Free Proposed Pretrial Order - District Court of Delaware - Delaware


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Case 1:04-cv-01258-SLR

Document 298-8

Filed 04/01/2006

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Exhibit 7 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. Civil Action No. 04-1258-SLR THE TRIZETTO GROUP, INC.'S TRIAL EXHIBIT LIST AND MCKESSON'S OBJECTIONS

TRZ No.: 500. 501. 502. 503. 504. 505. 506. 507. 508. 509. 510. 511. 512. 513.

Date: 00/00/0000 01/18/1991 04/02/1989 00/00/0000 00/00/0000 00/00/0000 00/00/0000 00/00/0000 04/09/1997 06/23/1997 01/17/1989 00/00/1988 01/25/1989 02/13/1989

Description: Documents McKesson witheld from production and which J. Bechtle has ordered produced or unredacted Doc's Knowledge translates to cost reduction Caterpillar When they asked to pick his brain... Chicago Tribune FACETS source code ClinicaLogic source HPR Profile G. Goldberg Resume G. Goldberg Selected Publications and Journal Articles Correspondence to M. Waitzking regarding replacing a portion of the G. Goldberg affidavit Memorandum to P. Brient regarding material appearing regarding patent and possible worry Memorandum regarding thoughts before user site installation for CodeReview Product Description of CodeReview Handwritten notes regarding CodeReview's Wish to Pend/Not Memorandum regarding seamless version for MS DOS and visit

Production No(s):

MCK OBJECTIONS1

CAT0861 CAT0876CAT0877 CD-TRZN 018 & 019 CD-TRZN-0001 DH0268DH0277 GG0001GG0005 GG0006GG0017 GG0020GG0021 HPI026 KD0059KD0062 KD0068KD0093 KD0097KD0113 KD0117-

H, A, R, UP H, R, UP H H

H H H R, UP, A, H R, UP, H

A, H R, UP

1 An explanation regarding McKesson's objections is set forth at the end of the exhibit list.

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TRZ No.: 514. 515. 516. 517. 518. 519. 520. 521.

Date:

Description: to Morrisey Assoc. Flowcharting worksheet Correspondence to Wausau regarding CodeReview with attached meeting agenda Superceded codes notes Handwritten notes regarding superseded code lines Developing Knowledge-Based Systems: Reorganizing the System Development Life Cycle A System Development Methodology for Knowledge-Based Systems MedClaim: An Expert System for Medical Claims Review U.S. Patent #5,523,164: System and Method for Detecting Fraudulent Medical Claims Via Examination of Service Codes (Holloway) U.S. Patent 5,523,164 File Wrapper Correspondence to J. Margolis enclosing copy of the '164 Patent (w/o enclosure) Erisco Product Overview FACETS Product Overview, Spring 1996: Technology for the Business of Healthcare Introducing Facets Erisco's for Integrated Managed Care Brochure for Erisco, FACETS, HealthWeb: Everything Your Organization Needs to Thrive on e-healthcare in One Comprehensive End to End Solution Compilation of articles related to M-Plan Settlement Agreement between HPR and GMIS Email regarding overview of partners and summary of partners meeting and next steps

00/00/0000 01/26/1989 00/00/0000 02/01/1990 04/00/1989 06/00/1989 00/00/1984 10/12/1993

Production No(s): KD0120 KD0121KD0128 KD0132KD0137 KD0180KD0183 KD0195KD0200 LK000013LK000019 LK000029MK000036 LK000037LK000145 MCK000001MCK000066 MCK000067MCK000622 MCK002302 MCK002304MCK002309 MCK002310MCK002338 MCK002339MCK002348 MCK002349MCK002354 MCK002355MCK002364 MCK002429MCK002454 MCK002877MCK002880

MCK OBJECTIONS1 A, H, I R, A, UP R, A, H, UP R, A, H, UP R, H, UP R, H, UP R, H, UP

522. 523. 524. 525. 526. 527.

08/23/2004 10/09/2001 05/12/1999 00/00/1996 00/00/0000 03/00/2001

H, R, UP

H H H H

528. 529. 530.

00/00/0000 01/23/1995 08/29/2001

H

H

2

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TRZ No.: 531. 532. 533. 534. 535. 536. 537. 538. 539. 540. 541. 542. 543. 544. 545. 546. 547. 548. 549.

