New Features

In this section you will find documentation and videos related to new features that have been added to the CrystalPM software and what versions they are available. You can find the full breakdown here: https://www.crystalpm.com/changelogs/

Version 6.4.0 / 6.4.4

Version 6.3.13

Version 6.3.12

Version 6.3.6

Version 6.2.31

Version 6.2.26 / 6.2.27

Version 6.2.7 / 6.2.8

Version 6.2.3 / 6.2.5

Version 6.2.2

Version 6.4.0 / 6.4.4

The Doctor Report Card now has additional criteria to select when looking for appointment information (old report on the left, new options on the right)

New themes have been added to Crystal, including light, dark, and CrystalPM blue. These can be enabled by navigating to Station->Themes at the top of Crystal (NOTE: These themes will only apply to parts of Crystal that have been redone with WPF, such as the Task, Schedule, and Inventory sections. Additional areas in Crystal will work with the new themes as they are updated)

A new frame order integration has been added with Zeiss Visustore, this can be enabled by adding your Zeiss Customer ID to a lab in Crystal

A new option to adjust the size of the interval rows on the schedule page has been added, helpful for trying to fit more appointments on the screen at once or for making smaller appointment intervals easier to view

Added the ability to use the Send to Word function for an individual patient by right clicking on the appt and selecting the option

Added the ability to view previous tasks for a patient by right clicking on their task and selecting the option

Added the option to not allow an employee to return items under Admin - Employees - Billing

Version 6.3.13

Added the ability to hide the RX notes for the CL RX, can be enabled in Admin > Defaults > Contact RX Defaults

Added the ability to view and import previous medications/allergies for the EIR/Synapse E-Prescribe integration

Version 6.3.12

The task window has been adjusted, Buttons like the Tasks/Files/Recalls are now found by clicking the button to the left of the patient name. This new section also includes some new additions as well

(NOTE: This change also applies to the appointment window on the Schedule page)

The patient search section now includes an option to create a new patient directly from the task window (using the button on the left) or searching for an existing patient (button on the right)

(NOTE: This change also applies to the appointment window on the Schedule page)

Version 6.3.6

Added a "Last updated date" to the images in the Quick View and Insurance areas of the Patient tab to display the last date it was uploaded. Can be enabled/disabled in the Patient Page Defaults.

Version 6.2.31

Added new options for the new FTC rule regarding Spectacle RXs, located in the same location as the previous FTC rule options in Admin->Company->Records

Version 6.2.26 / 6.2.27

Added a new "Export Frame Data" button to the Frames Report by orders that exports the frames pulled by the report into a CSV with the frame details

Version 6.2.18

Added a "Cut" option in the right click menu for appointments, allows you to cut/paste instead of just copy/paste

Added a new option to not prompt you to remove a patient from the waitlist when creating an appointment for them

The Alert Comments will now resize to fit the space instead of running off of the side of the screen

Added a new Search For Guarantor button to the Billing Address section to allow you to select a different patient's address

Version 6.2.17

Added a Flag as Urgent option to the appointment window
This allows you to mark an appointment as Urgent, and will cause several prompts to the user when attempting to edit the appointment. The Schedule Report can also track appointments by this new option

Version 6.2.16

Added a new employee option that allows you to hide patient contact information for specific employees

Added a new Cost section to the frame order page
This pulls from the cost associated with the billing code under Admin – Billing
If the bill code is set to pull from inventory then it will pull the purchase price linked to that item instead

Version 6.2.9

Added column Account ID to the Invoice Report

Version 6.2.7 / 6.2.8

Added a new Auto/Legal section in Patient - Additional Info
Intended to be used for tracking workman's comp claims and legal case contact information

Added new Bulk Modify Stock option that utilizes the existing "Save & Add More" function in the inventory to allow you to edit the stock of multiple items at once
Simply search/scan items and select Save & Add More until you have all desired items showing in the list on the right, then click Bulk Modify Stock

Click Yes on the following prompt
This will open up the Modify Stock window and will add all of the items from the list to the transaction list.
You can then Restock/Remove/Return the list of items all at once and hit Save to have it apply.

(NOTE: you can only use one transaction type for the entire list of items. Ex: you cannot select 5 items and try to Restock 3 and Remove 2)

Version 6.2.3 / 6.2.5

Added new indicators to the Inventory for the Edit Frame/CL/Misc windows
Will designate if an item is New/Exists/Deleted

Version 6.2.2

A new way to login has been added and can be enabled in Admin - Company - Security
Once enabled, you can pull up an employee's profile in Admin - Employees and create a unique Username and a Password for that employee to log in with
After that, you can close/re-open Crystal to see a modified login page for you to log into

Username and Password Log In.pdf

Added a new CL integration with Arrellio. Uses the ABB catalog but sends the order through them if enabled

Added additional frame label fields to each of the pricing options so that offices can hide the dollar sign and/or the decimal points in their label pricing
Examples of how they can look along with new label fields:
- Sale Price 1 ($9.99) <sprice>
- Sale Price 2 (9.99) <sprice_2>
- Sale Price 3 (999) <sprice_3>

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