Patient Recall & Gap Closure for Optometry Practice Managers with Crystal PM
The Problem
Overdue patients for Optometry follow-ups and preventive care fall off RevolutionEHR work lists — and each lost patient is a lifetime-value problem, not just a missed visit.
What We Build in Crystal PM
AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running Crystal PM — uses the native API or agent integration so nothing leaves the system of record.
Crystal PM Integration Approach
Audit your Crystal PM configuration
We map the specific Crystal PM objects, custom fields, and workflows the automation needs to touch for your optometry practice.
Build on the Crystal PM API or agent
Integration happens inside Crystal PM — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Crystal PM with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Crystal PM instance
30-minute call. We'll look at your actual Crystal PM setup and show exactly how this workflow fits.