# Patient Record Connect — Recall, Observation & Pending Follow-Up > Canonical: https://www.leadsigma.com/features/patient-record-connect > Plain-text twin of the Patient Record Connect feature page. Patient Record Connect ties LeadSigma to your practice management software (PMS) so the patients you already have don't drift to a competitor. It surfaces recall, observation, and pending-treatment patients at the right moment and routes each one to the right teammate for personalised follow-up. ## What it does - **Recall reminders** — flag patients who are due for their next visit and reach out before they drift. - **Observation follow-up** — never lose track of "watch and wait" cases; surface them when their next consult window opens. - **Pending-treatment nudge** — automatically follow up with patients who accepted a plan but haven't scheduled. - **PMS integration** — 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. ## Three primary use cases 1. **Pending patients** — treatment plan accepted, appointment not yet scheduled. LeadSigma nudges with a personalized text + call cadence until the patient is on the books. 2. **Observation (obs) follow-up** — clinicians flag patients for re-evaluation in 3, 6, or 12 months. We surface them as the window opens — no manual calendar scrubbing. 3. **Recall** — due-for-recall patients get a multi-channel follow-up 30 days before and after the recommended date, bringing them back on their own cadence. ## Supported PMS integrations - Ortho2 - Cloud9 - Greyfinch - Dolphin ## CTAs - **Book a demo** to see Patient Record Connect against a sample of your data: ## Related - Lead Manager: - Copilot AI: