TIER 2 · TERMINATION CLAUSE · AUDIT WORKSHEET
Five Termination Terms Decide Your Leverage.
Most Plans Are Locked In Without Knowing It.
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 termination clause
Five terms that decide whether you can leave clean
Data ownership, runout pricing, and notice windows
Build the exit timeline before you need it
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A complete audit framework you can run in half a day.
WHAT IS IN THE WORKSHEET
PASS 03
Price the Exit
Auto-renewal plus a long notice window plus PBM-owned claims data equals a plan locked in without knowing it. The audit surfaces the lock-in while you still have time to renegotiate it.
PASS 01
Read the Five Terms
Five terms decide your exit leverage: the notice window, the termination-for-cause triggers, the claims-data ownership, the runout-claim pricing, and the transition-assistance obligation. Most plans never read them until they want out.
PASS 02
Find the Lock-In
Auto-renewal plus a long notice window plus PBM-owned claims data equals a plan locked in without knowing it. The audit surfaces the lock-in while you still have time to renegotiate it.
ACTION PLAN
This Quarter's Action Plan
Run the three passes, document the lock-in terms, and renegotiate data ownership and runout pricing at renewal. Leverage you can only use at exit has to be written in long before you exit.