Kno2 — Implementation Playbook (DSO)

Kno2 Implementation Playbook for DSOs

Data & Infrastructure | Healthcare Interoperability Platform

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1. Executive Summary

What Kno2 Does

Kno2 is a healthcare interoperability platform that enables secure electronic exchange of clinical documents—including referral letters, medical histories, imaging records, and care coordination documents—between dental practices, medical providers, specialists, and health information networks. The platform eliminates fax-based workflows, automates document routing, and connects dental organizations to national health information exchanges (HIEs) through Direct Secure Messaging and FHIR-based APIs.

Why DSOs Benefit from Healthcare Interoperability AI at Scale

Network Effects Multiply Value: With 15–50 locations, each connection you establish to medical providers, specialists, or HIEs immediately benefits your entire network. A single integration effort yields organization-wide access to patient health records.

Standardization Drives Efficiency: DSOs can deploy uniform document exchange protocols across all locations, eliminating the variability of fax numbers, manual workflows, and inconsistent referral tracking. One configuration template governs the entire portfolio.

Data Aggregation Enables Intelligence: Centralized visibility into referral patterns, medical-dental coordination workflows, and document exchange metrics allows DSOs to identify bottlenecks, optimize referral networks, and demonstrate value in medical-dental integration—increasingly important for value-based care arrangements and payer negotiations.

Compliance at Scale: A single BAA, unified audit trail, and standardized HIPAA-compliant workflows reduce compliance risk exponentially compared to managing disparate fax machines and local processes at each location.

Expected Timeline: Decision to Full Deployment

Phase	Timeline	Scope
Pre-Implementation	Weeks 1–2	Enterprise setup, stakeholder alignment, baseline metrics
Wave 1 Pilot	Weeks 3–5	2–3 pilot locations fully operational
Wave 2 Expansion	Weeks 6–9	Next 5–8 locations
Wave 3 Full Deployment	Weeks 10–16	Remaining locations
Optimization	Weeks 17–24	Performance tuning, ROI validation

Total timeline for 30-location DSO: 16–20 weeks to full deployment; 24 weeks to validated ROI

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2. Pre-Implementation Checklist (Weeks 1–2)

Technical Requirements

Network Standards Across Locations

☐ Minimum internet bandwidth: 25 Mbps download / 10 Mbps upload per location (verify with speed tests at each site during peak hours) ☐ Network latency to cloud services: <100ms (test connectivity to Kno2's cloud endpoints) ☐ Firewall configuration: Whitelist Kno2 IP ranges and domains (obtain from vendor during onboarding) ☐ TLS 1.2 or higher enabled on all network egress points ☐ DNS resolution functioning correctly for external domains

Hardware Requirements

☐ Workstations: Modern browser support (Chrome, Edge, Firefox—latest two versions) ☐ Scanners: TWAIN-compatible scanners at locations still receiving paper documents (for digitization) ☐ Mobile devices: If using Kno2 mobile functionality, iOS 14+ or Android 10+

Software Prerequisites

☐ Practice Management System (PMS) versions confirmed compatible (see Section 5 for version details) ☐ Imaging software with export/import capabilities (if integrating imaging workflows) ☐ PDF reader installed on all workstations

Centralized vs. Location-Level Hosting Decision 🟣

Approach	Recommended For	Considerations
Centralized Cloud (Recommended)	All DSOs	Single tenant, unified admin console, simplified compliance
Location-Level	Regulatory edge cases	Rarely necessary; increases admin overhead

Decision: Kno2 operates as a cloud-native SaaS platform. DSOs should deploy a single enterprise tenant with location-level organizational units within that tenant.

Single Sign-On (SSO) Requirements

☐ Identity Provider (IdP) confirmed: Azure AD, Okta, Google Workspace, or other SAML 2.0 compatible ☐ SSO technical contact identified ☐ User provisioning approach decided: manual, SCIM auto-provisioning, or JIT provisioning ☐ Role-based access control (RBAC) structure drafted (admin, sender, viewer roles per location)

Centralized Credentialing

☐ Direct Secure Messaging addresses: Determine addressing structure (individual provider, location-level, or role-based addresses) ☐ NPI numbers: Verify NPI records for all providers who will send/receive documents ☐ Organizational NPI: Ensure DSO-level Type 2 NPI is active and accurate

