---
title: Match transaction to a patient
slug: portal-sub/match-transaction-to-a-patient
docTags: 
createdAt: 2026-03-04T12:03:22.726Z
---

# 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.

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Click an item in the list.

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Possible matches for the patient appear in the **Best Guess Patients **panel.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/m1_MglqfEFo7Rc7zBN14Y_8ewbosd8bvn3osniiuorsrvvs6ualmgca.png)

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.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/w_qlZR4-GZSbOwCo6svob_hmh2vf3o1tev556bggpj1nsnjzskia67g.png)

Click **Save**. 

Matched transactions will disappear from the list and appear in the appropriate patient record and the doctor’s **Unsigned Transactions **view.

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