Modelling and (re-)planning periodic home social care services with loyalty and non-loyalty features

Maria Isabel Gomes, Tânia Rodrigues Pereira Ramos

Research output: Contribution to journalArticlepeer-review

14 Citations (Scopus)
42 Downloads (Pure)


The aging population alongside little availability of informal care are two of the several factors leading to an increased need for assisted living support. In this work, we tackle a home social care service problem, motivated by two real case studies where a new loyalty scheme must be considered: within a week, patient-caregiver loyalty should be pursued but, between weeks, the caregivers must rotate among patients (non-loyalty). In addition, a common situation in this kind of service is also addressed: the need of a constant re-planning caused by the leaving of patients and the arrival of new ones. This new plan should be such that minimum disturbance is caused to the visiting hours of current patients, the caregivers’ travelling time between visits is minimized, and the workload is balanced among caregivers. A multi-objective optimization approach based on mixed-integer models is developed. Results on the two real case studies show that both institutions can efficiently re-plan their activities without much disturbance on the visits of their patients, and with a patient-caregiver loyalty scheme suiting their needs.

Original languageEnglish
Pages (from-to)284-299
Number of pages16
JournalEuropean Journal of Operational Research
Issue number1
Publication statusPublished - 16 Aug 2019


  • (Re-)routing and (Re-)scheduling
  • Homecare service
  • Mixed-integer linear optimization
  • Non-loyalty
  • OR in health services


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