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.


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

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