Specialty Pharmacy
Multi-stakeholder benefits decisions where employer groups, brokers, and members must align on coverage and cost.
Inside this journey
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Pre-Discovery
Align clinical, contracting, network, and PBM stakeholders before deeper discovery.
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Stakeholder Alignment
Confirm decision roles, timeline, success metrics, and mandatory constraints across pharmacy, medical, network, and PBM stakeholders.
Alignment Questions
Who’s In The Room? — Quick roll call to get us started
- Who will be the primary sponsor for this specialty pharmacy relationship?
- Which functional roles will be actively involved in vendor evaluation and decisions (select all that apply)?
- Please list the names, titles, and preferred contact method for each decision-maker or influencer you just selected.
- Are there external parties (manufacturers, specialty networks, distribution partners) who must be consulted or sign off?
If We Assume Everything Stays The Same, What Breaks?
- When specialty workflows aren’t tightly coordinated across pharmacy, medical, network and PBM, what tends to fail first for your members?
- How frequently do those failures occur today (approximate % of cases or frequency)?
- Tell us about a recent case where a failure of the specialty supply chain caused meaningful patient harm, cost, or escalation—what happened and who felt the pain?
- Which internal KPIs or downstream costs are most affected when those failures happen?
Who Holds the Keys to Saying ‘Go’ — and Who Can Say ‘No’?
- Who has veto authority or final sign‑off on moving forward with a specialty pharmacy partner?
- What formal approval gates or committees must this go through (and how long do those cycles typically take)?
- Which types of evidence or artifacts most influence approvers (e.g., SLA data, cold‑chain validation, PA turnaround metrics, reference calls)?
- Are there known internal political dynamics (e.g., PBM vs plan pharmacy, procurement vs medical leadership) that typically shape decisions here? How should we navigate them?
The Deadline That Keeps You Up at Night
- If launch slips past your target date, what consequence worries you most?
- What is your ideal go‑live date and what external or internal events drive that timing?
- Are there hard blackout dates, enrollment periods, or formulary windows we must avoid?
- How much schedule flexibility exists—what would you be willing to trade (scope, pilots, resources) to accelerate or decelerate the timeline?
What Success Actually Looks Like (Not Just What You Say)
- If we could only deliver three measurable wins in the first 6–12 months, which would you pick?
- For each win you selected, what is the numeric target and the timeline (e.g., PA <48 hours for 90% within 6 months)?
- Which of those metrics will be used for commercial incentives, shared savings, or penalties?
- Who on your team will own measurement and reporting for these metrics once live?
Unwritten Rules and Non‑Negotiables — What We Must Know Upfront
- What contractual or operational constraints are absolute deal‑stoppers for you?
- Are there mandatory security/compliance standards or audits we must pass (SOC2, HIPAA, HITRUST, vendor security questionnaires)?
- Do you require specific accreditations, licenses, or third‑party validations for specialty fulfillment or clinical services?
- Are there non‑negotiable data ownership, patient consent, or reporting terms that must be included in the contract? Please explain.
How Decisions Get Made When Things Go Off‑Script
- When a critical failure occurs during pilot or launch, who is empowered to authorize remedial action immediately?
- Describe your expected escalation path and target response SLAs for high‑severity incidents (e.g., lost biologic shipment, mass PA denial).
- Who needs to be included in post‑incident root cause reviews and what outcomes would satisfy your team?
- Do you expect pre‑defined remediation budgets, credits, or service credits for failures? If so, how should they be structured?
Closing the Loop — What Would Make You Say Yes?
- What would make you pick a specialty pharmacy partner immediately—what combination of proof, price, and trust seals the deal?
- What outstanding information, demonstrations, or reference checks do you need before you can make a recommendation?
- Who would need to attend an executive alignment session to finalize the decision, and what date windows work for your leadership?
- What next step here feels most useful to you—a focused pilot, technical integration workshop, executive briefing, or something else?
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Current State Mapping
Document existing specialty workflows, failure modes (PA delays, cold-chain gaps, transitions), data flows, and vendor performance.
Current State
A Fast Snapshot — Who Are We Talking With?
- Tell us who you are and the single biggest specialty-pharmacy issue you want resolved in this partnership
- Which organization type best describes your role here?
- Which therapeutic areas represent the majority of specialty spend for your population today?
- Roughly how many members/patients do you expect this specialty program to cover?
- Who will be the primary decision-makers and influencers for selecting a specialty pharmacy? List names/titles and their top concern in one sentence each.
