Thanks Esther!
This is a great idea! We've done a lot of work to the internals of how we represent expenses in HealthFrame v3, and we've implemented (internally) a new feature called 'todo/planning' to deal with recurring events (such as referrals, regularly scheduled treatment visits etc).
Unfortunately, as we are way behind on our scheduled release of HealthFrame v3, we've decided to postpone exposing these features in the HealthFrame UI until at least healthFrame 3.1.
We've added a bug to our database (http://bugzilla/show_bug.cgi?id=945) so we are tracking this issue and will revisit it when we tackle expenses (again - probably not until next year).
Thanks so much, and please do keep your suggestions coming! We WILL change our mind and our plans about prioritization if we get enough feedback about what things customers consider most important.