Office Management Software Suite for Optometrists | Simple, fast, inexpensive and effective!
Crystal PM is the practice management and EHR platform trusted by 8,000+ independent optometry providers across the U.S. From scheduling and clinical documentation to billing and patient engagement, everything your practice needs is fully connected and customizable to the way you work.
With deep customization, 55+ integrations, and tools built for every role in your practice, Crystal PM helps independent optometry offices work more efficiently without added complexity.
Simple, intuitive design that gets new staff up to speed fast and keeps your whole team efficient every day.
Configure templates, clinical workflows, and integrations to match your practice , not the other way around.
Connect the tools your practice already relies on. With one of the largest integration networks in optometry EHR, you're never locked in.
Shortcuts, smart navigation, and time-saving tools that help your team chart, schedule, and manage tasks with fewer clicks.
Crystal PM connects every part of your independent optometry practice, from front desk to back office. Scheduling, EHR, billing, payments, inventory, reporting, and patient communication, all in one system that works the way your practice does.
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.
Effective Billing Workflow 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.
Integrated Patient Payments 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.
Optical and Inventory Management 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.
Online Patient Scheduling 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.
Dedicated Patient Portal 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.
Reporting 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.
Revenue Cycle Management 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.
Our vast integration network gives you the power to choose the partners that work best for your practice for a seamless and centralized workflow.
We’ve helped thousands of optometry practices make the switch — and we’ll make sure yours goes smoothly. Complete data migration, personalized setup, and a support team that stays with you from day one.
Run Crystal PM in the cloud or on your own hardware. Either way, you get the full platform.
Your patient records, history, and clinical data come with you. When you switch your optometry EHR, we treat your data like it’s ours.
Every setup is configured to match how your office actually runs; not a one-size-fits-all template.
You make the choice between our cloud-hosted software, or leasing our in-office solution.
Same-day support from a team that knows optometry. Real people, real answers, no ticket queues.
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.
Whether you’re a solo OD, a multi-location group, or a specialty practice, Crystal PM adapts to your workflows. Customizable templates, flexible integrations, and a platform that grows with you.
Easy to set up, simple to learn, and fully customizable to fit the way your practice works.
Manage scheduling, billing, and reporting across every location with shared data and role-based access.
Built to fit the structure of corporate-affiliated practices while giving your team the speed and tools they need day to day.
Built-in inventory management, packaging, and optical ordering tools that streamline your retail operation from the start.
Start strong with intuitive tools, hands-on onboarding, and a fully customizable setup built around your workflow from day one.
Give optometry students and clinic staff real-world experience with the same EHR and practice management tools used in independent practices nationwide.
I was the initial user of CrystalPM! I do a lot of counseling and consulting with many doctors across the nation. I still believe CrystalPM is the best value on the market. What do I love most?
When I opened my practice 5 years ago, one of the biggest decisions was which EMR to choose. I was introduced to CrystalPM. I read so many good things about their software, I decided to go with them. I have been very happy with my decision. I love that the templates are completely customizable. You can make a template for anything! New staff always catch on quickly and CrystalPM employees are always willing to help if there is an issue. CrystalPM was an excellent choice!