Where the Rub Really Lives: Problems We Pretend Aren’t Ours
- If you had to name one recurring specialty-workflow breakdown that costs you the most money or member trust, what is it?
- Which failure modes do you see most often (select all that apply)?
- When those failures happen, who usually notices first and how long does it take to surface the problem?
- How frequently do these failures lead to an adverse member outcome (missed dose, hospital readmission, therapy abandonment)?
- Tell us about one recent example — what happened, whose process broke down, and how it felt for the patient and the care team?
Follow the Paper Trail (and the Data Gaps)
- Why do your current data feeds leave you blindfolded at critical moments — what specific data do you wish you had that you don’t?
- Which systems currently exchange data for specialty workflows (select all that apply)?
- For each integration you selected, how reliable is the data flow (near real-time, daily batch, weekly batch, inconsistent, none)?
- Which data elements do you consistently find missing or inaccurate when reviewing specialty reports?
- How quickly do you need critical operational signals (e.g., PA approval, failed delivery) to arrive in your systems for them to be useful?
Who Owns What (and Who Doesn’t)?
- Where do responsibilities blur today—what process step regularly becomes ‘no one’s job’?
- Who currently owns prior authorization initiation, appeals, and authorizations in your arrangement?
- Who is accountable for cold-chain validation during transit and at delivery?
- Which party manages patient education and adherence interventions after discharge from a facility?
- Have you documented handoffs and escalation paths between these parties? If yes, where are the largest handoff delays?
When Things Break: The Real Costs and Emotions
- How do you quantify the downstream cost when a specialty workflow fails — what gets measured and what is invisible?
- Which of these consequences have you observed from specialty failures (select all that apply)?
- How do these failures affect provider relationships and willingness to prescribe specialty therapies for your members?
- When a high-severity failure occurs, what immediate steps are taken and who signs off on remediation?
- Thinking emotionally for a moment: how do these recurring issues affect your team's morale or confidence in your specialty network?
The Member Journey: Stories That Stick
- Tell us about a member experience that made you uncomfortable—what went wrong and why it still matters?
- Which patient touchpoints do members complain about most often (select up to three)?
- How do members typically report issues—call center, provider, online portal, case manager? Which path produces the fastest resolution?
- What are your target member experience metrics for specialty therapy (select all that apply)?
- Share one brief patient story where exceptional specialty pharmacy support made a measurable difference for the member — what changed?
What Would ‘Zero Friction’ Actually Feel Like?
- If you could eliminate one recurring specialty friction today, which would move the needle most and why?
- What realistic SLA targets would make you feel confident in a specialty partner (select all that apply)?
- Which outcome metrics must be included in reporting to justify value-based contracting?
- How frequently would you want joint performance reviews and what format works best (dashboard, deep-dive quarterly, ad-hoc RCA)?
- What would need to be demonstrably different inside 90 days for you to call an initial pilot a success?
Trade-offs and Hard Constraints We Can’t Ignore
- What contractual or regulatory constraints are non-negotiable for any specialty solution we propose?
- Which of these constraints apply to your program (select all that apply)?
- What budget or procurement timelines are driving your decision process?
- Where have past vendors tried to workaround constraints and failed — what should we avoid trying to do?
- If we proposed a phased approach that required waiving one internal preference temporarily, which preference would you be most open to re-evaluating?
Small Changes, Big Wins: Where to Start
- What one operational fix could be implemented in 30–90 days that would visibly improve member experience?
- Which quick-win areas do you prefer (select up to two)?
- Who would need to own these pilot activities from your side (titles or teams)?
- What minimum success signal would make a 90-day pilot worth expanding?
- Are there specific patient cohorts you’d prioritize for a pilot (by disease, geography, or risk)? Please list and explain why.
Agreement, Data Deliverables, and Decision Rhythm
- What exact data extracts, reports, or artifacts do you need from a specialty partner before you’ll advance to contracting?
- Which of these items must be included in the SOW or contract (select all that apply)?
- What is your target decision timeline and what approvals are required to move from pilot to enterprise?
- Who are the three people we should loop into a weekly operational sync as we stand up a pilot (name, title, best contact)?
- What would success look like at the end of our initial engagement and how will you measure it?
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Outcome Discovery
Define prioritized outcomes, measurable success signals (PA turnaround, adherence, first-fill abandonment, cold-chain delivery), and key risks to mitigation.
Discovery Questions
Quick Check-In: Who Are We Helping and How?
- Which organization type best describes you?
- Who will be the primary decision owner we should map outcomes to (title/role and contact cadence)?
