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DEA CSOS Pilot Conference Call

August 16, 2002

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Agenda

Pilot Overview: Pilot Organization and Scope

Phase II: Results

Phase III: Philosophies/Goals

Phase III: Accomplished Milestones

Phase III: Proposed Participants

Phase III: Development Options

Phase III: Approach

Phase III: Timeline

Phase III: Where Do We Go From Here?

Phase III: Questions…

PHASE Issues & Success Factors

1 – Online Registration

(Use DEA-provided activation

data to obtain a digital

certificate w/ live data)

Technical interoperability

Certificate content review, field length analysis

Certificate portability

Documentation (Complete and easy to use)

2– Application

(Business completes and

submits full CSOS enrollment

application, DEA Adjudicates

app.)

Application ease of use

Consistency with current processes

DEA Adjudication Processes

Organizational oversight of enrollment/termination process

3 – Order Processing

(Business generation,

transmission and processing

of orders)

Standards for digitally signed transactions

Cost

Address Field / Record

Transaction integrity, certificate status, credential checks

4 – Reporting

(Business generation of

periodic CSOS reports)

Frequency

Format

5 – Auditing Ensure that the business is storing order transactions in a

DEA approved manner, and that they can be retrieved.

Proposed Pilot Organization and Scope

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Phase II: Results

A total of 27 certificates were adjudicated with 20 certificates retrieved by CSOS participants and 5 completed test plans were received from AmeriSource-Bergen, McQueary Bros., North Carolina Mutual Drug, Mallinckrodt, and McKesson.

Issues identified during testing: Notarization of both POA and Registrant was

noted as potentially difficult Bulk enrollment for organizations practicing

central ordering would be very burdensome

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Phase II: Results continued

Changes to DEA Anticipated Standards and

enrollment processes are being developed that

address these issues, affording significant time

savings to the applicant. Bulk Enrollment will be allowed

CSOS Coordinator will serve as LRA (discussed in more

detail at August 20, 21 meeting)

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Phase III: Philosophies/Goals

Philosophies: Divide and conquer EDI 850-oriented, but not exclusive of other

technologies Evaluate anticipated standards

Goals Leverage existing systems – complete gap analysis Evaluate compatibility/impact on anticipated workflow Identify anticipated production deployment costs Identify cost savings - capture workflow time to

complete

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Phase III: Accomplished Milestones

Milestones: 850 Transaction Sets Worksheets 850 committee decision on signature approach (external

to orders vs. wrapped around orders) Future Process Flow Draft HDMA Survey to determine platforms planned and

presently in use Pilot participants surveyed to determine trading

partnerships/roles for Phase III testing.

Work In Progress: Test framework under development.

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Phase III: Proposed Participants

Team Members Role

Longs

Amerisource Bergen

Purdue

Purchaser

Supplier/Purchaser

Supplier

Endo

McKesson (?)

Purchaser

Supplier

NC Mutual Drug

? Needs Partner

Purchaser? Supplier?

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Phase III: Participants continued

Team Members Role

Mass. General Hospital

Cardinal?

Purchaser

Supplier

Grove Pharmacy ?

McQueary Bros.

Abbott? Mallinckrodt?

Purdue?

Purchaser

Supplier/Purchaser

Supplier

Anda

? Needs Partner

?

Purdue

Mallinckrodt

Purchaser

Supplier

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Phase III: Proposed Participants continued

Endo will test revised enrollment process (CSOS

Coordinator).

Wal-mart testing bulk enrollments. Anyone else

interested in testing automated bulk enrollment

process (we can provide a VB script)?

Capital Returns– Test Returns with McQuery

Bros.?

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Phase III Development Options:

Option One: Work with vendor/existing infrastructure Advantages:

• Leverages existing infrastructure and tools – quicker time from test to implementation

• ID gaps in current implementation Disadvantages:

• Availability of vendor software?

Option Two: Develop own code to generate or receive/validate 850.

Advantages:

• Some code available that can be “tweaked” Disadvantages:

• Not working with existing infrastructure – may not get good idea of implementation costs

Option Three: Hybrid

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Phase III: Approach

Divide workflow into teams

Select areas to work with partner Team A: Purchaser:

• Test Objective 1: Key Exchange Process

• Test Objective 2: E-222 Generation Process

• Test Objective 3: Transmission Process

• Test Objective 6: Receiving Process

Team B: Supplier:

• Test Objective 4: E-222 Receipt Process

• Test Objective 5: Order Validation Process

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Phase III Timeline

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Phase III: Where Do We Go From Here?

Certificate Extension Revisions Changes made to facilitate automatic certificate

validation.

Download new certificate – simple 5 minute process -

detailed instructions will be provided.

Developer’s will need certificate profile/extension

information – will email and distribute at next week’s

conference.

All “Purchasers” need revised certificate

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Phase III: Where Do We Go From Here?

Distribute Revised Test Objectives/Test Framework next

week (Margaret)

Teams work with partners/vendors to develop project plan

(plan of attack). Which process(es) will you test?

What tools will you use?

What approach will you take?

Submit project plan to mleary@pec.com by Sept. 13, 2002.

Compiled results distributed to group/teleconference to

discuss approx. Sept. 30, 2002

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Questions