Patients
In this section you will find documentation and videos related to the Patient section of CrystalPM
Setting Up Alerts In CrystalPM.pdfAlerts
How to set up alerts for patients and the different options available
How to add alerts per insurance
Linked Accounts
How to add/remove linked accounts
Different options available for linking accounts
Linking Accounts.pdfHow to Set Up Marketing.pdfPatient Page - Marketing Explained
Under the patient profile - additional info tab, there is a customizable area called Marketing. This guide will walk you through the options available and the reports available for those options.
How to Merge Patients.pdfMerging Patients
How to Unmerge Patients.pdfUnmerging Patients
Organizing Scanned Files
How to enable the Tree View for scanned files to keep files organized
Files Tree View Categories.pdfPatient Portal.pdfPatient Portal PDF
A PDF guide on how to use and setup the Patient Portal
Patient Portal Video
A video guide on how to use and setup the Patient Portal
Patient Portal Files
A video guide on file sharing within the Patient Portal
Setting up Professional Referrals.pdfPatient Page - Professional Referrals Explained
Recall Setup & Reports
How to create recalls and the different options available
How to add recalls to patients
Recall reports available
Recall Setup & Use.pdfValidate Address Button.pdfValidate Address Button
How to enable the validate address button under the patient profile
Different options available for formatting