- Which therapeutic areas drive the largest share of your specialty spend?
- Approximately what percent of your total drug spend is specialty today?
- In one sentence, what single outcome would make a specialty pharmacy partnership indisputably successful for you?
Stop Tolerating Delays—What If PA Speed Wasn't a Bottleneck?
- If prior authorization delays disappeared overnight, what opportunities would open up for your members, clinicians, and care managers?
- How often do PA delays currently prevent therapy initiation on the same day the medication is prescribed?
- What is your target PA turnaround time by therapy type (hours/days)?
- Share a recent case where a PA delay led to clinical harm, a hospitalization, or an avoidable cost—what happened and why?
- How do PA delays affect prescriber relationships and referral patterns in your network?
Imagine Adherence That Actually Moves the Needle
- What would a 10–20% improvement in specialty med adherence mean for your quality scores, utilization, and budgets?
- Which adherence measures do you currently rely on to evaluate specialty programs?
- For your top specialty categories, what are the current baseline PDC or MPR values (give ranges or examples)?
- What adherence interventions have you tested (nurse outreach, REMS support, copay assistance navigation, home visits) and which delivered measurable gains?
- How important is patient experience (satisfaction, ease of access) relative to clinical adherence when you evaluate success?
What 'First Fill' Feels Like Today—and What It Shouldn't
- How much member trust and avoidable cost do you estimate is lost when a patient abandons their first specialty fill?
- What is your current first-fill abandonment rate for specialty medications?
- Where in the first-fill experience do most abandonments occur for your members?
- Tell us about a specific first-fill abandonment case that exposed a systemic gap—what was the root cause?
- What is an acceptable target first-fill abandonment rate that would make you consider the program a success?
Cold Chain: When a Broken Box Breaks Trust
- If a single cold-chain failure could cause a patient harm or a multi-million dollar claim, what would you change about current processes tomorrow?
- How many specialty cold-chain shipments do you coordinate or oversee each month?
- Which cold-chain failure modes have you actually observed in your population?
- What percent of your cold-chain shipments currently include real-time temperature monitoring and tamper evidence?
- Do you have formal SLAs and penalties tied to cold-chain breaches today?
Outcomes That Matter: Pick the Signals We Should Run To
- If we could only measure three signals to prove value in 12 months, which three would you insist on and why?
- Which of these outcome signals are primary for your organization right now?
- For each primary signal you selected, what numeric threshold or percentage improvement would justify continued partnership?
- Which data sources can you provide to validate these signals (select all that apply)?
- What reporting cadence do you need to feel confident (and which stakeholders need what frequency)?
Where the Risks Hide—and Who's Ready to Own Them
- What's the one risk you worry we'll all point at later if outcomes fall short?
- Which of these risks keep you up at night when thinking about specialty programs?
- For the risks you selected, who in your organization is empowered to make decisions and allocate resources to mitigate them?
- What mitigation steps or guardrails are non-negotiable before you’ll sign an outcomes-based agreement?
- How do you prefer incidents be escalated and resolved so they don't erode trust (method and timeline)?
Timing, Commitment, and Value: Is This the Right Moment?
- What's the financial or reputational cost of waiting 6–12 months to address these specialty outcomes?
- What is your ideal timeline to start seeing measurable improvements from a pilot or partnership?
- Who must sign off to run an outcomes pilot and what common approval hurdles slow that process?
- What level and type of financial or operational commitment would you accept for a pilot?
- How will your leadership judge success at 90 days and at 12 months (what metrics and stakeholders matter most)?
Next Steps That Feel Doable
- If we walk away with one clear next step that guarantees momentum, what must it be?
- Would you prefer to start with an outcomes-focused pilot or a full-service onboarding to prove operational capability?
- What specific data access, integration, or legal items must be completed before a pilot can begin?
- Who are the 4–6 people we should include in the kickoff meeting to remove roadblocks quickly?
- What concerns should we address in a proposed statement of work to make it immediately signable?
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Solution Experience
Walk through real member scenarios (discharge transfers, limited-distribution drugs, PA workflows, biologic shipping) to confirm how outcomes will be achieved.
Experience Meetings
- Discharge Transfer Scenario Walkthrough
- Limited-Distribution Drug (LDD) Pathway Walkthrough
- Prior Authorization (PA) End-to-End Scenario Walkthrough
- Biologic Cold-Chain Shipping & Home Delivery Scenario Walkthrough
- Schedule a monitored pilot of 10 biologic shipments to validate controls and report results after completion.
- Create a single-source LDD playbook that specifies gating, documentation, and owner responsibilities.
