Overview
Accrecy allows authorized provider staff to create service schedules for employees working with patients or individuals.
A Fixed-Time Schedule is used when the employee is expected to provide service during a specific start and end time.
For example:
HHA visit from 9:00 AM to 1:00 PM
DSP service from 3:00 PM to 8:00 PM
Fixed-time schedules help employees know when they are expected to work and allow Accrecy to connect schedules with service documentation and other workforce workflows.
Step 1: Open Schedules
From the Accrecy provider workspace, select Schedules.
You can open Schedules from the top Quick Access menu or from the Workforce navigation when available.
The Schedules page shows the current scheduling week and a summary of scheduled services.
Step 2: Select Create Schedule
From the Schedules page, select Create Schedule.
This opens the schedule creation form.
Step 3: Select the Employee
Under Employee & Assignment, select the employee who will provide the service.
Make sure you select the correct employee before continuing.
You may also see a Caregiver Type option, such as:
Primary
Backup or other available caregiver types
Choose the option that accurately represents the employee's assignment.
Step 4: Select HHA or DSP Service
Under Service & Recipient, select the type of service being scheduled.
For an HHA schedule, select:
HHA
For a DSP schedule, select:
DSP
The recipient field changes based on the selected service.
HHA
HHA services are scheduled for a Patient.
Select the correct patient assigned to the employee.
DSP
DSP services are scheduled for an Individual.
Select the correct individual assigned to the employee.
Always verify both the employee and recipient before creating the schedule. Scheduling the wrong employee, patient, or individual can cause incorrect workload and documentation records.
Step 5: Choose the Schedule Range
Under Schedule Range, select the Start Week.
Accrecy scheduling weeks run from Sunday through Saturday.
If you select a date within a week, Accrecy will use the Sunday of that scheduling week as the beginning of the schedule.
Next, choose how many consecutive weeks you want to schedule.
Depending on the available options, you may create multiple consecutive weeks at one time.
For example:
1 Week
2 Weeks
3 Weeks
4 Weeks
This is useful when an employee has a repeating service schedule.
Step 6: Select the Days the Employee Will Work
Under Service Schedule, each day of the week is listed separately.
Check Schedule next to each day the employee is expected to provide service.
For example, if the employee works Monday, Wednesday, and Friday, enable only those three days.
Do not enable days when no service is authorized or expected.
Step 7: Select Fixed Time
For each scheduled day, select:
Fixed Time
Fixed Time means the service is expected to occur during a specific start and end time.
This is different from Flexible Hours, where the employee may provide authorized service without one specific scheduled time window.
For this article, we are creating a Fixed-Time Schedule.
Step 8: Enter the Start and End Time
For each scheduled day, enter:
Start Time
End Time
Enter the actual expected service time.
For example:
Start Time: 10:00 AM
End Time: 3:00 PM
Review the time carefully before continuing.
The scheduled time should reflect the employee's expected service hours for that patient or individual.
Step 9: Complete Each Scheduled Day
Repeat the process for every day the employee will work.
Each enabled day can have its own start and end time.
For example:
Monday: 10:00 AM – 3:00 PM
Tuesday: Not scheduled
Wednesday: 12:00 PM – 5:00 PM
Thursday: Not scheduled
Friday: 9:00 AM – 1:00 PM
Only schedule the days and hours that actually apply.
Creating Multiple Weeks
If you selected more than one week, Accrecy can use the first week's schedule as the starting schedule for the additional weeks.
Review each week before creating the schedule.
Additional weeks can be changed independently when the employee's hours are different.
This allows you to create a repeating schedule without manually rebuilding every day while still making changes when needed.
Step 10: Review the Projected Weekly Workload
Accrecy may display a Projected Weekly Workload section.
This helps you review the employee's expected workload before creating the schedule.
Use this information to check for scheduling issues such as:
Too many scheduled hours
Overlapping service times
Existing employee schedules
Other service assignments
Review the employee's existing schedule before adding new service hours.
Step 11: Add Schedule Notes if Needed
The Notes section can be used to enter optional scheduling information.
Use schedule notes when there is information the employee or provider team should know about the scheduled service.
Keep notes clear, professional, and related to the schedule.
Step 12: Create the Schedule
Before saving, review:
Correct employee
Correct caregiver type
Correct HHA or DSP service
Correct patient or individual
Correct starting week
Correct number of weeks
Correct scheduled days
Fixed Time selected
Correct start and end time for each day
Any necessary schedule notes
When everything is correct, select Create Schedule.
The scheduled services will then appear in the Accrecy scheduling system.
HHA vs. DSP Scheduling
Remember the basic difference:
HHA Schedule
Employee → HHA Service → Patient → Scheduled service time
DSP Schedule
Employee → DSP Service → Individual → Scheduled service time
Selecting the correct service type is important because Accrecy uses it to determine the correct recipient and service documentation workflow.
Why Accurate Scheduling Is Important
Schedules do more than tell an employee when to work.
Accurate scheduling helps Accrecy and the provider:
Show employees their upcoming services
Organize patient and individual assignments
Track expected service times
Support service documentation
Identify missing documentation
Monitor workload
Support provider review and operational follow-up
Employees may also receive schedule-related reminders based on scheduled services.
Because of this, schedules should be created and updated whenever the expected service time changes.
Need More Help?
If you need assistance creating or managing an employee schedule, visit Contact Us to view Accrecy support information or send a message to the team.