Patient Search

Patient search for Integrated EHRs

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

If your EHR is integrated for Patient Search, you can quickly associate patient details to a message.

Patient Search is available in My Intake for indexing received messages prior to using Download to EMR, and in Release and Kno2 Desktop for identifying messages prior to sending.


To perform a patient search in My Intake or Release

  • Click the magnifying glass to the right of Patient Details.

  • Search by First Name, Last Name, Date of Birth, Patient ID, or MRN.

  • If the patient is not an active patient, check the box for Show Inactive Patients.

  • Select the patient.

  • The patient detail fields will be populated with information from your EHR.

Example of Patient Search in My Intake

To perform a patient search in Kno2 Desktop

  • Click the magnifying glass to the right of Patient Details.

  • Search by First Name, Last Name, Date of Birth, Patient ID, or MRN.

  • If the patient is not an active patient, check the box for Show Inactive Patients.

  • Select the patient.

  • The patient detail fields will be populated with information from your EHR.

Example of Patient Search in Kno2 Desktop
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