- Before
- Re-keys every amendment into spreadsheets, calendars and the rebate engine, and hunts for the clause when someone asks where a date came from.
- Now
- Opens a calendar where every date already links to its clause, confirms abstracted terms beside the signed copy, and publishes them once.
One October morning, from the calendar to a new amendment live
Northwind Bio sells Veltrimab, Corventa and Talmirex under 20 payer agreements worth $4.24B gross a year. On Wednesday 7 October the contract team opens its calendar. Here is what happens next, screen by screen, in the working solution.
- 01Wednesday morning
October, every duty on its day
Dana Okafor · Contract operations leadDana's home screen is the month: 42 obligations from 20 contracts, 31 still open, each a chip on its day coloured by type — notice deadline, term and renewal, price protection, audit window, data due, payment due, fee review. One chip is solid red. On the right, four signed copies are waiting, led by Northgate Health Plan's Amendment 2, not read yet.
“Every dated duty in 20 payer contracts, read from its clause.”
- 0207:04
Three payments differ — Lena opens a claim
Payment checker · Lena Ortiz, GTN and revenue accountingAt 07:04 the payment checker recomputed 6 October payments from the clause in force; 3 differ, $1.81M paid above the clauses. The largest: Crestline Rx billed its Q2 administrative fee at 4.5% of WAC, the rate in its standard fee schedule, where §6.1 sets 4.0% — $13.95M paid against $12.40M owed on $310.0M of eligible WAC sales. It is inside the 90-day dispute window, so Lena opens a recovery claim for $1.55M, deducted from the next invoice. Alder Benefit Partners (+$173K, 1,180 340B units that §3.4 excludes) and Marlowe Specialty Pharmacy (+$85K, a 2.50% fee from a proposal never signed) wait for her decision.
The payment checker never changes or holds a payment. Revenue accounting decides.
- 035 days left
Summitview's notice, drafted from the clause
Sam Patel · Contract strategy, deal deskThe red chip is Summitview Rx, a $220M-a-year PBM agreement. Its term ends Jan 10, 2027 and renews yearly; §12.2 needs 90 days' written notice, so the last day is Monday, Oct 12. Its 4.5% administrative fee is outside the playbook. Sam drafts the notice not to renew from §12.1 and §12.2, signs and sends it by courier and email, as the notices section requires, with Legal copied — or he could let it renew with a recorded reason.
“If nothing is sent, the agreement renews on its current terms for another year, to Jan 10, 2028.”
- 0408:12
Northgate's Amendment 2 arrives, and six agents read it
The agentsNorthgate Health Plan signed Amendment No. 2 on Oct 6; it arrives through the e-signature envelope and our countersignature waits on this review. Contract intake links it to agreement NWB-NG-2025-01 and matches 3 products to the product master. The term abstractor reads 24 terms from 3 pages, the amendment reconciler finds 10 changed values, the playbook checker finds 4 variances against 8 rules, and the obligation tracker proposes 6 dated duties.
Price impact checker: “Corventa lowest net $379.44 is below Best Price $409.42.”
- 05Terms
24 terms, each with a confidence and its clause
Term abstractorEvery term sits beside the passage it came from, highlighted in the signed copy. Corventa moves from Preferred (parity) at 30.0% to Exclusive at 38.0% of WAC, with new exclusivity conditions and a 30.0% fallback if they are not met. The administrative fee rises from 3.0% to 5.5% of WAC per eligible unit, and the exhibit describing the services it pays for is deleted. Dana confirms the terms; price terms always need a person.
The term abstractor never confirms a price term on its own.
- 06What changed
Ten values change from Jan 1, 2027
Amendment reconcilerThe reconciler applies Amendment 2 to the base agreement and Amendment 1 and shows each old value beside the new one. The term now ends Dec 31, 2027. The price-protection threshold drops from 7.0% on net WAC to 5.0% on actual WAC, the plan's audit look-back grows from 24 to 36 months, and notice not to renew falls from 90 days to 60. Everything else stays as signed.
Superseded values are kept with their dates, never overwritten.
- 07Checks
The exclusive rate would set a new Best Price
Price impact checkerAt 38.0% of a $612 WAC the lowest net price is $379.44, below the current Best Price of $409.42 set by Lakeview Health System in Q2 2026. Health plan rebates count toward Best Price, so in the first quarter the new price applies the Medicaid unit rebate rises from $151.78 to $181.76 on about 118,400 units — about $3.55M more a quarter. If the 5.5% fee is not bona fide, the lowest net would be $345.78.
“Needs government pricing before countersignature.”
- 08Pricing review
He signs with the meaning of his signature
Omar Haddad · Government pricing managerDana confirms the 24 terms and routes the amendment to pricing review. Omar approves countersignature and the pricing effect, with a note for the record: the exclusive access is worth the Medicaid effect per the deal model, and the administrative fee must carry a fair-market-value study before Jan 1 or be capped at 4.0%. His name, the time and the note go to the audit trail.
“I approve countersignature of Northgate Health Plan Amendment No. 2 and the pricing effect shown.”
- 09Live
Terms published, six new dates on the calendar
Term publisher · Dana OkaforDana publishes. The term publisher maps the confirmed terms to the rebate engine and proves the test calculation matches, records the $379.44 Best Price candidate from Jan 1, 2027 in the pricing calculation with the fee flagged for study, and updates the ERP accrual rates. Northgate's six duties go live with owners and reminders — first, the new last day to end the agreement on 60 days' notice, Nov 2, for Sam Patel.
The term publisher publishes only approved terms, and every publish is on the audit trail.