This guide is intended for Kno2 administrators configuring the Docusign Send and eSign integration. Please review the Prerequisites and High-Level Walkthrough below prior to configuration.
Prerequisites
Prerequisites
Integrated EHR: Your EHR must be integrated with the Kno2 Capabilities API – Kno2 Send and eSign.
Completed Order: An order for Kno2 Send and eSign must be received by the Kno2 team from your EHR or via stand-alone quote.
Active Kno2 Account: Your Kno2 account must be fully activated.
Docusign Account: Required for use of Kno2 Send and eSign envelopes.
A Kno2-issued Docusign account will be created and setup automatically by Kno2 upon submission of an order.
If you have an existing Docusign account, the onboarding process may be impacted. To avoid onboarding delays:
Please inform Kno2 if you or your organization have a Docusign account.
Kno2 Docusign accounts may be subject to requirements of the existing Docusign account.
Dedicated "From" Email Address: An email address used during the configuration of the Docusign integration, which will appear as the “From” address when sending Docusign envelopes.
Log in to your current email provider.
Follow your email provider's instructions adding a new email address or alias.
If you are unsure of how to do this, work with your IT support team.
Use this new email or alias in your Kno2-issued Docusign account as the Docusign sender account as outlined in the instructions below.
This email address will be used for display purposes on outgoing signature requests and should reflect desired external branding.
High-Level Walkthrough
High-Level Walkthrough
Step 1: Docusign Activation Email and Account Setup
Description: The customer administrator included in the order will receive an activation email for the Kno2-issued Docusign account. The email will be from Docusign.
Actions Required: The email recipient must complete the setup process for the Kno2-issued Docusign account by following the instructions provided in the Configuration Walkthrough detailed below.
Step 2: Kno2 Configuration Instructions
Description: A customer administrator will follow instructions for configuring their Kno2 tenant with the correct settings for Kno2 Send and eSign.
Actions Required: Follow the instructions provided in the Configuration Walkthrough detailed below to configure the necessary settings.
Step 3: Kno2 Send and eSign Training and Go Live!
Description: An administrator or end user will receive training on how to use Kno2 Send and eSign from an integrated EHR’s team to assist and participate in ‘go live’ planning!
Actions Required: Participate in the provided training sessions to understand how to use the system effectively.
Configuration Walkthrough
If you or your organization already use Docusign or has a Docusign account, inform the Kno2 team in advance. Kno2 Docusign accounts may be subject to requirements of your existing Docusign account
Step 1: Kno2-issued Docusign account activation and configuration
Activate your new Kno2-issued Docusign account
Log out of any existing Docusign accounts in your default browser and open the automated email received from the Kno2-issued Docusign account.
Click Activate.
Create a password and security questions following the instructions.
Click LOG IN.
Once logged in, you will be taken to the Docusign homepage.
Your Docusign account is now activated with a username and password for managing the Kno2-issued Docusign account.
This login is for the Kno2 administrator included in the order. They may add additional users or administrators to the Docusign account if desired.
Configure your new Kno2-issued Docusign account
Create a new Docusign user within the Kno2-issued Docusign account following these steps:
Click Admin at the top of the page.
Click Users on the left side of the page.
Click Add User.
Follow the Add User instructions on the page:
Enter Email Address
Recommended: Use the email address created in Prerequisites item 5.
The username and email address are used for display purposes on outgoing signature requests and should reflect desired external branding.
If you intend to use the same email address across multiple Docusign accounts, the username must be the same across all accounts.
If you want a different username to appear, Docusign requires a unique email address.
Click Next.
Enter Profile Information
Enter a Full Name.
Kno2 recommends it reflects the organization's external branding, such as the organization's name, as this is what shows up on the email that is sent out.
No other fields need to be completed.
Click Next.
Set Security Settings
Leave Access Code blank.
Click Next.
Permission Profile and Groups
Select DS Sender from the Permission Profile dropdown.
Click Add User.
Once added, an activation email will be sent to the user.
Login to your email and click the Activate button in the Docusign activation email.
