Welcome to Our New Member Orientation!

Joint Technical Work Group Meetings | November 2019

What is NCPDP?

NCPDP is an American National Standards Institute (ANSI) accredited standards development organization (SDO).

NCPDP provides a forum and marketplace for a diverse membership focused on healthcare and pharmacy business solutions to move interoperability forward.

NCPDP is a member-driven organization that has been named in various government regulations and policies (including HIPAA and Medicare Modernization Act).

VISION

Lead the industry in healthcare standards and solutions for the common good.

PURPOSE

To standardize the exchange of healthcare information to improve outcomes.

CORE VALUES

CollaborationInclusiveness

Integrity & Ethical BehaviorLeadership Innovation

VISION PURPOSEO

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IVE

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20

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WHY IT MATTERS GOAL

UPI powered by Experian Health UIM and NCPDP Standards™

Improves patient matching to support preventable medical errors as the #3 killer in the U.S.

Work with regulatory agencies to increase trading partners awareness of patient safety through UPI/Patient Matching product offering and identify key connections to specialty pharmacy and PDMP solutions.

Specialty Pharmacy Standards Enhancements

Creating a focal point around Specialty at NCPDP will drive action to automate and standardize specialty prescribing and pharmacy related transactions to speed therapy to patients.

Expand specialty membership while focusing on outcomes/solutions for patients to advance better adherence.

Real-Time Benefit Transaction

Increases automation in workflow to decrease administration burden and cost to healthcare ecosystem; and improves patient engagement, adherence and outcomes.

Increase industry awareness of NCPDP’s role in transforming healthcare and expand NCPDP’s ability to create solutionsthroughout the healthcare industry.

NCPDP Standards-based facilitator Model for PDMP, An Interoperable framework

NCPDP’s approach prevents diversion, ensures appropriate access and protect patients.

Continue EDvocacy efforts in promoting NCPDP’s Standards-based Facilitators Model for PDMP to combat national opioid crisis.

BRAND PURPOSE BRAND PROMISE BRAND ESSENTIALS

Lead the industry in healthcare standards and

solutions for the common good.

To standardize the exchange of healthcare information to improve outcomes.

Focus on thePatient

In Work-Flow to support Interoperability

Relevance Standards-Based

Patient Safety

NCPDP Membership

1,700 Members

NCPDP Standards & Healthcare Experience

NCPDP’s Standards Development Process

• Getting the right people in the room, engendering trust• Consensus-based process, solutions• Driven by business need, patient safety• Workflow-enabled solutions

Standards Development Process

Requests for new standards or modifications to existing standards, data elements or values:

Data Element Request Form

(DERF)Data maintenance ballots are open

to NCPDP members and

persons directly and materially affected by the

ballot

Voting Consensus Group is formed

annually

• Approved DERFs requesting a new standard or modifications to existing standards are balloted.

• Approved DERFs requesting a change to the External Code List (ECL) are not balloted. The ECL is updated and published quarterly.

• NCPDP members and interested parties must register each year to participate.

• The Consensus Group is expected to vote on all new ballots and follow those ballots through completion.

Change to Standards

Changes to Data Elements, Values, Implementation

Guides

Project Development for

NCPDP

Assignment of Proper Billing Units

• Data Element Request Form (DERF)• Changes done through balanced ballot process• Valid Ballot = 60% of Consensus Group must return their ballot• Ballot approved or adopted = must receive 75% approval rate of the affirmative votes and negative votes with reasons • ONE Person = ONE Vote

• New Project Development Form

• Billing Unit Request (Quantity Unit Information Communication [QUIC] Forms)

MCMaintenance & Control

Work Groups

WG 1Telecommunication

WG 2Product Identification

WG 7Manufacturer &

Associated Trading Partner Transaction Standards

WG 9Government Programs

WG 10Professional Pharmacy

Services

WG 11ePrescribing & Related

Transactions

WG 14Long Term & Post Acute Care

WG 16Property & Casualty/Workers’

Compensation

WG 45External Standards Assessment, Harmonization &

Implementation Guidance

WG 18Specialty Pharmacy

Information on each work group is available at http://www.ncpdp.org/Standards-Development/Work-Group-Listing

Work Group Experience

• Co-Chairs facilitate • Staff Liaison proves support• Ballot actions and TG

Reports• Standards, Implementation

Guides, Data Dictionary, External Code List discussion

• White Paper & Guidance Document review

• Current Issues & Topics

• Parliamentary meeting protocol (Robert’s Rules)

• Issues that impact published documentation require approval by the attendees

• Speakers must be identified by co-chair

• Microphones are provided for capturing minutes

• Cell phone protocol maintained (song/dance/joke)

For more information on how Work Groups Function, Access NCPDP University from your member portal

Your Member Portal

How Do You Get Involved?

