Merging short-term and long-term planning problems in home health care under continuity of care and patterns for visits

Semih Yalçındağ, ,Industrial Engineering Department, Yeditepe University, Istanbul, Turkey, Ettore Lanzarone, ,Department of Management, Information and Production Engineering, University of Bergamo, Dalmine (BG), Italy
2017 Journal of Industrial and Management Optimization  
Home Health Care (HHC) human resource management is a complex process. Moreover, as patients are assisted for a long time, their demand for care evolves in terms of type and frequency of visits. Under continuity of care, this uncertain evolution must be considered even when scheduling the visits in the short-term, as the corresponding operator-to-patient assignments could generate overtimes and unbalanced workloads in the long-term, which must be fixed by reassigning some patients and
more » ... ients and deteriorating the continuity of care. On the other hand, the operator-to-patient assignment problem under continuity of care over a long time period could generate solutions that are infeasible when the scheduling constraints are considered. We analyze the trade-offs between the two problems, to analyze the conditions in which they can be sequentially solved or an integration is required. In particular, we take an assignment and scheduling model for short-term planning, an operator-topatient assignment model over a long time horizon, and we merge them into a new combined model. Results on a set of realistic instances show that the combined model is necessary when the number of patterns is limited and the variability of patients' demands is high, whereas simpler models deserve to be applied in less critical situations. 2020 Mathematics Subject Classification. Primary: 90B50, 90B70; Secondary: 90C11.
doi:10.3934/jimo.2021029 fatcat:lj4ll5p6qfdkvn3anw6qlman5m