With so many different technologies being used by healthcare organizations, it can be difficult to securely keep track of all your login credentials. To help our PointClickCare users address this problem, Kno2 is now offering Sign in with PCC to help you and your staff reduce the number of login credentials that must be managed, and allowing you to sign into Kno2 via your PCC username and password.
Enabling this functionality is quick and easy! By following the steps outlined below, you can ensure that the PCC users who need access to your Kno2 account can get logged in, and have the necessary permissions to manage inbound messages.
Request Sign in Option with PointClickCare
Before any steps can be configured, you must request the Sign in with PCC capabilities from PointClickCare. To do this, follow these steps:
Log into PointClickCare.
Do one of the following:
Single facility: Home > Marketplace > Manage Integrations
Multi-facility: Management Console > Home > Manage Integrations
Click Activation Request.
Enter your organization details and select the “Kno2fy - Advanced (PCC Login)” option from the Application drop-down.
Click Submit.
This process can take several days to be approved and activated, so should be done prior to completing the steps listed below!
Add your Identity Provider
Once your activation request has been activated by PointClickCare, the first step to enabling this workflow is to specify your identity provider, and the users who should have these SSO capabilities.
Click on the Settings icon in the upper right of your screen, and then Identity Providers:
Click on the “+” button in the upper right of your screen and add the name of the Admin Setup User (your PCC username excluding the org code):
*Allow SSO Bypass:
Allows existing users to retain sign in with email and password after configuration of the "Kno2fy - Advanced (PCC Login)" integration.
If users do not have a PointClickCare login and need access, you may configure users with email login and kno2 specific password. (Users | Kno2® Knowledge Base)
In the Admin Setup User section, add in the username(s) of those people who should have SSO capabilities as they appear with your Identity Provider.
Note: in this case it will be their PCC usernames.
Also, if you have a large list of users to be added, you can type them out in a comma-separated format (e.g. user1, user2, user 3 etc) and then copy and paste them into this box.
Click Save. You will now notice a blue Sign in with PointClickCare button appears on your screen – click on this to enter your PCC credentials and enable the workflow for your account.
Please ensure that the username appearing in your drop-down (just above the Sign in with PointClickCare button) is yours before clicking.
This will take you to the PointClickCare login screen to enter your credentials and drop you back into your Kno2 account once successful.
You will be able to tell that the account is connected because the Org Uuid will now be visible on that screen if successful.
At this time, you are ready to log in with your PCC credentials, and this must be completed before you configure your integration. Navigate to your profile in the top right corner and proceed to sign out.
Sign In To Kno2 with PCC Credentials
To sign into Kno2 using your PCC credentials moving forward, you should use and consider bookmarking the following URL:
Opening this URL should bring up the PCC login screen. Once you enter those credentials, it will sign you into your Kno2 account. This URL can also be shared with the other users you previously added for them to get logged in.
Once authenticated through your PCC credentials, navigate back to the Settings icon in the upper right of your screen, and then Identity Providers as we did to start. Click Setup PointClickcare Integration; a success message will be displayed. The integration will be created under Settings > API in a Disabled state. To Enable the integration, sign into Kno2 using your PCC credentials following the steps below.
Now navigate to Settings > APi and click the power button to enable the integration.
Click Edit (pencil icon); the Edit Integration modal will open.
Click Edit integration properties.
Click in the Filtered Facilities field and choose the facilities you wish to integrate with Kno2.
The check box for Include Current Patients is selected by default; you may also check the box to Include New Patients, if desired.
Select a Date Range for Discharged Patients to specify the range of discharge dates included when searching for inactive patients.
Note: Setting a value larger than 6 months could result in slower patient search times when the Show Inactive Patients checkbox is selected in the Patient Search modal.
Select Save; the Edit Integration modal will close.
The integration is now ready for use by all users in your Kno2 instance!
Creating Users in Kno2
Navigate to Settings > Users or Settings > Network Users.
Select the “+” sign located in the upper right-hand corner.
The create user setup window opens.
Select the PointClickCare radio button.
User Name: Enter the PCC username of the user without including the org code. If the org code is included, login attempts will fail with an error message
This will be the email used to receive the account invitation email and Kno2 notifications.
Note: If the user field is flagged red:
Confirm the username is valid.
Ensure the user does not have an existing account that needs to be re-enabled.
First Name, Last Name: Enter the first and last name of the user.
Primary Job Function: Select the primary job function of the user you are creating.
Note: This is internal only and does not have to be an exact match.
Email Address: The email address of the user.
Administrator: Checking this allows the user to configure organization Settings and see all message activity.
Send Permissions: Select one or more Kno2 addresses to grant the user Send Permissions to send messages on behalf of your organization.
When sending a message, the user will make a selection from a list of these addresses for the From field.
Click 'Add all' if they should be able to send from all addresses/fax numbers.
Intake Rules: Select one or more Rules to grant the user access to receive faxes and Direct messages.
Click 'Add all' if they should be able to view all inbound faxes and Direct messages.
Select Save Changes and the user will appear in the list below in alphabetical order.
Continue steps 1-10 above for each additional user.
Using Sign In with PCC
To sign into Kno2 using your PCC credentials moving forward, you should use and consider bookmarking the following URL:
Opening this URL should bring up the PCC login screen. Once you enter those credentials, it will sign you into your Kno2 account. This URL can also be shared with the other users you previously added for them to get logged in.
User Permissions
Once you set up your Sign in with PCC functionality on your account, your user profile will exist in the account as an Administrator. Any of the other users whose usernames you included during configuration will be created as a User upon their first sign in using PCC credentials.
To give Administrator rights to any User on your account, click Settings > Users, and click on the pencil icon the right of the username to edit. From the modal that pops up you should be able to check the Administrator box to update their profile.
Configure these users to manage inbound messages
To ensure that each new user on the account can see any documents that are received and process them, you will also want to add them to your existing Intake Rules. If a user on your account has not been assigned to an intake rule, they will not see any received messages in the My Intake section of the Kno2 account.
To do this, click on Settings > Intake Rules. Click on a Message Rule that the user should have permissions for and hit the Edit button
Click in the Assign To box to select users to add to the Intake Rule, and then click the blue save button in the upper right.