- Agree SLAs and KPI definitions for LDD approvals and fulfillment to be used in reporting.
- Validate that the pharmacy's operational controls and manufacturer contacts can deliver against the SLAs.
- Identify any contract-level blockers that require legal or manufacturer negotiation.
- Customer to share full LDD manufacturer list, current contract notes, and recent denial/exception cases.
- Pharmacy to produce the LDD playbook (process map, SLA, manufacturer contacts) and share within 4 business days.
- Agree pilot LDD case and timeline to validate the playbook in production.
- Legal/commercial to flag any manufacturer contract terms that block the proposed flow.
- Current State (1-sentence)
- Agree on one definitive PA evidence template per major therapeutic area and acceptance criteria for completeness.
- Commit to a measurable PA turnaround SLA and define exception handling and escalation.
- Validate that automation and intake processes demonstrably reduce rework and time-to-decision.
- Assign owners for PA metric reporting and continuous improvement loops.
- Customer to provide 5 recent PA denial examples and list of required clinical endpoints for approvals.
- Pharmacy to deliver finalized clinical evidence templates and a mapping of required attachments per therapy.
- IT/Integration teams to confirm e-submission connectivity and automate template population where possible.
- Schedule a 30-day review to validate PA SLA performance and adjust templates as needed.
- Current State (1-sentence)
- Agree on validated cold-chain acceptance criteria and excursion thresholds for biologics.
- Confirm remediation workflow, customer notification cadence, and financial responsibility for spoiled product.
- Assign operational owners for carrier selection, monitoring, and exception management and set KPI targets for delivery success.
- Plan a targeted pilot of monitored shipments to high-risk geographies to prove the future state.
- Pharmacy to provide 3 recent temperature logger traces and any incident root-cause analyses.
- Ops to draft and share cold-chain SOP, escalation steps, and patient notification scripts.
- Commercial to confirm cost/re-dispense policy and who bears replacement cost under agreed scenarios.
- Current State (1-sentence)
- Ensure all stakeholders share a single, explicit statement of the current discharge handoff failure and its impact.
- Agree on concrete acceptance criteria and SLA that define the future state for discharge transfers.
- Assign owners and schedule a pilot to validate the proposed SOP within a defined timeframe.
- Capture integration gaps (EHR notifications, e-prescribe) that must be resolved pre-pilot.
- Customer to provide 2 de-identified discharge cases and EHR discharge workflow screenshots.
- Pharmacy to deliver a proposed discharge SOP and SLA document within 3 business days.
- IT teams to validate notification feed capability and report any integration blockers.
- Schedule and scope a 2-week pilot with owners and success metrics.
- Current State (1-sentence)
- Consequence (1-sentence)
- Consequence (1-sentence)
- Consequence (1-sentence)
- Consequence (1-sentence)
- Future State (1-sentence)
- Future State (1-sentence)
- Future State (1-sentence)
- Future State (1-sentence)
- Manufacturer & Contract Constraints Review
- Case Timeline Review (Submission → Decision)
- Case Packet Review
- Shipment Trace Review (Real Temp Logger Data)
- Operational Flow Mapping (Roles & Handoffs)
- Operational Controls & Contingency Mapping
- Clinical Evidence Template Alignment
- Live Order Flow Walkthrough (Real LDD Case)
- Proof: Operational Controls & Inventory Handling
- Proof: Test Case and Acceptance Criteria
- Proof: Automation & Intake Demo
- Proof: Integration & Process Demonstration
- Validation & Escalation Path Agreement
- Validation & Policy Sign-off
- Validation: SLA Agreement & Reporting
- Validation & Decision Points
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Solution Scope
Define scope, responsibilities, SLAs (PA, shipping, adherence), integrations, reporting deliverables, and escalation paths.
Scope Configuration
- Benefits Investigation and Coverage Verification
- Prior Authorization Submission and Clinical Documentation
- Patient Enrollment and Copay Assistance
- Medication Dispensing and Fulfillment
- Cold Chain Packaging and Temperature-Controlled Shipping
- Hospital Discharge Medication Coordination
- Refill Coordination and Adherence Monitoring
- Clinical Pharmacist Counseling and Side-Effect Management
- Limited Distribution Drug Access and Management
- EHR Integration for ePrescribing and Documentation Exchange
- Specialty Drug Claims Submission and Adjudication Support
- Clinical Outcomes and Adherence Data Reporting
Scope Questions
Benefits Investigation and Coverage Verification
- Do you require real-time eligibility checks for members at point-of-prescribing or point-of-dispense?
