In this section you will find documentation and videos related on how to do things in the patient profile section of CrystalPM

How to Merge and Unmerge Patients

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

Linking Accounts

Linking Accounts.pdf

Marketing Explained

How to Set Up Marketing.pdf

Patient Portal

Patient Portal.pdf


Recall Setup & Use.pdf


Setting Up Alerts In CrystalPM.pdf

Professional Referrals

Setting up Professional Referrals.pdf

Validating Patients Address

Validate Address Button.pdf

Organizing Scanned Files

Files Tree View Categories.pdf

How To Create, Edit & Void An Invoice

Creating an Invoice - Updated.pdf