IDEAS home Printed from https://ideas.repec.org/a/eee/ejores/v288y2021i3p753-774.html
   My bibliography  Save this article

A matheuristic algorithm for stochastic home health care planning

Author

Listed:
  • Nikzad, Erfaneh
  • Bashiri, Mahdi
  • Abbasi, Babak

Abstract

Efficient human resource planning is the cornerstone of designing an effective home health care system. Human resource planning in home health care system consists of decisions on districting/zoning, staff dimensioning, resource assignment, scheduling, and routing. In this study, a two-stage stochastic mixed integer model is proposed that considers these decisions simultaneously. In the planning phase of a home health care system, the main uncertain parameters are travel and service times. Hence, the proposed model takes into account the uncertainty in travel and service times. Districting and staff dimensioning are defined as the first stage decisions, and assignment, scheduling, and routing are considered as the second stage decisions. A novel algorithm is developed for solving the proposed model. The algorithm consists of four phases and relies on a matheuristic-based method that calls on various mixed integer models. In addition, an algorithm based on the progressive hedging and Frank and Wolf algorithms is developed to reduce the computational time of the second phase of the proposed matheuristic algorithm. The efficiency and accuracy of the proposed algorithm are tested through several numerical experiments. The results prove the ability of the algorithm to solve large instances.

