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TRUE CARE SYSTEM • TROUBLESHOOTING

KPI Issues

Diagnose KPI ownership, targets, actuals, workflow status, scorecards, weighted scores, and approvals.

Privacy, HIPAA, and production safety notice

Troubleshooting may expose workforce information, Provider configuration, PHI, audit data, billing records, payroll information, or technical identifiers. Use minimum-necessary access, redact public evidence, and perform changes only through approved roles and workflows.

Purpose

Diagnose KPI ownership, targets, actuals, workflow status, scorecards, weighted scores, and approvals.

Diagnostic Checklist

KPI ownership

Verify organization, department, manager, employee, and reporting-period ownership.

Targets and actuals

Confirm values, units, direction, weight, period, and effective dates.

Workflow status

Check Draft, Submitted, Reviewed, Approved, Returned, or Closed status.

Score calculation

Review weighting, normalization, threshold, and aggregation rules.

Source data

Confirm operational data has been loaded for the selected period.

Approval path

Verify the assigned manager or reviewer is active and authorized.

Recommended Resolution Sequence

  1. Reproduce the issue using the same Provider, user role, record, date range, and device context.
  2. Confirm filters, status, account access, Provider scope, effective dates, and related records.
  3. Capture evidence before changing configuration, data, or code.
  4. Apply the smallest authorized correction and avoid unrelated changes.
  5. Retest the original workflow and one related regression workflow.
  6. Document the cause, correction, validation, and any required follow-up.

When to Escalate

Escalate immediately

Contact authorized Provider leadership or Platform Support when the issue involves possible cross-provider data, unauthorized PHI access, suspicious login activity, data loss, billing submission risk, payroll impact, medication safety, or a critical production outage.