{"id":26951,"date":"2025-02-21T16:01:08","date_gmt":"2025-02-21T22:01:08","guid":{"rendered":"https:\/\/www.lightning-bolt.com\/?post_type=case-study&#038;p=26951"},"modified":"2025-09-23T10:02:28","modified_gmt":"2025-09-23T15:02:28","slug":"automated-provider-scheduling-psychiatry-how-to","status":"publish","type":"case-study","link":"https:\/\/www.lightning-bolt.com\/case-study\/automated-provider-scheduling-psychiatry-how-to\/","title":{"rendered":"How to Simplify Psychiatry Residency Schedules"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote has-text-align-left is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;Our clinical mission can\u2019t be our focus if we\u2019re focused on all these operational logistical pieces. We need tools that will free up mind space and time to pursue and grow our clinical mission.&#8221;<\/p>\n<cite style=\"display: flex;align-items: center;gap: 15px;margin-top: 15px;\"><img style=\"border-radius: 50%;width: 80px;\" decoding=\"async\" class=\"wp-image-21672\" src=\"\/wp-content\/uploads\/2025\/02\/Nadia-Alamo-headshot.png\" alt=\"\"><strong>\u2014Nadia Alamo, Project Manager<\/strong><\/cite>\n<\/blockquote>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Background<\/h2>\n\n\n\n<p>The Department of Psychiatry at UNC Chapel Hill is the second largest department within the School of Medicine. As a critical mental healthcare provider for North Carolina\u2019s 11 million residents, the department manages a network of over 200 providers, including attendings, residents, and fellows, across inpatient, outpatient, and specialized treatment programs.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Key Results<\/h2>\n\n\n\n<div class=\"wp-block-columns tiles is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#ff9e18\">\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-81c369c8e892e1c5f44da34ac6264035\"><span style=\"font-size: 40px;line-height: 1;font-family: 'HelveticaNeueNormal';\">\u221e to 2x<\/span><br>Reduced schedule publishing from continuous to two times annually<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#ff9e18\">\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-2c3f60611557099c82edc26ee0b869a0\"><span style=\"font-size: 40px;line-height: 1;font-family: 'HelveticaNeueNormal';\">20+<\/span><br>Supported schedules for 20+ new physicians annually<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#ff9e18\">\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-57c79b7885750d04ebe4538fc5b80029\"><span style=\"font-size: 40px;line-height: 1;font-family: 'HelveticaNeueNormal';\">88%<\/span><br>Decrease in time spent creating schedules<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns tiles is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#ff9e18\">\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-dd174322a17e7f9ecfc48a2ccaa1643e\"><span style=\"font-size: 40px;line-height: 1;font-family: 'HelveticaNeueNormal';\">1<\/span><br>Source of scheduling truth for all<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#ff9e18\">\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-34e86936f1404f552556eb685d30929f\"><span style=\"font-size: 40px;line-height: 1;font-family: 'HelveticaNeueNormal';\">41<\/span><br>Custom schedule views implemented<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Challenges<\/h2>\n\n\n\n<p>The scope of operations continues to expand rapidly, as Project Manager, Nadia Alamo explained: <br><em>&#8220;I\u2019ve been with the department for four years, and we\u2019ve hired 20 new MDs every year since I\u2019ve started, which is unheard of. We used to hire about four per year. We\u2019re growing at an astronomical rate.&#8221;<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\t<div class=\"numbered-block\">\r\n\t\t<div class=\"inner-container\">\r\n                                        <!-- loop through repeater -->\r\n                                    <div class=\"single\">\r\n                        <div class=\"number\">\r\n                            <p>1<\/p>\r\n                        <\/div>\r\n                        <div class=\"text\">\r\n                            <p><strong>Fragmented Schedule Management<\/strong><br \/>\nPreviously, the department struggled with decentralized scheduling. Faculty schedules were managed by 25 different administrators using various tools ranging from legacy software to spreadsheets. Three chief residents were also tasked with creating the residency program schedules. This created numerous operational challenges:<\/p>\n<ul>\n<li>Multiple schedule versions existing simultaneously<\/li>\n<li>Inconsistent publishing timelines<\/li>\n<li>No centralized system for vacation tracking<\/li>\n<li>Limited visibility across units<\/li>\n<\/ul>\n                        <\/div>\r\n                    <\/div>\r\n                                                        <div class=\"single\">\r\n                        <div class=\"number\">\r\n                            <p>2<\/p>\r\n                        <\/div>\r\n                        <div class=\"text\">\r\n                            <p><strong>Complex Provider Allocation<\/strong><br \/>\nNadia also noted the department\u2019s culture of encouraging diverse clinical engagement created unique scheduling challenges:<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>&#8220;Nobody does just one thing\u2014we encourage passion projects. Any one person might do 20% inpatient, 20% acute telehealth, 30% at the youth behavioral hospital, and then maybe 10% in the esketamine clinic. So that one person has five different schedules.