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Home / Integrations / Crystal PM
PMS Integration

FrontDesk + Crystal PM: AI Reception for Independent Optometry

Crystal PM is trusted by independent optometry practices nationwide. FrontDesk adds the AI receptionist that handles exam booking, contact lens reorders, and recall — fully synced to Crystal.

FD
Connected · Real-time sync active
Integration Overview

How FrontDesk Works with Crystal PM

FrontDesk integrates with Crystal PM to handle phone calls and book optometry appointments for independent practices.

Feature Compatibility

What's Supported

Feature
Status
Details
Appointment Sync
Sync with Crystal PM scheduler
Patient Lookup
Lookup patients by name, phone, DOB
Real-Time Availability
Live OD and exam room availability
Insurance Verification
Read vision/medical insurance; new plans flagged
Automated Reminders
Annual exam recall and CL reorder reminders
Two-Way Data Sync
Bi-directional sync
Custom Fields Mapping
Map custom Crystal PM fields
Multi-Location Support
Multi-location supported
Quick Setup

Connect Crystal PM in 4 Easy Steps

1

Connect Crystal PM

Install FrontDesk connector and authorize.

2

Import Setup

Pulls in ODs, exam rooms, and equipment.

3

Configure Workflows

Set exam booking, CL reorder, and recall rules.

4

Go Live

Route calls to FrontDesk for Crystal integration.

Benefits

Why Crystal PM + FrontDesk

Vision + Medical Insurance

Captures the right insurance for each visit type.

CL Reorders by Voice

Reorder contacts by phone using Crystal Rx data.

Annual Exam Recall

Auto-call patients due for annual exams.

Equipment Aware

Books OCT, dilation, and special exams correctly.

Crystal PM has been our backbone for 12 years. FrontDesk added 24/7 phone coverage without changing anything else.
Dr. Karen Lopez, OD
Lopez Family Eye Care · Tucson, AZ
Frequently Asked Questions

Crystal PM Integration FAQ

Yes — verifies Rx in Crystal and processes reorders by voice.

VSP, EyeMed, Davis, Spectera, and others.

Yes.

Under 30 minutes.

Yes.

Ready to connect Crystal PM?

Start your free trial and integrate Crystal PM with FrontDesk in minutes.

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