- Which payer sources and channels must be queried for benefits and coverage (select all that apply)?
- What is the expected volume of benefits checks per month?
- What SLA do you require for returning a benefits verification result?
- What data elements must be captured and returned in the verification (e.g., coverage effective date, formulary tier, prior authorization requirement, specialty carve-out)?
- How should benefits exceptions and appeals be escalated (contact points, timelines, required documentation)?
Prior Authorization Submission and Clinical Documentation
- Do you want the specialty pharmacy to prepare and submit PAs on behalf of prescribers?
- Which PA submission channels do you require?
- What clinical documentation elements are mandatory for PA approval in your contracts (e.g., lab results, prior treatment history, diagnosis codes)?
- What is the target PA turnaround SLA (from submission to decision)?
- How should PA denials / partial approvals be reported and what escalation path do you require?
- Are there existing PA templates, forms, or clinical pathways you want the pharmacy to use?
- Who is responsible for collecting supporting clinical evidence (pharmacy, prescriber, or plan) for complex cases?
Patient Enrollment and Copay Assistance
- Should the pharmacy manage enrollment into manufacturer copay, PAP, or patient assistance programs?
- What enrollment channels do you prefer for patients (phone enrollment, web portal, EHR message, in-clinic)?
- What information/privacy consents are required from members to enroll in assistance programs?
- What is the expected monthly number of new enrollments and renewals?
- Which stakeholders must be notified when enrollment is completed (e.g., prescriber, case manager, health plan)?
- Are there financial counseling or affordability reporting requirements tied to enrollment activities?
Medication Dispensing and Fulfillment
- Which fulfillment models are required (ship-to-patient, ship-to-clinic, bedside hospital delivery, pick-up)?
- What expected dispensing volume (prescriptions/day or month) and average units per script should we plan for?
- What required dispense SLAs do you need (order processing, same-day, next-day, scheduled delivery)?
- Do you require staging for high-risk or high-cost meds (segregated inventory, restricted access)?
- Are there preferred fulfillment partners or consolidators we must use?
- What exception handling is required for refused deliveries, incorrect addresses, or payer denials?
- Should dispensing include specialized packaging or labeling requirements?
Cold Chain Packaging and Temperature-Controlled Shipping
- Which product temperature classes must be supported (ambient, refrigerated 2-8°C, frozen, ultra-cold)?
- What validated cold-chain packaging solutions are required (active thermal shippers, passive shippers, phase-change materials)?
- What monitoring and reporting do you require for shipments (real-time GPS, temperature logs, tamper evidence, post-delivery certificate)?
- What acceptable temperature excursion policy and remediation steps do you require?
- What shipping windows and SLA expectations exist for cold-chain deliveries (overnight, next-day, scheduled windows)?
- Are cold-chain validation and qualification documents required for compliance or audits?
- Who is the escalation contact for cold-chain failures (pharmacy operations, plan clinical lead, manufacturer)?
Hospital Discharge Medication Coordination
- Do you require direct coordination with hospital discharge teams to provision specialty meds at discharge?
- Which discharge workflows must be supported (inpatient to home, inpatient to skilled nursing, ED same-day discharge)?
- What timeline is required from discharge notification to patient receipt of medication?
- What documentation do you require at discharge (med reconciliation, prescriptions, PA status, counseling notes)?
- Should the pharmacy provide bedside or in-ward medication handoff and initial counseling?
- Who are required hospital contacts and what are escalation rules for missed discharges?
Refill Coordination and Adherence Monitoring
- Do you want automated refill reminders and outreach to members?
- What adherence metrics should be tracked and reported (PDC, MPR, first-fill abandonment, days to first fill)?
- What frequency of refill reconciliation and outreach is required (daily, weekly, monthly)?
- Do you require multi-channel outreach (phone, SMS, email, portal) and which channels are allowed?
- How should non-adherence be escalated and to whom (prescriber, case manager, plan clinical lead)?
- Are automated refill authorizations with prescribers acceptable (via e-prescribe refill or templated message)?
Clinical Pharmacist Counseling and Side-Effect Management
- What level of clinical counseling is required (initial counseling at first fill, ongoing scheduled calls, on-demand pharmacist access)?
- Which clinical escalation paths are required for adverse events or urgent side-effect management?
- What documentation do you require from counseling interactions (structured notes, coded outcomes, patient-reported side effects)?
- Are there therapy-specific protocols or scripts pharmacists must follow (oncology infusion premeds, immunosuppressant monitoring)?