Suggested Citation

  • Nikzad, Erfaneh & Bashiri, Mahdi & Abbasi, Babak, 2021. "A matheuristic algorithm for stochastic home health care planning," European Journal of Operational Research, Elsevier, vol. 288(3), pages 753-774.
  • Handle: RePEc:eee:ejores:v:288:y:2021:i:3:p:753-774
    DOI: 10.1016/j.ejor.2020.06.040
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S037722172030583X
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.ejor.2020.06.040?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
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Yves Crama & Mahmood Rezaei & Martin Savelsbergh & Tom Van Woensel, 2018. "Stochastic Inventory Routing for Perishable Products," Transportation Science, INFORMS, vol. 52(3), pages 526-546, June.
    2. Oliveira, Beatriz Brito & Carravilla, Maria Antónia & Oliveira, José Fernando & Toledo, Franklina M.B., 2014. "A relax-and-fix-based algorithm for the vehicle-reservation assignment problem in a car rental company," European Journal of Operational Research, Elsevier, vol. 237(2), pages 729-737.
    3. Pillac, Victor & Gendreau, Michel & Guéret, Christelle & Medaglia, Andrés L., 2013. "A review of dynamic vehicle routing problems," European Journal of Operational Research, Elsevier, vol. 225(1), pages 1-11.
    4. Maya Duque, P.A. & Castro, M. & Sörensen, K. & Goos, P., 2015. "Home care service planning. The case of Landelijke Thuiszorg," European Journal of Operational Research, Elsevier, vol. 243(1), pages 292-301.
    5. R. T. Rockafellar & Roger J.-B. Wets, 1991. "Scenarios and Policy Aggregation in Optimization Under Uncertainty," Mathematics of Operations Research, INFORMS, vol. 16(1), pages 119-147, February.
    6. Claudia Archetti & Natashia Boland & Grazia Speranza, 2017. "A Matheuristic for the Multivehicle Inventory Routing Problem," INFORMS Journal on Computing, INFORMS, vol. 29(3), pages 377-387, August.
    7. Carello, Giuliana & Lanzarone, Ettore, 2014. "A cardinality-constrained robust model for the assignment problem in Home Care services," European Journal of Operational Research, Elsevier, vol. 236(2), pages 748-762.
    8. C. Rodriguez & T. Garaix & X. Xie & V. Augusto, 2015. "Staff dimensioning in homecare services with uncertain demands," International Journal of Production Research, Taylor & Francis Journals, vol. 53(24), pages 7396-7410, December.
    9. Li, Yantong & Chu, Feng & Chu, Chengbin & Zhu, Zhanguo, 2019. "An efficient three-level heuristic for the large-scaled multi-product production routing problem with outsourcing," European Journal of Operational Research, Elsevier, vol. 272(3), pages 914-927.
    10. Hernández-Leandro, Noberto A. & Boyer, Vincent & Salazar-Aguilar, M. Angélica & Rousseau, Louis-Martin, 2019. "A matheuristic based on Lagrangian relaxation for the multi-activity shift scheduling problem," European Journal of Operational Research, Elsevier, vol. 272(3), pages 859-867.
    11. Semih Yalçindag & Paola Cappanera & Maria Grazia Scutellà & Evren Sahin & Andrea Matta, 2016. "Pattern-based decompositions for human resource planning in home health care services," Post-Print hal-01736734, HAL.
    12. Shi, Yong & Boudouh, Toufik & Grunder, Olivier, 2019. "A robust optimization for a home health care routing and scheduling problem with consideration of uncertain travel and service times," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 128(C), pages 52-95.
    13. Andersen, Anders Reenberg & Nielsen, Bo Friis & Reinhardt, Line Blander & Stidsen, Thomas Riis, 2019. "Staff optimization for time-dependent acute patient flow," European Journal of Operational Research, Elsevier, vol. 272(1), pages 94-105.
    14. M Blais & S D Lapierre & G Laporte, 2003. "Solving a home-care districting problem in an urban setting," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 54(11), pages 1141-1147, November.
    15. Oliveira, Beatriz B. & Carravilla, Maria Antónia & Oliveira, José F. & Costa, Alysson M., 2019. "A co-evolutionary matheuristic for the car rental capacity-pricing stochastic problem," European Journal of Operational Research, Elsevier, vol. 276(2), pages 637-655.
    16. Yu, Qinxiao & Fang, Kan & Zhu, Ning & Ma, Shoufeng, 2019. "A matheuristic approach to the orienteering problem with service time dependent profits," European Journal of Operational Research, Elsevier, vol. 273(2), pages 488-503.
    17. Guido, Rosita & Groccia, Maria Carmela & Conforti, Domenico, 2018. "An efficient matheuristic for offline patient-to-bed assignment problems," European Journal of Operational Research, Elsevier, vol. 268(2), pages 486-503.
    18. Campelo, Pedro & Neves-Moreira, Fábio & Amorim, Pedro & Almada-Lobo, Bernardo, 2019. "Consistent vehicle routing problem with service level agreements: A case study in the pharmaceutical distribution sector," European Journal of Operational Research, Elsevier, vol. 273(1), pages 131-145.
