The Instance Dashboard – Kbthree

The Instance Dashboard is the central workspace organizations use to manage screenings, monitor results, and coordinate follow-up support.

Each organization has its own secure dashboard and screening link, providing authorized staff with access to real-time screening activity and respondent support workflows.

🧑‍⚕️ What staff can do

Through the dashboard, authorized staff can:

Launch and manage screenings

Monitor screening activity in real time

Identify respondents who may need support

Initiate care navigation referrals

Provide parents and guardians with portal access

Access reports and respondent history

Track follow-up actions and notes

🔗 Screening access and distribution

Each organization receives:

A unique screening link

A downloadable QR code

Dedicated screening management tools

Respondent IDs can be added and organized by category or group directly within the dashboard.

📈 Monitoring screening results

Screening results become available immediately after completion.

Authorized staff can:

Sort and filter screening results in real time

View respondents who may require urgent support

Identify respondents recommended for care navigation

Access respondent histories and prior reports

Organize respondents by category or group

Filter data by custom or pre-set date ranges

Tooltips and structured result indicators help staff interpret screening outcomes consistently.

📄 Reports and documentation

Reports can be downloaded at any time for review, care coordination, or family communication.

👤 Respondent support workflows

Selecting a respondent record provides access to:

Completed screenings

Historical reports

Internal notes and comments

Care coordination actions

Follow-up tracking

The dashboard also supports direct initiation of care navigation and related support workflows.

💡

Learn more about respondent and family support workflows in Support and Care Coordination.