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How To Update CrystalPM

If you need to update your Crystal PM software but are unsure how to or if the is a new version available, please follow the steps below.

  1. In Crystal go to Admin > Updates > click the button for "Check For Updates Online"

  2. If there is a new version available a box will appear letting you know the version that is available to download.

  3. Click the "Update" button. You will see a % counter appear at the top of the page. Please do not leave the page until it says completed. It will automatically close out of the CrystalPM software and run the updates on that one computer.

  4. If CrystalPM is open on any computers during this process, you will want to completely close out of the software and re-open CrystalPM from the desktop icon for those computers to also get the update.

Ran Updates But A Computer Is Still Showing An Older Version

If you ran updates for CrystalPM but one or more computers are still showing they are on an older version please follow the steps below.

  1. On the computer(s) that did not receive the update, go to the top of CrystalPM to Configuration

  2. Select the options for Synchronize Client

  3. This will force close CrystalPM to re-run updates on that computer. Be sure to open CrystalPM from the desktop icon and not any that have been pinned to the Windows task bar.

My Scan Button Is Missing

If you run into a situation where your "Add Scanned Files" button or the "Scanner" buttons are no longer visible, please follow the steps below.

  • If you are using a Twain Scanner, such as HP, Brother, Epson, Xerox, etc.

  1. Go to the top of CrystalPM to Configuration > Scan Options

  2. Select Scanner (Twain)

  3. A box will appear to have a list of scanner drivers, make sure you have one selected for TW or the scanner name. (Avoid any option for WIA)

  • If you are using a ScanSnap scanner.

  1. Go to the top of CrystalPM to Configuration > Scan Options.

  2. Select Scanner (External App)

CrystalPM Is Running Slow

If you have noticed that your CrystalPM software is running slower than usual, please follow the steps below.

  1. Reboot your server and computers experiencing the issue

  2. Reboot your internet modems

  3. Make sure any virus scans are set for the end of the day

  4. Make sure online backups are not running during business hours

  5. Make sure all patients are signed out

  6. If you do not use CPM Messaging you can turn this off by going into Admin > Company > General > Check "Turn Off All Messaging"

  7. If you are not participating in Meaningful Use or MIPS you can disable the Audit Log by going into Admin > Company > Security 2 > Check "Disable Audit Log"

  8. Optimize the database by going to Admin > Computers > "Optimize Database"

System Requirements

If you have questions on what specs are needed for either a workstation or server computer, please look over the document. This will go over the minimum and recommended specs for overall best performance when running the CrystalPM software.

System Requirements.pdf

How To Install CrystalPM Onto A Workstation


If you need assistance with installing CrystalPM onto a new workstation and you are using the local server version of CrystalPM, please follow the guide. If you are using the cloud version of CrystalPM, please contact support.

Client Install How To.pdf