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PointClickCare - How to use with Kno2
PointClickCare - How to use with Kno2

Take advantage of Kno2's integration with PCC, utilizing real-time patient search and download documents directly to the patient's chart!

Lisa Moore avatar
Written by Lisa Moore
Updated over a year ago

As soon as your Kno2 Administrator has configured the integration, you can begin processing inbound documents from Kno2 directly into PointClickCare (PCC).

The below steps assume you've utilized Triage to complete any necessary document breaking and indexing on a received fax or uploaded batch of documents.

Patient Search and Download to EMR with PCC

  1. Login to PointClickCare when prompted (every 24 hours).

  2. Begin by entering any of the Patient Details, and click the magnifying glass icon. Kno2 will search PCC real-time and return any patients that match your search.

    1. Note: If the patient is no longer active, select the checkbox for Show Inactive Patients to include inactive patients in your results.

  3. Click on the correct patient so that they are highlighted, and click Select to assign their details to the message.

  4. Select a Document Type from the drop-down list for each attachment on your message.

    1. This list is also being pulled real-time from the PCC Misc tab.

  5. Once the patient and attachment details are complete, click Download to EMR (blue cloud icon).

    1. The cloud will turn yellow and a banner will notify you that the message has been marked available for download.

  6. At any time after you have clicked Download to EMR, you may return to My Intake to continue processing additional messages.

  7. Once the download has been completed, the cloud will turn green.

    1. Your documents have been sent to Misc in the patient's chart in PCC.

    2. The status of the message in Kno2 will update to Processed.


  • If Kno2 runs into a problem saving the document to PCC, it will appear back in My Intake as Suspended for your further review.

  • PCC has a technical limit of 5mb limit per document. Please utilize Kno2's Triage feature, as needed, for document breaking.

  • If you don't see the patient or document type you are looking for but your integration is active, please check with your Kno2 administrator to confirm the correct facilities have been integrated with Kno2.

Example of logging into PCC from Kno2.
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