In this section you will find documentation and videos related to the Admin Page within 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

Admin > Computers Tab Explained

Admin_Computers Explained.pdf

Admin > Credit Card


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


TSYS Portal Payments Setup.pdf


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

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

FTC Contact Lens Rule

FTC Contact Lens Rule.pdf

Admin > Integrations


CodeSAFE Plus Integration.pdf

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

Contact lens Integration - Updated.pdf

ECR Vault

ECR Vault Integration Guide.pdf


EyeCor Integration Instructions.pdf


CrystalPM Kno2 Tutorial.pdf


m'eyefit Mirror Setup for Crystal Integration.pdf



Admin > Tasks Tab Explained

CodeSAFE Plus Integration.pdf