We are excited to be having our User Conference on January 10th & 11th in Austin, Texas.  You will be able to network, share ideas, earn CE Credits, speak with our preferred vendors, learn from guest speakers, and also enjoy the wonderful night life of our beautiful city!

Classes Offered

Basic Training Classes

Learn the basics of Crystal PM.  Includes:

  • Patient Input
  • Scheduling
  • Creating invoices

Learn the basics of Crystal PM’s Billing.  Includes:

  • Creating invoices with and without a routing slip
  • Collecting Payments
  • Editing, Quotes, Discounts, Returns and Voids


Learn the in’s and out’s of the Crystal PM Admin tab.  Includes:

  • Overview
  • Brief Intro to Editing Billcodes
  • Introduction to Integration Settings

Learn about daily reports, the basics of Accounts Receivable and receive a brief introduction to EOB Payment Posting

Receive an introduction to Crystal PM’s Inventory, learn how to create a frame order, and customize the Frame Page Defaults

Class includes:

  • How to create a contact lens order
  • Introduction to Contact Lens Vendor Integrations
  • Assigning Bill Codes to a Vendor Catalog

Advanced Training Classes

Learn how to edit your own medical record templates.  Includes:

  • Creating Buttons
  • Editing Dropdowns
  • Tips to Streamline Your Record

Learn about the practical application and use of Crystal PM’s Online Forms, Patient Portal and Online Scheduling capabilities

Learn about the Reports you may not be taking advantage of.  Includes:

  • Detailed review of commonly used end of day reports
  • Understanding the difference between the Sales and Sales Payment Report
  • Overview of other helpful reports

Learn about the changes in the Admin tab which are include in Crystal PM 5.0 +.  Includes:

  • Detailed Review of the new Company section
  • Detailed Review of the new Schedule section
  • Tips & Tricks on common Admin Settings

Learn how to maximize your billing in Crystal PM.  Includes:

  • Claims Management/Co-Management, Referrals, Reports, and EOBs
  • How to make sure all patient’s are invoiced
  • Patient Education

Learn about the integrations offered by our partners.  


12:00pm – 2:00pm: Class 1: (New User Basic Training | Editing Medical Records)
2:00pm – 3:00pm: Break/Exhibits
3:00pm – 5:00pm: Class 2: (Basic Billing Training | Online Forms, Patient Portal, Scheduling)
5:00pm – 6:00pm: Exhibits
7:00pm – 9:00pm: Dinner
9:00am – 10:30am: Class 1: (New User Admin Training | Common Reports – A Closer Look)
10:30am – 11:00am: Break/Exhibits
11:00am – 12:30pm: Class 2: (Intro to Back Office Billing | Admin Updates in 5.0 Release)
12:30pm – 1:30pm: Lunch
1:00pm – 3:00pm: Class 3: (Frame Ordering & Inventory | Maximize Billing)
3:00pm – 3:30pm: Break/Exhibits
3:30pm – 5:00pm: Class 4: (Contact Lens Ordering & Integration | 3rd Party Integrations)
5:00pm – 6:00pm: New Features and General Q&A

AT&T Executive Education and Conference Center
1900 University Ave., Austin, TX 78705

January 10th – 11th, 2020

$175.00/person (3+ attendees)

Title Sponsor: