Client Context
The Emory Dunwoody Family Medicine Clinic is a high-volume outpatient clinic within Emory Healthcare, providing over 36,000 visits per year. It serves as both a primary care site and a core training clinic for 30 family medicine residents across three years. Resident clinic schedules are currently built manually each quarter based on availability and coverage needs. This process does not explicitly consider projected case-type demand or structured educational exposure, which contributes to uneven competency development across residents.
Executive Summary
The Emory Dunwoody Family Medicine Clinic currently builds resident schedules manually, leading to uneven case exposure and last-minute scrambling for required competencies. Using two years of patient data, we developed demand forecasts and an optimization model that assigns residents to shifts while balancing operational needs and educational goals. Simulation results showed that the optimized schedule preserved or slightly improved clinic performance while reducing exposure deviations by up to 7.5% and cutting annual overtime by 56 hours. We recommend implementing this scheduling approach each quarter, supported by the provided tool, SOP, and an impact analysis report.