This guide provides a straightforward method to access and analyze PatientFi sales data within the Aesthetic Record platform. By following the steps outlined, users can efficiently navigate to the Sales Summary Report, enabling them to gain valuable insights into their business performance
1. Inside of the web based control center, select the "Business Insights" tab.
2. Select the "Sales" tab on the left hand side.
3. Click "Sales Summary". This opens up the Sales Summary Report which is often run at the end of every business day.
4. You have the ability to adjust the timeframe you want to see the report for.
5. In the bottom right hand corner, you can see PatientFi under the "Payment Method Net Report".
