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Configuration - The Getting Started Checklist
Configuration - The Getting Started Checklist

Walk through all the setup steps in your Kno2 account with this checklist

Stacy Lane avatar
Written by Stacy Lane
Updated over 6 months ago

The Getting started checklist can be accessed by Kno2 admins while logged into Kno2.

If you will be receiving training from Kno2 or your integrated EMR vendor, you may disregard this checklist.

Start by selecting the link under the orange Get Started Quick Action Button. This provides a self-service list of setup needed to configure your Kno2 instance.

  • The in-app checklist contains blue links that open the relevant setup page in a new tab.

  • You can keep track of your progress by marking the checkboxes as you complete setup steps.

  • Or, watch setup tutorials on our Youtube playlist, Kno2 Setup.

Example of the Getting Started Checklist.
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