IP Library Granted Patent US 7,778,930
Granted Patent B2
US 7,778,930 · App. 11/573,987 · Granted Aug 17, 2010

System of performing a retrospective drug profile review of de-identified patients

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Quick Facts
Patent No.
US 7,778,930
App. No.
11/573,987
Granted
Aug 17, 2010
Kind
B2
Abstract

An apparatus and method for delivering targeted informational messages includes a computer system for creating a de-identified encrypted PID and de-identified patient transaction data in a retail store for transmission and storage. A subset of de-identified encrypted PIDs are associated with targeted informational messages by the system and transmitted to retail stores, where a targeted message is printed on behalf of the patient corresponding to the de-identified encrypted PID.

Claims (54)

1. A computer implemented method for providing targeted informational messages to individuals, comprising:

(a) a central computer system receiving from a remote computer system, first de-identified individual transaction data for a first individual transaction and said central computer system receiving an associated first encrypted PID associated with said first de-identified individual transaction data for said first individual transaction;

(b) said central computer system storing, said first de-identified individual transaction data in association with said first encrypted PID, in a first individual transaction data record for said first individual transaction in a central computer system database;

(c) said central computer system receiving from said remote computer system second de-identified individual transaction data for a second individual transaction and said first encrypted PID associated with said second de-identified individual transaction data for said second individual transaction;

(d) said central computer system storing, said second de-identified individual transaction data for said second individual transaction in association with said first encrypted PID, in a second individual transaction data record for said second individual transaction in said central computer system database;

(e) said central computer storing targeting criteria in association with targeted informational messages in said central computer system database;

(f) said central computer system determining, from at least one de-identified individual transaction data stored in said central computer system database in association with said first encrypted PID and targeting criteria stored in said central computer system, a first targeting criterion of said targeting criteria satisfied by said at least one de-identified individual transaction data stored in said central computer system database in association with said first encrypted PID;

(g) wherein said first targeting criterion is stored in association with a first targeted informational message in said central computer system database; and

(h) subsequent to said central computer system determining said first targeting criterion is satisfied by said at least one de-identified individual transaction data stored in association with said first encrypted PID, said central computer system transmitting to another computer system said first targeted informational message in association with said first encrypted PID.

2. The method of claim 1 , wherein:

said first targeting criterion specifies two or more medications that are used only for treatment of one disease such that said two or more medications associated with an encrypted PID indicates treatment of one disease of a corresponding patient; and

wherein said first targeted informational message provides information about said one disease.

3. The method of claim 1 , wherein:

said first targeting criterion specifies two or more medications purchased over time associated with an encrypted PID indicating treatment of one disease of a corresponding patient requiring additional treatment to maintain or control disease progression; and

wherein said first targeted informational message provides information about said one disease.

4. The method of claim 1 , wherein:

said first targeting criterion specifies purchase of a sequence of drugs over time associated with an encrypted PID indicating a stage of therapy of a corresponding patient; and

wherein said first targeted informational message provides information relevant to said stage of therapy.

5. The method of claim 1 , wherein:

said first targeting criterion specifies identification of medications associated with an encrypted PID indicating existence in a corresponding patient of one or more risk factors for a specific disease and existence of no medications used to treat said specific disease; and

wherein said first targeted informational message provides information relevant to said specific disease.

6. The method of claim 1 , wherein:

said first targeting criterion specified medications and time intervals associated with an encrypted PID indicating compliance with or persistence over time by a corresponding patient of a medication regimen.

7. The method of claim 1 , wherein:

said first targeting criterion specifies different medications associated with an encrypted PID, indicating a switch by a corresponding patient in drugs used to treat a specific disease from one medication within a first drug class to another medication within said first drug class or another medication in a second drug class known to treat said specific disease.

8. The method of claim 1 , wherein:

said first targeting criterion specifies medications and time periods between purchases of said medications associated with an encrypted PID indicating chronic treatment of a specific disease in a corresponding patient.

9. The method of claim 1 , wherein:

said first targeting criterion specifies additional drug therapies which contra indicate contra indicate use of a known drug, and said known drug; and

wherein said first targeted informational message identifies said contra indication with use of said known drug.