- Do you require integration of counseling notes into the prescriber EHR or shared care record?
- What performance metrics should be tracked for clinical interventions (resolution time, hospitalization avoidance, symptom improvement)?
Limited Distribution Drug Access and Management
- Which limited distribution networks or manufacturer programs must be supported (list manufacturers or programs)?
- Do you require the pharmacy to be credentialed/approved by specific manufacturers prior to dispensing?
- How should restricted-access inventory be tracked and reported (lot-level tracking, allocation dashboards)?
- What ordering and fulfillment SLAs apply for limited distribution drugs?
- Who is responsible for managing manufacturer interactions (prior auth support, enrollment, returns)?
- Are there special return, destruction, or reuse policies we must follow?
EHR Integration for ePrescribing and Documentation Exchange
- Which EHR systems and vendor versions must we integrate with for ePrescribing and documentation exchange?
- Which integration standards are required or preferred (NCPDP SCRIPT, HL7, FHIR, Direct message, Proprietary API)?
- What level of integration is required (ePA, prescription routing, clinical note push, appointment/status updates)?
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Mutual Commit
Finalize commercial and legal terms, confirm SLAs, data sharing, value-based outcome metrics, and executive sign-offs.
Agreement Modules
- Statement of Work (SOW)
- Master Services Agreement (MSA)
- Service Level Agreement (SLA)
- Pricing & Reimbursement Schedule
- Business Associate Agreement (BAA) / Data Processing Addendum
- Outcomes & Value-Based Metrics Addendum
- Reporting & Data Delivery Specification
- Limited Distribution Drug (LDD) Access Agreement
- Cold Chain & Shipping Liability Addendum
- Implementation & Go-Live Plan (Onboarding Schedule)
- Acceptance Criteria & Remediation Plan
- Governance & Escalation Charter
- Term, Renewal & Termination Agreement
- Confidentiality & Intellectual Property Agreement
- Final Executive Sign-Off
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Deployment
Operationalize rollout with readiness checks, enablement, and outcome validation.
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Pre-Deployment Readiness
Verify data access, EHR/e-prescribing integrations, fulfillment routes, cold-chain validation, and assigned owners for launch tasks.
Readiness Questions
Getting Oriented: Who's in the Room?
- Which stakeholder type are you representing in this conversation?
- Who will be directly involved in the decision and implementation (select all that apply)?
- What is your target timeline to select and onboard a specialty pharmacy partner?
- Briefly describe a prior experience with a specialty pharmacy that shaped your expectations (what went well or poorly?).
- Which top outcomes are you most focused on achieving with a partner? (pick up to three)
- How will your organization measure success at 6 months and at 12 months? Please name the key metric(s).
What Keeps Your Leaders Up at Night?
- If you had to name the one recurring problem that costs you the most money, time, or credibility today, what would it be?
- Which failure modes do you observe most frequently in specialty drug journeys?
- How long have these problems been recurring in your organization?
- Tell us about a recent case that demonstrates how this problem affected a member or your operations.
- In what ways do these failures show up politically or emotionally inside your organization (e.g., blame, risk aversion, executive pressure)?
Where Does the Process Break Down?
- Where in the specialty workflow do handoffs most frequently stall or fail?
- For prior authorizations specifically, what is your average turnaround today and what would you consider acceptable?
- What are the top reasons PAs are delayed or denied in your experience?
- Describe a recent cold-chain or shipping failure and its downstream impact on therapy or care.
- Which data connections exist today and which would you need the pharmacy to support (select all that apply)?
- Who currently owns escalation when a member's specialty therapy is at risk?
- How timely and granular is the vendor performance reporting you receive today? Give an example of a report you rely on.
If You Could Snap Your Fingers, What Would Change?
- Imagine the specialty junction ran perfectly for your members—what three outcomes would immediately make you feel relieved and proud?
- Which of the following outcomes must be measurable from day one versus desirable over time?
- What numeric targets would you set for your top one or two priority metrics (e.g., PA <48h, first-fill >90%)?
- Which patient cohorts or drug classes would you prioritize to demonstrate early impact?
- What would a near-term failure look like to you—how would you know things weren’t working in the first 90 days?
What Would It Take to Trust a Partner?
- What evidence or proof would instantly move a skeptical director to say, 'we can rely on this pharmacy'?
- Which of the following proof points matter most before you finalize a partnership?
- How would you prefer to validate cold-chain reliability during evaluation?
- What are the non-negotiable 'red lines' that would make you walk away from a prospective pharmacy partner?
