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Crystal EHR Integration Configuration

Setting up the Crystal EHR Integration

Stacy Lane avatar
Written by Stacy Lane
Updated over 4 months ago

The CrystalPM Team can assist you with configuration of your CrystalPM/Kno2 integration. You may reach CrystalPM Support at (800) 308-7169 Ext. 1 to schedule your integration setup.

Integration Setup Prerequisites

  • Your Kno2 account must be active.

  • Your fax number must be active.

  • You must have your Kno2 license key (provided via email from Kno2 upon account activation).

Self-Service Resources

The following self-serve resources will walk you through setup once your Kno2 account and fax number are active:

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