Friday, April 11th
12:00pm – 2:00pm
Exhibit & Vendor Setup – Kon Tiki Ballroom
2:00pm – 2:30pm
Registration – Kon Tiki Ballroom
2:30pm – 3:00pm
Introduction / Welcome – Toucan / Macaw
3:00pm – 4:00pm
Complete Crystal PM Walkthrough – Toucan / Macaw
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- Crystal PM walkthrough from check-in to check-out
Basic Medical Record Editing – Boardroom
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- Template: Saving a backup, edit mode/window, F9 dropdowns, panels/changing font, basic buttons (clear, set to value, previous, equals) and copy/paste
Basic Training – Cockatoo
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- Task Page features, schedule page features/making appointments, patient demographics, patient portal
4:15pm – 5:30pm
Patient Communication – Toucan / Macaw
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- Online forms, patient portal, texting/email service, Kiosk and Schedule Your Exam online scheduling
Maximizing Your Crystal Experience – Boardroom
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- Tips/tricks for making Crystal work better for you and underutilized features you may not be aware of
Basic Billing – Cockatoo
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- Creating invoices and quotes, functions and definitions of all tabs on billing page
5:30pm – 7:00pm
Happy Hour / Exhibits – Kon Tiki Ballroom
Saturday, April 12th
8:00am – 8:30am
Registration & Breakfast sponsored by Aloha – Kon Tiki Ballroom
8:30am – 10:00am
Advanced Medical Record Editing – Toucan / Macaw
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- Advanced buttons (all else normal, search CL, finalize RXs) and how to create a grid
Advanced Inventory w/ Reports – Boardroom
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- Adding/removing inventory, transferring to secondary locations, editing frame information, snapshots, verify inventory and frame reports
Admin Training – Cockatoo
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- Explanation of key components within section and tabs with regards to setup and customization
10:00am – 10:30am
Snack Break sponsored by Crystal Cloud – Kon Tiki Ballroom
10:30am – 12:00pm
Patient Communication (REPEAT) – Toucan / Macaw
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- Online forms, patient portal, texting/email service, Kiosk and Schedule Your Exam online scheduling
VSP Integration – Boardroom
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- VSP Integration explanation, setup, orders, and invoicing
Basic Optical Set-Up and Ordering – Cockatoo
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- Setup and customization for optical lenses. Making a Glasses order
12:00pm – 2:00pm
Lunch sponsored by Optify – Kon Tiki Ballroom
2:00pm – 3:00pm
Maximizing Billing within Crystal – Toucan / Macaw
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- How to get the most out of Crystal for your billing needs
VSP Integration (REPEAT) – Boardroom
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- VSP Integration explanation, setup, orders, and invoicing
Basic Contact Lens Set-Up and Ordering – Cockatoo
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- Contact lens integration setup
- Contact lens order flow from exam to check out
- Sending orders
3:00pm – 3:30pm
Snack Break sponsored by Crystal Cloud – Kon Tiki Ballroom
3:30pm – 5:00pm
What’s to Come – Toucan / Macaw
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- Overview of new Crystal PM features that will be released