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Review your Kno2 Instance Setup
Review your Kno2 Instance Setup

Confirm your organization's preferences and details

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

Verify that your Kno2 instance is set up accurately from Settings ('gear' icon) > Organization.

Settings

Confirm the desired settings for your organization with the options listed below.

Settings

Session Timeout

A security timeout for Kno2 based upon inactivity by a user. System Default is 10 minutes of inactivity by the user before the system will log them out of Kno2. The value can be decreased to a minimum of 1 minute and a maximum of 20 minutes. You will be required to Save Changes and sign out for the changes to take effect.

Process Structured CDAs on Intake

If you have an API integration with Kno2, selection of Process Structured CDAs on Intake allows for structured CDA documents received in Intake to be automatically downloaded according to your intake download settings, and marked as processed. After selecting this option, select Save Changes. If no selection is made, users will process structured CDAs manually from My Intake.

Require Two-Factor Authentication

Selection of Require Two-Factor Authentication enforces the use of a second level of security for all users associated with your organization. See What is 2-Factor Authentication, and how do I configure it?  for more information. Upon first login attempt, users will be required to select a multifactor authentication method, to which a code will be sent. After the multifactor authorization option has been confirmed, users will be required to enter their password and a security code to access their Kno2 account.

Suppress Default Fax Cover Sheet

If fax is enabled for your organization, selection of Suppress Default Fax Cover Sheet does not send the default fax cover sheet provided by Kno2. If your organization wishes to send their own cover sheet, this can be done by suppressing the default fax cover sheet and adding your own cover sheet as the first attachment of a fax. If the box is unchecked, the Kno2 default cover sheet will be sent with each fax.

Suppress Default Metadata Pages

If fax is enabled for your organization, selection of the Suppress Default Metadata Pages does not send these pages with the fax. These pages include the message body/comments and attachment descriptions. If the box is unchecked, the default metadata pages will be sent with each fax.

Delete .xsl attachments upon receipt

If you wish to remove .xsl attachments, selection of Delete .xsl attachments upon receipt will automatically delete .xsl attachments from a clinical message upon receipt, leaving only the clinical documents. See Delete .xsl Attachments Upon Receipt for more information.

Assigning Authority OID

The Assigning Authority OID represents the object ID for the system that issues your patient IDs and your EHR uses to identify that the corresponding value is a Patient ID.  When sending or downloading a message that uses Kno2 to generate a CDA from unstructured content, this value is seen in the “root” attribute of RecordTarget > PatientRole > ID.  If no value is specified, a default value is used and the patient ID may not be unique or recognized by your system. NOTE: When a new Kno2 instance is created, a default value is automatically assigned, however, should be edited to represent your specific object ID.


Organization

Organization

Confirm the accuracy of your organization name and details. If the name or details need to be updated, please contact support@kno2.com.


Address

Address

Confirm the accuracy of your organization’s address. If the address needs to be updated, please contact support@kno2.com.


Primary Contact

Primary Contact

Confirm the accuracy of the primary contact information for your organization. If the primary contact needs to be updated, please contact support@kno2.com.


Health Service Area

Health Service Area
  1. Health Service Area (HSA): HSAs are the smallest unit of healthcare monitored regions by the Centers for Medicare and Medicaid services. HSAs are comprised of multiple zip codes in a geographic area. This information is populated based on the zip code entered during the registration process.

  2. Health Referral Region (HRR): HRRs are the largest unit of healthcare monitored referral regions by the Centers for Medicare and Medicaid services. HRRs are comprised of multiple HSAs in a geographic area. This information is populated based on the zip code entered during the registration process.


API Settings 

API Settings

Client credentials are used by systems that integrate with Kno2 using a service account rather than Kno2 users. They are created and managed under API Settings. Kno2 admins can create client credentials using the following steps:

  1. Select the Create Client Credentials button.

  2. A confirmation modal will appear.

    1. Select the Create Client Credentials for <the current Kno2 instance> button to continue.

  3. Store your key and secret in a secure location.

    1. Select Copy Credentials to copy to the clipboard.

    2. Paste and store these in a secure location for later entry into the system integrating with Kno2.

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

  5. Enter the IP address(es) provided by your EMR or system integrating with Kno2 (these are the public IP addresses of the server contacting Kno2).

    1. Select Save IP Addresses.

  6. Optional: Select the '+ Add Service Account' button if multiple service accounts are needed.

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