    19. Nickel, Stefan & Schröder, Michael & Steeg, Jörg, 2012. "Mid-term and short-term planning support for home health care services," European Journal of Operational Research, Elsevier, vol. 219(3), pages 574-587.
    20. Biao Yuan & Ran Liu & Zhibin Jiang, 2015. "A branch-and-price algorithm for the home health care scheduling and routing problem with stochastic service times and skill requirements," International Journal of Production Research, Taylor & Francis Journals, vol. 53(24), pages 7450-7464, December.
    21. Grenouilleau, Florian & Legrain, Antoine & Lahrichi, Nadia & Rousseau, Louis-Martin, 2019. "A set partitioning heuristic for the home health care routing and scheduling problem," European Journal of Operational Research, Elsevier, vol. 275(1), pages 295-303.
    22. Biao Yuan & Ran Liu & Zhibin Jiang, 2018. "Daily scheduling of caregivers with stochastic times," International Journal of Production Research, Taylor & Francis Journals, vol. 56(9), pages 3245-3261, May.
    23. Mohamed Cissé & Semih Yalçindag & Yannick Kergosien & Evren Sahin & Christophe Lenté & Andrea Matta, 2017. "OR problems related to Home Health Care: A review of relevant routing and scheduling problems," Post-Print hal-01736714, HAL.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Dillon, Mary & Vauhkonen, Ilmari & Arvas, Mikko & Ihalainen, Jarkko & Vilkkumaa, Eeva & Oliveira, Fabricio, 2023. "Supporting platelet inventory management decisions: What is the effect of extending platelets’ shelf life?," European Journal of Operational Research, Elsevier, vol. 310(2), pages 640-654.
    2. Zhen, Lu & Gao, Jiajing & Tan, Zheyi & Laporte, Gilbert & Baldacci, Roberto, 2023. "Territorial design for customers with demand frequency," European Journal of Operational Research, Elsevier, vol. 309(1), pages 82-101.
    3. Shima Azizi & Özge Aygül & Brenton Faber & Sharon Johnson & Renata Konrad & Andrew C. Trapp, 2023. "Select, route and schedule: optimizing community paramedicine service delivery with mandatory visits and patient prioritization," Health Care Management Science, Springer, vol. 26(4), pages 719-746, December.
    4. Pahlevani, Delaram & Abbasi, Babak & Hearne, John W. & Eberhard, Andrew, 2022. "A cluster-based algorithm for home health care planning: A case study in Australia," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 166(C).
    5. Li, Yanfeng & Xiang, Ting & Szeto, Wai Yuen, 2021. "Home health care routing and scheduling problem with the consideration of outpatient services," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 152(C).
    6. Diglio, Antonio & Peiró, Juanjo & Piccolo, Carmela & Saldanha-da-Gama, Francisco, 2023. "Approximation schemes for districting problems with probabilistic constraints," European Journal of Operational Research, Elsevier, vol. 307(1), pages 233-248.
    7. Jalel Euchi & Malek Masmoudi & Patrick Siarry, 2022. "Home health care routing and scheduling problems: a literature review," 4OR, Springer, vol. 20(3), pages 351-389, September.
    8. Neda Tanoumand & Tonguç Ünlüyurt, 2021. "An exact algorithm for the resource constrained home health care vehicle routing problem," Annals of Operations Research, Springer, vol. 304(1), pages 397-425, September.
    9. Nasir, Jamal Abdul & Kuo, Yong-Hong, 2024. "Stochastic home care transportation with dynamically prioritized patients: An integrated facility location, fleet sizing, and routing approach," Transportation Research Part B: Methodological, Elsevier, vol. 184(C).
    10. Felipe Nazare & Alexandre Street, 2021. "Solving Multistage Stochastic Linear Programming via Regularized Linear Decision Rules: An Application to Hydrothermal Dispatch Planning," Papers 2110.03146, arXiv.org, revised Jan 2023.
    11. Swan, Jerry & Adriaensen, Steven & Brownlee, Alexander E.I. & Hammond, Kevin & Johnson, Colin G. & Kheiri, Ahmed & Krawiec, Faustyna & Merelo, J.J. & Minku, Leandro L. & Özcan, Ender & Pappa, Gisele L, 2022. "Metaheuristics “In the Large”," European Journal of Operational Research, Elsevier, vol. 297(2), pages 393-406.
    12. Tsang, Man Yiu & Shehadeh, Karmel S., 2023. "Stochastic optimization models for a home service routing and appointment scheduling problem with random travel and service times," European Journal of Operational Research, Elsevier, vol. 307(1), pages 48-63.
    13. Jiao Zhao & Tao Wang & Thibaud Monteiro, 2024. "A Bi-Objective Home Health Care Routing and Scheduling Problem under Uncertainty," IJERPH, MDPI, vol. 21(3), pages 1-27, March.
    14. Huberts, Nick F.D. & Thijssen, Jacco J.J., 2023. "Optimal timing of non-pharmaceutical interventions during an epidemic," European Journal of Operational Research, Elsevier, vol. 305(3), pages 1366-1389.
    15. Nazare, Felipe & Street, Alexandre, 2023. "Solving multistage stochastic linear programming via regularized linear decision rules: An application to hydrothermal dispatch planning," European Journal of Operational Research, Elsevier, vol. 309(1), pages 345-358.