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Vendor Onboarding Steps

Key Contacts to Establish 🔵

Role	Purpose	When to Engage
Implementation Manager	Primary point of contact, project coordination	Week 1, Day 1
Technical Integration Specialist	API setup, PMS integration, HIE connectivity	Weeks 2–3
Training Coordinator	Training materials, certification, champion enablement	Weeks 3–4
Support Escalation Contact	Named escalation beyond Tier 1 support	Establish before Wave 1 go-live
Customer Success Manager	Ongoing relationship, QBRs, expansion	Post-full deployment

Onboarding Milestones with Vendor 🔵

☐ Kickoff call scheduled (Week 1, Day 1–2) — Attendees: VP Ops, IT Director, Implementation Manager ☐ Technical discovery session (Week 1, Day 3–4) — Review PMS landscape, network architecture, integration approach ☐ Enterprise tenant provisioned (Week 1, Day 5) — Admin access granted to IT team ☐ Direct Secure Messaging domains registered (Week 2) — e.g., @[dsoname].kno2.com ☐ BAA executed (Week 1) — Legal review and signature before any PHI touches the platform ⚠️

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Data/Access Prerequisites

API Keys and Integration Credentials

☐ PMS API credentials obtained for each system in use (Dentrix Enterprise, Eaglesoft, Open Dental, etc.) ☐ Imaging system API documentation reviewed (Dexis, Carestream, Patterson) ☐ Kno2 API keys generated for each integration endpoint ☐ Secure credential storage established (do not store in plain text or shared documents)

Directory Access

☐ Active Directory / IdP user groups created for Kno2 access tiers ☐ User list exported from PMS for provisioning (name, role, location, email, NPI if provider) ☐ Termination/onboarding workflow updated to include Kno2 access management

Historical Data Assessment

☐ Determine if historical documents need migration (rarely necessary for interoperability platforms) ☐ If yes: Catalog document types, volumes, and source systems ☐ If no: Document decision and proceed with go-forward data only

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Internal Stakeholder Alignment

Stakeholder Alignment Map 🟣

Stakeholder Level	Who	Role in Implementation	Communication Cadence
Board/Investors	Board members, PE sponsors	Approval of investment; ROI accountability	Pre-approval briefing; quarterly updates
C-Suite	CEO, COO, CDO, CFO, CIO/CTO	Executive sponsorship; resource allocation; strategic alignment	Weekly during implementation; monthly post-deployment
Regional Managers	Regional Directors/VPs	Cascade rollout plan; monitor location progress; escalate blockers	Weekly during waves affecting their region
Location Office Managers	Practice Managers	Local execution; staff scheduling for training; champion coordination	Daily during their wave; weekly post-launch
Providers	Dentists, Specialists	Clinical workflow adoption; document review/approval	Training sessions; as-needed support
Clinical Staff	Hygienists, Assistants	Workflow touchpoints (if applicable)	Training sessions
Administrative Staff	Front desk, Referral coordinators	Primary daily users; document sending/receiving	Intensive training; daily support first week
Billing/Insurance Staff	Billing specialists	Attachment workflows for claims	Targeted training
IT/Support	Central IT, Help desk	Technical support; integration maintenance	Continuous involvement

Approval Gates 🟣

☐ Budget approval: CFO sign-off on implementation costs and licensing ☐ Security review: CIO/CISO approval of BAA, security architecture, and data governance ☐ Clinical endorsement: CDO/Chief Dental Officer validation of clinical workflow changes ☐ Operational approval: COO authorization of rollout timeline and resource allocation ☐ Legal review: General Counsel approval of BAA and data handling terms

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Baseline Metrics to Capture BEFORE Go-Live ⚠️

Capturing baseline metrics is essential for demonstrating ROI. Without pre-implementation data, you cannot prove value post-deployment.

Standardized Measurement Protocol Across All Locations

Metric Category	Specific Metric	Measurement Method	Target Locations
Referral Efficiency	Average days from referral sent to specialist appointment confirmed	Manual audit of 30 referrals per location	All Wave 1; sample from remaining
Document Turnaround	Time to receive requested medical records	Track 20 requests per location	All Wave 1; sample from remaining
Fax Volume	Outbound faxes per month	Fax machine/service logs	All locations
Fax Failures	% of faxes requiring resend	Manual tracking or fax service reports	All locations
Staff Time on Document Handling	Hours/week spent on fax-based document tasks	Time study (2-week sample)	All Wave 1
Referral Loop Closure	% of referrals with documented outcome	Chart audit (50 referrals per location)	All Wave 1
Patient Complaints	Complaints related to records/referrals	Patient feedback systems	All locations
Claim Attachment Efficiency	Time to attach clinical documents to claims	Billing team time study	All locations

