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Documentation KPI KPI

KPI • SCORECARDS

KPI

Balanced Scorecard, strategic planning, performance measurement, and KPI governance for True Care System Providers.

Performance governance and proprietary workflow notice

KPI scorecards may combine operational, staffing, billing, compliance, and service-quality information. Screenshots in this public guide use demonstration or masked data. True Care System does not publicly disclose every formula, weighting rule, approval control, data-source mapping, or governance workflow. Advanced configuration and implementation procedures are provided directly to authorized Provider customers during training.

KPI Management Overview

The KPI menu provides Balanced Scorecard views, strategic planning tools, rankings, trends, and scorecards for the organization, departments, managers, and employees. These workspaces support performance measurement across Financial, Customer, Internal Process, and Learning & Growth perspectives.

KPI menu showing Scorecards, organizational scorecards, and report categories.
KPI menu showing Scorecards, organizational scorecards, and report categories.

Scorecards and Performance Workspaces

WorkspaceGeneral PurposeDocumentation
BSC ScorecardReview the Provider-level Balanced Scorecard, perspective scores, strategic objectives, department ranking, and twelve-month trend.Open guide
Strategy MapConnect mission, vision, strategic priorities, Balanced Scorecard perspectives, and cause-and-effect relationships.Open guide
Goals & TargetsDefine measurable strategic goals, target values, accountable owners, progress, quarterly roadmap, and governance checks.Open guide
KPI RankingCompare perspectives, departments, employees, strengths, movement, and at-risk KPI areas.Open guide
Performance TrendsReview twelve-month performance movement, perspective trends, monthly scores, and early-warning indicators.Open guide
Organization KPIMaintain and approve the organization-wide scorecard with weighted perspectives, KPI owners, targets, actuals, and status.Open guide
Department KPIMaintain department performance scorecards and assign KPI ownership to departments and employees.Open guide
Manager KPIEvaluate manager performance across the approved Balanced Scorecard structure and workflow.Open guide
Employee KPIEvaluate individual employee performance, targets, achievement, workflow status, and final weighted score.Open guide

Report Options Shown in the KPI Menu

The KPI menu also displays report options. These entries are listed here for product awareness only and do not link to separate public documentation pages in this phase.

Monthly Reports
Quarterly Reports
Annual Reports
Scorecard Reports
Performance Reports
PDF Export
Excel Export

Recommended Review Sequence

  1. Review the Strategy Map.
    Confirm that mission, vision, priorities, and Balanced Scorecard perspectives are aligned.
  2. Review Goals & Targets.
    Confirm measurable goals, accountable owners, targets, and status.
  3. Review the BSC Scorecard.
    Assess the Provider-level score and perspective results.
  4. Drill down through scorecards.
    Review Organization, Department, Manager, and Employee KPI results.
  5. Use Rankings and Trends.
    Identify strengths, declining measures, and KPIs that require leadership attention.