Surgical Case Scheduling for Optometry Practice Managers with Crystal PM
The Problem
Booking a Optometry case means coordinating surgeon, facility, anesthesia, equipment, and PA — one missing piece delays the patient by weeks.
What We Build in Crystal PM
AI orchestrates the booking across RevolutionEHR and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. 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.