Drugs, Health Technologies, Health Systems

Health Technology Review

Optimizing Hospital Diagnostic Ultrasound Scheduling: A Brief Survey

Key Messages

Context

Canada’s Drug Agency (CDA-AMC) received a request related to diagnostic ultrasound booking scheduling processes in general hospitals located in small-to-medium–sized population centres. Diagnostic ultrasound is a noninvasive imaging method that uses soundwaves to visualize internal organs, structures, and systems within the body in real time.1-3 Ultrasound plays an integral role in the clinical management of patients in Canada, facilitating the diagnosis of medical conditions and treatment planning. Ultrasound examinations are primarily conducted by sonographers (ultrasound technicians) in various settings within hospitals and clinics.4

A current labour shortage in medical sonographers in Canada has been exacerbated by a number of factors, such as the increasing volume and complexity of ultrasound examinations, as well as an increasing demand for services to support an aging population.5 On average, a sonographer may complete 11.25 examinations (range, 9 to 14 examinations) during an 8-hour shift in Canada.6 Increased sonographer workload demands have been linked to worsening mental and physical well-being and work-related injuries, and consequently, increased staff turnover rates that impact timely patient access to imaging services.7-11

General hospitals (acute care) located in small-to-medium–sized population centres (less than 100,000 people)12 experience unique examination scheduling and workload demands and challenges compared to large urban centres, often operating with less resources and expertise.13,14 Less than 28% of rural emergency departments have inhouse access to ultrasound imaging, requiring patient transfers to facilities with capacity.15 The limited availability of imaging resources and qualified professionals in these areas can affect examination scheduling and workload capacity. With a smaller workforce in these areas, sonographer workloads may increase as wait times increase.9,10,16

As jurisdictions consider enhancing ultrasound imaging capacity to accommodate the increased demand for these services, decision-makers may be interested in different types of scheduling systems that may help to enhance operational efficiencies, improve patient care, optimize resource allocation, and support the physical and mental well-being of sonographers.

Objective

The purpose of this report is to summarize ultrasound scheduling practices at hospitals located in small-to-medium–sized population centres in Canada, and to provide information on booking strategies used to manage examination workload.

Methods

A brief survey consisting of 10 multiple choice and open-ended questions was sent to contacts located at hospital diagnostic imaging departments across Canada. Contacts were asked to provide information on ultrasound scheduling practices.

Contacts were identified using the Canadian Medical Imaging Inventory’s network of more than 450 hospitals across all provinces and territories, and included self-reported data collected at advanced imaging facilities in Canada. A total of 119 facilities were screened for inclusion and included on a short list if the following criteria were met:

  1. the facility is a general hospital

  2. the facility operates in either a rural or remote setting (according to self-report) and is in a population centre with less than 50,000 people. A threshold of 50,000 was applied for comparability with the requesting hospital.

Hospitals that provide specialized care (e.g., tertiary and quaternary centres) were excluded, as were hospitals located in urban centres with populations of 50,000 or more. Contacts located in Quebec were not included on the short list, based on the rapid timelines for this report which did not allow for translation services.

Seventy-five hospitals met the inclusion criteria. To estimate the number of contacts needed to achieve the target 10 responses, as defined by the requestor, a 30% response rate was used, which represents the standard email-based survey response rate reported in the literature.17 After site randomization, 50 hospitals were selected, and 42 contacts were invited to participate. In some instances, the survey was sent to a single jurisdictional contact, who distributed the survey to hospitals that met the inclusion criteria. The requester was invited to contribute data to this report for jurisdictional representation. Therefore, the survey was sent to 43 contacts across 12 provinces and territories on August 7, 2024, and responses were collected until September 12, 2024. The survey questions are included in Appendix 1.

Results

Imaging Facility Overview

Participating Facilities

A total of 13 of 43 hospitals (30.2%) located in 4 provinces and all 3 territories volunteered information on their ultrasound scheduling practices. One survey respondent answered on behalf of a network of hospitals.

Figure 1: Location of Participating Hospital Respondents

Donut chart of the proportion of hospital respondents that participated in the survey, by province or territory. Alberta, British Columbia, and Ontario showed the highest rates of participation (23% each), followed by Manitoba, the Northwest Territories, Nunavut, and Yukon (8% each).

Note: Data are from 13 respondents located across 7 provinces and territories: Alberta (3 respondents), British Columbia (3 respondents), Manitoba (1 respondent), the Northwest Territories (1 respondent), Nunavut (1 respondent), Ontario (3 respondents), and Yukon (1 respondent).

