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What do you get when one scheduler, equipped only with a color-coded Excel sheet, has to schedule 15 physicians, each with their own PTO requests, personal preferences, and credentials?
What about when that scheduler is actually a physician pulling double duty?
You get a scheduling nightmare.
This is the stressful reality of many group practices—and it’s not getting any easier as care grows more complex, staffing remains tight, and so many of the administrative tasks associated with care delivery add more time to daily operations.
Let’s take a closer look at what makes group practice scheduling so challenging, how to prepare your practice for improved scheduling, and three best practices for implementing better scheduling technology.
Group practices often default to a schedule-by-committee approach that is flexible in theory but inevitably plagued by unique complexities, limited budget, outdated tools, and a risky reliance on the memories of one or two schedulers.
For many practices, growth-based change is a constant. And while growth can be good, it also adds layers of scheduling complexity:
The result is a fragile setup where a single change can unravel everything and make the pieces nearly impossible to put back together. If you’re still relying on manual processes and outdated technology, keeping up becomes a tall task.
To compound these difficulties, patients are often booked weeks or even months in advance, adding a lot of uncertainty for practices that can only schedule one or two weeks out.
When you can’t keep up with complexity, the consequences can be severe. One group started building out their December schedule, only to realize that one of their physicians had already exceeded their shift allocation for the year. The result? That physician had to take an entire month off. This disrupted patient care, reduced the number of providers available to work, and forced other providers to pick up unexpected shifts to close the gaps.
The average group practice has to overcome staffing constraints from time to time, and that means they probably don’t have “excess” staff to devote specifically to provider scheduling.
As a result, scheduling often falls to whoever has the time, context, or patience. According to Tanner Vinson, a scheduling expert at PerfectServe, that responsibility is picked up by physicians about 50-60% of the time.
That may seem like a logical workaround at face value—you’re not hiring someone else and physicians are usually intimately familiar with scheduling nuances—but it’s actually inefficient and expensive in practice.
One practice we talked to reported spending $185,000 a year on billable physician hours—just for scheduling.
Giving physicians scheduling duties is also detrimental to job satisfaction. To put it mildly, they don’t embark on their careers in medicine because they love battling Excel spreadsheets after logging a busy day treating patients. This kind of “pajama time” is a common and unfortunate phenomenon.
Group practices also find themselves fighting an uphill scheduling battle with outdated technology—or perhaps no technology at all.
“Tools range from dedicated products to Excel templates—which don’t account for preferences and requests,” notes Tanner. “I’ve even seen some practices using pen and paper.”
Outdated or manual scheduling processes are rarely integrated with communication tools, which means the wrong physicians are often contacted about patients, leaving the right physician (and the patient) in the dark.
Ryer Hedderman, another member of PerfectServe’s scheduling team, elaborates, saying, “Once you’re dealing with 10, 20, or even 50 to 100 people with their own contracts, preferences, and availability, scheduling becomes overwhelming.”
Imagine you’re the sole person responsible for building schedules. Each time the process begins, you have to navigate a daunting web of emails, text messages, sticky notes, and other asynchronous communication channels to make sure your schedule accounts for your organizational requirements, individual requests, and preferences from dozens of providers. Mistakes and oversights are bound to happen, and the process won’t be pleasant.
When people think about business risk, revenue loss and employee attrition usually come to mind. But there’s another risk worth noting: lost information due to incomplete or inefficient knowledge sharing. In fact, Tanner finds that “maybe 10% or less of the time do practices have [detailed information related to scheduling] written down.”
Group practices often rely on one or two individuals who are familiar with every doctor’s preferences, credentialing constraints, and coverage quirks. That creates a single point of failure that’s difficult to replace. Everything can be lost if that person leaves the practice.
This risk is further exacerbated by a common occurrence observed by PerfectServe’s scheduling team: After scheduling rules are exhaustively compiled during the implementation process, schedulers end up returning multiple times to add rules they forgot or rules that had become so ingrained in their workflow that they didn’t even realize they were rules.
The point? Rules that are not documented are likely to be lost.
uccessful adoption of scheduling software begins long before you actually adopt the technology. Group practices won’t get any value out of automated scheduling until they’ve put into place a supportive infrastructure of rules documentation, expert support, and long-term strategic planning.
Here are some best practices that can set your group up for success:
One of the biggest traps we see with software implementations is the assumption every scheduling rule is documented. In reality, much of that knowledge lives in someone’s head and won’t surface immediately.