Metric Collection Checklist

☐ Designate metric collection owner at central level (typically IT or Ops analyst) ☐ Create standardized data collection template (spreadsheet with formulas) ☐ Communicate metric collection requirements to all locations 2 weeks before their wave ☐ Collect baseline data for minimum 2 weeks before go-live ☐ Store baseline data centrally in protected location for comparison ☐ Document any location-specific anomalies that may affect baseline validity

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3. Location Readiness Assessment

Scoring Framework

Score each factor 1–5 for every location. Use the composite score to prioritize rollout sequence.

Factor 1: IT Infrastructure Maturity

Score	Network Speed	Hardware Age	PMS Version
5	100+ Mbps, enterprise-grade	<2 years	Latest supported
4	50–100 Mbps, stable	2–3 years	One version behind
3	25–50 Mbps, occasional issues	3–4 years	Two versions behind
2	10–25 Mbps, frequent issues	4–5 years	Requires upgrade for compatibility
1	<10 Mbps or unreliable	>5 years or failing	Unsupported version

Assessment Questions:

• When was the last network infrastructure upgrade?
• Are there known connectivity issues (dropped connections, slow performance)?
• Has the PMS been updated within the last 12 months?

Factor 2: Staff Tenure and Adaptability

Score	Average Tenure	Turnover Rate	Tech Comfort	Recent Training
5	>3 years	<15% annually	High (adopts tools quickly)	Completed 2+ tech trainings in past year
4	2–3 years	15–25%	Moderate-high	1–2 tech trainings
3	1–2 years	25–35%	Moderate	Some training
2	6–12 months	35–50%	Low-moderate	Minimal training
1	<6 months	>50%	Low (resistant)	No recent training

Assessment Questions:

• What is the 12-month turnover rate at this location?
• How did staff respond to the last technology change?
• Is there a culture of continuous improvement or resistance to change?

Factor 3: Patient Volume

Score	Monthly Patient Visits	Referral Volume	Impact Potential	Risk Level
5	800+	High (100+ referrals/month)	Maximum ROI	Higher complexity
4	600–800	Above average	High ROI	Moderate complexity
3	400–600	Average	Moderate ROI	Balanced
2	200–400	Below average	Lower ROI	Lower risk
1	<200	Minimal	Lowest ROI	Simplest

Note: High-volume locations offer greatest ROI but also present higher go-live risk. For Wave 1, target scores of 3–4 (sufficient volume to demonstrate value without excessive complexity).

Factor 4: Tech Stack Compatibility

Score	PMS Integration	Imaging Integration	Other Systems	API Readiness
5	Direct Kno2 integration available	Direct integration available	All systems API-enabled	All APIs documented and tested
4	Integration requires configuration	Integration via export/import	Most systems compatible	Most APIs accessible
3	Integration requires workaround	Manual document handling	Some compatibility gaps	Some API work needed
2	Significant custom work needed	No integration pathway	Multiple legacy systems	Limited API access
1	No integration possible	Paper-only workflow	Incompatible ecosystem	No API capability

Assessment Questions:

• What PMS is in use and what version?
• Has this location successfully completed a software integration in the past 2 years?
• Are there any "shadow IT" systems that complicate the tech stack?

Factor 5: Local Champion Availability

Score	Champion Profile	Availability	Leadership Support	Track Record
5	Experienced, respected, tech-savvy	Dedicated time allocated	Full OM and provider endorsement	Led successful tech implementations
4	Competent, willing, moderate tech skills	Part-time availability	OM endorsement	Participated in implementations
3	Identified candidate, needs development	Limited availability	Neutral support	Some experience
2	No clear candidate identified	Availability uncertain	Passive support	No experience
1	No champion, hostile environment	No one available	Active resistance	Negative history

Assessment Questions:

• Is there someone at this location who is excited about this initiative?
• Does that person have credibility with their peers?
• Will the Office Manager publicly support and enable the champion?