Ultrasound Services Offered

Patients Travelling From Out of Town

Survey respondents were asked to provide information on the percentage of individuals, in an average week, that travel from out of town for an ultrasound appointment. A total of 11 of 13 respondents provided information for this question.

Figure 2: Percentage of Weekly Examinations Scheduled for Patients Travelling From Out of Town, Distributed by Respondent

Bar chart of the average proportion of patients travelling from out of town each week distributed by the number of respondents. Respondents most frequently reported an average of 20% to 30% of patients travel from out of town each week.

Notes: Data available for 11 of the 13 respondents.

No single definition was provided to respondents for out of town to allow for flexible responses.

Receiving Examination Requisitions

Survey respondents were asked to report how ultrasound examination requisitions are received by the hospital’s diagnostic imaging department. Figure 3 presents the methods through which ultrasound examination requisitions are submitted.

Figure 3: Methods of Receiving Ultrasound Examination Requisitions by Diagnostic Imaging Departments, Reported by Percentage

Bar chart showing the proportion of respondents that reported how examination requisitions are received by the diagnostic imaging department. The 4 categories include: primary care practitioner contacts the hospital central intake booking service, patient directly calls the imaging department, primary care practitioner sends requisitions to the imaging department, and other methods. The most widely reported method was primary care practitioner sends requisitions to the imaging department.

PCP = primary care practitioner.

Note: Data available for all 13 respondents.

Scheduling Examination Methods

Eleven of 13 survey respondents reported the use of a site-specific scheduling tool to book patient ultrasound examinations in the hospital diagnostic imaging department.

Booking Model

Survey respondents were asked to provide information relating to the specific booking model used to schedule ultrasound examinations to manage patient flow. Respondents were asked to choose from any of the following common booking models (Figure 4):

The use of dedicated time slots was the most reported method for scheduling ultrasound examination appointments, reported by 11 of the 13 survey respondents. This was followed by the block of time model, reported by 4 of the 13 survey respondents, and clustering, reported by 1 respondent. Respondents did not specify any other method.

Figure 4: Type of Booking Models Used for Scheduling Ultrasound Examinations by Percentage

Bar chart showing the proportion of respondents that reported on the type of booking model used to schedule examinations. The 5 categories include: block of time, clustering, time slot, open booking, and other. The most widely reported booking model was the use of time slot.

Note: Data available for all 13 respondents.

Prioritizing Examination Bookings

The hospital diagnostic imaging department oversees the diverse ultrasound imaging needs of the facility, including inpatient, emergency, specialist clinics, outpatient services, and patient follow-up. Respondents were invited to share their insights on how ultrasound examinations are prioritized.

Factors That Influence Scheduling Priorities

Survey respondents were asked to identify factors that the diagnostic imaging department considers when determining the scheduling priority of an ultrasound examination. Responses were received from 11 of the 13 respondents (Figure 5):

Figure 5: Considerations for Prioritizing Ultrasound Examination Scheduling by Percentage

Bar chart showing the proportion of respondents that reported on factors considered for prioritizing how ultrasound examinations are scheduled. The 6 categories include: emergency or inpatients, radiologist priority, exam complexity, outpatients with medically complex conditions, patients travelling from out of town, and other. The most widely reported factor for determining the scheduling priority of an examination was emergency or inpatients.

Note: Data available for 11 of the 13 respondents.

Additionally, 4 of the 11 respondents indicated that other factors or resources are used to guide ultrasound prioritization. For instance, 2 respondents reported that an examination may be prioritized if flagged as an urgent request or when ideal imaging timelines are provided by the referring primary care practitioner. Two respondents referenced jurisdictional ultrasound prioritization guidelines.

Templates for Scheduling Examinations

All 13 respondents reported that the imaging department uses a booking template to schedule ultrasound examinations throughout the day.

Eleven of the 13 survey respondents shared examples of the standard scheduling template used by the department to book daily ultrasound appointments. Appendix 2 includes several scheduling template examples used for booking daily ultrasound examinations at participating hospitals.

Overall, various responses were received regarding the methods used to schedule appointment slots. Some hospitals book examination slots according to examination type (e.g., pelvis or abdomen), while others schedule according to the time required by the sonographer to complete the examination. Additionally, others used fixed time slots of either 30 minutes or 1 hour. In all instances, standard booking templates included built-in time to prioritize emergency, inpatient, or urgent examination requests.

