Context:
As a Scheduler who is in the act of creating a schedule for Pain management services for a given location.
I want to be able to see the maximum time I can schedule for Pain management on a given day
So that all clients entitled to receive Pain management services get their full weekly entitlement
Notes:
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Pain Management will be delivered as 4 sessions over a week of either 4 x 10 minutes for 4b(40) or 4 x 20 minutes for 4b(80).
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On any given day a client may be flagged as ceased/deceased or on-hold. In which case they are not entitled to any future sessions and the totals should reflect this.
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When a client is ceased / deceased or on-hold, only the remaining balance of their allocated weekly time should be removed.
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A client can only receive ONE pain management session on any given day.
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A client can only receive FOUR pain management sessions in total over any given week.
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A client can be flagged to start receiving pain management on any day during the week (refer to note 4).
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The maximum time I can schedule on a given day of the week should be reflective of any sessions already provided during the week as well as any sessions already scheduled taking into account ceased/deceased and on-hold.
Clarification points:
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As a scheduler having prepared a schedule for 15 clients I discover that 3 clients are now ceased/deceased. I update the clients to flag them as ceased/deceased. I may have to adjust the schedule to account for the fact that less sessions may now be required.
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As a scheduler having prepared a schedule for 15 clients I am advised that 2 new clients will now receive pain management services. I may have to adjust the schedule to account for the fact that more sessions may now be required.
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As a scheduler I am looking at the 4b Daily Total each day to ensure I have the right amount of hours rostered at each site.
Use Case.
If I’m creating a schedule on a Monday for 10 people that will receive 4b(80) services during the week then we’ve got a maximum 40 (10 x 4) sessions of 20 minutes each to be scheduled over the week.
Before I schedule any service there will be a maximum daily total of 200 minutes for each day.
If I book 10 sessions for Monday, 10 sessions for Tuesday, 10 sessions for Wednesday then I can see a maximum of 10 sessions possible for Thursday and 10 sessions possible for Friday.
HOWEVER if I book 2 sessions for Thursday then I can see only 8 as being the maximum possible remaining for Thursday or Friday.
If I book 6 sessions for Thursday then only 4 remain for either Thursday or Friday. If I book those 4 sessions for Friday then I have fully booked all sessions.
Summary as of Monday
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Monday - 10,
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Tuesday - 10,
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Wednesday - 10,
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Thursday - 6,
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Friday - 4.
Total = 40 x 20 minute sessions.
For Wednesday I have to change the schedule because two of the people have been found to be ceased/deceased.
The totals for Monday and Tuesday don’t change (it should reflect the 200 minutes on Monday and 200 minutes on Tuesday already provided).
Wednesday now tells me that I’ve over book by 40 minutes (2 x 20 minute sessions), Thursday will be OK (only 6 sessions booked)
Friday will be overbooked by 4 x 20 minutes sessions. To fix Wednesday we can change it to 8 sessions for Wednesday, 6 sessions for Thursday and 2 x 20 minute sessions for Friday.
Summary as of Wednesday (after being rescheduled due to ceased/deceased)
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Monday - 10,
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Tuesday - 10,
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Wednesday - 8,
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Thursday - 6,
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Friday - 2
36 x 20 minute sessions.
Solution
Custom setting to control if this logic is used
When loading the Service Management Console the daily total will be calculated for each Service that has a value is in the Pain Management custom setting.
For each date the following calculation will occur
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Count the number of Active Bed Allocations for that Date with a Planned Service for that Service
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An Active Bed Allocation will check for each Bed that the Bed Allocation has a Start Date Less than the Date and End Date greater than the Date and the Status is Confirmed/Current/On Hold
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Bed
The ‘Active Bed Allocation Count’ * (rate’s default time/60) * service’s quantity/Pain_Management_Days_Per_Week (custom setting)
How to access the setting:
1. Go to "Setup"
2. In the search box, input "Custom Settings"
3. Find the "Skedulo Configs" setting
4. Find the "Pain_Management_Days_Per_Week" setting
Descriptions:
The number of days per week for pain management services are to be delivered.
Value:
+ Possible Value: a number with 0 decimal place.
+ Default Value: 4
Example:
Sample test data:
The daily total value is respecting this formula
The ‘Active Bed Allocation Count’ * (rate’s default time/60) * service’s quantity/Pain_Management_Days_Per_Week (custom setting)
Active Bed Allocation is defined by the start date and end date on bed allocation record, comparing to the view period
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