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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 over 2 months ago

For all transactions using Galderma products, a 0% processing rate is available.
Disclaimer: To qualify for waived fees, practices must have a Galderma buy-in to unlock savings for one full year and use the ASPIRE x Aesthetic Record integration.

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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