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What is available in the Dashboard?
What is available in the Dashboard?

Manage your organization with Quick Action Buttons and export activity reports for Meaningful Use attestation.

Stacy Lane avatar
Written by Stacy Lane
Updated over a year ago

The Kno2 Dashboard provides the administrator with an overview of their organization's activity, giving them an opportunity to identify and implement easy document workflow improvements. When the administrator logs in, the Dashboard will be the default view. The dashboard automatically refreshes every 5 minutes.

Quick Action Buttons

The Quick Action Buttons displayed on the top of the dashboard provide you with a snapshot of getting your instance configured and then optimized for sending and receiving of patient documentation, allowing you to centralize all document exchange in your organization. In addition, once you have configured your instance, the Get Started Quick Action Button will switch to New Features and Updates, providing you up-to-date information on the latest features and updates released in the Kno2 product!

Get Started Quick Action Button

The Get Started Quick Action Button walks you through the required steps to configure your Kno2 instance. Check each item off of the list as you work your way through the setup. Once all items have been checked, the Setup complete button will be activated. Select the Getting started checklist link below the button to access this list

Receive Quick Action Button

The Receive Quick Action Button walks you through the available Kno2 document sources that can be configured in your instance for centralizing the receipt of patient documentation into Kno2 Intake. Each section expands to provide ways to leverage Kno2 to optimize receiving. Select the Optimize receiving link below the button to access this page.

Send Quick Action Button

The Send Quick Action Button walks you through the available Kno2 send methods that can be configured in your instance for centralizing the sending and release of patient documentation from your Kno2 instance. Each section expands to provide ways to leverage Kno2 to optimize release. Select the Optimize sending link below the button to access this page.

Build Your Network Quick Action Button

The Build Your Network Quick Action Button gives you immediate access to sending a Kno2 invitation to other providers and organizations with whom you frequently exchange patient documentation. Invite them to sign up for Kno2 and start exchanging with them electronically and securely! Select the Send an invite link below the button to access this form.


Message Statistics

Message Statistics show the administrator a summary of all of the sent, received and failed Kno2 messages, from any activated Document Source, for your organization within the last 14 days. Statistics show:

  1. Total Number of Messages Sent

  2. Average Message Size

  3. Number of Attachments

  4. Total Number of Message Failures

NOTE: All message events related to messages sent and received by your organization can also be found under Notifications on the Message Events tab.


Recent Activity

Recent Activity includes a listing of all of your recent Release activity and the status of each Release. This includes all Kno2 activity across all users of your organization within the last 24 hours and provides “at a glance” detail of the date, subject, and the To and From addresses or fax numbers. The status column displays a message status of sending, delivered, forwarded, replied, received, failed if there was a message failure from Kno2, or bounced if there was an error in transmission of the message to the designated address.

You will quickly find that the Kno2 Dashboard is an easy and effective way to get a snapshot of your organization's activity.

The Recent Activity grid also includes an Activity Report. This can be found by selecting the icon on the right. Download a report, filtered by date, to show all message activity for your organization. Use this report for improving workflows in your organization or for Meaningful Use attestation (Refer to Appendix C for further information on Meaningful Use attestation).


Administrator's Dashboard View

Administrator's Dashboard View

User's Dashboard View

User's Dashboard View

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