IDEAS home Printed from https://ideas.repec.org/a/eee/jomega/v131y2025ics030504832400149x.html
   My bibliography  Save this article

Home-based care and center-based care: From being alternatives to being synergistic. Optimization models to support flexible care delivery

Author

Listed:
  • Cappanera, Paola
  • Visintin, Filippo
  • Vannelli, Sara

Abstract

The delivery of health care services, especially for patients with chronic conditions and/or requiring cyclical treatment, can be accomplished by resorting to two organizational models: center-based care and home-based care. In developed countries, government pressure to reduce healthcare spending and the COVID-19 pandemic have led to the spread of home-based care. This type of care is proven to outperform the center-based one in terms of cost-effectiveness, patient satisfaction, and adherence to treatment guidelines. However, even for treatments usually suitable to be delivered at home, the patient's health status or other constraints may make it inappropriate to deliver service at the patient's home. This calls for a new organizational model, referred to as flexible care, where home-based and center-based care are not seen as mutually exclusive models but as options that can be activated according to the patient's and provider's needs. This paper presents a novel network-based deterministic optimization model and two matheuristics to address a scheduling problem typically faced by providers adopting a flexible care model. The model considers a provider relying on a treatment room with a fixed number of medical chairs, a fleet of vehicles, and a team of operators. It allows for determining on which days of the planning horizon, in which setting (home or center), and by which operator each patient will be treated. The model takes into account patients’ preferences and considers two objective functions: minimizing provider costs and patients’ travel time. In addition, we propose a two-stage mixed-integer stochastic programming model with recourse actions. This model allows incorporating the uncertainty due to the occurrence of adverse events. Adverse events are sudden changes in the patient's condition randomly happening at a specific point in the planning horizon. These events render the patient unsuitable for home care and require them to be visited at the center from that moment onward. The models have been inspired by a real case and tested on multiple random instances.

