You have unsaved local changes from that differ from the saved file.
Capacity by Clinic
Required blocks of support vs. available blocks, per clinic. Dashed line marks the target utilization set in Assumptions.
Clinician Roster
In-Clinic FTE is pulled automatically from real schedule data (rolling 6 months). Enter Billing FTE, who handles each task, patient volume, and support style directly in the row — select multiple rows to bulk-edit with the bar below.
Workload Board
Drag a card onto an MOA to assign them — blocks auto-fill to what they need. Click a card or lane header for full detail.
Needs Assignment
Test a Staffing Scenario
Hypothetically add MOA capacity and see the effect on utilization before committing — nothing here is saved until you apply it to a real MOA or save a scenario snapshot.
Saved Scenarios
Save the current roster + allocations + assumptions as a named scenario, then load, duplicate, or compare scenarios to test staffing changes.
Compare
Assumptions
These ratios drive every computed number in the tool. Adjust them and everything recalculates live.
Task Types & Load Weights
Required Blocks sums the weight of every task that actually falls to a dedicated MOA. General Support always applies. Procedure Booking, Billing, Encounter Letters, and Requisitions only count when a clinician needs them and they aren't handled by that centre's service team or themself (set per clinician in the Clinicians tab).
Message/Call Volume → Blocks
Inbound patient messages and phone calls vary a lot by clinician and aren't evenly split, so they're tracked directly per clinician (Clinicians tab) instead of folded into a flat Care Support weight. This is a placeholder conversion rate, not derived from real data yet - tune it once actual message/call handling time is known.
Block-to-FTE Conversion
1 block is deliberately less than 1.0 nominal FTE, because nobody can be sustainably loaded at 100%. This is purely informational (shown as "≈X FTE" alongside block counts for payroll/HR conversations) - it doesn't feed into the block math itself.
Billing FTE Adjustment
Billing can't capture 100% of real work - letters, calls, and follow-up that never generate a billing code still take time. Billing FTE is marked up by this percentage before it's used. A placeholder estimate, not derived from real data yet.
%
Level → Base Blocks Default
A brand-new MOA starts with Base Blocks set to this value (defaults to 1.0 - full-time - for every level; lower it here if a level typically starts part-time). Base Blocks and Level are independent: changing an existing MOA's Level never overwrites Base Blocks they already have.
MOA Level Capacity Multipliers
How much effective clinician-support capacity 1.0 base block gets at each level. Below 1.0 means less available (still training, or split with other duties); above 1.0 means they can absorb more.
Surgeon OR-Day Add-On
Even Billing FTE likely understates a surgeon's real load - OR-day coordination work (booking, pre/post-op) isn't fully captured there either. A direct Low/Medium/High call adds this many extra blocks on top of their normal base-formula result. The High value is calibrated against a known real case (Dr. Burnett, 1.5 total required blocks); Medium and Low are scaled proportionally from it and don't have their own real anchor yet - recalibrate them once one exists.
Non-Surgeon Volume Tier Presets
For non-surgeons, In-Clinic FTE is reliable, so Low/Medium/High is just a quick-set preset for their Volume Adjustment multiplier (still fine-tunable per clinician afterward).
Style Presets
Low/Medium/High is a quick-set preset for the Style (support intensity) multiplier - how demanding a clinician is to support, independent of task load or volume. Applies to everyone, surgeon or not - still fine-tunable per clinician afterward.
Target Utilization
The dashed target line shown on capacity bars throughout the tool.