Match transaction to a patient
3 min
overview most laboratory test results and other incoming transactions are matched automatically to the appropriate patient and provider in the event that some of the information used for matching is incorrect or different, they will have to be matched manually detailed steps to match transactions to the appropriate patient or provider, complete the following steps go to organisation / control centre click manage then click manual matches the manual patient matching screen appears if the patient name is italicized, the item needs to be matched to a patient if the provider name is italicized, the item needs to be matched to a provider click an item in the list possible matches for the patient appear in the best guess patients panel match the transaction by doing one of the following drag and drop the transaction on to a patient’s name select a transaction, then select a patient’s name and click assign select a transaction, and then click find to search for a patient a green checkmark appears to the right of the item to indicate a successful match click save matched transactions will disappear from the list and appear in the appropriate patient record and the doctor’s unsigned transactions view