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# How do I manage inward referrals (MC Portal)?


### Step 1

If your clinic has received a patient referral from a facility or another clinic, you can expect to see it on the **Inward** tab under the **Referrals** section.

Go to your clinic portal, and scroll down until you see **"Inward"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1traou5.png)

### Step 2

Choose any referrals from the list with an **"Active"** status.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1a739d4.png)

### Step 3

You will be presented with 4 options:

**Void**
**Assign back to facility**
**Assign to a different clinic**
**Create appointment**

Choose whichever applies to the patient referral.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_19asycg.png)

You may void a patient referral if your clinic can't accommodate the patient.

**To void a patient triage:**

Click **"Void"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_161t39z.png)

A void referral modal asking if you are sure you want to void this referral will pop-up.

Click the **final "Void"** button.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_z73oan.png)

You may also return the referral to the facility by clicking **"Assign back to facility"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_139xoyh.png)

If available, another option for inward patient referrals that cannot be accommodated is to **assign the referral to another clinic under your organization**.

Click **"Assign to a different clinic"**.

Select the **clinic** you wish to refer the patient to.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_18ichu2.png)

Enter **note**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1rgjut0.png)

Click **"Save"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1ksopb1.png)

If you have already reviewed the details and can accommodate a patient inwards referral, you may proceed to **creating an appointment**.

Click **"Create Appointment"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1j035kg.png)

Select **doctor**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_c2mfw7.png)

Select **"Service"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_khnxtm.png)

Select appointment **date and time**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_lpbrvo.png)

Enter the **chief complaint** of the patient.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1gz09yy.png)

Click **"Save"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_19wz5p7.png)

An **appointment** will now be created between the doctor and the patient.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_tdmlyf.png)