The 2026 Crystal User Conference Agenda
November 13–15, 2026 · Two tracks, three days, one community.
Kick off the conference with drinks, appetizers, and time to connect with fellow eye care professionals and the Crystal PM team before the full day sessions begin.
Join us for a warm welcome to the Crystal PM User Conference. We’ll set the stage for the day ahead, share what’s new at Crystal PM, and get you oriented across sessions and rooms.
An inside look at Crystal PM’s embedded payments solution and our partnership with PayPal — streamlining checkout, improving reconciliation, and delivering a better patient financial experience directly from Crystal PM.
Description to be confirmed with the Arrellio team.
From template basics to advanced grids, co-management records, and cleaner printed charts. Part 1 covers the foundational setup and customization options every practice should know.
Practical, budget-friendly marketing strategies designed for independent and small-practice owners — from patient recall to social media to community outreach. Come ready to participate.
Deep dives into VSP integration, medical insurance billing, CPT-to-ICD-10 combinations, and billing workflow improvements. Part 1 lays the groundwork; Part 2 continues at 4:00 PM.
Setup, customization, and streamlined ordering for glasses and optical labs. Covers contact lens workflows from initial setup through specialty CL customization to seamless lab ordering.
Online forms, patient portal, texting and email, Kiosk with payments, and Schedule Your Exam — a panel discussion covering the full patient communication toolkit inside Crystal PM.
Discover Crystal’s built-in payments solution: streamlined checkout, integrated reconciliation, and a smoother patient financial experience — all from within Crystal PM.
Custom reports, year-over-year comparisons, data mining for recalls and contact lens sales, and MIPS reporting. Walk away knowing how to pull the data your practice actually needs.
A live panel discussion with practicing optometrists and industry leaders sharing real strategies for growing your practice, increasing revenue, and scaling without the burnout.
Power users’ shortcuts, automations, and settings most practices have never discovered. This session surfaces the tools already in your Crystal PM account that can save your team hours every week.
How artificial intelligence is reshaping eye care workflows, diagnostics, and practice management — and what it means for your practice today and in the years ahead.
Continuing from Part 1: advanced VSP integration scenarios, medical insurance billing edge cases, CPT-to-ICD-10 automation deep dive, and practical billing workflow improvements.
A first look at upcoming Crystal PM features, Cloud EHR advancements, and the future of eye care practice management.
Proven strategies to bring patients back and keep your chairs full. Learn how practices are using Crystal PM alongside Aloha to automate recall, reduce no-shows, and maximize schedule capacity.
Practical strategies for hiring, onboarding, and training staff who represent your practice well — from the front desk to the exam lane.
Continues from Saturday’s Part 1 — or serves as a standalone repeat for attendees who missed the first session. From template basics to advanced grids, co-management records, and cleaner printed charts.
Walk away with a clear-eyed view of your digital presence and a real plan to improve it. Covers the most important channels, reputation management, and how to turn patient attribution data into action.
Crystal PM’s closing session: a look at the product roadmap, upcoming features, and the vision for the future of eye care practice management — followed by an open live Q&A with the Crystal PM leadership team.
Session descriptions and additional speaker details subject to change.
Questions? Reach out to Support@Crystalpm.com.