&#8221;<\/p><\/blockquote>\n<p>&nbsp;<br \/>\nThis complexity led to time-consuming manual negotiations between units for shared provider time.<\/p>\n                        <\/div>\r\n                    <\/div>\r\n                                                        <div class=\"single\">\r\n                        <div class=\"number\">\r\n                            <p>3<\/p>\r\n                        <\/div>\r\n                        <div class=\"text\">\r\n                            <p><strong>Knowledge Management Gaps<\/strong><br \/>\nThe department discovered critical gaps in institutional knowledge, particularly around resident scheduling. Nadia explained why this is a major concern:<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>&#8220;We didn\u2019t realize that we don\u2019t have anyone in our department with historical<br \/>\nknowledge of our resident schedules. That information lives with the current chiefs,<br \/>\nand when they leave at the end of the year, they take that information with them.&#8221;<\/p><\/blockquote>\n<p>&nbsp;<br \/>\nWhile the outgoing chief residents make concerted efforts to transfer scheduling knowledge to their successors, the sheer complexity of the schedules combined with the hectic period of graduation and resident onboarding makes complete knowledge transfer challenging. The timing is particularly difficult, as chiefs must balance wrapping up their own responsibilities while attempting to document and pass on years of accumulated scheduling expertise.<\/p>\n                        <\/div>\r\n                    <\/div>\r\n                                                \t\t<\/div>\r\n\t<\/div>\r\n\t\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/visit.perfectserve.com\/LB_UNC_Transforming_Complex_Provider_Scheduling\" target=\"_blank\" rel=\"noreferrer noopener\">Download Case Study<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Solution &amp; Implementation<\/h2>\n\n\n\n<p>The department selected <a href=\"https:\/\/www.lightning-bolt.com\/\">Lightning Bolt<\/a> for its ability to solve intricate scheduling puzzles through combinatorial optimization. Unlike manual scheduling or simpler automated systems that might get stuck with partial solutions, Lightning Bolt\u2019s optimization engine successfully incorporates all preferences and requirements to create the best possible schedule without gaps.<\/p>\n\n\n\n<p>The department took a strategic approach to implementation, focusing on three key areas:<\/p>\n\n\n\n<p><strong>Distributed Expertise Model<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Training schedule administrators as subject matter experts with standardized operations across all schedulers<\/li>\n\n\n\n<li>Giving administrators decision-making power about schedules for their location to avoid delays or confusion<\/li>\n\n\n\n<li>Building an institutional knowledge base<\/li>\n<\/ol>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Defined Shift Priorities<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Top Priority: 24\/7 attending on-call coverage<\/li>\n\n\n\n<li>Second Priority: Complex multi-provider schedules (assignments requiring coordination of multiple providers\u2019 availabilities and specialties across different units)<\/li>\n\n\n\n<li>Third Priority: Simple, straightforward assignments<\/li>\n<\/ol>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Custom Visibility Solutions<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>41 tailored schedule views so only critical, role-dependent aspects of the schedule are visible to each user<\/li>\n\n\n\n<li>Role-based access controls<\/li>\n\n\n\n<li>Real-time update capabilities<\/li>\n<\/ol>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With guidance from their Lightning Bolt technical consultant, the department implemented a structured change management approach. Hands-on training and consistent support helped schedule administrators trust the platform\u2019s ability to manage complex scheduling while remaining flexible to individual needs.<\/p>\n\n\n\n<p>The implementation team focused heavily on stakeholder education and anxiety management. As Nadia notes:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;A lot of what change management is, in my opinion, is anxiety management. People [don\u2019t always trust] that [an automated scheduling tool] will help them the way their supervisor will help them get the schedule that they want.