> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://helpdesk.seeyoudoc.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How do I manage patient's triage (MC Portal)?


### Step 1

Once you have access to the **SeeYouDoc Clinic (MC) Portal**.

Go to the clinic portal by clicking the four boxes icon on the upper right corner of the screen beside the profile icon.

Then, click **"Clinic Portal"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1ll86m2.png)

### Step 2

Choose and click the **clinic** that has patients on triage.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_14z42n0.png)

### Step 3

Scroll down and click **Triage**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_11w0x83.png)

### Step 4

Click a **pending patient triage**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_b5wrzn.png)

### Step 5

You will be presented with 2 options:

**Void**
**Refer to a clinic**

Choose whichever applies to the patient.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1eqb3rr.png)

You may void the triage if you think a patient no longer needs your clinic's services or if their concern is out of your capacity.

**To void a patient triage:**

Click **"Void"**.

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

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1d1z4j9.png)

If you will accept a patient triage, you may now refer them to your clinic or another under the same facility.

Click **"Refer to a clinic"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_npu4ag.png)

Select **clinic**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1wz41qg.png)

Select **category**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1kv36h8.png)

Select **priority**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1mb5grr.png)

Enter **note** (Optional).

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ur8pau.png)

Click **"Save"**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1abj1eg.png)

Upon clicking save, you will see **"You have successfully created the referral"** on the upper right corner of the screen.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_15o3td3.png)

Upon referral from triage to clinic, the triage will be marked as **completed** and will be moved to **outward referrals**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1f9jzoz.png)

Outward referrals will be marked as **"completed"** once the **receiving clinic or facility takes action on the referral**.

![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1fov9wy.png)