Clinical Document Exchange

ICANotes users and send documents securely via fax or Direct message from a patient's chart using Kno2.

Kno2™ is a cloud-based Clinical Document Exchange platform that simplifies and automates complicated, slow and frustrating healthcare processes associated with patient information exchange. It enables behavioral health providers to transform unstructured content typically found in paper and fax-based workflows into interoperable content, simplifying the sending, receiving, processing and storing of that information directly into ICANotes, in any format, all from one place.

Send/Receive Direct messages

  • Register online and create your own Direct address(es)

  • Send and receive patient information with any provider in the community using Direct messaging, the national standard for secure, HIPAA compliant patient information exchange

  • Connect electronically with over 900,000 healthcare professionals in your area and nationwide with access to the Surescripts Direct address book


  • Upload faxes, scans, media or other electronic files from a directory

  • Separate pages from a single file or complete batch into individual documents for quicker and more accurate filing in the patient chart

  • Easily delete unwanted pages and rearrange page order on the fly where necessary

Records Request Fulfillment

  • Request patient information electronically with a single online form

  • Eliminate errors by removing the need for manual re-entry of patient data

  • When fulfilled, information arrives in your intake as a Direct message with all identifying information — name, patient ID, date of birth, making it immediately available for download back into ICANotes

  • Manage your entire fulfillment process electronically, having other Kno2 users request patient information using our online form.  Gather requested files and release via Direct message.

Learn how you can make your document management and exchange easier. You can register for a FREE Direct messaging email address here!

  • Moving from paper to electronic records in behavioral health
  • Mental Health Group Therapy Notes
  • Patient Portal for Behavioral Health