&#8221;<\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Results<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><strong>Operational Transformation<\/strong><br>The implementation replaced fragmented processes with streamlined, automated solutions. The most significant operational improvements centered around standardization and centralization:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Consolidated publishing dates (May 1 and November 1)<\/li>\n\n\n\n<li>Single source of truth for all schedules<\/li>\n\n\n\n<li>Automated and balanced provider allocation<\/li>\n\n\n\n<li>Integrated vacation request management<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Efficiency Metrics<\/strong><br>Administrative efficiency has seen measurable improvements across all key scheduling processes. In addition to reducing schedule creation time by 88%, the department has documented other significant time savings and process improvements:<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"418\" height=\"540\" src=\"https:\/\/www.lightning-bolt.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-04-161202.png\" alt=\"\" class=\"wp-image-26957\" srcset=\"https:\/\/www.lightning-bolt.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-04-161202.png 418w, https:\/\/www.lightning-bolt.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-04-161202-232x300.png 232w\" sizes=\"auto, (max-width: 418px) 100vw, 418px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Before &amp; After<\/strong><\/p>\n\n\n\n<div class=\"blog-table\">\n        <div class=\"inner-container\">\n            <div class=\"row title\">\n                <div class=\"single\">\n                    <p>Schedule Swaps<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Publishing Cycles<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Source of Truth<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Coordination<\/p>\n                <\/div>\n            <\/div>\n            <div class=\"row\">\n                <div class=\"single\">\n                    <p class=\"label\">15 <br>mins<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Continuous &#038; inconsistent<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Multiple documents<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Manual negotiations<\/p>\n                <\/div>\n            <\/div>\n            <div class=\"row\">\n                <div class=\"single\">\n                    <p class=\"label\">30 <br>mins<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>2x<br>annually<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Single system<\/p>\n                <\/div>\n                <div class=\"single\">\n                    <p>Automated resolutions<\/p>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n\n\n    <style>\n        .blog-table .inner-container {\n            max-width: 955px;\n        }\n\n        .blog-table .inner-container .row {\n            display: flex;\n        }\n\n        .blog-table .inner-container .row.title {\n            background-color: #ff9e18;\n        }\n\n        .blog-table .inner-container .row .single {\n            display: flex;\n            flex-direction: column;\n            justify-content: center;\n            flex: 1;\n            text-align: center;\n            padding: 15px 10px;\n            border-right: 2px solid #383838;\n            border-bottom: 2px solid #383838;\n        }\n\n        .blog-table .inner-container .row.title .single {\n            border: none;\n        }\n\n        .blog-table .inner-container .row .single:last-of-type {\n            border-right: none;\n        }\n\n        .blog-table .inner-container .row:last-of-type .single {\n            border-bottom: none;\n        }\n\n        .blog-table .inner-container .row .single p {\n            margin: 0;\n        }\n\n        .blog-table .inner-container .row.title .single {\n            padding: 10px 20px;\n        }\n\n        .blog-table .inner-container .row.title .single p {\n            background-color: #ff9e18;\n            color: #fff;\n            padding: 5px 12px;\n            border-radius: 5px;\n        }\n\n        .blog-table .inner-container .row .single p.label {\n            color: #ff9e18;\n            font-family: 'HelveticaNeueBold';\n            font-size: 28px;\n            line-height: 1.1;\n        }\n\n        @media(max-width: 767px) {\n            .blog-table {\n                overflow: scroll;\n            }\n\n            .blog-table .inner-container {\n                width: 767px;\n            }\n        }\n    <\/style>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Strategic Impact<\/h2>\n\n\n\n<p>By dramatically reducing the administrative burden associated with scheduling, the department can focus on expansion and improvement of clinical services. This newfound operational efficiency has helped them better support several major initiatives:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Launching a 54-bed children\u2019s hospital<\/li>\n\n\n\n<li>Implementing a virtual intensive outpatient program<\/li>\n\n\n\n<li>Expanding their internal wellness program<\/li>\n\n\n\n<li>Supporting rapid departmental growth<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Lessons Learned<\/h2>\n\n\n\n<p>The department\u2019s implementation experience yielded several valuable insights for other organizations considering similar scheduling transformations:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\t<div class=\"numbered-block\">\r\n\t\t<div class=\"inner-container\">\r\n                                        <!