Kno2file™ allows you to specify the file naming convention of downloaded messages using information from the messages. The following fields are available to be included in a Download Profile:
Message From
Message Date
Patient Id
Patient First Name
Patient Middle Name
Patient Last Name
Patient Gender
Patient DOB
Attachment Document Type
Attachment Date
If you do not opt to Use Advance Filename Options, the download profile will utilize existing default file naming.
Below please see the steps to Create New Download Profiles or Update Existing Download Profiles.
Create New Download Profiles
Log in to Kno2 as an Admin.
Navigate to My Intake.
Check the All filter under View.
Check the In Progress filter under Filters.
Click the Show Advanced checkbox above the View section.
Click Add.
Select a To address or enter a From address.
Click Add again if you want to base the Download Profile on more than one address.
Click Create Profile.
Enter a Profile Name.
Enter a Destination Folder.
Select Export type.
Select the checkbox Use Advanced Filename Options.
Select the message information you wish to be included in the file name from the Unused column. The Filename Preview field will show an example of the filename. You may re-order or delete message information in the Selected column to change the filename.
Check the Enabled box.
Click Save Changes.
Example of creating a new Download Profile with Advanced Filename Options.
Update Existing Download Profiles
Log in to Kno2 as an Admin.
Navigate to Settings > Download Profiles.
Click edit (pencil icon) on the Download Profile you wish to update.
Select the checkbox Use Advanced Filename Options.
Select the message information you wish to be included in the file name from the Unused column. The Filename Preview field will show an example of the filename. You may re-order or delete message information in the Selected column to change the filename.
Click Save Changes.
Example of updating an existing Download Profile with Advanced Filename Options.