# Crystal Practice Management Reviews
**Vendor:** Crystal PM  
**Category:** [Optometry Software](https://www.g2.com/categories/optometry)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 20
## About Crystal Practice Management
Crystal PM is a practice management and EHR software platform designed specifically for eyecare practices helping to manage scheduling, clinical documentation, optical inventory, billing, payments, and patient engagement within one fully integrated system. Crystal PM is built around true system customization. Practices can tailor templates, layouts, shortcuts, and workflows to match how their office operates, allowing staff to work more efficiently with fewer clicks. Crystal PM supports both cloud-hosted and locally hosted environments, giving practices flexibility in how they deploy and manage their software. Crystal PM is backed by an experienced, U.S.-based support team and an in-house development group committed to ongoing product improvement and AI-powered features and enhancements. For practices transitioning from another system, Crystal offers a specialized migration process focused on preserving data accuracy while minimizing workflow disruption.




## Crystal Practice Management Reviews
  ### 1. Crystal PM and staff is awesome!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Desiree D. | Practice Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2022

**What do you like best about Crystal Practice Management?**

Crystal PM is very logical, user-friendly,, and customizable. When we have questions, the staff is always more than helpful! We looked at several other practice management systems, and this was by far the best. We're so happy we went with them!

**What do you dislike about Crystal Practice Management?**

Sometimes when we need to update to the next version, we'll glitch out in another area. Usually, something that can be figured out and fixed, but we may not realize it right away. Nothing major ever, though.

**Recommendations to others considering Crystal Practice Management:**

When choosing your new practice management software, I would absolutely consider Crystal PM. Their support is fantastic with any technical question or customizing the software to your needs. We also love that the Weave communication system is compatible and Schedule Your Exam (connected to our website) is wonderful.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

This software makes it easier for staff to navigate. When onboarding a new staff member, training is very straightforward and simple. Previously we used a software that was not very user friendly, and the reports were minimal and not really what we needed. We love CPM reports!

  ### 2. My Experience with Crystal Practice Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael D. | Optometry Student, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 07, 2022

**What do you like best about Crystal Practice Management?**

I like that the program can be customized to fit the parts of an exam that I like to do. I also like that I can auto-populate normal exam findings or previous exam findings.  So in short, customizability.

**What do you dislike about Crystal Practice Management?**

I don't like that I can't access all parts of the EHR without maximizing my screen.  Even with scrolling up, down, or sideways, sometimes certain tabs are hidden.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

I have been able to securely, electronically document eye examination findings.  It is making patient care efficient and safe.  Way, way easier than writing on a paper chart.  The problems I am solving are exam efficiency and safe storage of patient information.

  ### 3. Absolutely Necessary

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie L. | Optometric Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2022

**What do you like best about Crystal Practice Management?**

The simplicity of this program makes it easy to use, find what is needed, and keep it organized.

**What do you dislike about Crystal Practice Management?**

There are some gliches sometimes, but if you keep up with the software updates they are minimal.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

We are able to integrate 3d party softeware to help get us off the phone and notify patients because this program is very compatible.

  ### 4. Easy charting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2020

**What do you like best about Crystal Practice Management?**

It is a no frills EHR that utilizes fill in the box charting. Going through older charts and forwarding them to current is simple and the chart is clean and easy to read.

**What do you dislike about Crystal Practice Management?**

Can’t print out a nicely formatted patient exam summary. Sometimes the lines aren’t long enough to write everything you want and have it visible.

**Recommendations to others considering Crystal Practice Management:**

You can customize drop down menus!

**What problems is Crystal Practice Management solving and how is that benefiting you?**

Helps my practice with efficient charting so we have more time for more important things like spending time with patients.

  ### 5. CPM Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2019

**What do you like best about Crystal Practice Management?**

Crystal is a very straightforward software to use. I like that it ask for all the information needed to use the software effectively. I like most of all that Crystal allowed the transition from paper to electronic usage very easy.

**What do you dislike about Crystal Practice Management?**

There was nothing I dislike about Crystal for the most part. I think the company should make it a bit easier when linking multiple office locations to make files more easily accessible.