-- loop through repeater -->\r\n                                    <div class=\"single\">\r\n                        <div class=\"number\">\r\n                            <p>1<\/p>\r\n                        <\/div>\r\n                        <div class=\"text\">\r\n                            <p><strong>Partner Closely with Technical Consultants:<\/strong><br \/>\nThe department established a practice of documenting needed rule changes immediately and maintaining regular consultant communication to ensure optimal system configuration.<\/p>\n                        <\/div>\r\n                    <\/div>\r\n                                                        <div class=\"single\">\r\n                        <div class=\"number\">\r\n                            <p>2<\/p>\r\n                        <\/div>\r\n                        <div class=\"text\">\r\n                            <p><strong>Automation with Flexibility:<\/strong><br \/>\nWhile Lightning Bolt\u2019s automation handles the complex task of schedule generation, the platform maintains the flexibility needed for human refinement when required. The department learned to appreciate this balance, using the system\u2019s robust automation while preserving administrators\u2019 ability to make manual adjustments for unique, one-off situations.<\/p>\n                        <\/div>\r\n                    <\/div>\r\n                                                        <div class=\"single\">\r\n                        <div class=\"number\">\r\n                            <p>3<\/p>\r\n                        <\/div>\r\n                        <div class=\"text\">\r\n                            <p><strong>Distribute Scheduling Authority:<\/strong><br \/>\nEmpower individual schedule managers with the training and authority to handle their team\u2019s specific scheduling needs, creating a more efficient and scalable system.<\/p>\n                        <\/div>\r\n                    <\/div>\r\n                                                        <div class=\"single\">\r\n                        <div class=\"number\">\r\n                            <p>4<\/p>\r\n                        <\/div>\r\n                        <div class=\"text\">\r\n                            <p><strong>Establish Clear Guidelines:<\/strong><br \/>\nOne crucial learning was the importance of distinguishing between rules (fixed requirements) and preferences (flexible requests) within the system. The team developed clear guidelines to help schedule managers make consistent decisions about which scheduling requirements warranted rule status versus preference status in Lightning Bolt.<\/p>\n                        <\/div>\r\n                    <\/div>\r\n                                                \t\t<\/div>\r\n\t<\/div>\r\n\t\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p>Lightning Bolt has transformed scheduling operations at UNC Chapel Hill\u2019s Department of Psychiatry from a fragmented, time-intensive process to a streamlined, automated system. As the department continues its rapid growth, the platform provides the scalability and efficiency needed to support its expanding clinical mission. Nadia sums up the impact:<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;Our clinical mission can\u2019t be our focus if we\u2019re focused on all these operational logistical pieces. We need tools that will free up mind space and time to pursue and grow our clinical mission.&#8221;<\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Looking ahead, the department plans to leverage more advanced reporting capabilities, expand to include additional provider types, and find new ways to optimize schedule automation even further.<\/p>\n","protected":false},"featured_media":26987,"template":"","meta":{"_acf_changed":false,"footnotes":""},"case-study-category":[49],"class_list":["post-26951","case-study","type-case-study","status-publish","has-post-thumbnail","hentry","case-study-category-hospitals-and-health-systems"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Simplify Psychiatry Residency Schedules<\/title>\n<meta name=\"description\" content=\"Learn how the Department of Psychiatry at UNC 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