Kno2®

How to sort and filter messages in My Intake

My Intake: Your Message Inbox

Document Viewer Navigation

See all activity for sent and received messages.

Message Activity Log

Stacy Lane

My Intake

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

Processing Messages

Triage Process — Using Triage

Uploading documents for breaking and indexing

Creating a Batch

Breaking and indexing a batch in My Intake

Triage an Uploaded Batch

Breaking and indexing a message in My Intake

Triage an Existing Message or Fax

What is the file size limit for Upload/Upload & Triage?

Triage

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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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