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


Setting Up Alerts In CrystalPM.pdf

Linking Accounts

Linking Accounts.pdf

Marketing Explained

How to Set Up Marketing.pdf

Merge/Unmerge Patients

How to Merge Patients.pdf
How to Unmerge Patients.pdf

Organizing Scanned Files

Files Tree View Categories.pdf

Patient Portal

Patient Portal.pdf

Professional Referrals

Setting up Professional Referrals.pdf


Recall Setup & Use.pdf

Validating Patients Address

Validate Address Button.pdf