**Recommendations to others considering Crystal Practice Management:**

Crystal is a bit pricey but it is well worth it to keep your practice organized and the minimalize lost of patient documents.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

Crystal has definitely made a difference in the transition from paper to electronic systems on the office. Everyone is able to view the same thing when necessary and does not have to be in the same room to do so. You don't have to worry about documents being lost or misplaced also.

  ### 6. Works well but awkward interface 

**Rating:** 2.5/5.0 stars

**Reviewed by:** Lauren M. | Optometry Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 05, 2019

**What do you like best about Crystal Practice Management?**

Allows you to edit pages and layouts, links, and add or remove fields

**What do you dislike about Crystal Practice Management?**

Awkward to use, not very intuitive. Took a long time to learn the flow of the software. Not a lot of guidance or support online 

**Recommendations to others considering Crystal Practice Management:**

None

**What problems is Crystal Practice Management solving and how is that benefiting you?**

Organized medical records, efficient record keeping

  ### 7. Excellent Organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joshua V. | Optician, Retail, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 22, 2018

**What do you like best about Crystal Practice Management?**

What I like the best about Crystal is how organized it is. Everything about a patient is organized by certain tabs under their patient profile. It’s super easy to navigate. 

**What do you dislike about Crystal Practice Management?**

I don’t really dislike anything about crystal. I haven’t came across anything to dislike Crystal yet. 

**What problems is Crystal Practice Management solving and how is that benefiting you?**

We are beating the old school way of having patient charts in folders. There is no need for file cabinets anymore with this. Everything we need to know about a patient is on their patient profile. It makes things easy and less time consuming for us and the patient.

  ### 8. Works great on collecting data on patients 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2019

**What do you like best about Crystal Practice Management?**

I loved how it put all our patients sessions in one place for us to review and record what happened. 

**What do you dislike about Crystal Practice Management?**

We had a glitch in our system that if two people where in the same patients file. What ever the second person was writing wouldn’t get saved. 

**What problems is Crystal Practice Management solving and how is that benefiting you?**

We use it to put our patients eye exam information and to record our patients sessions as well as our calendar where we schedule patients. 

  ### 9. Easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2019

**What do you like best about Crystal Practice Management?**

Very easy to catch on and use. No need for extensive training. 

**What do you dislike about Crystal Practice Management?**

Free typing medications with no spell check. 

**What problems is Crystal Practice Management solving and how is that benefiting you?**

Not having to spend as long to train employees on a EHR 

  ### 10. Good Product. 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 24, 2018

**What do you like best about Crystal Practice Management?**

It was easy to use and it made scheduling appointments super easy because it automatically populates the duration of each type of appointment. Also, I liked that you could instant message people or computers that they were using. 

**What do you dislike about Crystal Practice Management?**

I disliked that the files tab would require an outside program, such as adobe acrobat, to view files for a patient. I also dislike that you can not edit/crop/rotate scanned images in crystal once it is in the files tab. 

**Recommendations to others considering Crystal Practice Management:**

It is great! 

**What problems is Crystal Practice Management solving and how is that benefiting you?**

Crystal Practice Management helped the optometry office I worked at facilitate all operations. Our practice was completely dependent on this program. We had a power outage and was unable to do anything because crystal was down- that goes to show how dependent on the software we are. 

  ### 11. People friendly software 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Monique T. | Optician, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2018

**What do you like best about Crystal Practice Management?**

I like how easy it was to learn how to use and the possibilities seemed endless.  

**What do you dislike about Crystal Practice Management?**

Nothing to dislike.  It's user friendly and adaptable. 

**Recommendations to others considering Crystal Practice Management:**

Its easy to use and learn.  Support is always ready to help.  Response time is very good. 

**What problems is Crystal Practice Management solving and how is that benefiting you?**

It makes recording patients EMR very easy and clear to understand.  It has a wide range of capabilities and numerous formats to choose from.  

  ### 12. Excellent, customizable EHR

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 21, 2018

**What do you like best about Crystal Practice Management?**

Really like how this EHR is perfect for the primary care optometry office. Do not need to worry about having to free text basic things like contact lens parameters or exam findings. You can even customize to include more pages that suit your office, like binocular vision findings.

**What do you dislike about Crystal Practice Management?**

I wish I could retrieve deleted/completed tasks in a "done" folder.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

It's a one stop shop - charting, scheduling, and messaging. Communicating with other staff members about a certain patient or order is KEY. No more lost post its! 

