TIER 2 · PERFORMANCE GUARANTEES · MID-YEAR AUDIT
Five Guarantees You Should Audit at Mid-Year.
Year-End Notification Comes Too Late.
A 2-page printable worksheet PBS uses across 100s of PBM contract reviews annually. Free download. Sent to your inbox.
Three audit passes on your performance guarantees
Five guarantees to check at the mid-year mark
Mid-year notification beats year-end remediation
Where a guarantee is met on paper but missed in practice
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A complete audit framework you can run in half a day.
WHAT IS IN THE WORKSHEET
PASS 03
Separate Paper from Practice
The PBM notifies you of a missed guarantee at year-end, when the remediation window is closing. A mid-year audit gives you months to invoke the remediation terms instead of weeks.
PASS 01
Check Five Guarantees
Five performance guarantees are worth a mid-year check: pricing, rebate, service-level, clinical-program, and reporting guarantees. Each has a measurable mid-year read if you pull the data.
PASS 02
Audit at Mid-Year
The PBM notifies you of a missed guarantee at year-end, when the remediation window is closing. A mid-year audit gives you months to invoke the remediation terms instead of weeks.
ACTION PLAN
This Quarter's Action Plan
Run the three passes at mid-year, document any guarantee tracking behind target, and send the amendment letter inside the notice window. Year-end is too late to do anything but accept the credit they offer.