KPI Dashboards User Guide
This guide provides an overview of updates to KPI with a transition to the Cloud, including new/updates to icons, functions, and navigation. 02/09/26
Payment Reconciliation View Job Aid
Reviews the objects and fields found on the MSO KPI Dashboard Payment Reconciliation View sheet. 11/20/25
REAL SOGI Job Aid
Provides a description of the objects in the REAL SOGI sheet in PM KPI. The REAL SOGI sheet provides agency level details from the Race, Ethnicity, and Language (REAL) demographic
fields and the Sexual Orientation and Gender Identity (SOGI) demographic fields in Sage. 12/08/25
Claim Denial View Job Aid
Provides a description of the objects in the Claim Denial View sheet in MSO KPI. 11/16/22
Financial Analysis by Year Job Aid
Provides a description of the objects in the Financial Analysis by Year sheet in MSO KPI. 11/16/22
Financial Eligibility for Providers Job Aid
Provides a description of the objects in the Financial Eligibility for Providers sheet in PM KPI. 11/16/22
Procedure Auth Review Job Aid
Provides a description of the objects in the Procedure Auth Review sheet in MSO KPI. 11/16/22
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