- Who in your organization must sign off on operational readiness versus technical integration (name roles or teams)?
- Are you open to a staged ramp or pilot tied to defined KPIs before full roll-out?
Money, Contracts, and Value — What's Non-Negotiable?
- If your CFO could lock in one contractual promise, what would it be (cost certainty, penalties, data rights, etc.)?
- Which contracting structures are you most comfortable negotiating with a specialty pharmacy?
- Which operational KPIs would you be willing to tie to financial incentives or penalties?
- What reporting cadence and level of data access do you require to feel confident in a value-based arrangement?
- Which legal or compliance clauses typically add the most negotiation time for you?
- Describe your preferred governance cadence (stakeholders, frequency, and escalation path) to manage contract performance.
Operational Reality Check: Can You Launch on Day One?
- If we attempted to go-live on the planned date, what single operational gap would most likely derail that launch?
- Which integrations are currently live, which are planned, and which would require new builds? (select all that apply)
- Do you have named owners or simply roles assigned for launch activities across pharmacy, IT, network, and PBM?
- What test data sets are available now for pre-deployment validation (patient roster, prior auth backlog, historical claims)?
- What internal approvals, security reviews, or vendor onboarding steps remain before systems can be connected live?
- Who will be the day-one escalation contact for clinical, IT, and logistics issues? Please provide roles and preferred contact method.
- Realistically, how many weeks would you commit to for pre-deployment validation and end-to-end testing?
Your Minimal Viable Pilot — Let's Make It Unavoidable
- If you only ran a 90-day pilot, what single outcome would compel you to expand the program?
- Which patient population or product scope should the pilot include to prove meaningful value?
- What minimum sample size or volume would you require to consider pilot results statistically or operationally credible?
- Which go/no-go gates should we include at 30, 60, and 90 days?
- How would you like remediation steps, root cause, and owner assignments to be documented and tracked during the pilot?
- Who from your side should sit on the pilot steering committee and how often should the committee meet?
- Realistically, how soon could you begin a pilot once scope and contracts are agreed?
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Deployment Enablement
Schedule and execute onboarding tasks, training for care coordinators and prescribers, and track go-live milestones and dependencies.
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Validation Checklist
Confirm acceptance criteria (PA turnaround, first-fill rates, cold-chain delivery success, reporting feeds) and document remediation steps.
Validation Questions
Who's in the Room (and who needs to be?)
- Which people or teams from your organization will actively participate in selecting and standing up a specialty pharmacy partner?
- Who holds final decision authority for awarding the specialty pharmacy contract?
- What is your target timeline for selection → contract → go‑live?
- Which success metrics will determine whether this partnership is a win for your organization?
- Are there mandatory constraints we must honor (e.g., existing LDD relationships, vendor exclusions, contract clauses or state regulatory limitations)? Please list.
Why are we still treating prior authorization as a sunk cost?
- How long (on average) does a specialty PA take from initiation to approval in your environment today?
- Who typically initiates the PA and who completes it (roles and vendors)?
- What are the top three root causes for PA delays you encounter (be specific: documentation, clinical justification, missing forms, payer rules, electronic routing, staffing)?
- What percentage of your PAs are submitted and adjudicated electronically versus phone/fax/manual?
- Tell us about a recent PA that caused a serious member or clinical impact—what happened and how did it feel for clinicians and the patient?
Where members get left behind — why first fills still fail
- What is your current first‑fill abandonment rate for specialty therapies, and how is this measured?
- When a member abandons a first fill, what are the most common reasons you see?
- Do you have documented handoffs for hospital discharge → specialty pharmacy? If so, where do they tend to break down?
- Share a recent member story where the logistics (shipping, PA, or coordination) made the difference between therapy start vs. avoidable delay.
- Which interventions have you already tried to reduce first‑fill abandonment, and what worked vs. what didn’t?
Cold chain is a promise — what happens when it breaks?
- How do you currently validate a specialty pharmacy’s cold‑chain process before launch?
- What temperature breach threshold and remediation timeline would you require to consider an incident acceptable vs. critical?
- How many cold‑chain incidents have you documented in the last 12 months, and what were the member impacts?
- Who in your organization would own cold‑chain escalation, remediation, and communication to members and providers?
- If a cold‑chain failure costs you a patient’s trust or a clinical setback, what would you need the pharmacy partner to do within 24–72 hours to restore confidence?
Data: What decisions are you making in the dark?
- Which data feeds are essential for you to manage specialty spend and outcomes (pick all that apply)?
- How do you prefer those feeds delivered or integrated (select all that apply)?