• Go to the Get Involved page on http://www.ncpdp.org/Membership/Get-Involved.aspx .

• Review minutes and documents before attending work group meetings.▪ Bring documents to work group meeting for reference.

• Read the NCPDP Now electronic newsletter.

• Talk with your Buddy about opportunities that match your interests.

• Speak Out – Take an active role in the meetings.

• Join a Task Group, Work Group or Committee.

VOTE! This is your opportunity to have a direct impact on the standards development process.

NCPDP Collaborative Workspace

• Participants must agree to abide by NCPDP expected conduct.

• The NCPDP Collaborative Workspace contains ▪ Announcements

▪ Calendar

▪ Working documents – by work group/task group/date of call

▪ Help

• If the task group is in your profile, you will receive subsequent meeting invites and emails. If you wish to join a call of interest, see the Collaborative Calendar and add the entry to your personal calendar.

Opportunity for Professional Growth

• Gain broad industry perspective on issues.

• Learn formal consensus process.

• Learn to facilitate discussions.

• Practice conflict resolution.

• Improve public speaking skills.

• Represent stakeholder group interests.

• Gain group leadership experience.

• Improve strategic thinking skills.

Good for your career!

NCPDP Provides Support Programs

• Buddy Program▪ One-on-one help with WG participation and networking

• New Member Luncheon▪ Overall orientation to NCPDP

• NCPDP University ▪ Online library of presentations – how to make the most of

membership

• Brown Bag Sessions▪ Offered quarterly at WGs

• Emerging Professionals Group ▪ Networking events to get connected

• Webinars▪ Education about industry issues and NCPDP solutions

• Commitment • Communication• Collaboration• Coaching• Leadership

• Confidence• Industry Experience • Time Management • Trustworthy

COMPETENCIES

• Analytical Thinker • Knowledgeable • Project Management Skills• Communication Skills• Collaborative Team Builder• Forward Thinking • Strategic Thinking • Leadership Skill

COMPETENCIES

• Leadership Skills• Collaboration • Budgeting/Fiscal Responsibility • Industry Knowledge• Strategic Thinking• Engagement• Commitment

COMPETENCIES

Member Awards

MVP Award

Rising Star Award

Benjamin D. Ward Distinguished

Member Award

TIME Award

Recognizes valuable, active participation at the work group and committee levels.

Recognizes a new member for active participation within the first three years of joining the organization.

Recognizes outstanding achievement, consistent dedication and/or exemplary leadership of a member over time. Named after the founding member of NCPDP.

The Individual Member Excellence Award honors a member for unselfish devotion toward meeting the goals and objectives of NCPDP.

Table Discussion – 20 minutes

NCPDP Certification Program

• Provides members and qualifying non-members an opportunity to obtain a distinguished certification based on the ability to demonstrate knowledge and understanding of implementing NCPDP Standards accurately and effectively.

▪ NCPDP SCRIPT V2017071 Exam• 115 questions (multiple choice, T/F, multiple selection) & completed

within 90 minutes

▪ Delivery Methods: • NCPDP Proctored Exam (in-person exam held during Joint Quarterly

Work Group Meetings)• Online Proctored Exam (anytime, anywhere)• Kryterion Testing Centers (all across the US)

▪ Contact: Brian Goerlich, Certification Program Manager, via email at bgoerlich@ncpdp.org or visit: http://ncpdp.org/Education/Certification-Program

NCPDP Products & ServicesQuality data and information that

simplifies and improves the way you do business.

Accurate prescriber data that is continually updated using patented auto-verification technology, providing an authoritative source for NPI, address, and DEA number relationships.

Industry’s single source-of-truth for capturing and sharing standardized, self-reported pharmacy credentialing data.

This vendor-neutral solution from NCPDP and Experian Health addresses the complexities of managing patient identification across the health care ecosystem.

Real-time monitoring of healthcare-related state and federal legislation and regulatory activity.

Data on more than 80,000 pharmacies and non-pharmacy dispensing sites nationwide.

501(c)(3) nonprofit charitable organization established in December 2012 to support:

• Better healthcare through standards-based health information technology for the common good.

• Standards-based health information technology has the potential to make healthcare for you and your family safer and more effective. It transforms the way your care providers communicate with one another and with you to manage your health.

• http://ncpdpfoundation.org/

NCPDP Matching Funds

Donations to NCPDP Foundation, a 501(c)(3) non-profit organization, are tax deductible to the extent allowed by law.

A receipt for your donation will be sent to you for tax purposes. Tax I.D. No. EIN 46-2161880

www.NCPDPFoundation.org

Annual Conference and Educational Summit

• Annual Technology & Business Conference

▪ Multi-day opportunity to network and make connections.

▪ Learn about industry trends and what is on the horizon.

▪ Multiple opportunities to meet with business partners –“getting business done.”

▪ Exposure to emerging technologies and industry leaders.

