attend often but can their needs be met without a consultation with the doctor? Perhaps with a regular scheduled appointment once a month they can self-manage for longer and be confident that they can discuss issues during their scheduled appointment. See Case 1 for an example of an APCC practice that used this strategy to good effect.

Involve patients
Some practices in the APCC have begun involving their patients to help design their service and influence how patients access it. Change how people are handled Use staff to their peak skill set

  • Are some staff members under-employed while others work flat out?
  • Can GPs’ time be better leveraged by enlisting the help of other staff?

Some APCC practices have:

  • use a chronic disease coordinator to run a chronic disease management clinic
  • use a practice nurse to do pap smears or give normal pathology results (Table 1); do routine blood pressure measurements, BMIs, urinalysis, take blood, do wound management and vaccinations; and coordinate care plans and reviews
  • use non-clinical staff to sterilise equipment; ‘room’ patients, preparing them for the GP by opening the computer record, entering presenting complaints, recording observations,chasing up equipment or results that will be needed.

Even up doctor panels
Are some doctors booked out for weeks while others have capacity on the day? Although some
patients seem ‘welded’ to a particular doctor, when we analysed demand we were surprised
to find many patients were happy to see another doctor for a particular issue. Receptionists can help by steering new patients or those with an acute condition or without a strong preference to doctors in less demand. Some practices use a traffic light system with busy doctors ‘red’ (no new patients), others ‘yellow’ (new patients under some circumstances; eg. relatives of existing patients) and others ‘green’ (accepting all comers). Some practices ‘buddy up’ more senior and junior doctors to form a care team. (eg. ‘I’ll get Fiona to review you  in 2 weeks time, and I’ll see you in a month. She’ll let me know what’s happening’).

Maximise continuity
Improved continuity of primary care improves patient satisfaction and health outcomes and decreases the use of health systems resources. Some authors suggest an association between increased personal continuity and decreased demand for visits. Utilising the practice team in a way that increases continuity of care will improve outcomes and satisfaction.

Quick clinics
A popular strategy with APCC practices was to set aside time for short appointments. A patient  requiring a repeat prescription or a referral renewal could book with their doctor for the quick clinic on the understanding that only that issue would be dealt with. Feedback suggests this is efficient for patients and preserves capacity for more complex  issues.

Develop alternative ways for patients to access the practice’s services
The practice website can provide education and links to other resources (eg. community health programs, exercise programs, patient self-management resources).  Some practices have started online booking, interfacing the appointment system with the
website. Results, reminders and script repeats can also be organised online. (See Case 2)

A marked change associated with the implementation of the Patient Centred Medical Home in the US has been increased email contact between doctors and patients. As funding models change in Australia this may become more common. The Royal Australian College of General Practitioners standards require practices to have policies around the use of email for clinical communication.

Telephone consulting has long been used overseas,16,17 although funding models make it  more challenging in Australia. Telephone triage can reduce the need for face-to-face consultations by up to 39%. Skype consultations are offered by some practices. There are services currently available13 that can facilitate the provision of results and other services without a consultation. This is likely to be a growing strategy for shaping demand.

Match capacity
Having shaped demand so that patients come at the best time, for the right reasons and are being handled in the optimal way, the next step is to change the capacity, to meet this shaped demand. This is a continuing process.

Match the appointments
Match the overall number of appointments Many APCC practices are surprised when they measure demand and capacity to find they are in balance. Their apparent excess demand is actually delay (backlog). However, some find that even when demand is shaped to be as effective as possible and the skills of the practice team are utilised at their peak, they simply do not have enough appointment slots in the week. Finding extra doctors may be necessary and can be challenging. Training registrars in the practice can be one solution. As well as the extra pair of hands during the training term, many practices have found that their high-quality training environment has encouraged registrars to stay on permanently when training is complete.

Match each day
The most obvious step is to ensure that the maximum number of appointments is available on  the days when demand is highest. The work done on measuring demand may indicate that the practice requires more doctors on Mondays and Thursdays. It may be necessary to reshuffle rosters and/or extend the skill mix of the team to ensure there are enough team members working on high demand days.

Match the type of appointments
Analysis of demand may indicate task mismatch with, for instance, doctors doing a lot of activities better done by nurses. Nursing appointments could be increased to reduce the pressure on doctor appointments. Some appointments, such as care plans and health assessments, could be booked at quieter times. One practice in the APCC discovered they were using many appointments to give normal results (Table 1). Some use other strategies, including a web-based service, to handle some of these results.

Match the skills
An inventory of the team’s skills should be taken and the team used to the maximum level of skill. For example, the receptionist might also be an ECG technician (ours was!). Consider whether the practice nurse could be doing a much wider range of clinical work (such as chronic disease management) than currently.

Develop new skills in your existing team
Training staff to do venepuncture, ECGs, pap smears, weight and height measurements, and other tests may increase job satisfaction and free up doctors. Managing populations requires new administrative skills such as database management.

Add new team members
The best solution may be to take on new staff. Skills in coordinating chronic disease care have been identified by many APCC practices as their main need.

Embed and monitor the system
Continually analysing and shaping demand and matching the team will improve the care provided and the financial viability of the practice. To ensure continued improvement, the changes need to become a part of the routine operations at the practice.

There are some key ways to do this:

  • Job descriptions and new staff induction can include key aspects of the staff member’s role
  • in ensuring good access to the practice. As staff move on corporate knowledge is retained
  • Have ‘access’ as a standing item at the practice meeting
  • Regularly inform staff about access measures.

Put in place a plan to regularly monitor the system so that any fluctuations are identified and addressed early. Determine the key indicators of access performance and make their collection and reporting routine. Routinely review these measures and manage the system. Listen to staff and patient feedback. Maintaining an effective appointment system requires agility. Managing variability requires active management. ‘Appointment golf’ and other strategies outlined in our previous articles may be helpful.

Contingency plans
In addition to matching demand to capacity to improve a practice’s efficiency, consideration should also be given to potential disruptions, such as staff members going on holidays, sick leave or to conferences. Expected or unexpected, these disruptions can prevent a practice from meeting demand smoothly. Build-up of a backlog can block up a practice’s appointment system for weeks. Planning for contingencies will enable the practice to maintain the benefits achieved (Table 2). A contingency plan should be agreed and documented. People whom the plan affects need to agree to it. The plan will state the circumstances that will trigger action and will identify and empower the person who will activate it.

The match between well-shaped demand and wellmaintained capacity can help improve  outcomes, incomes and quality of life in general practice. Thinking this way helps establish that patient care is the job of the whole team. It can only be achieved if the team is supportive of each other, committed to each other and committed to patient care.

April 05, 2014

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