To send a message from your browser, login to Kno2 and navigate to Release by selecting the Release option from the menu on the left.

To start a new Release, complete the following steps:

  1. Select the blue New Release button on the right.

  2. The release form will open.

  3. Select a Type from the drop down list. Your organization’s custom release types will appear first in the list. The release type acts like your subject line.

  4. Select a 'To' and 'From' address if not already filled by the release type. 

  5. To complete your audit trail and provide detail for the recipient, you will need to add a First Name, Last Name, Date of Birth, and Gender. The other fields are optional, unless the recipient specifies a field must be completed for them to receive from you. If your EMR is integrated, you can use Patient Search to add these details.

  6. You may browse or drag and drop to add an attachment. Select the + sign to the right of Attachments or drag and drop the attachment(s) into the box below the + sign. Each Direct message attachment must be classified with a Document type.

  7. At the top of the form, select the file format for which you wish to send any attachments - Original, PDF, or CDA. Note: All fax documents will be converted to PDF before faxing to the intended recipient.

  8. Select the Send button in the upper right-hand corner. The message summary screen appears.

  9. Review the message summary screen and add the following:
    a. Optional: Message comments – adds comments for the recipient.
    b. Optional: Disclosure reason – Internal explanation of why the release is occurring 

  10. Select Confirm to send the message.

  11. The message is sent and a confirmation will appear at the top of the page. You will be returned to the Released grid.

Example of sending a fax.

Example of sending a fax.

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