IP Library Granted Patent US 11,423,120
Granted Patent B1
US 11,423,120 · App. 14/996,994 · Granted Aug 23, 2022

Multi-furcated allocation system

Inventor: Travis Leonardi (Deerfield Beach, FL)
Assignee: SENTRY DATA SYSTEMS, INC.
G06F19/326G06F19/328G06F19/3456G06Q10/087
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Quick Facts
Patent No.
US 11,423,120
App. No.
14/996,994
Granted
Aug 23, 2022
Kind
B1
Abstract

Example embodiments are disclosed for receiving dispensation data corresponding to dispensation of a drug associated with a covered entity, mapping a proprietary code to a standardized drug identification code for the drug, retrieving an audit record based on the standardized code, wherein the audit record identifies an order quantity of the drug ordered by the covered entity using a pricing account, allocating the dispensed quantity of the drug to the audit record up to an amount that equals but does not exceed the order quantity, applying a reorder rule to calculate when to reorder the drug, and subsequent to determining to reorder the drug in response to applying the reorder rule, communicating to a distributor an order message comprising the order quantity and the standardized code of the drug to reorder the drug using the pricing account and for causing the distributor to ship the drug.

Claims (44)

1. An analysis apparatus comprising:

at least one processor; and

at least one memory storing instructions that, when executed by the at least one processor, cause the apparatus at least to perform:

receiving dispensation data corresponding to dispensation of a drug associated with a covered entity, wherein the dispensation data comprises a proprietary code of the covered entity for identifying the drug and a dispensed quantity of the drug;

mapping the proprietary code included in the dispensation data to a standardized drug identification code for the drug;

retrieving a first audit record based on the standardized drug identification code, wherein the first audit record identifies an order quantity of the drug ordered by the covered entity using first and second discount pricing accounts;

allocating the dispensed quantity of the drug to the first audit record up to an amount that equals but does not exceed the order quantity;

applying a reorder rule to determine when to reorder the drug, wherein the reorder rule indicates:

reordering the drug for the first discount pricing account a predetermined amount of time after the drug has been dispensed above the order quantity required for the first audit record to be fully allocated, wherein the predetermined amount of time includes a function of an average rate that the drug is dispensed over time and the predetermined amount of time varies over time as the average rate changes, and

modifying a threshold amount of the drug for reordering based on: 1) a first discount of the first discount pricing account in comparison to a second discount of the first discount pricing account, or 2) the first discount of the first discount pricing account in comparison to a non-discounted price of a non-discounted pricing account;

wherein a higher first discount increases the threshold, and a lower first discount lowers the threshold;

transferring a returned quantity of the drug from the first audit record to one or more of a plurality of second audit records after the predetermined amount of time such that at least the first audit record remains fully allocated;

subsequent to determining to reorder the drug in response to applying the reorder rule and subsequent to transferring the returned quantity of the drug from the first audit record to one or more of the plurality of second audit records after the predetermined amount of time such that at least the first audit record remains fully allocated, communicating to a distributor an order message comprising the order quantity, a first audit record identifier, and the standardized drug identification code to reorder the drug using a 340B pricing account corresponding to the first audit record and for causing the distributor to ship the drug to a mailing address associated with the covered entity;

allocating a remainder of the dispensed quantity of the drug to the one or more of the plurality of second audit records, the plurality of second audit records each including a second audit record identifier; and

assigning one of the second audit record identifiers to the first audit record to automatically link a second audit record of the plurality of second audit records to the first audit record;

wherein each of the plurality of second audit records indicates reordering of the drug using a non-340B pricing account during a predetermined amount of time, and the first audit record includes all audit record identifiers corresponding to the plurality of second audit records that result from reordering the drug to create a chain between audit records corresponding to a first time a drug was ordered through each time an audit record was generated when the drug was reordered.

2. A non-transitory computer readable medium storing computer executable instructions that, when executed, cause an apparatus at least to perform:

receiving dispensation data corresponding to dispensation of a drug associated with a covered entity, wherein the dispensation data comprises a proprietary code of the covered entity for identifying the drug and a dispensed quantity of the drug;

mapping the proprietary code included in the dispensation data to a standardized drug identification code for the drug;

retrieving a first audit record based on the standardized drug identification code, wherein the first audit record identifies an order quantity of the drug ordered by the covered entity using first and second discount pricing accounts;

allocating the dispensed quantity of the drug to the first audit record up to an amount that equals but does not exceed the order quantity;

applying a reorder rule to determine when to reorder the drug, wherein the reorder rule indicates:

