KPI • ORGANIZATION SCORECARD
Organization KPI
Maintain and approve the organization-wide KPI scorecard for the selected reporting period.
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.
Purpose
The Organization KPI scorecard represents Provider-wide performance. It combines all approved KPI perspectives and calculates the overall weighted score for the reporting period.
Balanced Scorecard Structure
The scorecard is divided into Financial, Customer, Internal Process, and Learning & Growth perspectives. Each KPI line can include a weight, owner department, assigned employee, target, actual result, achievement percentage, score, workflow status, performance status, actions, and detail view.
Workflow Controls
- Save Draft.
Preserves work before the scorecard is submitted. - Submit for Approval.
Moves the scorecard into the review workflow. - Approve & Lock.
Approves the scorecard and protects configured fields from unintended changes. - Unlock.
Reopens the scorecard only when authorized correction is required. - Print.
Creates a reviewable scorecard output.
Organization-Level Review
Organization KPI owners should confirm that KPI definitions, targets, data sources, and weights reflect approved Provider strategy. Department, manager, and employee scorecards should align with the organization-level goals.