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Composite Score Calculation

Factor	Weight	Rationale
IT Infrastructure	25%	Technical foundation must exist
Staff Adaptability	20%	People drive adoption
Patient Volume	15%	ROI depends on utilization
Tech Stack Compatibility	25%	Integration friction determines timeline
Champion Availability	15%	Local ownership accelerates success

Formula:

Composite Score = (IT × 0.25) + (Staff × 0.20) + (Volume × 0.15) + (Tech × 0.25) + (Champion × 0.15)

Score Interpretation:

• 4.5–5.0: Ideal Wave 1 candidate
• 3.5–4.4: Wave 2 candidate
• 2.5–3.4: Wave 3 candidate (may need remediation first)
• <2.5: Requires intervention before rollout — address infrastructure or staffing issues first 🟣

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Recommended Rollout Sequence

Sample Scoring Output (30-Location DSO)

Location	IT	Staff	Volume	Tech	Champion	Composite	Recommended Wave
Location A	5	4	3	5	5	4.50	Wave 1
Location B	4	5	4	4	4	4.20	Wave 1
Location C	4	4	4	4	4	4.00	Wave 1/2
Location D	3	4	5	4	3	3.75	Wave 2
Location E	3	3	3	3	2	2.85	Wave 3
Location F	2	2	2	2	1	1.85	Remediation

Wave Assignment Guidelines

• Wave 1 (Pilots): Select 2–3 locations with scores ≥4.0 AND geographic/specialty diversity
• Wave 2: Select 5–8 locations with scores 3.5–4.5, using lessons from Wave 1
• Wave 3: Remaining locations, incorporating all learnings
• Remediation Queue: Locations <2.5 — address root cause before scheduling

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4. Rollout Strategy

Wave Structure Recommendation

Wave 1: Pilot Phase (Weeks 3–5)

Number of Locations: 2–3

Selection Criteria for Wave 1: ☐ Composite readiness score ≥ 4.0 ☐ Geographic diversity (different regions represented) ☐ Practice type diversity (include at least one specialty if DSO has mixed portfolio) ☐ Strong local champion identified and committed ☐ No major competing initiatives (e.g., PMS migration, office move) ☐ Office Manager supportive and engaged ☐ Reasonable patient volume (enough to test workflows, not so high that issues cause major disruption)

Wave 1 Objectives:

1. Validate integration configurations in real-world environment
2. Test training materials and champion model
3. Identify workflow friction points before scaling
4. Establish realistic timeline estimates for subsequent waves
5. Create success stories and testimonials for internal marketing

Timeline:

Week	Activities
Week 3	Champion training; configuration deployment; test environment validation
Week 4	Staff training; parallel operation; supervised go-live
Week 5	Independent operation; issue resolution; success documentation

Wave 2: Expansion Phase (Weeks 6–9)

Number of Locations: 5–8

Selection Criteria: ☐ Composite readiness score ≥ 3.5 ☐ Includes at least one location from each region ☐ Incorporates lessons learned from Wave 1 ☐ Champions identified and scheduled for certification

Timeline:

Week	Activities
Week 6	Champion certification (virtual train-the-trainer); configuration deployment
Week 7	Staff training at all Wave 2 locations
Week 8	Staggered go-live (2–3 locations per day across the week)
Week 9	Stabilization; issue resolution; preparation for Wave 3

Wave 3: Full Deployment (Weeks 10–16)

Number of Locations: Remaining locations (adjust based on total count)

Approach:

• Deploy in sub-waves of 5–10 locations per week
• Leverage established playbook, refined training materials, and experienced champions
• Focus on efficiency and consistency

Timeline:

Week	Activities
Week 10–11	Wave 3a (first cohort)
Week 12–13	Wave 3b (second cohort)
Week 14–15	Wave 3c (remaining standard locations)
Week 16	Remediated locations; stragglers; final cleanup

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Go/No-Go Criteria Between Waves 🟣

Go Criteria (All Must Be Met)

Criterion	Measurement	Threshold
Technical stability	System uptime during wave	≥99%
Integration success	Document exchanges completing without error	≥95%
Training completion	Staff trained and certified	100% of active users
Champion readiness	Next wave champions certified	100%
Critical issues resolved	P1/P2 issues from current wave	0 open
User satisfaction	Champion confidence survey	≥4/5 average
Workflow adoption	Target workflows executed correctly	≥90%

No-Go Triggers (Any One Triggers Pause)

