CrystalPM Template

Records Module Training

Records module and CPM template overview

Please see "How to load the Official CrystalPM Template into your Crystal Software." below

0:09 - Intro

0:55 - Template Resources Website

7:15 - Records Template

40:45 - Accessing and Editing Prior Records

44:20 - Editing the Records Template

48:40 - System Buttons & Options

49:25 - EHR & EHR Settings

55:40 - Record Complete/Incomplete Checkbox

58:00 - Start/End Date & Time

59:25 - Function Buttons

1:00:00 - Alerts/Tasks & Communicating with Office Staff

1:08:00 - Printing Patient Records

1:15:30 - Admin & Records

1:24:30 - Outro

*To adjust the quality of the video, click the settings cog wheel, adjust the quality to HD & view in full screen.

A PDF of the tabs included in the CrystalPM template.

CrystalPM Template Tabs.pdf
Loading the CrystalPM template.pdf

How to load the Official CrystalPM Template into your Crystal Software.

View and Import Templates from other offices.pdf

How to View and Import Shared Templates - Alternative option to the Official CrystalPM template. (Not recommended)