Set a password for the new user account.
This username and password will be used in the next step to configure the Kno2fy tenant to be used for Kno2 Send and eSign.
Step 2: Kno2fy tenant configuration for Kno2 Send and eSign
Add an Address
Log in to your Kno2fy tenant as an administrator (https://app.kno2fy.com/).
Click the Settings gear in the top right corner.
Click Addresses under Document Sources.
Click the + button in the top-right corner.
Complete the Create Address form.
Address Type
Select Organization.
Nickname
This is a name to remind you of the use of the address, e.g., "Signed Docusign Documents".
Address
This is the prefix of the address that will be used to receive the signed and completed documents from Kno2 Send and eSign.
Example Address: Docusign = Docusign@abc-clinic.direct.kno2fy.com
Domain
This will automatically populate and is read-only.
Send Permission(s)
Leave blank. This address will only be used for receiving signed documents programmatically. No users need to be added to the send permissions.
Click Save Changes to save the address.
We do not recommend giving send permissions to any users as this is strictly for receiving signed documents through Kno2 Send and eSign.
Configure Integration
Log in to your Kno2fy tenant as an administrator (https://app.kno2fy.com/).
Click the Settings gear in the top right corner.
Click API under Settings.
Click the + in the integrations table to add a new integration.
Select Docusign API in the Add Integration modal.
Check the box Allow Kno2 and connected applications to use this account.
Ensure you are signed out of any current Docusign tabs. Click Sign in with Docusign.
A new tab will open; log in to Docusign in the new tab using the non-administrator user added to the Kno2-issued Docusign Account created in Step 1.
This is the email account that will be used to send requests for signature from Docusign.
Click Allow Access when prompted after entering email and password. After this, you will be redirected back to the Kno2fy tenant API settings.
Click the Pencil icon to continue configuration.
Select your Docusign account in the Account dropdown.
Select the Receive Address created in Setup Kno2 Send and eSign Receive Address section above in Step 3.
Click Save.
Click the Activate icon to turn on the Kno2 Send and eSign capabilities to complete the process.
The icon will change from red to green when activated.
Click here to view additional information about integration settings.
Click here to view additional information about integration settings.
Automatically retry Failed Connect Notifications
Check this box to automatically retry Failed Connect Notifications.
Error Notifications
When checked, organization administrators will receive an email upon failure.
Enable Get Signatures in UI
Check this box to enable Get Signatures in the Kno2fy UI.
Allow SMS Notifications
Check this box to enable the ability to send SMS Notifications to Docusign Envelope recipients. This requires a Docusign account with SMS Delivery available; please contact your Docusign representative before enabling.
Create Intake Message for Declined/Cancelled
Sends a message to My Intake when an envelope is declined/cancelled.
Attach Unsigned Documents with Declined/Cancelled
Only applicable when Create Intake Message for Declined/Cancelled is selected.
Enable for Direct
Check this box to enable the ability to receive a Direct message to a specified address to initiate a Docusign Envelope.
Document Custom Fields
Check this box to send patient demographics with the following labels as document custom fields on your envelope.
Envelope Custom Fields
Check this box to send patient demographics with the following labels as envelope custom fields.
Once either option is selected, expand the caret that appears by Patient Demographics to access Patient Demographic fields and enter the desired labels:
FirstName |
|
MiddleName |
|
LastName |
|
NameBlock |
|
DOB |
|
Gender |
|
PatientId |
|
PatientIdRoot |
|
AddressBlock |
|
Address1 |
|
Address2 |
|
City |
|
State |
|
Zip |
|
Phone |
|
| |
VisitId |
|
VisitDate |
|
Use Document Custom Fields
Identifies Document Type by "Tab Status" and ignores Filename Conventions.
Ignore Supplemental Documents
Ignores "Supplemental" Documents and does not add them to the Kno2 Message.
Auto Process
Check to automatically process completed Docusign documents to your Connected integration.
Begin using Kno2 Send and eSign to start requesting provider signatures with ease!