Trigger	Description	Required Action
Integration failure	>5% of document exchanges failing	🔵 Vendor escalation; do not proceed
Unresolved P1 issues	Critical bugs affecting patient care or compliance	Fix before advancing
Champion attrition	>1 Wave 1 champion expressing serious concerns	Investigate root cause; address concerns
Stakeholder objection	Regional Manager or CDO raises formal concern	🟣 Executive review before proceeding
Metric regression	Any baseline metric worsening post-implementation	Root cause analysis required

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Rollback Plan ⚠️

If a wave fails or requires pause:

Immediate Actions (Within 4 Hours)

1. Halt further go-lives — No additional locations proceed
2. Assess scope — Is the issue isolated to specific locations or systemic?
3. Activate fallback workflows — Ensure affected locations can revert to fax-based processes
4. Vendor escalation — Engage Kno2 technical support at Tier 2+ immediately 🔵

Communication Protocol

1. Location-level: Office Manager notifies staff to revert to fallback workflow
2. Regional-level: Regional Manager briefed within 2 hours
3. Central-level: VP Ops and CIO briefed within 4 hours
4. Executive-level: C-suite briefed within 24 hours if issue persists 🟣

Rollback Execution

☐ Document rollback trigger and decision rationale ☐ Disable Kno2 as default workflow at affected locations ☐ Re-enable previous fax workflows ☐ Preserve all data in Kno2 system (do not delete) ☐ Schedule post-mortem within 72 hours ☐ Revise timeline and communicate new go-live dates

Isolation Protocol

• If issue is location-specific: Rollback that location only; continue other locations
• If issue is integration-specific (e.g., one PMS): Pause all locations with that PMS
• If issue is platform-wide: Pause entire rollout; escalate to vendor executive sponsor 🔵

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5. Configuration & Integration (Weeks 2–3)

Practice Management System Integrations

Dentrix Enterprise 🔵

Prerequisites: ☐ Dentrix Enterprise version 11.0 or higher ☐ eDex enabled and configured ☐ API license active (verify with Patterson) ☐ Kno2 integration module credentials obtained

Integration Steps:

1. ☐ Install Kno2 Dentrix connector (vendor-provided installer) 🔵
2. ☐ Configure API endpoint in Dentrix Enterprise admin console
3. ☐ Map document types (referral letters, clinical notes, imaging reports) to Dentrix categories
4. ☐ Configure patient matching rules (MRN, name + DOB, fuzzy matching threshold)
5. ☐ Enable bi-directional sync (documents sent from Dentrix; received documents filed to patient record)
6. ☐ Set up user permissions in Dentrix for Kno2 functions
7. ☐ Test with 5 sample patients before production use

Common Issues ⚠️:

• Firewall blocking API calls — verify whitelist configuration
• Duplicate patient records causing misfiling — tighten matching rules
• Slow performance — check network latency; consider caching

Eaglesoft 🔵

Prerequisites: ☐ Eaglesoft version 21 or higher ☐ Eaglesoft Advanced module (required for integration) ☐ Windows Server 2016 or higher for Eaglesoft server

Integration Steps:

1. ☐ Request Kno2 Eaglesoft integration package from vendor 🔵
2. ☐ Install integration service on Eaglesoft server
3. ☐ Configure connection string to Eaglesoft database (read-only access recommended)
4. ☐ Map document categories between systems
5. ☐ Configure patient matching (Eaglesoft Patient ID preferred)
6. ☐ Enable automatic document attachment to patient ledger
7. ☐ Validate with test transactions

Common Issues ⚠️:

• Database lock conflicts during high-volume periods — schedule heavy imports for off-hours
• Version incompatibility — confirm Eaglesoft version before starting

Open Dental 🔵

Prerequisites: ☐ Open Dental version 21.1 or higher ☐ Open Dental API enabled (Middle Tier or direct) ☐ API key generated from Open Dental admin

Integration Steps:

1. ☐ Generate API credentials in Open Dental (Setup > API)
2. ☐ Register API key with Kno2 platform 🔵
3. ☐ Configure REST API endpoint (typically https://[server]:port/api/)
4. ☐ Enable document module integration
5. ☐ Map provider IDs between systems
6. ☐ Configure patient lookup method (PatNum, SSN-last-4, name + DOB)
7. ☐ Test inbound and outbound document workflows

Common Issues ⚠️:

• Self-signed SSL certificates causing connection failures — install proper certificates
• Rate limiting on API calls — configure throttling in Kno2

