Follow-up made easier for pending, obs., and recall patients.
Surface the next conversation before it slips through the cracks. Patient Record Connect syncs your practice records with LeadSigma so your team always knows which patient to reach next — and why.
Pending patients
Treatment plan accepted, appointment not yet scheduled. LeadSigma nudges with a personalized text + call cadence until the patient is on the books.
Observation (obs) follow-up
Clinicians flag patients for re-evaluation in 3, 6, or 12 months. We surface them as the window opens — no more manual calendar scrubbing.
Recall
Due-for-recall patients get a multi-channel follow-up 30 days before and after the recommended date, bringing them back to the chair on their own cadence.
Five connected capabilities that keep every record in motion.
- Recall reminders — flag patients due for their next visit and reach out before they drift to a competitor.
- Observation follow-up — never lose track of "watch and wait" cases; surface them at the right moment to schedule the next consult.
- Pending treatment nudge — automatically follow up with patients who accepted a plan but haven't scheduled.
- Integrated with your PMS — pulls patient status and contact rules directly from your practice-management software so nothing gets double-entered.
- Team-aware routing — assigns each record to the right front-desk teammate based on existing relationships.
Automated Follow-Up + PMS Integrations
Record Connect reads your PMS data; Lead Manager runs the outreach cadence; Copilot AI takes any calls your team can't get to.