Printing Patient Records

This document will go over the 4 different options for printing records in Crystal.

Do not use a Letter or Word template to print records for an insurance audit. Use the guide above.
The Crystal PM PDF Printer is easy to set up and use!
How to install the Crystal PM PDF Printer:
At the top of Crystal, go to File > Print Options > Create Crystal PM PDF Printer.
Follow any additional prompts for install when applicable.
You can use this anywehere you see any option to Print in Crystal. Just select the Crystal PM Printer from the printer dropdown list.
This will allow you to:
Add documents into the patient portal for your patient to access information and documents at home
Save information and documents into the patient's Files section within Crystal
Anything you can print, you can save into the chart as a PDF!