Automatically Create New "Client Health" Records Each Month

I would like to understand how I can automatically generate new records for a report each month that will allow my users to easily enter client health across their portfolios without having to input their full list of client names each time.

Context: I have a "client assignments" table connected to a "client health" table. The client assignments table has a 'Program Name' field and client team members are assigned to programs by their user name. I would like a new set of records generated for each person who is assigned to a client program. Meaning, if we have 3 team members assigned to a program, 3 new records would be generated for the related program name in the client health table. The rest of the fields would be blank and allow team members to easily fill out their client health records each monthly. 

Is this something that is possible? I looked at pipelines but wasn't sure exactly what to search for when trying to identify a solution.

Attached is an example of what I would like to see as a Client Team Member. Hopefully that makes sense!

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Jen B.
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