Introduction

CrystalPM is a popular web-based practice management software designed for the eyecare industry. It offers a comprehensive set of features, such as appointment scheduling, billing, and patient records management, to help streamline the day-to-day operations of eyecare practices.

One of the key features of CrystalPM is the ability to add labels to various entities in the system, such as patients, appointments, and products. In this article, we will explore some of the labels that you can use in CrystalPM to help you better organize and manage your practice.

Patient Labels

Patient labels are a great way to categorize patients based on various criteria. For example, you can create labels for patients who have a certain condition, such as glaucoma or diabetes. You can also create labels for patients who have a certain insurance provider or who are part of a specific program, such as a loyalty program or referral program.

To add a patient label in CrystalPM, simply navigate to the patient’s profile page and click on the “Labels” tab. From there, you can add or remove labels as needed. These labels will then be displayed in various parts of the system, such as the appointment book and the patient list.

Appointment Labels

Appointment labels are a useful tool to help you keep track of the purpose of each appointment. For example, you can create labels for routine check-ups, contact lens fittings, or medical consultations. You can also create labels for appointments that require special equipment or preparation, such as visual field tests or dilation.

To add an appointment label in CrystalPM, simply create a new appointment and select the desired label from the drop-down menu. You can also view all appointments with a certain label by filtering your calendar view.

Product Labels

Product labels are a helpful way to categorize products based on various criteria. For example, you can create labels for products that are part of a certain promotion, such as a buy-one-get-one-free deal. You can also create labels for products that have a certain expiration date or that require special handling, such as fragile items.

To add a product label in CrystalPM, simply navigate to the product’s profile page and click on the “Labels” tab. From there, you can add or remove labels as needed. These labels will then be displayed in various parts of the system, such as the inventory list and the sales reports.

Conclusion

By using labels in CrystalPM, you can better organize and manage your eyecare practice. Whether it’s categorizing patients based on their conditions or appointments based on their purpose, labels can help you find the information you need quickly and efficiently. So why not start using labels in CrystalPM today? Your practice will thank you for it!