Instead, the missing details emerge over a period of three to four weeks. “It’s common for groups to bring an initial list of rules, but once we run an example schedule, we’ll hear, ‘Oh no, I wouldn’t put that person there because of XYZ,’” Tanner elaborates.
That’s why it’s important to think strategically from the start: Are any providers licensed in specific sites? Are there team dynamics that impact scheduling? Which rules are requirements versus flexible preferences? All of these rules must be identified and documented if you want them accounted for in your scheduling automation.
Successful scheduling is just as much about the people as it is the software. That’s why it’s important to choose a vendor with a consultative approach and a support team that understands the realities of scheduling.
Ultimately, your vendor should act like a consultant, offering real, experience-based insights like:
This kind of pre-implementation discussion can help define your automation and optimization needs and guide documentation of relevant scheduling rules. For some vendors, it amounts to something like a free scheduling consultation that allows them to demonstrate their expertise and how a potential partnership might unfold.
The PerfectServe support team takes their consultative role seriously. “This is what they live and breathe, day in and day out,” says Katey Bailey, PerfectServe’s VP of Provider Scheduling. “There’s not just a commitment to getting customers launched on the platform—there’s an ongoing, deep commitment to helping them get the absolute most out of their investment.”
It’s easy to zero in on the immediate rollout, but short-term thinking can create headaches down the road. If you outgrow your software, you’re facing a costly rip-and-replace cycle, months of reimplementing, and more staff training.
All of that adds up, which is why it’s important to ask:
And don’t forget the technical side: Will it integrate with other applications in your tech stack, including payroll, communication tools, and even tools that may not be in place yet? By asking these questions now, you can be sure that your investment in scheduling continues to pay off for many years to come.
Once you’ve laid the groundwork for optimized scheduling, your group practice is ready to take its scheduling operations to the next level.
It’s hard to overstate the administrative impact of this technology: One health system reduced payroll processing time by 2,000 hours per year by linking its scheduling and payroll systems to automatically sync shifts and eliminate human error.
But the benefits go even deeper:
No doctor wants every Friday, Saturday, or overnight shift. It’s unsustainable, hurts work-life balance, and impacts patient care.
Scheduling software helps prevent those situations. “It addresses fair scheduling and provider wellness by ensuring equalization across providers, while also honoring contractual and group requirements,” explains Katey.
Schedulers and practice owners can answer questions like:
A lot of group practices simply don’t have the tools to track schedule fairness with this level of granularity.
Fair scheduling results in less burnout and better patient care—but there’s another layer to equity. When schedules are fair, and especially when physicians can feel that they’re fair, “They’re more engaged at work and excited to be there,” explains Ryer.
“The most straightforward use case for scheduling software is generating schedules through rules-based automation,” says Tanner. “Even something as simple as ‘You’re here Monday, I’m here Tuesday’ saves time.”
But the real efficiency kicks in when the software captures all that institutional knowledge—preferences, PTO requests, and credentials—and automatically factors it into every schedule. This eliminates the need for email follow-ups, faxes, and notes left on someone’s desk.
Automation is especially useful for credentialing rules. “Providers often need credentials or certifications to work at clinics; managing that manually is hard,” Tanner explains. Scheduling software makes that process much smoother by using rules to match providers with the locations and procedures that align with their credentials. If they’re not credentialed for a certain location, they’ll never be scheduled there.
Clinicians already have demanding jobs and full lives outside of the practice. Without a more capable scheduling platform, physicians can lose out on their personal time. “Instead of spending time with family, they’re spending hours and hours creating schedules,” explains Katey.
With the right automation approach, practices can build better-balanced schedules and tamp down on pajama time for physicians, ensuring they can invest their full energy in patient care while giving them adequate time to physically and mentally recover. As a result, practices and medical groups can better manage the realities of providing care while still prioritizing their physicians’ overall well-being and reducing burnout.
Every group wants to provide top-notch care for patients. To do this effectively, you have to take care of the people who take care of patients. A big part of that equation should include scheduling methods that support balanced physician coverage and help them prioritize wellness.
You can’t achieve this goal with manual processes, outdated technology, or by relying on physicians to build their own schedules. The best healthcare scheduling approach is one that eliminates inefficiencies, removes bias, and frees physicians up to focus on the patient care they trained so hard to provide.