    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. Pahlevani, Delaram & Abbasi, Babak & Hearne, John W. & Eberhard, Andrew, 2022. "A cluster-based algorithm for home health care planning: A case study in Australia," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 166(C).
    2. Nasir, Jamal Abdul & Kuo, Yong-Hong, 2024. "Stochastic home care transportation with dynamically prioritized patients: An integrated facility location, fleet sizing, and routing approach," Transportation Research Part B: Methodological, Elsevier, vol. 184(C).
    3. Zheng, Chenyang & Wang, Shuming & Li, Ningxin & Wu, Yuanhao, 2021. "Stochastic joint homecare service and capacity planning with nested decomposition approaches," European Journal of Operational Research, Elsevier, vol. 295(1), pages 203-222.
    4. Naderi, Bahman & Begen, Mehmet A. & Zaric, Gregory S. & Roshanaei, Vahid, 2023. "A novel and efficient exact technique for integrated staffing, assignment, routing, and scheduling of home care services under uncertainty," Omega, Elsevier, vol. 116(C).
    5. Lin, Meiyan & Ma, Lijun & Ying, Chengshuo, 2021. "Matching daily home health-care demands with supply in service-sharing platforms," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 145(C).
    6. Paola Cappanera & Maria Grazia Scutellà, 2022. "Addressing consistency and demand uncertainty in the Home Care planning problem," Flexible Services and Manufacturing Journal, Springer, vol. 34(1), pages 1-39, March.
    7. Makboul, Salma & Kharraja, Said & Abbassi, Abderrahman & El Hilali Alaoui, Ahmed, 2024. "A multiobjective approach for weekly Green Home Health Care routing and scheduling problem with care continuity and synchronized services," Operations Research Perspectives, Elsevier, vol. 12(C).
    8. de Aguiar, Ana Raquel Pena & Ramos, Tânia Rodrigues Pereira & Gomes, Maria Isabel, 2023. "Home care routing and scheduling problem with teams’ synchronization," Socio-Economic Planning Sciences, Elsevier, vol. 86(C).
    9. Grenouilleau, Florian & Legrain, Antoine & Lahrichi, Nadia & Rousseau, Louis-Martin, 2019. "A set partitioning heuristic for the home health care routing and scheduling problem," European Journal of Operational Research, Elsevier, vol. 275(1), pages 295-303.
    10. Restrepo, María I. & Rousseau, Louis-Martin & Vallée, Jonathan, 2020. "Home healthcare integrated staffing and scheduling," Omega, Elsevier, vol. 95(C).
    11. Biao Yuan & Zhibin Jiang, 2017. "Disruption Management for the Real-Time Home Caregiver Scheduling and Routing Problem," Sustainability, MDPI, vol. 9(12), pages 1-15, November.
    12. Mohamed Cissé & Semih Yalçindag & Yannick Kergosien & Evren Sahin & Christophe Lenté & Andrea Matta, 2017. "OR problems related to Home Health Care: A review of relevant routing and scheduling problems," Post-Print hal-01736714, HAL.
    13. Gang Du & Luyao Zheng & Xiaoling Ouyang, 2019. "Real-time scheduling optimization considering the unexpected events in home health care," Journal of Combinatorial Optimization, Springer, vol. 37(1), pages 196-220, January.
    14. Cappanera, Paola & Scutellà, Maria Grazia & Nervi, Federico & Galli, Laura, 2018. "Demand uncertainty in robust Home Care optimization," Omega, Elsevier, vol. 80(C), pages 95-110.
    15. Mahyar Mirabnejad & Hadi Mohammadi & Mehrdad Mirzabaghi & Amir Aghsami & Fariborz Jolai & Maziar Yazdani, 2022. "Home Health Care Problem with Synchronization Visits and Considering Samples Transferring Time: A Case Study in Tehran, Iran," IJERPH, MDPI, vol. 19(22), pages 1-25, November.
    16. Paraskevopoulos, Dimitris C. & Laporte, Gilbert & Repoussis, Panagiotis P. & Tarantilis, Christos D., 2017. "Resource constrained routing and scheduling: Review and research prospects," European Journal of Operational Research, Elsevier, vol. 263(3), pages 737-754.
    17. Li, Yantong & Chu, Feng & Côté, Jean-François & Coelho, Leandro C. & Chu, Chengbin, 2020. "The multi-plant perishable food production routing with packaging consideration," International Journal of Production Economics, Elsevier, vol. 221(C).
    18. Jalel Euchi & Malek Masmoudi & Patrick Siarry, 2022. "Home health care routing and scheduling problems: a literature review," 4OR, Springer, vol. 20(3), pages 351-389, September.
    19. Amir M. Fathollahi-Fard & Abbas Ahmadi & Behrooz Karimi, 2021. "Multi-Objective Optimization of Home Healthcare with Working-Time Balancing and Care Continuity," Sustainability, MDPI, vol. 13(22), pages 1-33, November.
    20. Jiao Zhao & Tao Wang & Thibaud Monteiro, 2024. "A Bi-Objective Home Health Care Routing and Scheduling Problem under Uncertainty," IJERPH, MDPI, vol. 21(3), pages 1-27, March.

    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:eee:ejores:v:288:y:2021:i:3:p:753-774. 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: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/locate/eor .

    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.