Crystal PM

Name: Crystal PM
Brand: Crystal
Rating: 4.4 (53 reviews)

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Comprehensive office management software suite designed specifically for optometry practices.

Practice Management EHR/EMR Medical Billing

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4.4(53 across the web)

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Reviews onG2Capterra

53 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Highly customizable health records and practice management options

Biggest con

Access out of the continental United States requires additional setup

TL;DR - Crystal PM

Comprehensive practice management for optometry, including billing, scheduling, and EHR.
Offers customizable health records and integrates with various partners for flexibility.
Cloud-based access from any device with robust security and data migration support.

Pricing: Paid only

Best for: Enterprises & pros

4.4/5 across review platforms

What is Crystal PM?

Editorial review

Crystal PM is a complete office management software suite tailored for optometrists, offering a simple, fast, inexpensive, and effective solution for practice operations. It provides extensive features for managing patient demographics, scheduling, billing, and certified medical records, aiming to streamline workflows and enhance patient care. The platform is designed to be highly customizable, offering a multitude of integrated partners and in-house options to suit individual office needs. It supports paperless operations through electronic routing slips, secure electronic claims submission, and robust optical and inventory management. Crystal PM also emphasizes patient engagement with features like online scheduling, patient portals, and customizable communication tools. For accessibility and security, Crystal PM offers a cloud-based solution, allowing secure access to practice information from any device, anywhere. It also provides seamless data migration services for practices transitioning from other EHR software and includes 5-star technical support and expert training to ensure a smooth implementation and ongoing use.

Available on: Web

LCLouis CorneloupUpdated May 26, 2026 · how we evaluateSourcecrystalpm.com ↗

Pros & Cons

Pros

Highly customizable health records and practice management options
Extensive integrations for claims, labs, and communication
Cloud-based access enhances flexibility and mobility
Dedicated data migration service simplifies switching from other EHRs
Strong emphasis on patient engagement through online tools and communication

Cons

Access out of the continental United States requires additional setup
Specific pricing details are not publicly available, requiring direct contact

Ratings Across the Web

4.4(53 reviews)

Crystal PM holds an aggregate rating of 4.4 out of 5 from 53 reviews across G2 and Capterra, last checked September 17, 2026.

Ratings aggregated from independent review platforms. Learn more

Key Features

Exhaustive Billing Component with electronic routing slipsSecure Electronic Claims submission (Apex, Trizetto, Waystar, VSP integration)In Office and Online Multi-doctor Scheduling with drag-and-drop functionalitySeamless Data Migration from previous EHR softwareOptical & Inventory Management with electronic submission to labs/vendorsPatient Portal and Online Forms with Kiosk OptionOver 300 customized medical/health record templatesCrystal Cloud for anytime, anywhere, any device access

Pricing Plans

Pricing checked Sep 9, 2026

In Office Version

Everything in all plans, plus:

Link to TAB Billing

Hosted Cloud Version

Everything in all plans, plus:

Billing
Daily Backups and more

Included in all plans

Patient Demographics
Scheduling
Certified Medical Records
Reports
Online Patient/Health Form with Kiosk Option

Calculate your cost View full pricing

Is Crystal PM worth the price?

30/100

It is impossible to determine if the pricing for Crystal PM is fair, generous, or expensive as no pricing information is publicly available for either the 'In Office Version' or the 'Hosted Cloud Version'.

The lack of transparency makes it difficult to assess value. This opaque pricing model is best for businesses that prefer direct sales engagement and custom quotes.

Hidden Costs & Gotchas

Potential high upfront costs (common for 'contact us' models).

Reviews

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4.4/5

Across 53 verified user reviews on Capterra, G2

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Still deciding?

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Crystal PM FAQ

How does Crystal PM support paperless operations for optometry practices?

Crystal PM facilitates paperless operations through electronic routing slips and secure electronic claims submission. It also offers robust optical and inventory management features to further reduce reliance on physical documents within an optometry practice.

Which teams would benefit most from using Crystal PM?

Optometry practices and their administrative, clinical, and billing teams would benefit most from Crystal PM. The software is designed to streamline workflows for managing patient demographics, scheduling, billing, and certified medical records specifically within an optometry setting.

How does Crystal PM compare to Practice Fusion for managing patient records?

Crystal PM offers highly customizable health records and practice management options specifically tailored for optometry. While Practice Fusion is a general EHR, Crystal PM focuses on the unique needs of eye care professionals, including robust optical and inventory management.

What kind of limitations should users be aware of with Crystal PM?

Users should be aware that accessing Crystal PM from outside the continental United States requires additional setup. Also, specific pricing details are not publicly available and require direct contact with the vendor.

Does Crystal PM include a free tier?

Crystal PM is a paid product and does not include a permanently free tier. Interested practices would need to inquire directly for pricing information.

Can Crystal PM integrate with existing lab and communication tools?

Yes, Crystal PM offers extensive integrations for claims, labs, and communication. It provides a multitude of integrated partners and in-house options to suit individual office needs.

How does Crystal PM assist practices in transitioning from other EHR software?

Crystal PM provides seamless data migration services to help practices transition smoothly from other EHR software. This service aims to simplify the process of switching to their platform.

Source: crystalpm.com

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