  ### 13. User friendly and easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mackenzie K. | Student, Hospital & Health Care, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2018

**What do you like best about Crystal Practice Management?**

I like Crystal PM's layout and design. Everything is user friendly, more so than Compulink.

**What do you dislike about Crystal Practice Management?**

The only screen that needed updates was the insurance page.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

Crystal PM has a much better scheduling feature than Compulink. It is much easier to make and move appointments.

  ### 14. Great practice management system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 31, 2018

**What do you like best about Crystal Practice Management?**

I love the quote option as well as the transpose option. Both are super helpful as an optician.

**What do you dislike about Crystal Practice Management?**

I wish the quote could be changed back into a quote from an invoice. 

**What problems is Crystal Practice Management solving and how is that benefiting you?**

It allows for better communication between staff on different days when used properly.

  ### 15. Ease of use

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2018

**What do you like best about Crystal Practice Management?**

I like the intergration of inventory especially with frames

**What do you dislike about Crystal Practice Management?**

When you do remakes the order status doesn't automatically go to ordered. 

**Recommendations to others considering Crystal Practice Management:**

na

**What problems is Crystal Practice Management solving and how is that benefiting you?**

Easier to use so uses less time in order

  ### 16. User friendly, straightforward, great organization.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2018

**What do you like best about Crystal Practice Management?**

I appreciate how simplified it is. It's very easy to learn on the job, instead of spending several hours in training. 

**What do you dislike about Crystal Practice Management?**

Importing web update too long a process.

**Recommendations to others considering Crystal Practice Management:**

n/a

**What problems is Crystal Practice Management solving and how is that benefiting you?**

It makes both payments and scheduling fast and simple.

  ### 17. Tedius, but thorough

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2017

**What do you like best about Crystal Practice Management?**

The amount of customization that can be done for individuals in the same company using the software.

**What do you dislike about Crystal Practice Management?**

The confusion of having several unnecessary information fields that were not removable. It makes finding the more relevant fields take much longer and is, therefore, less efficient. 

**Recommendations to others considering Crystal Practice Management:**

Make sure to spend time with support to fully understand the customization tools. They can come in handy down the road and will help to ease the transition from other software. 

**What problems is Crystal Practice Management solving and how is that benefiting you?**

We are able to customize patient information, track medical insurance payments and disbursements, and keep all information electronically filed. There are numerous benefits to using a digital system, including increased efficiency, less confusion or loss of patient history, and patient retention. 

  ### 18. Crystal PM Review 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2018

**What do you like best about Crystal Practice Management?**

The ability to customize the program ad well as the ease of use. The customer service is also exceptional. 

**What do you dislike about Crystal Practice Management?**

The inability look up a sale by the product sold and be able to go directly to that patient's file.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

It helps us to smoothly run our practice  and keel everything organized and at our fingertips 

  ### 19. CrystalPM is user friendly. 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 19, 2018

**What do you like best about Crystal Practice Management?**

Compared to our previous software system, CrystalPM is very user friendly and customizable. It is easy to add or delete items as needed.  

**What do you dislike about Crystal Practice Management?**

It was a bit lengthy in the set-up, but once we started using it, it made our lives much easier!

**What problems is Crystal Practice Management solving and how is that benefiting you?**

This software allows us to be more efficient with our time and with our patient care. 

  ### 20. Outdated interface, not very user friendly

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 12, 2017

**What do you like best about Crystal Practice Management?**

Has more scheduling options than previously used software

**What do you dislike about Crystal Practice Management?**

Too many steps to perform basic functions. Old-looking interface. Looks like it was last updated in 1992. 

**Recommendations to others considering Crystal Practice Management:**

Seriously consider other options.

**What problems is Crystal Practice Management solving and how is that benefiting you?**

We were able to establish a wait list for patients which gets them in the office more quickly.



- [View Crystal Practice Management pricing details and edition comparison](https://www.g2.com/products/crystal-practice-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-21+15%3A14%3A04+-0500&secure%5Bsession_id%5D=f2396676-ecc1-47c7-9d56-2882d03643e6&secure%5Btoken%5D=6752f5208f7e80768f9dd80cf51ae9e046986501491584f93e0f47b4fda6324f&format=llm_user)


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