Practice Management & EHR Software That Adapts To You

Enjoy a fully customizable practice management and EHR platform designed for optometry teams.

 

When everyone on your team can move faster, stay organized, and work together, your whole practice runs smoother.

Over 8,000 Providers Trust Crystal PM to Power Their Practice Every Day.

With deep customization, smart navigation tools, and features and integrations your whole team can use, Crystal PM helps practices work more efficiently without added complexity.

Easy to Learn, Easy to Love

Simple, intuitive design that helps your staff get started fast and stay efficient every day.

True Customization That Fits You

Configure templates, workflows, and seamless integrations to match how your practice runs, without overcomplicating things.

Vast Integration Network Enabling Your Power to Choose

With a multitude of integrated partners and in-house options available, you choose what’s right for your office.

Shortcuts Built for Speed

Packed with time-saving tools that help you navigate, chart, and manage all of your tasks with fewer clicks.

All The Tools Your Practice Needs, Built to Work Together

From front desk to back office, Crystal PM supports every corner of your practice with built-in tools for scheduling, patient records, billing, inventory, payments, reporting, and patient communication.

Browse and edit over 300 templates created by other optometrists or create your own allowing you to choose what is most useful for your practice. Crystal’s expert trainers have seen thousands of workflows and can help you tailor your experience to your needs.

Electronic routing slips follow your patients from check-in to check-out. Giving your office a paperless edge on tracking the patient’s diagnosis, CPT codes, product orders/sales, and recalls for effortless invoice creation.

Cut down on additional tools and manage your payments right within Crystal PM. The seamless integration posts every transaction automatically back to the patient’s ledger and invoice keeping your records clean and your staff’s workload light.

Crystal PM’s optical tools let you see stock levels, process orders, and link sales to patient records without leaving the same system. Opticians will love the flexibility to create custom packages to make placing orders even quicker.

Crystal’s exclusive AI-enabled online scheduler, Schedule Your Exam, allows patients to book appointments at their convenience. Online scheduling is a great benefit for your patients and frees your staff from spending extra time on the phone.  

Your patient portal allows patients to have a secure platform to access medical records, prescriptions, patient education, invoices, pay their bill, complete online forms, and send and receive messages from your practice.

Crystal PM is equipped with a wide variety of reporting tools to help you make more informed business decisions and uncover opportunities for growth and improvement.

Our team of billers will work as an extension of your team covering a wide variety of billing needs to ensure you’re maximizing your time and your revenue.

Custom Health Records

Browse and edit over 300 templates created by other optometrists or create your own allowing you to choose what is most useful for your practice. Crystal’s expert trainers have seen thousands of workflows and can help you tailor your experience to your needs.

Electronic routing slips follow your patients from check-in to check-out. Giving your office a paperless edge on tracking the patient’s diagnosis, CPT codes, product orders/sales, and recalls for effortless invoice creation.

Cut down on additional tools and manage your payments right within Crystal PM. The seamless integration posts every transaction automatically back to the patient’s ledger and invoice keeping your records clean and your staff’s workload light.

Crystal PM’s optical tools let you see stock levels, process orders, and link sales to patient records without leaving the same system. Opticians will love the flexibility to create custom packages to make placing orders even quicker.

Crystal’s exclusive AI-enabled online scheduler, Schedule Your Exam, allows patients to book appointments at their convenience. Online scheduling is a great benefit for your patients and frees your staff from spending extra time on the phone.  

Your patient portal allows patients to have a secure platform to access medical records, prescriptions, patient education, invoices, pay their bill, complete online forms, and send and receive messages from your practice.

Crystal PM is equipped with a wide variety of reporting tools to help you make more informed business decisions and uncover opportunities for growth and improvement.

Our team of billers will work as an extension of your team covering a wide variety of billing needs to ensure you’re maximizing your time and your revenue.

An Integration Network That Keeps You Flexible

Our vast integration network gives you the power to choose the partners that work best for your practice for a seamless and centralized workflow.

Get Started Without Starting Over

We’ve helped thousands of practices make the switch successfully, and we’re here to make sure your transition is smooth, supported, and built with a set up that fits your practice from day one.

Lease In-Office or Cloud Hosted

You make the choice between our cloud-hosted software, or leasing our in-office solution.

Trusted Data Conversion

We understand the importance of every data point when it comes to a seamless EHR switch and ensure the preservation and accuracy of all your patient data.

Everything You Need, Nothing You Don’t

Built with efficiency in mind you can customize with all of the tools that you need, and nothing that you don’t.

Lease In-Office or Cloud Hosted

You make the choice between our cloud-hosted software, or leasing our in-office solution.

Reliable and Trusted Support

Our support team is known for solving problems quickly and going above and beyond.

Trusted Data Conversion

We understand the importance of every data point when it comes to a seamless EHR switch and ensure the preservation and accuracy of all your patient data.

Trusted by Practices of All Kinds for Its Adaptability and Fit

Crystal PM is built to support the real-world workflows of different types of eyecare practices. Our flexible integrations and customizable workflows help you deliver better care, no matter your size, structure, or specialty.

Single Location Practices

Easy to set up, simple to learn, and fully customizable to fit how you work.

Multi-Location Practices

Manage scheduling, billing, and reporting across locations with shared data and role-based access.

Corporate Affiliates

Fits seamlessly into the structure of corporate-affiliated practices while giving your team the tools to move quickly and confidently.

Optical Shops

Built-in inventory, packaging, and optical ordering tools that help streamline your retail business.

New Practices/Cold Start Practices

Set yourself up for success with intuitive tools, responsive support, and customization to build your workflow exactly to your liking from day one.

Universities & Colleges

Equip optometry students and clinic staff with real-world EHR and practice management experience.

Client Testimonials

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