You likely already know that you can add auto-scheduling to FormBuilder-created forms that live on the Charting Timetable. You may even know that you can configure your FormBuilder-created Charting Timetable forms to automatically be marked "Done" when the first e-signature is placed on them. But what about Charting Timetable events that don't require a form to be completed, and simply require a staff person to mark the event as "Done"? Examples are marking a dental exam complete, or verifying data entry in a funder's external database was done.
In these and other similar instances we recommend using FormBuilder to create a form with limited content: simply a signature line attesting that staff completed/verified the Charting Event. Then, place this signature form on the Charting Timetable, and configure the form such that the e-signature automatically marks the form "Done" and auto-schedules the next Charting Event. Et voila! Your staff never needs to manually add/change dates on the Charting Timetable again!
https://demodb.footholdtechnology.com/help/?12409