10. The method of claim 1 , wherein:

said first targeting criterion identifies prescription refill dates for which no corresponding prescription data exists for an encrypted PID; and

wherein said first targeted informational message contains a reminder to continue therapy relating to the prescribed medicine.

11. The method of claim 1 , wherein:

said first targeting criterion identifies prescription refill dates for a prescription for which no corresponding prescription data exists for an encrypted PID; and

wherein said first targeted informational message identifies at least one other medication used to treat the same condition as the medicine contained in said prescription.

12. The method of claim 1 , wherein:

said first targeting criterion identifies encrypted PIDs associated with said at least one de-identified transaction data indicating treatment for a seasonal condition that; and

wherein said first targeted informational message identifies at least one medication used to treat said season condition.

13. The method of claim 1 , wherein:

said first targeting criterion identifies two drugs products associated with an encrypted PID, for which there is a single drug product containing drugs in said two drug products;

wherein said first targeted informational message identifies said single drug product.

14. The method of claim 1 , wherein:

said first targeting criterion identifies PIDs of patients who may benefit from a refill reminder just prior to their prescription refill due date as identified by previous non-compliant prescription refill behavior, and said first targeting criterion also includes time just prior to refill due date, and;

wherein said first targeted informational message provides refill reminder.

15. A computer implemented system for providing targeted informational messages to individuals, comprising:

(a) a central computer system programmed to receive from a remote computer system, first de-identified individual transaction data for a first individual transaction and an associated first encrypted PID associated with said first de-identified individual transaction data for said first individual transaction;

(b) said central computer system programmed to store, said first de-identified individual transaction data in association with said first encrypted PID, in a first individual transaction data record for said first individual transaction in a central computer system database;

(c) said central computer system programmed to receive, from said remote computer system, second de-identified individual transaction data for a second individual transaction and said first encrypted PID associated with said second de-identified individual transaction data for said second individual transaction;

(d) said central computer system programmed to store, said second de-identified individual transaction data for said second individual transaction in association with said first encrypted PID, in a second individual transaction data record for said second individual transaction in said central computer system database;

(e) said central computer programmed to store targeting criteria in association with targeted informational messages in said central computer system database;

(f) said central computer system programmed to determine, from at least one de-identified individual transaction data stored in said central computer system database in association with said first encrypted PID and targeting criteria stored in said central computer system, a first targeting criterion of said targeting criteria satisfied by said at least one de-identified individual transaction data stored in said central computer system database in association with said first encrypted PID;

(g) wherein said first targeting criterion is stored in association with a first targeted informational message in said central computer system database; and

(h) only if said central computer system has determined that said first targeting criterion is satisfied by said at least one de-identified individual transaction data stored in association with said first encrypted PID, said central computer system is programmed to transmit to another computer system, said targeted information message in association with said first encrypted PID.

