www.YouTube.com/TheCrystalPM

Kraig
Senior Member

Master Admin

Posts: 466

www.YouTube.com/TheCrystalPM Dec 30, 2014 12:12:40 GMT -6 tag701, drpjs, and 3 more like this

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Post by Kraig on Dec 30, 2014 12:12:40 GMT -6

Last Edit: Oct 12, 2017 13:56:23 GMT -6 by Kraig

"But if you try sometimes you just might find
You get what you need"

franc Beta Tester Posts: 17	www.YouTube.com/TheCrystalPM Dec 30, 2014 12:59:42 GMT -6 Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by franc on Dec 30, 2014 12:59:42 GMT -6 Thank you--these are very helpful!

JacqueL Guest	www.YouTube.com/TheCrystalPM Mar 24, 2016 8:23:06 GMT -6 Quote Select Post Deselect Post Link to Post Back to Top Post by JacqueL on Mar 24, 2016 8:23:06 GMT -6 I have relatively new report...Employee Sales. I need to be coached on how to use this valuable tool...

charliedesmond Junior Member Medical office Technology Guru - As if that's possible. Posts: 59	www.YouTube.com/TheCrystalPM Apr 7, 2016 8:00:38 GMT -6 Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by charliedesmond on Apr 7, 2016 8:00:38 GMT -6 I don't see anything here or on the web for the ADMIN/WEBSITE tab?? I'd like to know all about this.

friscoeyeassociates
Senior Member

"From one thing, know ten thousand things." Miyamoto Musashi

Posts: 308

www.YouTube.com/TheCrystalPM Apr 7, 2016 10:40:14 GMT -6

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Post by friscoeyeassociates on Apr 7, 2016 10:40:14 GMT -6

Apr 7, 2016 8:00:38 GMT -6 charliedesmond said:

I don't see anything here or on the web for the ADMIN/WEBSITE tab?? I'd like to know all about this.

The website tab is where you set up your online forms... you will notice at the top of page there is a web address that ends with your offices CPM ID #.... I think this actually might cost extra as well, I'm not sure, so if you don't see a web address there you may need to contact them. This address is used for your patients to go to and fill out custom online forms that you can then upload into crystal to update their charts. You can have them update demographics, as well as fill in a medical history tab which will be linked to your offices records template fields. When uploaded it will create a new encounter and fill in the fields the patient filled in online.

If you are familiar with HTML coding you can probably customize the template files yourself and upload them, I have just average coding experience and it was rather easy.. There are three templates: Intro Page, Demo/Med Hx, and submission page... If not there is a person at CPM who does this full time I believe.

Also if you want a shortcut you could just use my office's source code... go to www.crystalpm.com/index.jsp?crystalpmid=3555 right click on page and click "view source"... copy and paste HTML code to notepad so you can edit. You will obviously need to change the logo images embedded in the code as well as change all areas in the code containing our office ID and replace it with yours (easy to do using Ctr-F or find).. That would just be for the Intro page, so you would need to repeat those steps for the Demo/Med hx page... Also on the Med hx pages you will have to remap all of the field Id's and take out or add in fields you use..that said it is definitely easier than starting from scratch yourself.. or you could just have CPM take care of it (they would probably recommend that actually, I am just stubborn lol)... If you do choose to edit yourself, you will need to save your final edits in notepad as .html extensions before uploading in CPM... I will also attach .txt files to this post with our source code in case you don't want to go through trouble of copy and pasting source...

Hope that wasn't WAY to much info... Lol

Intro.txt (3.27 KB)
MedHx.txt (32.51 KB)

Last Edit: Apr 7, 2016 10:42:36 GMT -6 by friscoeyeassociates

charliedesmond
Junior Member

Medical office Technology Guru - As if that's possible.

Posts: 59

www.YouTube.com/TheCrystalPM Apr 8, 2016 8:59:35 GMT -6

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Post by charliedesmond on Apr 8, 2016 8:59:35 GMT -6

I really appreciate the response "frisco" and the .txt files - It was very generous of you to offer up your source code - that will safe folks a LOT of work. I was hoping someone from CPM would chime in with a summary of the intended use of the page and how they intended the "flow" to go - IE: Print the link on invoices and/or copy into the Portal - yadda yadda. It's just odd to see the page sitting there with no explanation - I think it is the only one missing in the links above AND I cannot seem to find that same explanation in the videos they offer on youtube. I found a couple that reference the tab but not one (like there is for most of the others) that says "Admin/Website".

erica Global Moderator Posts: 511	www.YouTube.com/TheCrystalPM Apr 8, 2016 9:57:27 GMT -6 Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by erica on Apr 8, 2016 9:57:27 GMT -6 Apr 7, 2016 8:00:38 GMT -6 charliedesmond said: I don't see anything here or on the web for the ADMIN/WEBSITE tab?? I'd like to know all about this. Here you go! Admin Website.pdf (245.81 KB)
	Medical Records & Letters are my fav!

Eric Petecki Guest	www.YouTube.com/TheCrystalPM Aug 1, 2019 13:36:14 GMT -6 Quote Select Post Deselect Post Link to Post Back to Top Post by Eric Petecki on Aug 1, 2019 13:36:14 GMT -6 We are starting to book for 2 doctors working at once. How do I set it up where they would have a split screen schedule? Mean one screen showing appointments for each doctor individually.

friscoeyeassociates
Senior Member

"From one thing, know ten thousand things." Miyamoto Musashi

Posts: 308

www.YouTube.com/TheCrystalPM Aug 1, 2019 16:21:10 GMT -6

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Post by friscoeyeassociates on Aug 1, 2019 16:21:10 GMT -6

When you add the doctors into Crystal as users via Admin>Employees there is an option to select a checkbox "is this employee a provider". Make sure that is checked. Then go to Admin>Schedule and select the new doctor you want added to schedule from the drop down, and add them to the days they are in office on the calendar

angelah2020 New Member Posts: 1	www.YouTube.com/TheCrystalPM May 12, 2020 19:38:08 GMT -6 Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by angelah2020 on May 12, 2020 19:38:08 GMT -6 IS the above list still relevant? We are new to Crystal and tried to scrunch it in too soon. We are taking a step back and getting the staff trained so they feel more comfortable. Thanks

Post by Kraig on Dec 30, 2014 12:12:40 GMT -6

Post by franc on Dec 30, 2014 12:59:42 GMT -6

Post by JacqueL on Mar 24, 2016 8:23:06 GMT -6

Post by charliedesmond on Apr 7, 2016 8:00:38 GMT -6

Post by friscoeyeassociates on Apr 7, 2016 10:40:14 GMT -6

Post by charliedesmond on Apr 8, 2016 8:59:35 GMT -6

Post by erica on Apr 8, 2016 9:57:27 GMT -6

Post by Eric Petecki on Aug 1, 2019 13:36:14 GMT -6

Post by friscoeyeassociates on Aug 1, 2019 16:21:10 GMT -6

Post by angelah2020 on May 12, 2020 19:38:08 GMT -6