IDEAS home Printed from https://ideas.repec.org/a/inm/orinte/v55y2025i4p344-359.html

Overbooking Surgical Blocks

Author

Listed:
  • Christopher T. B. Strömblad

    (Center for Surgical Science, Zealand University Hospital, 4600 Køge, Denmark)

  • Upasana Raval

    (American Airlines, Fort Worth, Texas 76155)

  • Kristy Zhou

    (Department of Strategy & Innovation, Memorial Sloan Kettering Cancer Center, New York, New York 10065)

  • Shok-Jean Yee

    (Memorial Sloan Kettering Cancer Center, New York, New York 10065)

  • Thomas C. Barber

    (University of San Francisco Medical Center, San Francisco, California 94143)

  • Martin R. Weiser

    (Department of Surgery, Memorial Sloan Kettering Cancer Center, New York, New York 10065)

Abstract

Operating rooms (ORs) are some of the most expensive and critical resources for hospitals, and therefore OR access and utilization are of high importance. We developed a unique method to overbook surgeon blocks: assigning more OR block time than we have OR capacity available, to improve OR access. The challenge lies in managing the process of overbooking and ensuring fairness so that no one surgeon is more affected by overbooking compared with others. Using mixed-integer quadratic programming, we enable block overbooking while applying a consistent definition of fairness. This effort was implemented into routine operations through our simplified process, and it was deployed as a web tool for the surgical staff to manage and communicate decisions. Overbooking blocks contributed an additional 2% and 3.5% to OR utilization at the two campuses where it was deployed. This work enables surgeons, scheduling managers, and surgical leadership to manage operating room use beyond physical capacity, reliably and optimally.

Suggested Citation

  • Christopher T. B. Strömblad & Upasana Raval & Kristy Zhou & Shok-Jean Yee & Thomas C. Barber & Martin R. Weiser, 2025. "Overbooking Surgical Blocks," Interfaces, INFORMS, vol. 55(4), pages 344-359, July.
  • Handle: RePEc:inm:orinte:v:55:y:2025:i:4:p:344-359
    DOI: 10.1287/inte.2023.0063
    as

