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Download to EMR from My Intake
Download to EMR from My Intake

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

Stacy Lane avatar
Written by Stacy Lane
Updated over a week ago

If your EMR is integrated with Kno2 for downloading messages, the Download to EMR button will appear to the left of the Reply button in the processing view for an Intake message.

Using Download to EMR

  1. Add or update Patient Details.

    1. If your EMR supports it, you can use Patient Search to add or update patient details.

  2. Add attachment information:

    1. Select a Document Type.

    2. Optional: Edit the attachment name and/or Document Date if desired.

  3. Select Download to EMR by clicking the cloud icon.

  4. All detail information added will be automatically saved upon selection of this button.

  5. Navigate out of the message by selecting a menu item on the left, clicking the Intake arrow, or automatically by enabling Return to Intake.

Example of downloading to EMR and clicking the Intake Arrow.

Example of downloading to EMR and clicking the Intake Arrow.

When the Download to EMR button has been selected, the color of the cloud and message status will change to orange. This indicates the message is awaiting download by your EMR. Once the EMR confirms downloading the mssage, the color will change to green.

After marking a message for download, the message will be labeled with a status of Processed and can be found under the Processed filter in your Intake. The color of the status indicator will initially be orange, but upon completion of the download it will change to green.


Troubleshooting Download to EMR

Cloud is red

When there is a problem downloading the message, the status indicator will turn red, and the message will update to a 'Suspended' status. This indicates one of the following issues:

  • A problem matching the patient information to your EMR chart.

  • A problem with the attachment, such as attachment size.

  • A problem with your integration's connection.

    Please contact support@kno2.com for assistance troubleshooting Suspended messages.

Cloud is orange and does not change

An orange cloud indicates the message is flagged for your EMR to download based on EMR-driven criteria.

  • Review the date of the message. If the message is more than two weeks old, your EMR may not be able to accept it. You can Forward the message to yourself and download the newly received copy of the message as a workaround.

  • If the message is not more than two weeks old, please contact your EMR support to review why the EMR has not picked up the message.

Cloud is green but you cannot locate the message in the patient chart

A green cloud indicates your EMR has confirmed receipt of the downloaded message. Please contact your EMR support to review why the EMR has confirmed receipt of the message, but it is not visible to you.

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