Admin

In this section you will find documentation and videos related to the Admin section of CrystalPM

Admin > Billing

Bill Codes Explained - Updated 2021.pdf

Admin > Company Tab Explained

Admin_Company Explained.pdf
How To Set Up Top & Bottom Title Bar.pdf

FTC Contact Lens Rule

FTC Contact Lens Rule.pdf

Admin > Computers Tab Explained

Admin_Computers Explained.pdf

Admin > Credit Card

WorldPay

Worldpay Integration Guide.pdf
Worldpay Hosted Payments Integration Guide.pdf
Credit Card Integration Payment Corrections.pdf

TSYS

TSYS_CrystalPM_User_Guide.pdf
TSYS Portal Payments Setup.pdf

Clover

Clover Integration Guide.pdf

Admin > Diag Codes

Creating & Editing Diagnosis Codes.pdf

Admin > Email

Setup and Use of Email in CrystalPM.pdf
Setting up Gmail for Email Non-Direct.pdf
How to Send Mass Emails.pdf

Employee Username & Password Setup

Username and Password Log In.pdf

Employee Signatures

Adding a Doctors Signature.pdf

Eprescribe/Electronic Rx Submission

Allscripts

Please note that when it comes to creating accounts within Allscripts, the main provider should be the only account that is being creating through the Allscripts registration form. Once the main providers account has been created you are able to add other provider & staff accounts under their account. If everyone creates their own stand alone account, we will not be able to link those accounts together.

Creating Allscripts Accounts.pdf
Use of Allscripts in CrystalPM.pdf

EIR Systems

EIR EPrescribe Integration.pdf

Frame Lab Integrations

VisionWeb

VisionWeb Integration - Updated 2021.pdf

Optivision

Optivision Labs Integration Guide.pdf

SpecCheckRX

SpecCheck Rx Integration Guide - new.pdf

DVI Remo (Rx Wizard)

DVI RX Wizard Setup.pdf

VisiOffice

VisiOffice integration.pdf

Admin > Insurance

Admin > Integrations

CodeSafe

CodeSAFE Plus Integration.pdf

Contact Lens Ordering (ABB, OOGP, FAIT, E-Dr, CLX, Arrellio)

Contact lens Integration - Updated.pdf

ECR Vault

ECR Vault Integration Guide.pdf

EyeCor

EyeCor Integration Instructions.pdf

Kno2

CrystalPM Kno2 Tutorial.pdf

m'eyefit

m'eyefit Mirror Setup for Crystal Integration.pdf

MyHealth

CrystalPM_MyHealth_Integration_Tutorial.pdf

Admin > Tasks Tab Explained

CodeSAFE Plus Integration.pdf

VSP

VSP Integration Information.pdf

Updating the VSP Catalogs

**PLEASE NOTE THIS METHOD IS ONLY FOR OFFICES USING THE CRYSTAL PM SUPPLIED VSP BILL CODES AND VSP CATALOG LINKING** 

"Downloaded lists will not be reflected in any CrystalPM client until the program is restarted..."


Your office may be asked to verify your account status with Eyefinity. If so, a window will open informing you that your office will need to login in order to proceed with the catalog download. Once the window has been acknowledged another window will open allowing your office to enter the Eyefinity.com login credentials. Your office will only have 60 seconds to do this before timing out. IF that happens close the internet windows, go back to Admin > VSP and press the Download all button again. Re-enter your Eyefinity.com credentials when the Eyefinity.com login window opens. 


If the dates of the downloaded catalogs do not reflect the date you did the update then press the Clear All List button and try the download again.



When doing this final step it may look like Crystal "froze" this is normal as it loads all the information in to the Frame Page Defaults (VSP) section.