Assignments (34)
RELEASE OF IP SECURITY AGREEMENT Recorded Jul 10, 2025
From: PARTNERS FOR GROWTH VI, L.P.
To: ADHERIS, LLC
Reel/Frame 071970/0513 →
RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY COLLATERAL Recorded May 11, 2023
From: GLAS AMERICAS LLC, AS COLLATERAL AGENT
To: CATALINA MARKETING CORPORATION; MODIV MEDIA, LLC; CELLFIRE LLC
Reel/Frame 063625/0773 →
SECURITY INTEREST Recorded Jun 1, 2021
From: ADHERIS, LLC
To: PARTNERS FOR GROWTH VI, L.P.
Reel/Frame 056400/0117 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 23, 2020
From: SYNEOS HEALTH US, INC.
To: ADHERIS, LLC
Reel/Frame 054450/0458 →
RELEASE OF SECURITY INTEREST IN SPECIFIED INTELLECTUAL PROPERTY Recorded Nov 18, 2020
From: JPMORGAN CHASE BANK, N.A, AS COLLATERAL AGENT
To: SYNEOS HEALTH US, INC.
Reel/Frame 054460/0153 →
SECURITY INTEREST Recorded Jun 6, 2019
From: JPMORGAN CHASE BANK, N.A.
To: GLAS USA LLC; GLAS AMERICAS LLC
Reel/Frame 049392/0838 →
ASSIGNMENT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY RIGHTS Recorded Mar 26, 2019
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: JPMORGAN CHASE BANK, N.A., AS SUCCESSOR COLLATERAL AGENT
Reel/Frame 048702/0161 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEE NAME PREVIOUSLY RECORDED ON REEL 048618 FRAME 0626. ASSIGNOR(S) HEREBY CONFIRMS THE CHANGE OF NAME. Recorded Mar 26, 2019
From: INVENTIV HEALTH, INC.
To: SYNEOS HEALTH US, INC.
Reel/Frame 048886/0294 →
CHANGE OF NAME Recorded Mar 16, 2019
From: INVENTIV HEALTH, INC.
To: SYNEOS HEALTH, INC.
Reel/Frame 048618/0626 →
RELEASE OF SECURITY INTEREST IN PATENTS Recorded Feb 20, 2019
From: JPMORGAN CHASE BANK, N.A., AS AGENT
To: CATALINA MARKETING CORPORATION; MODIV MEDIA, INC.; CELLFIRE INC.
Reel/Frame 048380/0090 →
SECURITY INTEREST Recorded Feb 20, 2019
From: CATALINA MARKETING CORPORATION; MODIV MEDIA, LLC (F/K/A MODIV MEDIA, INC.); CELLFIRE LLC (F/K/A CELLFIRE INC.)
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 048384/0211 →
SECURITY INTEREST Recorded Dec 14, 2018
From: CATALINA MARKETING CORPORATION; MODIV MEDIA, INC.; CELLFIRE INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 048310/0950 →
RELEASE OF SECURITY INTEREST Recorded Sep 5, 2017
From: GOLDMAN SACHS BANK USA, AS AGENT
To: ADDISON WHITNEY LLC; ADHERIS, LLC; BIOSECTOR 2 LLC; BLUE DIESEL, LLC; CADENT MEDICAL COMMUNICATIONS, LLC; CHAMBERLAIN COMMUNICATIONS GROUP LLC; CHANDLER CHICCO AGENCY, L.L.C.; GERBIG, SNELL/WEISHEIMER ADVERTISING, LLC; INVENTIV COMMERCIAL SERVICES, LLC; INVENTIV HEALTH COMMUNICATIONS, INC.; INVENTIV HEALTH, INC.; INVENTIV HEALTH CLINICAL SRS, LLC; INVENTIV HEALTH CLINICAL, INC.; INVENTIV HEALTH CLINICAL, LLC; INVENTIV HEALTH CONSULTING, INC.; INVENTIV HEALTH PUBLIC RELATIONS, LLC; INVENTIV HEALTH RESEARCH & INSIGHTS, LLC; PALIO + IGNITE, LLC; PHARMACEUTICAL INSTITUTE, LLC; THE SELVA GROUP, LLC
Reel/Frame 043491/0191 →
RELEASE OF SECURITY INTEREST Recorded Sep 5, 2017
From: BANK OF AMERICA, N.A., AS AGENT