The number of examinations performed daily by each sonographer may not directly correspond to the booking slots available in the scheduling templates. For instance, 1 respondent noted that each outpatient examination is allocated a 1-hour slot to accommodate extra patients from the emergency department. This approach enables an additional 7 to 14 patients to receive imaging alongside the scheduled outpatients. Similarly, another respondent mentioned that it is common to fit 2 patients into a single time slot, depending on the type of examination requested.

The administrative responsibilities of a sonographer (e.g., scheduling patient appointments, coordinating urgent requests, and appointment preparation) was noted to vary across hospitals and is influenced by the number of available examination slots per day. One respondent reported that because sonographers were largely responsible for scheduling their own examinations, time was allocated to the start and end of each shift for administrative duties. Comparatively, another respondent highlighted that a medical imaging aid is an important team contributor for managing workflow, administrative tasks, and examination preparations, allowing sonographers to maximize scanning time.

Scheduling Strategies

Eleven of 13 survey respondents shared scheduling strategies used by their hospital’s imaging department to manage the fluctuating ultrasound examination workload.

Administrative Duties and Human Resources

Four respondents indicated that administrative support is necessary to maximize appointment times, especially in departments with multiple examination rooms. Administrative support included:

Other human resource strategies used to manage workflow that were mentioned by survey respondents include the following:

Scheduling and Prioritizing Bookings

Overall, respondents emphasized that incorporating urgent slots into the scheduling process creates availability for patients referred by primary care providers and those on waitlists. One respondent mentioned that examinations are typically scheduled no more than 4 to 6 weeks in advance to reduce the need for rebooking due to urgent priority scans.

Other scheduling and prioritization related strategies that were mentioned by survey respondents include:

Limitations

This report is limited by the number of respondents that reported information on ultrasound scheduling practices. The results presented in this report are not representative of all scheduling practices at the provincial or territorial level, but rather represent a snapshot of practices. Additionally, the facilities included in this report varied in characteristics including the population served, geographic location, patients access to services, and administrative resources. For example, hospitals were located in population centres of varying sizes, ranging from those with fewer than 10,000 people to those with more than 40,000 people. Similarly, 31% of hospitals were reported to have dedicated ultrasound machines, with 1 hospital conducting nearly exclusive breast imaging 1 day a week.

Finally, there are no standard definitions for small or large population centres or rural or remote geographies. Instead, various classification approaches exist, and each approach, including those used in this report, have particular reporting implications and limitations.18

Conclusions

Based on the results of this survey, most diagnostic imaging departments in hospitals located in small-to-medium–sized population centres, have a system in place to aid with prioritizing ultrasound examinations, which most often are requested by primary care practitioners.

Between one-half to three-quarters of patients travel from out of town for their hospital ultrasound appointment, and the use of dedicated time slots is the most common method used to schedule an appointment.

All hospitals use a standard booking template to schedule ultrasound examinations, with time reserved for prioritizing emergency or urgent examinations each day. Various administrative, human resource, and examination prioritization strategies were identified to help with managing examination volumes, improving operational efficiency, and supporting staff well-being and patient care.

References

1.Shah AB, Bhatnagar N. Ultrasound imaging in musculoskeletal injuries-What the Orthopaedic surgeon needs to know. J Clin Orthop Trauma. 2019;10(4):659-665. PubMed

2.National Institute of Biomedical Imaging and Bioengineering. Ultrasound. 2023; https://www.nibib.nih.gov/science-education/science-topics/ultrasound. Accessed 2024 Sep 11.

3.Diagnostic Ultrasound. Schedule of Facility Fees for Independent Health Facilities. Toronto (ON): Ontario Ministry of Health; 2023: https://www.ontario.ca/files/2024-01/moh-ohip-schedule-of-facility-costs-2024-01-24.pdf. Accessed 2024 Sep 11.

4.Guidelines for Professional Ultrasound Practice. London (GB): Society and College of Radiographers and British Medical Ultrasound Society; 2017: https://www.bmus.org/static/uploads/resources/SCoR__BMUS_Guidelines_for_Professional_Ultrasound_Practice_Revised_Jan_2018.pdf. Accessed 2024 Sep 11.

5.Government of Canada. Canadian Occupation Projection System. 2022; https://occupations.esdc.gc.ca/sppc-cops/.4cc.5p.1t.3onsummaryd.2tail@-eng.jsp?tid=116. Accessed 2024 Sep 11.

