To send a fax or Direct message from your computer desktop, install and login to Desktop. Click here for a video tutorial.
Print to Desktop
With Desktop installed, you can send documents directly from any application that supports printing — no need to save and upload separately. Simply print to your Kno2 Connected™ app as you would any other printer, and Desktop will open a message draft with your document already attached.
Before you begin: Your Windows machine must have the Microsoft Print to PDF driver enabled. See System Requirements in the Desktop article if this has not been set up yet.
Open the document you want to send (from your EHR or any other application).
Select Print.
Choose your Kno2 Connected™ app from the printer list.
Desktop will open with a message draft and your document already attached. Follow the steps in Send a Fax or Send a Direct Message below to complete your release.
Send a Fax
Export, print using the Print to Desktop method (see above), or drag and drop a document to Desktop or the Release Folder of your choice.
Repeat step 1 until all documents for the patient are selected.
Upon addition of the initial document, Desktop starts a message draft for you.
The Desktop window is brought to the front of your applications.
Select a Type from the drop-down list. Your organization’s custom release types will appear first in the list. The release type acts like your subject line.
Select a 'To' and 'From' fax number if not already filled by the release type.
To complete your audit trail and provide detail for the recipient, you will need to add a First Name, Last Name, Date of Birth, and Gender.
If you use an integrated EHR, you may use Patient Search to pull the details from the patient's chart.
If you have added a C-CDA document, the patient’s name, DOB and gender will automatically populate.
Check the Include Patient Details box to include Patient Details if you want those details to be sent with the message.
Once this box is checked, it will remain checked for subsequent messages until deselected by the user.
Add any comments you wish to include in your message to the recipient.
Select Send Release.
If your organization utilizes Track the Fax, select Track Fax Responses (barcode) to include a barcode with the fax if desired.
Confirm all details are correct; select Send and Close.
Send a Direct Message
Export, print using the Print to Desktop method (see above), or drag and drop a document to Desktop or the Release Folder of your choice.
Repeat step 1 until all documents for the patient are selected.
Upon addition of the initial document, Desktop starts a message draft for you.
The Desktop window is brought to the front of your applications.
Select a Type from the drop-down list. Your organization’s custom release types will appear first in the list. The release type acts like your subject line.
Select a 'To' and 'From' address if not already filled by the release type.
If the recipient address is unknown, the Directory lookup on the right end of the field can be used to search for and select a Direct address.
To complete your audit trail and provide detail for the recipient, you will need to add a First Name, Last Name, Date of Birth, and Gender.
If you use an integrated EHR, you may use Patient Search to pull the details from the patient's chart.
If you have added a C-CDA document, the patient’s name, DOB and gender will automatically populate.
The other fields are optional, however, we highly recommend including a Patient ID when sending Direct messages, as many recipients require that field to be completed. If you do not use patient IDs, you can include a filler ID such as 123 or ABC.
Each Direct message attachment must be classified with a Document type.
Check the Include Patient Details box to include Patient Details if you want those details to be sent with the message.
Once this box is checked, it will remain checked for subsequent messages until deselected by the user.
Add any comments you wish to include in your message to the recipient.
Select Send Release.
Confirm all details are correct; select Send and Close.
Confirm Message Status
You may confirm the status of the message delivery by signing in to your Kno2 Connected™ app, navigating to Release, and locating your message and status of the message on the Released grid.
Note: In order for Desktop to monitor the release folders, you must be logged in. If you have restarted or shut down your computer for some reason, you will need to log back in to Desktop. Any incomplete messages remain in the queue for you to finish.