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Comprehensive office management software suite designed specifically for optometry practices.

Paid plans only Visit Website
Reviews on G2 Capterra
53 reviews tracked

The Bottom Line

Price
Paid plans only. Compare plans

Key facts

  • 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.

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

What is Crystal PM?

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

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 slips
  • Secure Electronic Claims submission (Apex, Trizetto, Waystar, VSP integration)
  • In Office and Online Multi-doctor Scheduling with drag-and-drop functionality
  • Seamless Data Migration from previous EHR software
  • Optical & Inventory Management with electronic submission to labs/vendors
  • Patient Portal and Online Forms with Kiosk Option
  • Over 300 customized medical/health record templates
  • Crystal Cloud for anytime, anywhere, any device access

Pricing Plans

Pricing checked Nov 2, 2026. Source: crystalpm.com/pricing, read Nov 2, 2026

Crystal PM plans and prices, checked November 2026
Plan Price Details
In Office Version

CONTACT US FOR PRICING

  • Link to TAB Billing
Hosted Cloud Version

CONTACT US FOR PRICING

  • Billing
  • Daily Backups and more

Included in all plans

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

Hidden Costs & Gotchas

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

Full Crystal PM pricing: every plan, hidden costs and alternatives

Email me when Crystal PM changes its price

One email per change, found on the vendor's own pricing page. Unsubscribe any time.

Crystal PM by the numbers

Crystal PM compared with 51 Medical Billing tools on Toolradar, as of Nov 2026
Metric Crystal PM Peer median Position (1 is best)
Free plan No 24% have one n/a
Listed as an alternative to 3 tools 3 #25 of 51 (joint)
User rating 4.4/5 (across the web, 53 ratings) 4.2/5 #8 of 31 (joint) tools with 20+ reviews

Listed as an alternative to: #25 on 2026-10-16 to #25 on 2026-11-02 (rank among 51 tools, 1 is best).

Each position is counted among the tools that have data for that row, as noted under it. All Medical Billing data · How we compute this. Advertising and placement fees are not inputs to any position.

Cite this: Toolradar, “Crystal PM by the numbers”, Nov 2026.

Reviews

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4.4/5

Across 53 verified user reviews on Capterra, G2

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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.

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