scheduling problem

Attached shows the forward schedule, but requires the additional Record Number field in Col A.

Date span is set by H1, which is set as "today"", but you can change it to whatever you want (dd/mm/yy). The subsequent dates link to it automatically.

Enter in Col F the monthly cycle you want, and the last Visit date in Col G. Formula pastes Client name in the months the frequency determines,

Formula in H2 copied across and down:

=IFERROR(IF(IF(H$1>=$G2,(MOD(DATEDIF($G2,H$1,"m")+$F2,$F2)=0)*$A2,0)=$A2,$B2,""),"")

(If the Date in row 1 is on or after the last Visit date in Col G, enter the Name matching the Record Number in every column matching the Frequency. If there is no Start Date or Frequency, cell is blank)

Change the frequency or the Latest visit date, and the names now appear in the "new" months.

You can then use whatever approach you want to extract or filter the entries listed for each month in Cols H - AE, and copying them to the relevant Month worksheet,

Hope this helps

Ochimus