The following are the instructions for connecting ICANotes with Kno2! Follow these instructions step-by-step or reach out to ICANotes (ticket@icanotes.com) at any time for one-on-one assistance.

To complete the instructions below, you will be logging into Kno2 and ICANotes.

1. Log into your Kno2 account at https://app.kno2fy.com

2. Select Settings (gear icon) in the upper right hand corner.

3. Select Organization.

4. Scroll all the way down on the Organization tab to API Settings.

a. Select the Create Client Credentials button.

b. A confirmation window will appear.

i. Select the Create Client Credentials button to continue.

c. Store your key and secret in a secure location

i. Select Copy Credentials to copy to the clipboard.

ii. Open a text program (like Word, Notepad, Wordpad, TextEdit) and paste the credentials (these will be needed later).

d. Select the Disabled button so that Enabled will be displayed, indicating that the service account is now enabled.

e. Enter the IP addresses (these are the public IP addresses of the server contacting Kno2).

i. Enter all of the following:

ii. Select Save IP Addresses

License and Application ID for Access to API

1. Select Settings (gear icon).

2. Select Add-Ons.

3. Select the Licenses tab.

4. Select the Enter Additional License button

a. Paste or data enter the previously provided license key from ICANotes into the text box.

5. Select the Add License(s) button.

6. Select the Applications tab.

7. Highlight and copy the App ID listed.

a. On the same text program that was used above, paste the App ID (this will be needed later).

1. Log into ICANotes and navigate to the Chart Room.

2. From the Chart Face, click Settings + Directories.

and choose Group Level Settings & Directories.

3. Select the Integrations tab.

4. Select the Enter Kno2 Settings button and insert the information recorded above (Key, Secret, AppID).

5. It is very important to copy the key, secret and AppID from the text program (from above) and paste into the fields in ICANotes, as this will ensure that every value is correct. Be sure that there are no spaces at the beginning or end of the entered text.

a. Client ID (Key field)

b. Secret

c. App ID

6. Click the OK button.

Navigate to the Security Center and enable a user for Kno2 by clicking Admissions Admin.

NOTE: It is good to have more than one user with this access. A user with this access is the only one that can trigger the API call from Kno2. Once the user (that has Admissions Admin) clicks on Chart Room, all users will be able to see the documents from Kno2.

1. As a Security Administrator and from the Chart Room, click the Settings + Directories drawer.

2. Click the Security Center button and enter your password.

3. Find the user that will be using Kno2 and click the Edit button in that row.

4. Enter the user’s Direct Address email.

5. Click the Save button to save the Direct Address.

1. As a Security Administrator and from the Chart Room, click the Settings + Directories drawer.

2. Navigate to the Group Level Settings & Directories tab.

3. Navigate to the Provider Directory tab.

4. Create a new user or edit an existing one. Add the Direct Address and/or Fax (if you have fax enabled for Kno2).

5. Once the Direct Address has been entered, click the Verify button.

If the address is correct, you will receive this message:

If there is a problem with the address, you will receive this error:

You can always manually mark an address by toggling the checkmark field. You will receive this error:

6. Click the Save button to save the verified Direct Address.