Date: 08/24/2001 01/31/0003 10/00/1991 00/00/0000 10/08/2001 03/22/2001 03/12/2002 02/21/2002 06/01/2000 04/02/1998 02/00/2002 00/00/2004 05/00/2004 01/00/1998 01/00/1998 01/00/1998 01/00/1998 09/00/1996 01/00/1998

Description: Email string attaching list of accounts with a defined process Email regarding Solucient and Auto Audit Editing systems improve at catching claims abuses by health providers Advertisement regarding ClinicaLogic Email regarding BCBSMI and BCN challenges and opportunities and Erisco impacts TriZetto Briefing Outline Memorandum regarding TriZetto positioning TriZetto Site Visit Meeting Minutes Email regarding Erisco Phone Call Sales Alert: Erisco's FACETS Code Auditing Application Puts ClaimCheck and CodeReview Customers at Risk CodeReview 6xC Installation Guide Revision 5 CodeReview Place of Service Release Software Release Notes CodeReview 6cx Technical Guide Revision 3 ClaimCheck Explorer 5.0 Features and Functions Training Manual ClaimCheck Explorer Implementation Plan Version 5.0 ClaimCheck Explorer Database Dataload Guide Version 5.0 for Windows ClaimCheck Explorer 5.0 Data Extract Process Manual ClaimCheck EIS Implementation Plan Version 1.0 ClaimCheck Explorers Users Manual Version 5.0 for Windows

Production No(s): MCK002890MCK002891 MCK002973MCK002976 MCK004811 MCK004812MCK004814 MCK005597MCK005600 MCK005766MCK005781 MCK005770MCK005772 MCK005792MCK005794 MCK005844 MCK005860MCK005863 MCK005970MCK006248 MCK006252MCK006256 MCK006257MCK006682 MCK018284MCK018392 MCK018516MCK018534 MCK018535MCK018552 MCK018553MCK018588 MCK018667MCK018681 MCK018842MCK018968

MCK OBJECTIONS1 H H, R, UP H H H, A H, A H H H H, A

3

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TRZ No.: 550. 551. 552. 553. 554. 555. 556. 557. 558. 559. 560. 561. 562. 563. 564. 565. 566. 567. 568. 569. 570.

Date: 01/01/1998 12/00/1997 12/19/2000 12/19/2000 12/19/2000 12/19/2000 12/05/1997 12/05/1997 06/02/2000 09/14/1998 01/08/1998 03/02/1998 02/08/1998 12/12/1997 02/07/2000 07/20/2001 11/15/2001 10/19/2001 02/22/2002 05/01/2003 06/18/2001

Description: ClaimCheck Explorer Views Graphs and Reports Manual Version 5.0 for Windows ClaimCheck Explorer Database Dataload Guide Version 5.0 for Windows Last Revision Contract Supplement #PSG01-10 to Contract #P9801369 Contract Supplement #PSG01-09 to Contract #P9801369 Contract Supplement #PSG01-08 to Contract #P9801369 Contract Supplement #PSG01-06 to Contract #P9801369 Notice of Termination between HBO & Company and Novalis Addendum #1 to Schedule F to GMIS Inc. Master Software Licensing Agreement Email regarding Erisco Update: There may be hope? Email regarding BCBS WNY Erisco Status BCBS of Western NY ClaimCheck ClinicaLogic Data Comparison Summary Erisco Task Force Summary Minutes Email regarding Erisco rebundling capabilities Email regarding Erisco claims rebundling capabilities McKessonHBOC Erisco ClaimCheck FACETS Integration Initiative Business Proposal Email regarding TriZetto visit and priorities for integrations Email regarding follow-up items for ClaimCheck and Michigan Email regarding Michigan and TriZetto TriZetto Business Plan ClaimCheck FACETS Integration Email regarding John Muir use of Intelliclaim and purchase of ClaimReview Email regarding "Ingenix" competitor

Production No(s): MCK018969MCK019042 MCK019109MCK019119 MCK019976MCK019977 MCK019979MCK019980 MCK019982MCK019983 MCK019988MCK019989 MCK020055MCK020060 MCK020357MCK020359 MCK020416 MCK020447 MCK020454MCK020458 MCK020496MCK020497 MCK020498MCK020502 MCK020551 MCK020557MCK020558 MCK020883MCK020884 MCK020885MCK020886 MCK020923 MCK021191MCK021202 MCK021220MCK021222 MCK021475-

MCK OBJECTIONS1

R R H, A H H, A H, A H H H, A H H H, A H, A, UP, I H R, H, UP

4

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TRZ No.: 571. 572. 573. 574. 575.

