Crystal PM vs TherapyNotes Comparison: Reviews, Features, Pricing & Alternatives in 2026

Detailed side-by-side comparison to help you choose the right solution for your team

Updated Apr 2026 8 min read

Crystal PM

0.0 (0 reviews)

Crystal PM is a comprehensive electronic health records and practice management software designed specifically for optometry practices to streamline clinical workflows, patient billing, and inventory tracking in one platform.

Starting at --
Free Trial NO FREE TRIAL
VS

TherapyNotes

0.0 (0 reviews)

TherapyNotes is a specialized practice management software providing behavioral health professionals with integrated tools for electronic EHR charting, scheduling, billing, and telehealth to streamline mental health clinical workflows.

Starting at $49/mo
Free Trial 30 days

Quick Comparison

Feature Crystal PM TherapyNotes
Website crystalpm.com therapynotes.com
Pricing Model Custom Subscription
Starting Price Custom Pricing $49/month
FREE Trial ✘ No free trial ✓ 30 days free trial
Free Plan ✘ No free plan ✘ No free plan
Product Demo ✓ Request demo here ✓ Request demo here
Deployment saas on-premise desktop cloud
Integrations VSP Eyefinity 4PatientCare Demandforce Solutionreach Weave Apex EDI TriZetto ABB Optical Marco Change Healthcare Waystar CardConnect Google Calendar Microsoft Outlook
Target Users small-business mid-market solopreneur small-business mid-market
Target Industries healthcare healthcare
Customer Count 0 0
Founded Year 2004 2010
Headquarters Austin, USA Horsham, USA

Overview

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Crystal PM

Crystal PM provides a specialized all-in-one solution for your optometry practice, combining electronic health records with robust office management tools. You can move away from paper charts by using customizable exam templates that match your specific clinical workflow. The platform handles everything from the initial patient check-in and automated appointment reminders to complex insurance billing and frame inventory management.

You can manage your entire optical boutique directly within the software, tracking frame stock and processing lab orders without switching systems. It also includes integrated diagnostic equipment interfaces, allowing you to import testing data directly into patient files. Whether you run a solo practice or a multi-location clinic, the software helps you centralize patient data and financial reporting to improve your daily operational efficiency.

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TherapyNotes

TherapyNotes is a dedicated practice management platform built specifically for mental and behavioral health professionals. You can manage your entire clinical workflow from a single dashboard, whether you run a solo practice or a large multi-clinician clinic. The system simplifies the complex nature of mental health documentation by providing specialty-specific note templates for intake, progress, and treatment plans.

You can automate your most time-consuming tasks like insurance claim submissions and appointment reminders. The platform includes a secure patient portal where your clients can digitally sign paperwork, request appointments, and pay their balances. By centralizing your scheduling, notes, and billing, you reduce administrative overhead and can focus more of your energy on providing quality patient care.

Overview

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Crystal PM Features

  • Customizable EHR Templates Design your own exam forms and templates to match your specific charting style and clinical requirements.
  • Optical Inventory Management Track your frames, contact lenses, and accessories in real-time with built-in barcode scanning and automated reordering.
  • Equipment Integration Connect your diagnostic pre-test and lane equipment to automatically import patient data into their digital records.
  • Automated Patient Recalls Send automated text and email reminders to your patients to reduce no-shows and fill your exam schedule.
  • Integrated Billing & Claims Submit insurance claims electronically and track payments directly within the platform to speed up your revenue cycle.
  • Patient Portal Give your patients the ability to fill out intake forms online and view their records through a secure web portal.
  • E-Prescribing Send prescriptions directly to pharmacies and manage medication histories with built-in drug interaction checks.
  • Multi-Location Support Access your data from any office location with centralized database management for growing optometry practices.
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TherapyNotes Features

  • Specialty EHR Notes. Create professional clinical documents quickly with templates designed specifically for mental health intake, progress, and termination notes.
  • Integrated Scheduling. Manage your calendar with ease and send automatic text, phone, or email reminders to your clients to reduce no-shows.
  • Electronic Billing. Submit insurance claims electronically with one click and track your ERAs and payments directly within the platform.
  • Secure Patient Portal. Give your clients a professional way to share documents, sign intake forms, and pay their bills online securely.
  • HIPAA-Compliant Telehealth. Conduct secure video therapy sessions directly through your browser without requiring your clients to download extra software.
  • Credit Card Processing. Accept all major credit cards at competitive rates and store payment methods securely for future client sessions.

Pricing Comparison

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Crystal PM Pricing

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TherapyNotes Pricing

Solo
$49
  • For 1 user/clinician
  • Unlimited patients and notes
  • HIPAA-compliant EHR
  • Appointment reminders
  • Credit card processing
  • Unlimited phone and email support

Pros & Cons

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Crystal PM

Pros

  • Highly customizable templates adapt to any workflow
  • Excellent integration with a wide range of diagnostic equipment
  • Comprehensive all-in-one functionality for clinical and retail
  • Reliable customer support with deep optometry expertise
  • Strong reporting tools for tracking practice growth

Cons

  • Interface feels dated compared to modern web apps
  • Initial setup and customization requires significant time
  • Steep learning curve for staff members
  • Occasional lag when running on older local servers
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TherapyNotes

Pros

  • Highly intuitive interface designed for mental health workflows
  • Exceptional live phone support available for all users
  • Robust note templates that ensure clinical compliance
  • Reliable electronic insurance claim and ERA integration

Cons

  • Mobile experience is web-based rather than a native app
  • Limited customization options for specific clinical forms
  • Telehealth features may require additional fees for some users
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