To: ADDISON WHITNEY LLC; ADHERIS, LLC; BIOSECTOR 2 LLC; BLUE DIESEL, LLC; CADENT MEDICAL COMMUNICATIONS, LLC; CHAMBERLAIN COMMUNICATIONS GROUP LLC; CHANDLER CHICCO AGENCY, L.L.C.; GERBIG, SNELL/WEISHEIMER ADVERTISING, LLC; INVENTIV COMMERCIAL SERVICES, LLC; INVENTIV HEALTH COMMUNICATIONS, INC.; INVENTIV HEALTH, INC.; INVENTIV HEALTH CLINICAL SRS, LLC; INVENTIV HEALTH CLINICAL, INC.; INVENTIV HEALTH CLINICAL, LLC; INVENTIV HEALTH CONSULTING, INC.; INVENTIV HEALTH PUBLIC RELATIONS, LLC; INVENTIV HEALTH RESEARCH & INSIGHTS, LLC; PALIO + IGNITE, LLC; PHARMACEUTICAL INSTITUTE, LLC; THE SELVA GROUP, LLC
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SECURITY INTEREST Recorded Sep 1, 2017
From: INVENTIV HEALTH, INC.; INC RESEARCH, LLC; ADDISON WHITNEY, LLC; ADHERIS, LLC; BIOSECTOR 2 LLC; BLUE DIESEL, LLC; INVENTIV HEALTH CLINICAL, INC.; INVENTIV HEALTH CONSULTING, INC.; CHANDLER CHICCO AGENCY, L.L.C.; INVENTIV HEALTH PUBLIC RELATIONS, LLC; GERBIG, SNELL/WEISHEIMER ADVERTISING, LLC; INVENTIV HEALTH COMMUNICATIONS, INC.; INVENTIV HEALTH RESEARCH & INSIGHTS, LLC; PALIO + IGNITE, LLC; THE SELVA GROUP, LLC
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 043470/0878 →
RELEASE OF SECURITY INTEREST Recorded Nov 17, 2016
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: INVENTIV HEALTH, INC.
Reel/Frame 040360/0674 →
RELEASE OF SECURITY INTEREST Recorded Nov 17, 2016
From: CITIBANK, N.A., AS ADMINISTRATIVE AGENT
To: INVENTIV HEALTH, INC.
Reel/Frame 040358/0194 →
RELEASE OF SECURITY INTEREST Recorded Nov 17, 2016
From: CITIBANK, N.A.
To: INVENTIV HEALTH, INC.
Reel/Frame 040358/0235 →
RELEASE OF SECURITY INTEREST Recorded Nov 17, 2016
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: INVENTIV HEALTH, INC.
Reel/Frame 040360/0695 →
RELEASE OF SECURITY INTEREST Recorded Nov 17, 2016
From: CITIBANK, N.A., AS ADMINISTRATIVE AGENT
To: ADHERIS, LLC
Reel/Frame 040360/0702 →
FIRST LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Nov 14, 2016
From: ADDISON WHITNEY LLC; ADHERIS, LLC; BIOSECTOR 2 LLC; BLUE DIESEL, LLC; CADENT MEDICAL COMMUNICATIONS, LLC; CHAMBERLAIN COMMUNICATIONS GROUP LLC; CHANDLER CHICCO AGENCY, L.L.C.; GERBIG, SNELL/WEISHEIMER ADVERTISING, LLC; INVENTIV COMMERCIAL SERVICES, LLC; INVENTIV COMMUNICATIONS, INC.; INVENTIV HEALTH CLINICAL SRS, LLC; INVENTIV HEALTH CLINICAL, INC.; INVENTIV HEALTH CLINICAL, LLC; INVENTIV HEALTH CONSULTING, INC.; INVENTIV HEALTH PUBLIC RELATIONS, LLC; INVENTIV HEALTH RESEARCH & INSIGHTS, LLC; INVENTIV HEALTH, INC.; PALIO + IGNITE, LLC; PHARMACEUTICAL INSTITUTE, LLC; THE SELVA GROUP, LLC
To: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
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ABL LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Nov 14, 2016
From: ADDISON WHITNEY LLC; ADHERIS, LLC; BIOSECTOR 2 LLC; BLUE DIESEL, LLC; CADENT MEDICAL COMMUNICATIONS, LLC; CHAMBERLAIN COMMUNICATIONS GROUP LLC; CHANDLER CHICCO AGENCY, L.L.C.; GERBIG, SNELL/WEISHEIMER ADVERTISING, LLC; INVENTIV COMMERCIAL SERVICES, LLC; INVENTIV COMMUNICATIONS, INC.; INVENTIV HEALTH CLINICAL SRS, LLC; INVENTIV HEALTH CLINICAL, INC.; INVENTIV HEALTH CLINICAL, LLC; INVENTIV HEALTH CONSULTING, INC.; INVENTIV HEALTH PUBLIC RELATIONS, LLC; INVENTIV HEALTH RESEARCH & INSIGHTS, LLC; INVENTIV HEALTH, INC.; PALIO + IGNITE, LLC; PHARMACEUTICAL INSTITUTE, LLC; THE SELVA GROUP, LLC