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Imaging System Integration

General Imaging Integration Approach

Kno2 can handle imaging documents in multiple ways:

Method	Best For	Configuration
Direct integration	Supported systems (Dexis, Carestream)	API-based real-time exchange
DICOM bridge	Enterprise imaging	Requires DICOM router configuration
PDF export/import	Legacy systems	Manual or semi-automated workflow
File share monitoring	Batch processing	Kno2 monitors folder for new files

Dexis Integration

1. ☐ Enable Dexis Imaging Hub API
2. ☐ Configure Kno2 imaging connector 🔵
3. ☐ Map patient identifiers between Dexis and Kno2
4. ☐ Set up automatic export triggers for referral images

Carestream Integration

1. ☐ Enable Carestream Dental API
2. ☐ Configure secure connection to Kno2
3. ☐ Test image quality preservation (compression settings)
4. ☐ Validate HIPAA-compliant transmission

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Test Environment Setup

Centralized Test Environment (Recommended for DSOs)

☐ Request dedicated Kno2 sandbox tenant 🔵 ☐ Configure sandbox with identical settings to production (use configuration template) ☐ Provision test user accounts mirroring production roles ☐ Connect sandbox to PMS test environments (if available) or create mock endpoints ☐ Generate synthetic test patients (do NOT use real PHI in test environment)

Validation Checklist

Test Case	Expected Result	Pass/Fail
Send document to external provider	Document delivered; delivery confirmation received	☐
Receive document from external source	Document arrives; patient matched; filed correctly	☐
Failed delivery handling	Error notification; retry mechanism activates	☐
Patient matching (exact match)	Correct patient identified	☐
Patient matching (fuzzy match)	Candidate list presented; user can select	☐
Patient matching (no match)	Queue for manual review	☐
Large file handling (>10MB)	Successful transmission	☐
Concurrent users	No performance degradation	☐
SSO authentication	User logs in via IdP; correct permissions	☐
Audit log generation	All transactions logged with timestamp, user, action	☐

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Standardized Configuration Template 🟣

The following settings should be identical across all locations:

Standardize Centrally

Setting Category	Specific Setting	Recommended Value
Security	Password policy	Match corporate standard
Security	Session timeout	15 minutes
Security	Failed login lockout	5 attempts
Addressing	Domain format	@[location-code].[dso].kno2.com
Document Types	Category taxonomy	Standardized list (Referral, Medical History, Lab Results, Imaging, Insurance, Other)
Patient Matching	Matching algorithm	Name + DOB + (if available) MRN
Patient Matching	Fuzzy match threshold	85% confidence
Notifications	Delivery failure alerts	Always notify sender
Audit	Retention period	7 years minimum
Integrations	PMS sync frequency	Real-time (if supported); else every 5 minutes

Allow Location-Specific Configuration

Setting Category	Specific Setting	Variation Allowed
Workflow	Default recipients	Location can define common referral destinations
Templates	Cover letter templates	Location can customize branding and messaging
Providers	Provider-specific preferences	Individual providers can set preferences
Notifications	Individual alert settings	Users can customize notification frequency
Operating hours	Document hold hours	Locations can set schedules (e.g., no outbound after 8 PM)

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Security and HIPAA Compliance Checklist

Enterprise-Level HIPAA Checklist

☐ Business Associate Agreement (BAA) executed with Kno2 🔵 ⚠️ ☐ Data Processing Agreement reviewed if operating in states with additional requirements (e.g., CCPA) ☐ SOC 2 Type II report obtained from Kno2 and reviewed by security team 🔵 ☐ HITRUST certification status confirmed (if required by payer contracts) ☐ Penetration test results reviewed (request summary from Kno2) 🔵

Access Controls

☐ RBAC implemented with least-privilege principle ☐ Admin access limited to central IT team only ☐ Audit logging enabled and retention period configured ☐ Access review schedule established (quarterly recommended)

Data Governance

☐ Data classification applied (PHI, PII, Business Confidential) ☐ Encryption verified: in-transit (TLS 1.2+) and at-rest (AES-256) ☐ Data residency confirmed (US-only for HIPAA; verify if multi-national) ☐ Backup and disaster recovery SLAs reviewed 🔵

Workforce Training

☐ HIPAA training updated to include Kno2 usage ☐ Acceptable use policy updated ☐ Incident response plan updated to include Kno2-related breach scenarios

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6. Team Training Plan

Train-the-