ICANotes and Kno2 Standalone (No Integration)
Index
- Sections
- Referral - include Type, From, and To fields.
- Patient Details - First Name, Last Name, Date of Birth, and Gender fields.
- Drag (or find) the document under Attachments.
If you want to fax using Kno2 but you do not want to integrate with ICANotes, this is possible.
1. Download the content you want to fax from the ICANotes Upload Site.
2. Select the patient and find the form(s) you want to download. Click the download button by the file.
3. In the top right, click the Download button.
4. When the Save As: window pops up, name the file and click Save.
5. You will see that the document has been saved to the file you designated by the popup in the bottom left of your browser.
6. Go to Kno2 and upload the attachment(s) to send to Kno2. Click on Release on the left side and then click New Release button on the top right.
7. Fill out the required fields.
A. Referral - include Type, From, and To fields.
B. Patient Details - First Name, Last Name, Date of Birth, and Gender fields.
C. Drag (or find) the document under Attachments.
8. After the document has loaded, choose the Document Type.
9. Click the button in the upper right corner.
10. You will receive a window to input comments if desired. Once finished, click the button.
11. You will see the new fax sent under Released.
12. If you receive any faxes from Kno2, these will need to be downloaded from Kno2. Go to on the left side.
13. Find your received fax. For this demonstration, I'm using a different patient. Double click on the row.
14. The file will open showing the patient and attachment. Click on the download button to select how to download. For this demonstration, I'm using Export with Kno2 Desktop.
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