reordering the drug for the first discount pricing account a predetermined amount of time after the drug has been dispensed above the order quantity required for the first audit record to be fully allocated, wherein the predetermined amount of time includes a function of an average rate that the drug is dispensed over time and the predetermined amount of time varies over time as the average rate changes, and

modifying a threshold amount of the drug for reordering based on: 1) a first discount of the first discount pricing account in comparison to a second discount of the first discount pricing account, or 2) the first discount of the first discount pricing account in comparison to a non-discounted price of a non-discounted pricing account;

wherein a higher first discount increases the threshold, and a lower first discount lowers the threshold;

transferring a returned quantity of the drug from the first audit record to one or more of a plurality of second audit records after the predetermined amount of time such that at least the first audit record remains fully allocated;

subsequent to determining to reorder the drug in response to applying the reorder rule and subsequent to transferring the returned quantity of the drug from the first audit record to one or more of the plurality of second audit records after the predetermined amount of time such that at least the first audit record remains fully allocated, communicating to a distributor an order message comprising the order quantity, a first audit record identifier, and the standardized drug identification code to reorder the drug using the 340B pricing account corresponding to the first audit record and for causing the distributor to ship the drug to a mailing address associated with the covered entity;

allocating a remainder of the dispensed quantity of the drug to the one or more of the plurality of second audit records, the plurality of second audit records each including a second audit record identifier; and

assigning one of the second audit record identifiers to the first audit record to automatically link a second audit record of the plurality of second audit records to the first audit record;

wherein each of the plurality of second audit records indicates reordering of the drug using a non-340B pricing account during a predetermined amount of time, and the first audit record includes all audit record identifiers corresponding to the plurality of second audit records that result from reordering the drug to create a chain between audit records corresponding to a first time a drug was ordered through each time an audit record was generated when the drug was reordered.

3. A computer-implemented method comprising:

receiving dispensation data corresponding to dispensation of a drug associated with a covered entity, wherein the dispensation data comprises a proprietary code of the covered entity for identifying the drug and a dispensed quantity of the drug;

mapping the proprietary code included in the dispensation data to a standardized drug identification code for the drug;

retrieving a first audit record based on the standardized drug identification code, wherein the first audit record identifies an order quantity of the drug ordered by the covered entity using first and second discount pricing accounts;

allocating the dispensed quantity of the drug to the first audit record up to an amount that equals but does not exceed the order quantity;

applying a reorder rule to determine when to reorder the drug, wherein the reorder rule indicates:

reordering the drug for the first discount pricing account a predetermined amount of time after the drug has been dispensed above the order quantity required for the first audit record to be fully allocated, wherein the predetermined amount of time includes a function of an average rate that the drug is dispensed over time and the predetermined amount of time varies over time as the average rate changes, and

modifying a threshold amount of the drug for reordering based on: 1) a first discount of the first discount pricing account in comparison to a second discount of the first discount pricing account, or 2) the first discount of the first discount pricing account in comparison to a non-discounted price of a non-discounted pricing account;

wherein a higher first discount increases the threshold, and a lower first discount lowers the threshold;

transferring a returned quantity of the drug from the first audit record to one or more of a plurality of second audit records after the predetermined amount of time such that at least the first audit record remains fully allocated;

subsequent to determining to reorder the drug in response to applying the reorder rule and subsequent to transferring the returned quantity of the drug from the first audit record to one or more of the plurality of second audit records after the predetermined amount of time such that at least the first audit record remains fully allocated, communicating to a distributor an order message comprising the order quantity, a first audit record identifier, and the standardized drug identification code to reorder the drug using the 340B pricing account corresponding to the first audit record and for causing the distributor to ship the drug to a mailing address associated with the covered entity;

allocating a remainder of the dispensed quantity of the drug to the one or more of the plurality of second audit records, the plurality of second audit records each including a second audit record identifier; and

assigning one of the second audit record identifiers to the first audit record to automatically link a second audit record of the plurality of second audit records to the first audit record;

wherein each of the plurality of second audit records indicates reordering of the drug using a non-340B pricing account during a predetermined amount of time, and the first audit record includes all audit record identifiers corresponding to the plurality of second audit records that result from reordering the drug to create a chain between audit records corresponding to a first time a drug was ordered through each time an audit record was generated when the drug was reordered.

Assignments (3)
RELEASE OF SECURITY INTEREST Recorded Jul 21, 2021
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: SENTRY DATA SYSTEMS, INC.
Reel/Frame 056936/0991 →
SECURITY INTEREST Recorded Oct 6, 2020
From: SENTRY DATA SYSTEMS, INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 053987/0910 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 28, 2016
From: LEONARDI, TRAVIS
To: SENTRY DATA SYSTEMS, INC.
Reel/Frame 037612/0781 →