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Sample Implementation Timeline for ABC Co.

                                                                                                                                                           2011
                                                                                                            Due Date       September             October                November        December      STATUS
         Task Category                                Task                           Responsible Party(s)   Week of:   5    12   19    26   3   10   17   24   31   7    14   21   28   5   12   19
           Installation                 Order PBM Client Services Agreement              TPA, PBM

            Installation            Receive Client Services Agreement from PBM           PBM, TPA

            Installation                Send PBM Services Agreement to ABC             TPA, AO, ABC

            Installation            Begin Weekly Implementation Conference Calls       TPA, AO, ABC

            Installation            Receive signed Client Services Agreement from         AO, ABC
                                                         ABC
            Installation            Send signed Client Services Agreement to PBM            TPA

    *Retiree Communications          Work on Announcement Letter about new Rx          TPA, AO, ABC
                                              plan and retiree meetings
    *Retiree Communications            Send out Announcement Letter to retirees          TPA, ABC

            Installation                    Receive census data from PBM                    PBM

            Installation                     Input census data into system                  TPA

            Installation              Send census data over to PBM for a test run        TPA, PBM

            Installation            PBM will do the test run and inform TPA of any       PBM, TPA
                                                  errors that appear
            Installation              Discussion on enrollment/disenrollment and     PBM, TPA, ABC, AO
                                                   transition polices
            Installation              Work with ABC to correct any errors on the         TPA, ABC
                                                      census
            Installation             Discussion on member communications and          PBM, TPA, ABC
                                              permitted customizations
    *Retiree Communications                    Hold first retiree meeting            ABC, AO, PBM, TPA

            Installation                   Set up Group Rx Plan in system                   TPA

    *Retiree Communications                  Hold second retiree meeting             ABC, AO, PBM, TPA

            Installation            Discussion on any changes in benefits that may          PBM
                                                   impact members
            Installation             Prepare final census data and send to PBM              TPA

           Insstallation             Load census data and set up group in system            PBM

    *Retiree Communications              Send required letters out to members.           ABC, TPA

            Installation                 Send File Over to CMS for Approval                 PBM

    *Retiree Communications              Send Rx Fulfillment Kit with ID Card               PBM

          Billing Set Up                  Confirm rate and method of billing           TPA, ABC, AO

          Billing Set Up                      Prepare initial bill for ABC                  TPA



Responsible Parties:                                   TPA - Third Party Administrator
                                                                AO - AgencyONE
                                             PBM - Pharmacy Benefit Manager (EPWG Sponsor)
                                                                 ABC - ABC Co

* Required if RX plan is modified

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A Bample C Smplementation Eimeline

  • 1. Sample Implementation Timeline for ABC Co. 2011 Due Date September October November December STATUS Task Category Task Responsible Party(s) Week of: 5 12 19 26 3 10 17 24 31 7 14 21 28 5 12 19 Installation Order PBM Client Services Agreement TPA, PBM Installation Receive Client Services Agreement from PBM PBM, TPA Installation Send PBM Services Agreement to ABC TPA, AO, ABC Installation Begin Weekly Implementation Conference Calls TPA, AO, ABC Installation Receive signed Client Services Agreement from AO, ABC ABC Installation Send signed Client Services Agreement to PBM TPA *Retiree Communications Work on Announcement Letter about new Rx TPA, AO, ABC plan and retiree meetings *Retiree Communications Send out Announcement Letter to retirees TPA, ABC Installation Receive census data from PBM PBM Installation Input census data into system TPA Installation Send census data over to PBM for a test run TPA, PBM Installation PBM will do the test run and inform TPA of any PBM, TPA errors that appear Installation Discussion on enrollment/disenrollment and PBM, TPA, ABC, AO transition polices Installation Work with ABC to correct any errors on the TPA, ABC census Installation Discussion on member communications and PBM, TPA, ABC permitted customizations *Retiree Communications Hold first retiree meeting ABC, AO, PBM, TPA Installation Set up Group Rx Plan in system TPA *Retiree Communications Hold second retiree meeting ABC, AO, PBM, TPA Installation Discussion on any changes in benefits that may PBM impact members Installation Prepare final census data and send to PBM TPA Insstallation Load census data and set up group in system PBM *Retiree Communications Send required letters out to members. ABC, TPA Installation Send File Over to CMS for Approval PBM *Retiree Communications Send Rx Fulfillment Kit with ID Card PBM Billing Set Up Confirm rate and method of billing TPA, ABC, AO Billing Set Up Prepare initial bill for ABC TPA Responsible Parties: TPA - Third Party Administrator AO - AgencyONE PBM - Pharmacy Benefit Manager (EPWG Sponsor) ABC - ABC Co * Required if RX plan is modified