Suggested Citation

  • Cappanera, Paola & Visintin, Filippo & Vannelli, Sara, 2025. "Home-based care and center-based care: From being alternatives to being synergistic. Optimization models to support flexible care delivery," Omega, Elsevier, vol. 131(C).
  • Handle: RePEc:eee:jomega:v:131:y:2025:i:c:s030504832400149x
    DOI: 10.1016/j.omega.2024.103184
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S030504832400149X
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.omega.2024.103184?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. de Blok, Carolien & Meijboom, Bert & Luijkx, Katrien & Schols, Jos, 2013. "The human dimension of modular care provision: Opportunities for personalization and customization," International Journal of Production Economics, Elsevier, vol. 142(1), pages 16-26.
    2. Ran Liu & Biao Yuan & Zhibin Jiang, 2019. "A branch-and-price algorithm for the home-caregiver scheduling and routing problem with stochastic travel and service times," Flexible Services and Manufacturing Journal, Springer, vol. 31(4), pages 989-1011, December.
    3. Michał Nowicki & Stanisława Bazan-Socha & Mariusz Kłopotowski & Beata Błażejewska-Hyżorek & Mariusz Kusztal & Krzysztof Pawlaczyk & Jarosław Sławek & Andrzej Oko & Zofia Oko-Sarnowska, 2021. "Considerations for Home-Based Treatment of Fabry Disease in Poland during the COVID-19 Pandemic and Beyond," IJERPH, MDPI, vol. 18(16), pages 1-12, August.
    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. 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. 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.
    7. 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.
    8. Agnihothri, Saligrama & Cappanera, Paola & Nonato, Maddalena & Visintin, Filippo, 2024. "Appointment scheduling in surgery pre-admission testing clinics," Omega, Elsevier, vol. 123(C).
    9. Cardoso, Teresa & Oliveira, Mónica Duarte & Barbosa-Póvoa, Ana & Nickel, Stefan, 2016. "Moving towards an equitable long-term care network: A multi-objective and multi-period planning approach," Omega, Elsevier, vol. 58(C), pages 69-85.
    10. Antonio Diglio & Stefan Nickel & Francisco Saldanha-da-Gama, 2020. "Towards a stochastic programming modeling framework for districting," Annals of Operations Research, Springer, vol. 292(1), pages 249-285, September.
    11. Paola Cappanera & Maria Grazia Scutellà, 2015. "Joint Assignment, Scheduling, and Routing Models to Home Care Optimization: A Pattern-Based Approach," Transportation Science, INFORMS, vol. 49(4), pages 830-852, November.
    12. 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.
    13. Restrepo, María I. & Rousseau, Louis-Martin & Vallée, Jonathan, 2020. "Home healthcare integrated staffing and scheduling," Omega, Elsevier, vol. 95(C).
    14. Norina Szander & Lorenzo Ros-McDonnell & María Victoria De-la-Fuente-Aragón & Robert Vodopivec, 2018. "Sustainable Urban Homecare Delivery with Different Means of Transport," Sustainability, MDPI, vol. 10(2), pages 1-12, February.
    15. Vivian G. Valdmanis & Michael D. Rosko & Hervé Leleu & Dana B. Mukamel, 2017. "Assessing overall, technical, and scale efficiency among home health care agencies," Health Care Management Science, Springer, vol. 20(2), pages 265-275, June.
    16. 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.
    17. Ma, Xin & Zhao, Xue & Guo, Pengfei, 2022. "Cope with the COVID-19 pandemic: Dynamic bed allocation and patient subsidization in a public healthcare system," International Journal of Production Economics, Elsevier, vol. 243(C).
    18. 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.
    19. Mosquera, Federico & Smet, Pieter & Vanden Berghe, Greet, 2019. "Flexible home care scheduling," Omega, Elsevier, vol. 83(C), pages 80-95.
    20. 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.
    21. Candio, Paolo & Violato, Mara & Luengo-Fernandez, Ramon & Leal, Jose, 2022. "Cost-effectiveness of home-based stroke rehabilitation across Europe: A modelling study," Health Policy, Elsevier, vol. 126(3), pages 183-189.
    22. Nerea Almeda & Carlos Ramón García-Alonso & Helen Killaspy & Mencía R Gutiérrez-Colosía & Luis Salvador-Carulla, 2022. "The critical factor: The role of quality in the performance of supported accommodation services for complex mental illness in England," PLOS ONE, Public Library of Science, vol. 17(3), pages 1-16, March.
    23. Rajendra Dulal, 2017. "Cost efficiency of nursing homes: do five-star quality ratings matter?," Health Care Management Science, Springer, vol. 20(3), pages 316-325, September.
    24. Cinar, Ahmet & Salman, F. Sibel & Bozkaya, Burcin, 2021. "Prioritized single nurse routing and scheduling for home healthcare services," European Journal of Operational Research, Elsevier, vol. 289(3), pages 867-878.
    25. 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.
    26. 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.
    27. Marouene Chaieb & Jaber Jemai & Khaled Mellouli, 2020. "A decomposition - construction approach for solving the home health care scheduling problem," Health Care Management Science, Springer, vol. 23(2), pages 264-286, June.
    28. Diglio, Antonio & Peiró, Juanjo & Piccolo, Carmela & Saldanha-da-Gama, Francisco, 2021. "Solutions for districting problems with chance-constrained balancing requirements," Omega, Elsevier, vol. 103(C).
    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. Malek Masmoudi & Jalel Euchi & Patrick Siarry, 2024. "Home healthcare routing and scheduling: operations research approaches and contemporary challenges," Annals of Operations Research, Springer, vol. 343(2), pages 701-751, December.
    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. 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.
    4. Delaet, Arne & Ramaekers, Katrien & Hirsch, Patrick & Molenbruch, Yves & Braekers, Kris, 2024. "A matheuristic for integrated medium-term home healthcare planning," European Journal of Operational Research, Elsevier, vol. 319(2), pages 543-556.
    5. 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).
    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. 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).
    8. 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).
    9. 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).
    10. Esmaeil Akhondi-Bajegani & F. Jolai & S. Ali Torabi, 2024. "A new mathematical model for designing and improving the performance of a home health care logistics network," Annals of Operations Research, Springer, vol. 340(2), pages 1189-1220, September.
    11. Jean-François Cordeau & Manuel Iori & Dario Vezzali, 2024. "An updated survey of attended home delivery and service problems with a focus on applications," Annals of Operations Research, Springer, vol. 343(2), pages 885-922, December.
    12. 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.
    13. Moosavi, Amirhossein & Ozturk, Onur & Patrick, Jonathan, 2022. "Staff scheduling for residential care under pandemic conditions: The case of COVID-19," Omega, Elsevier, vol. 112(C).
    14. Cappanera, Paola & Matta, Andrea & Scutellà, Maria Grazia & Singuaroli, Martino, 2024. "Augmented patterns for decomposition of scheduling and assignment problems," European Journal of Operational Research, Elsevier, vol. 319(2), pages 517-530.
    15. Carolin Bauerhenne & Jonathan Bard & Rainer Kolisch, 2024. "Robust Routing and Scheduling of Home Healthcare Workers: A Nested Branch-and-Price Approach," Papers 2407.06215, arXiv.org.
    16. 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).
    17. Quy Ta-Dinh & Tu-San Pham & Minh Hoàng Hà & Louis-Martin Rousseau, 2024. "A reinforcement learning approach for the online dynamic home health care scheduling problem," Health Care Management Science, Springer, vol. 27(4), pages 650-664, December.
    18. Diglio, Antonio & Peiró, Juanjo & Piccolo, Carmela & Saldanha-da-Gama, Francisco, 2021. "Solutions for districting problems with chance-constrained balancing requirements," Omega, Elsevier, vol. 103(C).
    19. 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.
    20. 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.

    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:jomega:v:131:y:2025:i:c:s030504832400149x. 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/wps/find/journaldescription.cws_home/375/description#description .

    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.