User Guide & Quick Reference

Getting Started with ProcedureIQ

Everything you need to build, configure, and export an optimized OR schedule in minutes.

Contents

Overview

ProcedureIQ is a browser-based OR scheduling intelligence tool powered by Google OR-Tools CP-SAT — an industry-grade constraint programming solver. It optimally allocates surgical cases across operating rooms using real operative data, accounting for procedure-level duration distributions, skewness, variability, and percentile-based buffering.

The demonstration version uses aggregated, PHI-free operative data. When deployed for your institution, ProcedureIQ uses your own operative data for scheduling decisions.

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No installation required. ProcedureIQ runs entirely in your browser. Share the link with anyone on your team — no accounts, no downloads, no IT tickets.

Quick Start — Three Steps

1

Select your case mix

Use the Service and Class dropdowns to filter procedures, then use + / − to set how many cases of each type to schedule. The footer bar tracks total cases and estimated OR-hours in real time.

2

Configure your OR

Set the number of rooms, shift times, OT ceiling, turnover time, and solver penalty weights. Choose a Duration Buffer Mode — P75 for standard days, P90 for high-acuity service lines.

3

Run, review, and export

Click Run CP-SAT Optimizer. Results appear in seconds — review the Gantt chart, utilization metrics, and room timelines. Export to PDF or Excel with one click.

Select Cases

The Select Cases tab shows all available procedures as cards. Use the filters at the top to narrow down to what you need.

ControlPurpose
Service dropdownFilter to a single surgical service — Orthopedics, ENT, General, Cardiothoracic, and more
Class dropdownFilter by case class: Scheduled (SC), Elective (EL), or Urgent (UR)
Search boxFree-text search within currently filtered results
Select all visibleAdds 1 case to every procedure currently showing after filters are applied
Clear allResets all case quantities to zero

Reading the Procedure Cards

Each card displays key statistics from real operative data:

StatMeaning
nNumber of historical cases in the dataset
μMean case duration in minutes
σStandard deviation — higher values mean more variable cases
CVCoefficient of variation (σ/μ) — a relative measure of variability
skewDistributional skewness — OR times are typically right-skewed (cases run long more often than short)
P7575th percentile duration — used as the default scheduling buffer
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High-Skew Warning: A triangle icon appears on cards where skewness exceeds 1.5. These procedures carry higher overtime risk because their duration distributions have long right tails. Consider using P90 buffer mode on high-acuity days when scheduling high-skew services.

OR Configuration

Configure your operating room parameters and solver behavior before running the optimizer.

SettingDefaultDescription
Number of OR rooms6Operating rooms available for the scheduling day
Turnover time (min)20Cleaning and prep time between cases in the same room
Gap-filler threshold (min)30Minimum gap size to attempt inserting a Pain/filler case
Shift start07:00Start of the OR day
Regular end15:30End of standard shift; cases ending after this accrue OT cost
OT ceiling18:00Hard cutoff; no cases scheduled to end beyond this time
OT penalty (per min)5Cost weight applied per minute of overtime
Unscheduled case penalty1,000Cost weight for each case that cannot be scheduled
Idle time penalty1Cost weight for unutilized room time between cases

Duration Buffer Mode

Controls which percentile of historical case duration is used when scheduling. Right-skewed OR times mean cases run long far more often than they run short — buffering protects against overtime.

P50
Median duration. Optimistic — good for low-acuity, well-controlled services.
P75
Default. Buffers against ~25% of cases overrunning. Recommended for standard days.
P90
Conservative. Best for high-acuity days or high-skew service lines.

Schedule & Export

After running the optimizer the Schedule tab displays your results across four areas:

ElementDescription
Summary metricsOR Utilization %, Adjusted Utilization %, Total OT (min), and Unscheduled case count
Gantt chartColor-coded room timeline. Dashed blocks = gap-fill cases. Shaded zone = overtime region.
Room timelineCase-by-case breakdown per room with start time, end time, and OT flag
Unscheduled casesAny cases that could not be placed within the configured parameters

Exporting Your Schedule

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Export PDF — Landscape A4 document with Gantt chart, summary metrics, and full case table. Ideal for sharing with clinical staff or printing for a huddle.

Export Excel — One sheet per OR room plus a Summary sheet and Unscheduled sheet. Ideal for OR coordinators who need to adjust or annotate the schedule.

Understanding the CP-SAT Optimizer

ProcedureIQ uses Google OR-Tools CP-SAT, an industry-grade constraint programming solver. CP-SAT models the scheduling problem as a set of hard constraints — one case per room at a time, cases must fit within the OT ceiling — and an objective function to minimize. It systematically searches the solution space using parallel techniques including clause learning, linear relaxation, and local search to find provably optimal or near-optimal solutions.

The objective function minimizes a weighted sum of three costs:

Cost ComponentDefault WeightMeaning
Overtime5 per minutePenalizes cases running past the regular shift end
Unscheduled cases1,000 per caseStrongly penalizes any case that cannot be placed
Idle time1 per minuteLightly penalizes unused room time between cases

Adjust the penalty weights in the Solver Weights panel to reflect your operational priorities. Increasing the OT penalty produces tighter schedules; decreasing the unscheduled penalty allows the optimizer to leave more cases out rather than force overtime.

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Cold-start note: The first solve request after a period of inactivity may take up to 60 seconds while the server wakes up. Subsequent requests are fast.

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