▪ Educational Summit▪ One-day program

o Update on the latest NCPDP solutions to critical industry challenges.

o Help to stay ahead of ever-changing rules, regulations

and standards.

Meeting Information and Registration

• How do I get information about NCPDP work group meetings, educational programs, and webinars?

▪ NCPDP website

▪ NCPDP Now electronic newsletter

▪ Program brochures

▪ Member emails

• Register for WG meetings and education events from your member portal.

Communication for Members

• NCPDP Now, News Flash, and other email campaigns (members only)

• NCPDP Collaborative Workspace

• Update on strategic initiatives at work group meetings

• Annual report

• Event/product marketing

• Annual Meeting of the Membership

• Collateral materials

• Industry meetings and exhibits

• Media relations

Introduction of 2019-2020 BOT Members

Gregory S. Kaupp, J.D., MPA, MLTKaupp Advisors

Payer/Processor

William J. Barre, R.Ph.CitizensRx, LLC

Gregory Watanabe, R.Ph., MBAIndependent Consultant

Introduction of 2019-2020 BOT Members

Producer/Provider

Alan K. Gardner, MBARxResults, LLC

Michele Vilaret Davidson, R.Ph., NSCWalgreen Co.

Christian Tadrus, R.Ph., Pharm.D., FASCP, NSC

Independent Pharmacist

Introduction of 2019-2020 BOT Members

Vendor/General Interest

Perry LewisExactCarePharmacy

Chair

Mark Gingrich, M.S. Surescripts

NCPDP Leaders

Lee Ann StemberPresidentand CEO

John W. Hill, MBAHCM, CNEDExecutive Vice President

and GM

Executive Management

John Klimek, R.Ph.Senior Vice President,

Standards and Information Technology

Steve Mullenix, R.Ph.Senior Vice President,

Public Policy andIndustry Relations

Phillip D. ScottSenior Vice President, Business Development

Maggie BruceSenior Vice President,Strategic Planning and

Communications

Standards Development Staff

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• WG1

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• WG7

• WG9

Pat

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• WG 16• WG 45Technical Analyst

Terr

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• WG 18• WG 2• MC

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Senior Manager

• WG11• WG14ModelFacilitator

Vice President Standards Development

Director & VP Level Staff

Jan Marie Mayo Director,

Product Developmentand Database Services

Margaret WeikerVice President,

Standards Development

Janet CabibboDirector,

Communicationsand Marketing

Senior Level Staff

Sandy KovalikSenior Manager,

FinanceAdministration

Rick ReedSenior Manager,

Pharmacy DatabaseServices

Senior Level Staff (continued)

Nicole RussellSenior Manager,

Government Affairs

Jeremy ViethSenior Manager,

Information Technology and Facility

Sherri TeilleSenior Manager,

Product Marketingand Sales Operations

Managers

Kim Dixon-Williams, CMP Manager,

Meeting Planning

Brian GoerlichManager,

Certification Program

Vincent FinocchiaroManager,

Membership Services

Mia RicciNational Account

Executive

Thank you and welcome to NCPDP!

The First Time Attendee survey will be distributed by email next week. Please complete the survey. Your

opinions are important!

Appendix - Standards and Implementation Guides

• Telecommunication Standard

• REMS Reference Guide

• Post Adjudication Standard

• Prior Authorization Transfer Standard

• Financial Information Reporting Standard

• Uniform Healthcare Payer Data Standard

• Retiree Drug Subsidy Standard

• Manual Claim Form Reference Guide (for the Universal Claim Form [UCF])

• Audit Transaction Standard

WG1

Telecommunication

• Billing Unit Standard

• Product Identifiers Standard

WG2

Product Identification

Appendix - Standards and Implementation Guides (continued)

• Manufacturer Rebates Standard

• Medical Rebates Data Submission Standard

WG7

Manufacturer and Associated Trading Partner Transaction

Standards

• Batch Standard

• Medicaid Subrogation Implementation Guide

WG9

Government Programs

WG10

Professional Pharmacy Services

• Specialized Implementation Guide

• Structured and Codified Sig Format

Appendix - Standards and Implementation Guides (continued)

• SCRIPT Standard

• Formulary and Benefit Standard

• Prescription File Transfer Standard

• EHR-S Standalone Electronic Prescribing Functional Profile and the Pharmacy/ Pharmacist Provider Functional Profile

• Standalone Electronic Prescription EHR-S Functional Profile

WG11

ePrescribing and Related Transactions

• Workers’ Compensation Universal Claim Form

WG16

Property and Casualty/Workers’

Compensation

Appendix - Standards and Implementation Guides(continued)

• This is a newly formed work group.WG18

Specialty Pharmacy

• Data Dictionary

• External Code List (ECL)

• Operating Rules for Connectivity

MC Maintenance and Control