    Download full text from publisher

    File URL: http://dx.doi.org/10.1287/inte.2023.0063
    Download Restriction: no

    File URL: https://libkey.io/10.1287/inte.2023.0063?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Kyung Sung Jung & Michael Pinedo & Chelliah Sriskandarajah & Vikram Tiwari, 2019. "Scheduling Elective Surgeries with Emergency Patients at Shared Operating Rooms," Production and Operations Management, Production and Operations Management Society, vol. 28(6), pages 1407-1430, June.
    2. Brittney Benchoff & Candace Arai Yano & Alexandra Newman, 2017. "Kaiser Permanente Oakland Medical Center Optimizes Operating Room Block Schedule for New Hospital," Interfaces, INFORMS, vol. 47(3), pages 214-229, June.
    3. David Scheinker & Margaret L. Brandeau, 2020. "Implementing Analytics Projects in a Hospital: Successes, Failures, and Opportunities," Interfaces, INFORMS, vol. 50(3), pages 176-189, May.
    4. Bovim, Thomas Reiten & Christiansen, Marielle & Gullhav, Anders N. & Range, Troels Martin & Hellemo, Lars, 2020. "Stochastic master surgery scheduling," European Journal of Operational Research, Elsevier, vol. 285(2), pages 695-711.
    5. Seokjun Youn & H. Neil Geismar & Michael Pinedo, 2022. "Planning and scheduling in healthcare for better care coordination: Current understanding, trending topics, and future opportunities," Production and Operations Management, Production and Operations Management Society, vol. 31(12), pages 4407-4423, December.
    6. Seung Jun Lee & Gregory R. Heim & Chelliah Sriskandarajah & Yunxia Zhu, 2018. "Outpatient Appointment Block Scheduling Under Patient Heterogeneity and Patient No†Shows," Production and Operations Management, Production and Operations Management Society, vol. 27(1), pages 28-48, January.
    7. Y Huang & P Zuniga, 2012. "Dynamic overbooking scheduling system to improve patient access," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 63(6), pages 810-820, June.
    8. Chaithanya Bandi & Diwakar Gupta, 2020. "Operating Room Staffing and Scheduling," Manufacturing & Service Operations Management, INFORMS, vol. 22(5), pages 958-974, September.
    9. Yutian Li & Sammi Yu Tang & Joseph Johnson & David A. Lubarsky, 2019. "Individualized No‐Show Predictions: Effect on Clinic Overbooking and Appointment Reminders," Production and Operations Management, Production and Operations Management Society, vol. 28(8), pages 2068-2086, August.
    10. Shuwan Zhu & Wenjuan Fan & Shanlin Yang & Jun Pei & Panos M. Pardalos, 2019. "Operating room planning and surgical case scheduling: a review of literature," Journal of Combinatorial Optimization, Springer, vol. 37(3), pages 757-805, April.
    11. John T. Blake & Joan Donald, 2002. "Mount Sinai Hospital Uses Integer Programming to Allocate Operating Room Time," Interfaces, INFORMS, vol. 32(2), pages 63-73, April.
    12. Adam Diamant & Joseph Milner & Fayez Quereshy, 2018. "Dynamic Patient Scheduling for Multi†Appointment Health Care Programs," Production and Operations Management, Production and Operations Management Society, vol. 27(1), pages 58-79, January.
    13. William P. Pierskalla, 1968. "Letter to the Editor—The Multidimensional Assignment Problem," Operations Research, INFORMS, vol. 16(2), pages 422-431, April.
    14. Cardoen, Brecht & Demeulemeester, Erik & Beliën, Jeroen, 2010. "Operating room planning and scheduling: A literature review," European Journal of Operational Research, Elsevier, vol. 201(3), pages 921-932, March.
    15. Bahman Naderi & Vahid Roshanaei & Mehmet A. Begen & Dionne M. Aleman & David R. Urbach, 2021. "Increased Surgical Capacity without Additional Resources: Generalized Operating Room Planning and Scheduling," Production and Operations Management, Production and Operations Management Society, vol. 30(8), pages 2608-2635, August.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Sean Harris & David Claudio, 2022. "Current Trends in Operating Room Scheduling 2015 to 2020: a Literature Review," SN Operations Research Forum, Springer, vol. 3(1), pages 1-42, March.
    2. Seokjun Youn & H. Neil Geismar & Michael Pinedo, 2022. "Planning and scheduling in healthcare for better care coordination: Current understanding, trending topics, and future opportunities," Production and Operations Management, Production and Operations Management Society, vol. 31(12), pages 4407-4423, December.
    3. Yu Wang & Yu Zhang & Minglong Zhou & Jiafu Tang, 2023. "Feature‐driven robust surgery scheduling," Production and Operations Management, Production and Operations Management Society, vol. 32(6), pages 1921-1938, June.
