Match transaction to a provider

to match a transaction to a provider, complete the following steps go to organisation / control centre click manage , then click manual matches the manual matches 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 match the transaction to the provider by doing one of the following drag and drop the transaction to the provider's name in the lower right corner of the screen select a transaction and then select a provider’s name and click assign select a transaction and then click the other field to search for a provider not in the list click save changes the transaction is removed from the manual matches screen and moved to the appropriate patient record and the doctor’s unsigned transactions view