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 040689/0395 →
SECURITY INTEREST Recorded Dec 10, 2014
From: INVENTIV HEALTH, INC.
To: CITIBANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 034465/0733 →
SECURITY INTEREST Recorded Nov 13, 2014
From: INVENTIV HEALTH, INC.
To: CITIBANK, N.A.
Reel/Frame 034167/0392 →
PATENT SECURITY AGREEMENT Recorded Aug 26, 2014
From: INVENTIV HEALTH, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 033617/0033 →
PATENT SECURITY AGREEMENT Recorded Aug 26, 2014
From: INVENTIV HEALTH, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
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RELEASE OF SECURITY INTEREST Recorded Dec 19, 2013
From: BANK OF AMERICA, N.A.
To: CHECKOUT HOLDING CORP.; CATALINA MARKETING CORPORATION; CATALINA MARKETING PROCUREMENT, LLC; CATALINA MARKETING TECHNOLOGY SOLUTIONS, INC.; CATALINA MARKETING WORLDWIDE, LLC; CATALINA-PACIFIC MEDIA, L.L.C.; CMJ INVESTMENTS L.L.C.; MODIV MEDIA, INC.
Reel/Frame 031823/0528 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 26, 2013
From: CATALINA MARKETING CORPORATION
To: INVENTIV HEALTH, INC.
Reel/Frame 031675/0156 →
SECURITY AGREEMENT Recorded Oct 24, 2013
From: CHECKOUT HOLDING CORP.; CATALINA MARKETING CORPORATION; CATALINA MARKETING PROCUREMENT, LLC; CATALINA MARKETING TECHNOLOGY SOLUTIONS, INC.; CATALINA MARKETING WORLDWIDE, LLC; CATALINA-PACIFIC MEDIA, L.L.C.; CMJ INVESTMENTS L.L.C.; MODIV MEDIA, INC.
To: BANK OF AMERICA, N.A.
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RELEASE OF SECURITY INTEREST Recorded Oct 24, 2013
From: MORGAN STANLEY & CO. LLC (FKA MORGAN STANLEY & CO. INCORPORATED)
To: CATALINA MARKETING PROCUREMENT, LLC; CATALINA HEALTH RESOURCE, LLC; CATALINA MARKETING WORLDWIDE, LLC; CATALINA-PACIFIC MEDIA, LLC; CMJ INVESTMENTS, LLC
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FIRST-LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jun 12, 2012
From: CATALINA MARKETING CORPORATION; CATALINA MARKETING PROCUREMENT, LLC; CATALINA HEALTH RESOURCE, LLC; CATALINA MARKETING WORLDWIDE, LLC; CATALINA-PACIFIC MEDIA, L.L.C.; CMJ INVESTMENTS L.L.C.; CATALINA DIGITAL HOLDINGS, LLC; CHECKOUT HOLDING CORP.
To: MORGAN STANLEY & CO. INCORPORATED
Reel/Frame 028363/0807 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 3, 2010
From: ROBERTS, MICHAEL F.; BANFIELD, SIMON; EASTMAN, SUZNNE
To: CATALINA MARKETING CORPORATION
Reel/Frame 024326/0405 →
SECURITY AGREEMENT Recorded Oct 15, 2007
From: CATALINA MARKETING PROCUREMENT, LLC; CATALINA HEALTH RESOURCE, LLC; CATALINA MARKETING WORLDWIDE, LLC; CATALINA-PACIFIC MEDIA, LLC; CMJ INVESTMENTS LLC; CHECKOUT HOLDING CORP.; CHECKOUT ACQUISITION CORP.
To: MORGAN STANLEY & CO. INCORPORATED
Reel/Frame 019955/0896 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 20, 2007
From: ROBERTS, MICHAEL F.; BANFIELD, SIMON; EASTMAN, SUZANNE
To: CATALINA MARKETING INTERNATIONAL, INC.
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