6.General Ultrasound Examination Volumes per Sonographer 8-Hour Workday. Can J Health Technol. 2024;4(2). https://www.cda-amc.ca/sites/default/files/pdf/htis/2024/CM0012-000-Ultrasound-Exam-Volume-Per-Day.pdf.

7.Zhang D, Huang H. Prevalence of work-related musculoskeletal disorders among sonographers in China: results from a national web-based survey. J Occup Health. 2017;59(6):529-541. PubMed

8.Hogan A. Pain Levels and Injuries by Sonographic Specialty: A Research Study. J Diagn Med Sonogr. 2022;38(1):53-58.

9.Younan K, Walkley D, Quinton AE, Alphonse J. Burnout in the sonographic environment: The identification and exploration of the causes of sonographer burnout and strategies for prevention and control. Sonography. 2022;9:175 - 185.

10.Johnson J, Arezina J, McGuinness A, Culpan AM, Hall L. Breaking bad and difficult news in obstetric ultrasound and sonographer burnout: Is training helpful? Ultrasound. 2019;27(1):55-63. PubMed

11.Kawai K, Kawai AT, Wollan P, Yawn BP. Adverse impacts of chronic pain on health-related quality of life, work productivity, depression and anxiety in a community-based study. Fam Pract. 2017;34(6):656-661. PubMed

12.Statistics Canada. Population centre (POPCTR). 2022; https://www150.statcan.gc.ca/n1/pub/92-195-x/2021001/geo/pop/pop-eng.htm. Accessed 2024 Sep 9.

13.Review of Ultrasound in BC. Victoria (BC): British Columbia Ministry of Health; 2015: https://www2.gov.bc.ca/assets/gov/health/practitioner-pro/medical-services-plan/2015-03-23_final_ultrasound_report_for_msc_april_1_2015.pdf. Accessed 2024 Sep 9.

14.Davidson M, Kielar A, Tonseth RP, Seland K, Harvie S, Hanneman K. The Landscape of Rural and Remote Radiology in Canada: Opportunities and Challenges. Can Assoc Radiol J. 2024;75(2):304-312. PubMed

15.Micks T, Sue K, Rogers P. Barriers to point-of-care ultrasound use in rural emergency departments. CJEM. 2016;18(6):475-479. PubMed

16.Institute of Medicine Committee on the Future Health Care Workforce for Older Americans. Retooling for an Aging America: Building the Health Care Workforce. 2008: https://www.ncbi.nlm.nih.gov/books/NBK215400/. Accessed 2024 Sep 11.

17.Menon V, Muraleedharan A. Internet-based surveys: relevance, methodological considerations and troubleshooting strategies. Gen Psychiatr. 2020;33(5):e100264. PubMed

18.Rural Ontario Facts: Rural Classification Factsheet. Guelph (ON): Rural Ontario Institute; 2023: https://www.ruralontarioinstitute.ca/uploads/userfiles/files/Rural%20Ontario%20Facts%20-%20Rural%20Classification%20Factsheet%20-%20V2_0.pdf. Accessed 2024 Sep 11.

Appendix 1: Survey Questions

Please note that this appendix has not been copy-edited.

CMII: Survey — Optimizing Ultrasound Booking Schedules

The survey consists of 10 questions and may take between 5 to 10 minutes to complete.

Data confidentiality: The results of the survey will be included in a report that will be published on the CMII website. Data will be aggregated and presented at the provincial and/or territorial level. No site-level identifying information will be included in the report.

Facility Name (not included in report)

  1. What kind of ultrasound services are provided by the imaging department:

    • Generalist ultrasound exams (e.g., abdomen, pelvis, obstetrics, peripheral veins, superficial structures).

    • Dedicated vascular or cardiac ultrasound exams

    • Other (please specify):

  2. How are ultrasound exams scheduled (select all that apply):

    • Central intake booking service for patient to call

    • Central intake booking service for health care practitioner to call/send requisition

    • Patient calls in to book an appointment directly with the DI department identified by their health care practitioner

    • Patient books online (self-scheduling system)

    • Referring health care practitioner sends requisitions to DI department (e.g., fax, phone, computerized order entry)

    • Other (please specify):

  3. Do you have a site-specific booking system?

    • Yes

    • No

    • Don’t know

  4. What type of booking model is used for scheduling ultrasound exams:

    • “Block of time” model (i.e., block of 15 minutes, appointment time adjusted for the exam being performed.)

