How to I manage Carers and Patients (clients)? Project 2003?

A

Adrian

Have client who arranges Carers to look after patients. Seems that MS
Project 2003 could help by allowing the mamagement of carers in terms of time
and cost to the client (patient)
 
J

JulieD

Hi Adrian

interesting one ... project is "geared" towards a series of tasks leading to
a measurable, defined outcome .. and what you're proposing wouldn't fit
within this definition, however, project i think, would be okay for your
needs.

the way i would approach it is to list all the carers as resources and edit
their calendars to specify availability.
list each of the clients as a heading and under each client enter the tasks
that need to be done - i guess you'll rely heavily on recurring tasks
(insert / recurring tasks). You'll also need to use the priority setting
for each task. If a task has to happen on a certain day at a certain time
make sure you set the priority setting to 1000.

now assign the carer to the tasks they are responsible for and use resource
levelling to "delay" the tasks if the carers are over allocated.

You can use the resource allocation view to get a good list of each carer
and what they're responsible for and you can also show remaining
availability in this view as well if you need to juggle the carers.

Even though you're not using project strictly "correctly" i would still
recommend attending a 2-3 day hands-on course to come to terms with some of
the basic concepts in project and have a read of Mike Glen's series of
tutorials
http://tinyurl.com/2xbhc

to get a good grasp of how it thinks. This is especially important when
setting up the calendars at the beginning, if you assign multiple resources
to one task or if you make any changes 'down the track'

Hope this helps and i'll be interested to see other's opinions also on using
Project for this purpose.

As for costing - project isn't an accounting system but it will give you
reasonable "ball park" figures.

If you don't have project it might be worth getting a demo version (if
they're still available) and trying it out before spending the money on the
full product.

Cheers
JulieD
 
A

Adrian

Can't believe such a fast and comprehensive response( to my first Office
onlne discussion)! Thank you JulieD. Now to put it to work... I have MS
Project 2003 and will visit http://tinyurl.com/2xbhc.

I thought the clients would be tasks having no/arbitrary start or end dates
but your idea of headings seems better.
 
J

JulieD

Hi Adrian

email me (julied at hcts dot net dot au) and i'll send you a mini-project
file as i envisage your situation.

Cheers
JulieD
 
A

Adrian

Stuck at the first hurdle. From Mike Glenn "A project is a unique undertaking
that has a clearly defined start and finish, and requires the management of
time, resources, cost and quality."
I can make the client (patient) the heading over a number of tasks, I'm not
sure that tasks need to be identified (ie what the carer does)
If I make a client the task, I need to know the start and end time, say 1
Jan 04 to 31 Dec 04. Then the carers can be resources to one opr more tasks.
Can each client have a different colour bar on the Gantt? Why doesn't the
Calendar view show more than a month?
Each carer can now be a resource and have their own calendar based on a
default 24-hour calendar so that some carers can work evenings, nights and
weekends - I think.

Adrian
 
J

Jan De Messemaeker

Hi,

Since Julie asked for other experiences in this area: I make a mothly "night
duty" list for a group of 9 doctors using Project (and a little bit of VBA)

Greetings,
 
A

Adrian

Thank you, Jan.

In your project, night duties must be Tasks and doctor must be resources. I
will check out your web address.

Adrian
 
J

Jan De Messemaeker

Hi Adrian,

Believe it or not, because I use resource leveling and the constraint is
"only one doctor per night" the night duty itself is the resource; the "fact
that a doctor has a night duty to do" is the task.
But mind you, it only works smoothly using abit of VBA behind (for
instance, once a doctor has a duty planned, his priority to perform the next
one decreases etc.
 
S

Steve House [MS Project MVP]

A project schedule is by definition that detailed list of exactly what the
carer does for/to the client so you can't omit it. You have to define each
physical activity, you have to be able to quantify how long of them will
take to complete, and you have to define any logical relationships between
them (you have to drive the patient to the doctor before he can have his
physical exam, for example). Normally you should never specify the start
and end dates of the activities - Project's fundamental job is to calculate
those for you.

You would have a summary task ("Heading") for each client. Indented under
the client as subtasks would be every discrete activity the carer does for
him, detailed even down to the level of, say, if the care giver makes the
client's bed every day it would be listed with each day shown as a separate
task on a separate line "Make Bed Monday, Nov 22, 30 minutes", "Make Bed
Tuesday, Nov 23, 30 minutes", "Make Bed Wednesday, Nove 24, 30 minutes" ...
Because this sort of thing is open ended, there's probably never going to be
a time when you can say all the bed making is completed and will never be
done again, that's one reason Project is a less-than-optimal solution to
this sort of scheduling as your list keeps going on and on and on forever.
 
J

JulieD

Hi Steve

I agree with everything you've said (esp that project is "less-than-optimal
solution") but can you think of any other product that would offer a better
solution??? I can't visualise Excel being more suitable for it, and i can't
really think how you could put a db together to give you the sort of
"visual" scheduling that project provides for this situation ....

Cheers
JulieD
 
J

Jan De Messemaeker

Hear Hear!

IMHO Project is suitable for much more than projects in the strictest sense.
On the box of one of the previous versions Microsoft gave a better
definition:

.... When you have to manage interrelated tasks...

On top of that, even for non-interrelated tasks, which cheap product gives
you such a flexible timescale view? From minutes to years, and each time the
possibility to have timescaled totals, groups etc.

So even when you can talk of "incomplete use of Project's features" Project
may well be the prime choice for your problem.
 
S

Steve House [MS Project MVP]

But if you can't quantify the tasks and the length of time each one will
take you have nothing to schedule in the first place other than the fact the
care giver is physically present at a particular location during a known
time period. Project's forte is calculation but there's nothing here to
compute. I know it's heresy for a techno-weenie like myself to say so, but I
wouldn't even use a computer for this sort of thing. A wall calendar and a
pack of Magic Markers would do everything you need. If one's heart is set
on a technologic solution to generate the Gantt chart pictures I'd go with a
drawing tool like Visio.

--
Steve House [MVP]
MS Project Trainer/Consultant
Visit http://www.mvps.org/project/faqs.htm for the FAQs
 

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