TIER 2 · PBM QUARTERLY REPORT · AUDIT CHECKLIST
Your PBM's Quarterly Report Is Built to Reassure.
The 15-Line Checklist for What It Should Contain.
A 2-page printable checklist PBS uses across 100s of PBM contract reviews annually. Free download. Sent to your inbox.
15 line items a complete PBM quarterly report should contain
Check your most recent report against the full list
Paste-ready broker request for the missing lines
4-step quarterly action plan
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A complete audit framework you can run in half a day.
WHAT IS IN THE WORKSHEET
PASS 03
Request the Detail
Whatever line item is missing is missing for a reason. Aggregate summaries hide the trend lines that predict your renewal. The gaps are where the negotiation leverage lives.
PASS 01
Check the 15 Line Items
A complete quarterly report contains 15 specific line items: total spend, generic dispensing rate, mail-order penetration, specialty trend, rebate per claim, and more. Check your most recent report against the full list.
PASS 02
Find What's Missing
Whatever line item is missing is missing for a reason. Aggregate summaries hide the trend lines that predict your renewal. The gaps are where the negotiation leverage lives.
ACTION PLAN
This Quarter's Action Plan
Run the 15-line check, request the missing detail, and build the cadence: every quarter, the same checklist against the new report. Patterns surface across quarters that a single report hides.