Case stage 03
Care-team and resource scheduling
The workflow needs the right clinician or operational team, specialty, facility, equipment, language, and time. Scheduling applies hard eligibility rules, ranks valid options, and holds the selected resources until confirmation.
Designed, not yet builtDesigned for this solution; not yet builtDesigned for this solution. The rules-first matching and the ranking step are the next build items.
What happens
- The workflow requirements are read: service, specialty, location, language, equipment, dependencies, and service level.
- Eligible care-team members and resources are listed with real-time availability.
- The coordinator selects an option, and the required slots and resources are held together.
How the AI platform addresses it
- Matching starts with explicit credential, specialty, location, language, capacity, and equipment rules. Only eligible options are ranked.
- A ranking model orders remaining options using lead time, continuity, utilization, travel, and historical completion. Each rank shows its reason.
- Holds expire on a timer. A held slot that is not confirmed returns to the pool, and the coordinator is told.
AI role
Ranking of eligible care-team and resource combinations with an explanation for each rank. Rules determine eligibility; the model only orders valid options.
Approval
The scheduling coordinator selects the care-team and resources and confirms the slot.
Systems involved
- Scheduling service
- EHR or CRM
- Notifications
- Workflow record
Reference components
- Designed for this solution. The ranking pattern follows the underwriting and routing components.