    • Clustering (i.e., patients with similar needs are scheduled for a specific time slot)

    • Open booking (a flexible window of time where a patient can attend their appointment, e.g., booking window: anytime between 2pm and 4pm)

    • Time slot (i.e., patient is provided with a dedicated time slot)

    • Other (please specify):

  5. Does the imaging department use a template for scheduling exams throughout the day.

    • Yes

    • No

    • Don’t know

  6. If possible, please attach/include a screenshot of your ultrasound booking schedule template (if applicable).

Figure 6: Example of Ultrasound Booking Schedule

A table showing the standard type of ultrasound examinations scheduled during a typical 8-hour workday. Time slots vary between 30-, 45-, or 60-minute increments and include the following examination options: fasting abdomen, ER-inpatient, obstetrics, small parts/breast, pelvic.

Scheduling comments

  1. Are appointment slots reserved each day to accommodate emergency or urgent/last minute bookings?

    • Yes

    • No

    • Don’t know

    • If yes, what percentage of slots are reserved for emergency/urgent appointments an average day:

  2. Do you have an ultrasound booking prioritization/triaging system?

    • Yes

    • No

    • Don’t know

    • If yes, how are ultrasound bookings prioritized (select all the apply)

Emergency/inpatient department

Appendix 2: Scheduling Template Examples

Please note that this appendix has not been copy-edited.

Figure 7: Scheduling Template for Hospital 1

A table showing the standard number of ultrasound examinations scheduled during a typical 8-hour workday according to patient type, which varied depending on the day of the week and included examinations for outpatient, inpatient, emergency, and emergency patients return, and outpatients. Time slots vary from 30 minutes to 2 hours. Details on type of examination were not available.

Figure 8: Scheduling Template for Hospital 2

A table showing the standard number of ultrasound examinations scheduled during a typical 8-hour workday for 4 ultrasound rooms according to patient type, and included examinations for outpatient, inpatient, emergency, and urgent patients. Time slots vary by 30-, 45-, and 60-minute increments. Details on type of examination were not available.

Figure 9: Scheduling Template for Hospital 3

Four tables showing the standard number of ultrasound examinations scheduled during a typical 8-hour workday for several ultrasound rooms according to exam type, and included examinations for obstetrics, pelvis, abdomen, cardiac, small parts, thyroid, and breast. Time slots vary from 30 minutes to more than 3 hours.

Figure 10: Scheduling Template for Hospital 4

A table showing the standard number of ultrasound examinations scheduled during a typical 8-hour workday for 4 ultrasound rooms according to exam type, and included examinations for obstetrics, abdomen, echocardiogram, emergency, and others not identified. Time slots vary by 30-, 45-, and 60-minute increments.

Figure 11: Scheduling Template for Hospital 5

A table showing the standard number of ultrasound examinations scheduled during a typical 8-hour workday according to exam priority or type, which includes 10 time slots either 30 or 45 minutes in length. Details on type of examination or priority level were not available.

Figure 12: Scheduling Template for Hospital 6

A table showing the standard type of ultrasound examinations scheduled during a typical 8-hour workday. Time slots are 45 minutes in length and include the following examination options: fasting abdomen, ER-inpatient, obstetrics, small parts, and pelvic.

Figure 13: Scheduling Template for Hospital 7

A table showing the standard number of ultrasound examinations scheduled during a typical 8-hour and 10-hour workday and includes 11 and 14 time slots of 30 minutes, respectively. Details on type of examination was not available.

Figure 14: Scheduling Template for Hospital 8

A table showing the standard number of ultrasound examinations scheduled during a typical 8-hour workday and includes 7 time slots of 60 minutes, with 1 slot reserved for emergency patients. Details on type of examination was not available.

Figure 15: Scheduling Template for Hospital 9

A table showing 10 empty slots that represent the standard number of ultrasound examinations scheduled during a typical 8-hour workday. No details were available for the size of each time slot or type of examination.

Figure 16: Scheduling Template for Hospital 10

A table showing the standard type of ultrasound examinations scheduled during a typical 8-hour workday across 4 ultrasound rooms. Time slots vary by 30-, 45-, or 60-minute increments and in addition to time slots, included slots for biopsies, breast ultrasounds, emergency, and inpatients.

Figure 17: Scheduling Template for Hospital 11

A table showing the standard type of ultrasound examinations scheduled during a typical 8-hour workday. Time slots vary by 30-, 45-, or 60-minute increments and include the following examination options: fasting abdomen, ER-inpatient, obstetrics, small parts/breast, or pelvic.