Crystal Practice Management
Office Management Software Suite for Optometrists | Simple, fast, inexpensive and effective!
Eye Care Patient Portal & Engagement Software
Clear Patient Communication with Crystal PM
Save Time on Every Patient Visit
Improve daily efficiency with smarter tools designed to cut down admin time, keep schedules on track, and support a more organized patient flow.
Reduce no-shows
Automate reminders, recalls, and updates with two-way-texting to reduce no-shows and keep patients informed.
speed up intake
Let patients confirm arrival or complete intake through our kiosk integration. No more clipboards or crowded front desks.
access records anytime
Give patients 24/7 visibility into their records, prescriptions, and visit summaries through the Crystal PM patient portal.
complete forms early
Use custom online forms to gather patient information ahead of appointments, automatically updating their record in Crystal PM.
Simplify the Patient Experience with Crystal PM
Crystal PM’s engagement tools work together to streamline every patient interaction, from scheduling to follow-up. Instead of juggling third-party platforms, everything lives within your Crystal PM ecosystem, ensuring data accuracy, faster check-ins, and a consistent experience for staff and patients alike.
Streamline Data Collection with Online Forms
No more manual entry or scanning paperwork. Crystal PM’s online forms let patients complete their intake, medical history, and consent forms online before their visit. All information uploads securely into the correct patient record, saving time and reducing transcription errors.
Communicate Clearly with Crystal Communicator
Keep patients informed and engaged through two-way text messaging. Send appointment reminders, recalls, eyewear-ready alerts, and post-visit surveys directly within Crystal PM. Staff can view message history and respond directly, ensuring no communication slips through the cracks.
Simplify Patient Arrival with Crystal Kiosk
Transform your check-in process with Crystal Kiosk. Patients can confirm their appointment, verify information, and sign forms from a tablet or kiosk in your office.

Data flows directly into Crystal PM, keeping patient records up to date and your front desk running smoothly.
Engage Patients with the Crystal PM Patient Portal
Give your patients access to their records anytime. The Crystal PM patient portal allows secure viewing of prescriptions, visit summaries, and messages.

From the portal, patients can request refills, update personal information, and maintain ongoing communication with your office.
Crystal PM has significantly streamlined our workflow. From patient intake to insurance processing, everything is integrated and intuitive. The ability to move quickly from one task to another without switching between multiple systems has saved us countless hours each week.
Top Patient Engagement Features in Crystal PM
Communication & Messaging
- Two-way texting via Crystal Communicator
- Automated appointment reminders and recalls
- Eyewear-ready notifications and follow-up messages
Check-In & Arrival
- Self-service check-in through Crystal Kiosk
- Real-time arrival updates for staff
- Digital signature capture and information verification
Patient Portal
- Secure access to visit summaries, prescriptions, and communication
- Refill requests and data updates
- HIPAA-compliant messaging
Online Forms
- Customizable intake, consent, and health history forms
- Automatic upload to patient record
- Mobile-friendly experience for easy completion
Integration & Workflow
- Fully integrated with Crystal PM’s EHR and scheduling
- No separate logins or third-party tools
- Real-time data synchronization
For a full list of CrystalPM’s features, request a demo.
Why Switch to Crystal PM?
Access Anywhere, Anytime
Choose to host Crystal PM in your office or in the cloud, and ensure access from any computer, tablet, or mobile phone. It’s secure, fast, and convenient.
Experts at EHR Transitions
We have a dedicated team to ensure that making the switch is straightforward, hassle-free, and doesn’t disrupt day-to-day operations.
Secure & Certified
Our solutions are ONC Certified, safely integrate with all of your office equipment, and offer secure daily backups.
Everything You Need to Manage Your Optical Practice
Frequently asked questions
Does Crystal PM support two-way texting?
Yes. Crystal Communicator allows you to send and receive texts directly with patients, all from within your Crystal PM dashboard.
Can patients check in digitally?
Yes. Crystal Kiosk lets patients check in, update information, and sign forms using an in-office tablet or kiosk.
How do online forms work?
Patients complete forms online before their visit, and the information automatically populates their record in Crystal PM.
Is the patient portal secure?
Yes. The Crystal PM Patient Portal uses encrypted connections and HIPAA-compliant data handling for all patient access. See our ONC-Certified page for more details.
Can this integrate with scheduling?
Yes. Scheduling integrates seamlessly. See our scheduling page for more details.