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Accessing PatientFi Sales Reports on Business Insights Dashboard

This guide provides a step-by-step approach to efficiently access PatientFi Sales Reports through the Business Insights Dashboard.

Updated this week

Web 💻

1. Log in to AR on the web

2. Select the "Business Insights" tab.

3. Click the "Sales Reports" section.

4. Select the "Sales Summary" report.

5. Now you can see the PatientFi transactions under the "Payment Method Net Report" section.

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