---
title: Match transaction to a provider
slug: portal-sub/match-transaction-to-a-provider
docTags: 
createdAt: 2026-03-04T12:03:22.730Z
---

To match a transaction to a provider, complete the following steps:

::::WorkflowBlock
:::WorkflowBlockItem
Go to **Organisation**/**Control Centre**.
:::

:::WorkflowBlockItem
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.

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:::

:::WorkflowBlockItem
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.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XLmCWT9oU7qJCk3O_apNM_oacjm5-va5-egcel2irmlnkn10oyviablw.png)

- Select a transaction and then select a provider’s name and click **Assign**.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6WVXX7Lgkpe8OzTCXfG71_faa2zm38qewg4gc3xvym62lcxgevjtjba.png)

- Select a transaction and then click the **Other** field to search for a provider not in the list.
:::

:::WorkflowBlockItem
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.

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