- Which reporting cadence and SLAs do you require for operational KPIs (e.g., PA aging, first‑fill status, cold‑chain breaches)?
- What legal, privacy, or contractual constraints limit how much member data you can share with or receive from a specialty partner?
- Describe a recent time when a lack of data led to a missed opportunity or a bad outcome—what would timely data have changed?
If outcomes mattered more than process, what would you change first?
- Which measurable outcomes would make you willing to shift volume or payment to a specialty partner?
- What target thresholds (numbers) would you define as an acceptable success for a 6‑month pilot?
- How comfortable are you with outcome‑linked contracting that includes financial upside/downside tied to these metrics?
- Which patient cohorts or therapy classes would you prioritize for outcome‑based pilots (e.g., oncology injectables, biologics, MS, HIV)?
- If we could guarantee one improved outcome in 90 days, which would be most valuable to your executive sponsors and why?
Small bets that prove this will work — what’s your smallest test?
- What is the smallest, fastest pilot you would accept to validate partnership capabilities (population size, therapy class, duration)?
- Which acceptance criteria would make the pilot an unambiguous success (link metrics, tolerances, and reporting cadence)?
- What resources and approvals must be in place before a pilot can start (data access, EHR integration, patient consent, formulary changes)?
- Who would be the day‑to‑day owners on your side for a pilot and who is the executive sponsor we should brief on results?
- What are the three biggest blockers that would stop you from launching a pilot within your target timeline?
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Success
Review outcomes against agreed success signals, operationalize continuous reporting, and maintain a shared channel for issues and improvements.
Success Reviews
- Quarterly Success Review
- Outcomes Analytics Deep Dive
- Continuous Reporting Operationalization Workshop
- Issues & Improvements Retrospective — Shared Channel Governance
Issues & Enhancements
- Assign a rotating on-call owner to enforce SLAs and escalate per the agreed ladder.
- Approve a prioritized remediation plan with owners, timelines, and expected KPI impact.
- Align executives on commercial consequences or contract amendments if targets repeatedly missed.
- Publish the quarter KPI report and variance pack to shared channel within 48 hours.
- Assign remediation owners for each KPI shortfall and create tracked tasks with deadlines.
- If required, convene commercial/legal sub-team to review contract/SLA implications within 10 business days.
- Pre-work Recap & Objectives
- Agree on unambiguous metric definitions and calculation logic for all success signals.
- Validate that data sources and pipelines can produce reliable metrics, or list required fixes with owners.
- Sign off on reporting cadence, recipients, and acceptance criteria for automated feeds.
- Deliver a final metric specification document (definitions, source fields, calculation steps) to all parties.
- Create a prioritized data remediation backlog with owners and target completion dates.
- Schedule a data reconciliation run and validation report after remediation tasks complete.
- Current Channel Performance Snapshot
- Implement clear channel governance so issues are triaged and assigned within agreed SLAs.
- Create a prioritized improvement backlog and assign sprint ownership.
- Ensure channel metrics and major incidents are surfaced into the Quarterly Success Review.
- Create the shared channel (or formalize existing one) with documented triage rules and pinned templates.
- Configure automated reporting that exports channel metrics to the KPI dashboard weekly.
- Workshop Framing & Desired Future State
- Finalize dashboard and alerting specifications ready for prototype build.
- Assign clear ownership and SLAs for alert response and data stewardship.
- Approve pilot plan with acceptance criteria and timeline.
- Develop dashboard prototype aligned to the spec and deliver for review within 2 weeks.
- Configure alerting rules and integrate escalation paths into the shared channel/workflow system.
- Publish governance charter listing owners, audit cadence, and SLA commitments.
- Introductions & Objectives
- Confirm whether each agreed success signal met target and quantify any shortfalls.
- Dashboard Spec: Views & Consumers
- Triage Rules & Use Cases
- Current State: Data Sources & Quality
- Restate Agreed Success Signals & Targets
- SLA & Escalation Ladder
- Alerting & Thresholds
- Metric Definitions & Calculation Logic
- Performance Dashboard Walkthrough
- Backlog Prioritization & Sprint Cadence
- Root Cause Review for Outliers
- Governance & Ownership
- Sample Reconciliation & Anomaly Review
- Pilot Plan & Rollout
- Communication Templates & Reporting Into Quarterly Reviews
- Data Gaps, Fixes & Validation Plan
- Remediation & Improvement Proposals
- Decision & Executive Confirmations
- Sign-off on Reporting Spec & Cadence
- Next Steps & Scheduling