Kno2®

Setting up whitelisted IP addresses for user login

Require Whitelisted IP at Login

Process structured documents automatically upon receipt

CDA Document Types

Stacy Lane

Lisa Moore

Settings

Add and manage licenses for devices and applications that integrate with your Kno2 Connected™ app.

Add-On Management

Add-Ons

Users

How to add a user to your Kno2 organization

Create a User

How to resend a user invitation that has expired

Resend User Invitation

Edit a User

How to remove a user's access to your Kno2 account

Disable a User

Enable a User

Password Management

User Activity

Audit activity by viewing message events, activity reports and user activity.

Audit Options

How to grant network users access to multiple Kno2 organizations.

Managing Network Users

Users or Network Users

Confirm your organization's preferences and details

Review your Kno2 Instance Setup

Use these details to configure an integrated system with Kno2.

General Software Integration Configuration

How to configure Kno2 to automatically delete .xsl files

Delete .xsl Attachments Upon Receipt

Organization

Contacts

Contacts Uploader

How to upload contacts from an existing CSV file

Contacts Uploader - Using an Existing Contacts List

Creating a CSV to upload contacts to Kno2fy

Contacts Uploader - Creating a Contacts List from Template File

Contacts Uploader - Update an Existing Kno2fy Contacts List

How to configure webhook events within your Kno2 account.

General Webhook Configuration

How to configure FHIR Integration in your Kno2 Account

General FHIR Integration Configuration

Use these details to configure a networked group of Kno2 organizations to an integrated system.

General Network Software Integration Configuration

Integrated partner configuration for query responder role in Kno2, per responding organization.

Integration Configuration - Document Query Responder

How to add a QHIN Responder Configuration

Setting Up QHIN Responder Configuration

Configuring Single Sign On in Kno2

Steps for network admins completing Network Admin Group Mapping

SCIM Network Admin Group Mapping

Steps for network admins completing Organization to User Group Mapping

Organization to User Group Mapping - Network Admin Guide

Steps for network admins completing SCIM Kno2fy Configuration

SCIM Kno2fy Configuration - Network Admin Guide

If you have selected Okta as your Identity Provider

Okta Configuration for Single Sign On

Okta Configuration for SCIM

If you have selected Microsoft Entra ID as your Identity Provider

Microsoft Entra ID Configuration for Single Sign On

If you have selected Entra ID as your Identity Provider

Microsoft Entra ID Configuration for SCIM

Identity Provider

Document Sources

To allow for centralization of all of your document exchange, you can enable faxing within Kno2.

Fax Numbers

Fax Cover Sheet Management

Kno2 Addresses

Kno2 Address Statuses

Allow your users to send on behalf of your organization

Send Permissions

Document Types

Assign received messages to users automatically

Intake Rules

Assign batches of documents to a user or group of users

Triage Rules

How to set up a rule for faxes from specified senders

Intake Rule Configuration for 'From' Fax Numbers

Choose how and where to save received information

Intake Download

What Intake Download options are available?

Intake Download - Print Only

For practices using both paper and electronic records

Intake Download - Save or Print

Intake Download - Forward to EMR

How to enable Printing From Browser for your users

Enable Printing From Browser

Allow users to download PDFs to their computer

Enable Download From Browser

Set up custom release types to streamline message sending

Configure Releases

Interoperability

Kno2

Kno2 Tutorial Videos

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.