Kno2®

Enable automatic return to Intake after a message is processed

Return to Intake

How to print Direct messages or faxes from My Intake

Print or Download Received Faxes and Direct Messages

Downloading Direct messages and faxes from My Intake to your integrated EMR

Download to EMR from My Intake

Using Desktop to print or download received messages

Desktop — Receiving a Message

Patient Search

How to forward Direct messages and Faxes from My Intake to your Direct-enabled EMR

Forward to EMR from My Intake

How to reply to the sender of a fax or Direct message

Replying or Forwarding a Received Message

How to mark an unprocessed message as processed

Mark as Processed

How to delete a Direct message or Fax in My Intake

Delete a Message or Fax

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Processing Messages

Kno2

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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