Save or Print is the default setting for Kno2 organizations. To personalize these options for your organization, navigate to Settings > Intake Download and select the Save or Print radio button.
Complete the setup according to steps below.
Download Options
These include the file format options available within Kno2 for download of a Kno2 Direct message, or fax, and each attachment.
XDS-SD/CDA – The XDS-SD/CDA download option is used for integration with EMRs that are able to automatically import documents formatted in the XDS-SD or CDA structure. If your EMR has been certified for Meaningful Use Stage 1 or higher, it is likely your EMR is able to handle this format. Please confirm with your EMR vendor.
Standard Download – The Standard option is used for download of a Kno2 message, Direct message, or fax, and the associated attachments to a standardized folder/file structure either to PDF or in the native format received. Upon selection of Standard Download, you will then select the option to download in a Patient Folder structure or to a single network share.
Enable Download From Browser – Download from Browser allows users to download attachments as PDFs without installing any Kno2 programs.
File Location Options
You can save attachments to a Patient folder or a Single Directory.
The Patient Folder option downloads to a Patient Folder (named with patient name, patient ID, DOB and patient gender) with the Kno2 or Direct message, or fax, and attachments stored underneath in a standardized file naming method (by Document Type and Document Date) for long term storage or for import into an external system, such as an EMR.
Attachment saved to a Patient Folder
By selecting the Enable Visit Directory, a subdirectory is created underneath the Patient Folder for each Visit or Date of Service. The Kno2 or Direct message, or fax, and associated attachments are then filed under the appropriate Visit Date folder.
Attachments saved to a Patient Folder Visit Directory
The Single Directory option downloads to a single network folder for all Kno2 or Direct messages, or faxes, for all patients and the associated attachments. Each file is named with the appropriate patient and document type information for import into an external system, such as an EMR.
Attachment saved to a Single Directory
Network Location
By default, upon first download of an attachment, a Kno2 folder will be created in the C drive if no other location has been designated.
Directory - Enter the network path where the files should be downloaded. Please ensure all Kno2 users have appropriate access to read and write files.
Non-Patient Directory - Optional - Select the checkbox to enable download to a non-patient level folder. This feature allows for download of non-patient fax messages, uploaded batches or triaged messages where there would be no indexing to a patient record. These downloads will not require entry of patient or document details. Enter the network path where the non-patient files should be downloaded. Please ensure all Kno2 users have appropriate access to read and write files.
Attachment saved to a Non-Patient Directory
File Format Options
You can have files downloaded in the original format that they were received in by selecting Keep Original, or you may convert everything to PDF by selecting Convert to PDF.
Print Options
Printing From Browser allows users to quickly print to any printer, including print to PDF, without installing a Kno2 program. Check the box if you would like your users to have this option.
Save Changes
When you are satisfied with your selections, click Save Changes to save the Intake Download Configuration.
