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A Seamless EHR Transition Without The Headache

Switching practice management & EHR systems is a big decision. With your switch to Crystal you’ll get a specialized, in-house migration workflow that is reliable and fully supported by our team of experts.

With thousands of successful transitions behind us, we make sure your data transfers seamlessly and your team is set up for success from the start.

A Proven Path to a Smooth Transition Starts with Data Migration

Our in-house team uses specialized mapping tools to accurately transfer your data and lay the foundation for a seamless setup in Crystal PM.

Data Accuracy

Our advanced tools and highly trained staff ensure the preservation and accuracy of all your patient data. We understand the importance of every data point, and we're dedicated to handling each with utmost care.

Intelligent Data
Mapping

Our mapping techniques align data fields, minimizing manual input and ensuring that the data is readily accessible and easily interpretable in Crystal. This means your new system feels immediately familiar and useful from the first login.

Built to Fit How
You Work

Crystal’s customization tools make it easy to model your existing workflows while improving the areas that need more efficiency. Our team works with you to recreate what already works and enhance what does not.

From First Meeting to Go-Live, We’re With You Every Step

  • Discovery Consultation

    We start by understanding your current software, data structure, and workflow priorities to ensure a smooth transition from the start.
  • Data Sample Preview

    We securely extract a sample and match data fields from your existing system so you can preview how it will appear and function inside Crystal PM.
  • Data Validation

    Together, we review your sample data in Crystal to confirm accuracy and alignment before the final migration takes place.
  • Training & Support

    We’ll guide your team through set up and workflow optimization so everyone feels confident using the new system.

We’ve evaluated other EHR and practice management systems over the years, but Crystal PM consistently stands out. The balance of power, customization, and support makes it the most versatile system we’ve worked with. Their team is responsive and genuinely committed to helping practices succeed.

Dr. Thanh Mai, OD
Insight Vision Center

Frequently asked questions

Is there a cost to data migration?

There is a one time data migration fee that varies based on the software you’re transitioning from. This ensures a smooth, secure transfer of your existing data so you can get up and running quickly without losing valuable information.

Not at all. No matter what system you’re coming from, our dedicated data migration team will handle the transition seamlessly. We make sure your data is transferred securely and accurately so you can start using Crystal PM with confidence.

Most data migrations can be completed within 6 to 24 hours, depending on the software you’re transitioning from. Our team works efficiently to minimize downtime so you can start using Crystal PM as quickly as possible.

Our team ensures your staff is set up for success through customized training tailored to your practice and each area of Crystal PM. And, we’ll record training sessions for easy future reference for new hires or anyone needing a refresh of the system. Your team will also have access to the built-in knowledge base for quick answers and ongoing learning.

Our dedicated support team is here for you long after onboarding. Whether it’s a technical issue or general question, we’ve got you covered. You can reach our team via phone, email, or live chat ensuring help is just a click or call away.

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