    4. Man Yiu Tsang & Karmel S. Shehadeh & Frank E. Curtis & Beth R. Hochman & Tricia E. Brentjens, 2025. "Stochastic Optimization Approaches for an Operating Room and Anesthesiologist Scheduling Problem," Operations Research, INFORMS, vol. 73(3), pages 1430-1458, May.
    5. Jian-Jun Wang & Zongli Dai & Wenxuan Zhang & Jim Junmin Shi, 2023. "Operating room scheduling for non-operating room anesthesia with emergency uncertainty," Annals of Operations Research, Springer, vol. 321(1), pages 565-588, February.
    6. Arne Schulz & Malte Fliedner, 2023. "Minimizing the expected waiting time of emergency jobs," Journal of Scheduling, Springer, vol. 26(2), pages 147-167, April.
    7. Marco Caserta & Antonio García Romero, 2024. "A novel approach to forecast surgery durations using machine learning techniques," Health Care Management Science, Springer, vol. 27(3), pages 313-327, September.
    8. Gökalp, E. & Gülpınar, N. & Doan, X.V., 2023. "Dynamic surgery management under uncertainty," European Journal of Operational Research, Elsevier, vol. 309(2), pages 832-844.
    9. Akbarzadeh, Babak & Maenhout, Broos, 2024. "A study on policy decisions to embed flexibility for reactive recovery in the planning and scheduling process in operating rooms," Omega, Elsevier, vol. 126(C).
    10. Santos, Daniel & Marques, Inês, 2022. "Designing master surgery schedules with downstream unit integration via stochastic programming," European Journal of Operational Research, Elsevier, vol. 299(3), pages 834-852.
    11. Martin Bichler & Soeren Merting, 2021. "Randomized Scheduling Mechanisms: Assigning Course Seats in a Fair and Efficient Way," Production and Operations Management, Production and Operations Management Society, vol. 30(10), pages 3540-3559, October.
    12. Hossein Hashemi Doulabi & Soheyl Khalilpourazari, 2023. "Stochastic weekly operating room planning with an exponential number of scenarios," Annals of Operations Research, Springer, vol. 328(1), pages 643-664, September.
    13. Md Al Amin & Roberto Baldacci & Vahid Kayvanfar, 2025. "A comprehensive review on operating room scheduling and optimization," Operational Research, Springer, vol. 25(1), pages 1-30, March.
    14. Grigory Korzhenevich & Anne Zander, 2024. "Leveraging the potential of the German operating room benchmarking initiative for planning: A ready-to-use surgical process data set," Health Care Management Science, Springer, vol. 27(3), pages 328-351, September.
    15. Wang, Lien & Demeulemeester, Erik & Vansteenkiste, Nancy & Rademakers, Frank E., 2024. "Capacity and surgery partitioning: An approach for improving surgery scheduling in the inpatient surgical department," European Journal of Operational Research, Elsevier, vol. 313(1), pages 112-128.
    16. Esmaeil Keyvanshokooh & Pooyan Kazemian & Mohammad Fattahi & Mark P. Van Oyen, 2022. "Coordinated and Priority‐Based Surgical Care: An Integrated Distributionally Robust Stochastic Optimization Approach," Production and Operations Management, Production and Operations Management Society, vol. 31(4), pages 1510-1535, April.
    17. Rafael Calegari & Flavio S. Fogliatto & Filipe R. Lucini & João B. G. Brito & Gabrielli H. Yamashita & Michel J. Anzanello & Guilherme L. Tortorella & Beatriz D. Schaan, 2025. "Designing a long-term master surgical timetable: a case study in balancing post-operative ward bed demand and minimizing changes in surgical schedules," Journal of Scheduling, Springer, vol. 28(5), pages 545-562, October.
    18. Shehadeh, Karmel S. & Tsang, Man Yiu & Padman, Rema & Kilic, Arman, 2026. "Operating room-to-downstream elective surgery planning under uncertainty," European Journal of Operational Research, Elsevier, vol. 329(1), pages 288-307.
    19. Wang, Ziwei & Chen, Hongmin & Luo, Jun & Wang, Chunming & Xu, Xinyi & Zhou, Ying, 2024. "Sharing service in healthcare systems: A recent survey," Omega, Elsevier, vol. 129(C).
    20. Sanjay L. Ahire, 2023. "McLeod Health Optimizes Staffing for Patient Room Cleaning," Interfaces, INFORMS, vol. 53(2), pages 155-168, March.

    More about this item

    Keywords

    ;
    ;
    ;
    ;

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:inm:orinte:v:55:y:2025:i:4:p:344-359. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Chris Asher (email available below). General contact details of provider: https://edirc.repec.org/data/inforea.html .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.