Date:

Description:

00/00/1998 02/00/1998 08/16/1995 01/06/1994 09/26/1994

ClaimCheck Group Health Version 5.0 Reports Manual ClaimCheck Technical Release Notes Version 5.0.21 Mainframe OSMVS CICS Correspondence to J. Steinfeld regarding HPR employees making statements concerning the GMIS v. HPR litigation Correspondence to T. Owens regarding telephone conversation about the '164 patent Defendant Health Payment Review Inc.'s Answers and Objections to Plaintiff's Combined Second Set of Interrogatories and Second Request for Production of Documents and Things in GMIS v. HPR Defendant Health Payment Review Inc.'s Supplementary Response to Interrogatory Number 3 of Plaintiff's First Set of Interrogatories to Defendant in GMIS v. HPR Various articles regarding automation A Company/University Joint Venture to build a knowledgebased system Insurance Software Review article (untitled) The Leading Edge of Expert Systems ClaimCheck User Manual Proposal to AEtna Life & Casualty Company for Developing MedReview: An Expert System for Applying Medical Judgment to Surgeons' Claims with cover letter Companies are Controlling Health Care Cost Increases PR Newswire Email attaching revised HCFA letter TriZetto Deal Points Email regarding TriZetto update/MedUnite

Production No(s): MCK021477 MCK024026MCK024370 MCK024494MCK024506 MCK026736 MCK026868 MCK027020MCK027025

MCK OBJECTIONS1

R, H, UP R, UP R, UP

576.

10/24/1994

MCK027026MCK027032 MCK027914MCK027920 MCK028110MCK028111 MCK028137MCK028141 MCK028138MCK028136 MCK028456MCK028501 MCK028651MCK028698 MCK029816 MCK029860MCK029862 MCK029942MCK029944 MCK030034MCK030035

R, UP

577. 578. 579. 580. 581. 582.

00/00/0000 03/00/1988 09/00/1987 00/00/1987 12/15/1989 10/14/1987

R, UP, A, H R, UP, H R, UP, H R, UP, H

R, UP

583. 584. 585. 586.

09/11/1987 10/06/1999 06/18/2002 06/13/2002

R, H R R, H, I, UP

5

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TRZ No.: 587. 588. 589. 590. 591. 592. 593. 594. 595. 596. 597. 598. 599. 600. 601. 602. 603. 604. 605. 606. 607. 608.

Date: 03/05/2003 03/26/2003 02/19/2003 01/27/2003 01/27/2003 12/31/2002 08/26/2002 08/18/2002 07/17/2002 07/17/2002 06/12/2002 08/27/2001 05/12/2002 05/28/2002 00/00/0000 03/11/2002 05/03/2001 03/08/2002 02/26/2002 05/07/2001 05/07/2001 04/11/2000

Description: TriZetto Management Team Email regarding TriZetto and "win rate" description Email regarding win-rate and patent Email regarding the patent and negotiations Email regarding keeping TriZetto employees working on PACE separate from those working on ClaimCheck Email regarding when the TriZetto deal might be finalized Email regarding TriZetto's need to see potential patent language in the contract Correspondence to TriZetto regarding New York interfaces Email regarding TriZetto update and review of deal points Email regarding contract discussions TriZetto Status Review as of 06/11 and Next Steps Correspondence to A. Bellomo regarding negotiations and looking for acceptable terms Email regarding need to discuss position on TriZetto Email regarding TriZetto update and leveraging TriZetto Status Review and Next Steps Email regarding preparation for TriZetto meeting Memorandum regarding TriZetto HBOC Code Audit Partnering The TriZetto Group Business Case ClaimCheck FACETS Integration Email regarding contract negotiations and review of issues Email regarding using CodeReview as leverage in TriZetto negotiations Email regarding using the patent as a tool in negotiations with TriZetto Email regarding TriZetto background

Production No(s): MCK030046MCK030048 MCK030053MCK030055 MCK030075 MCK030145MCK030146 MCK030147MCK030148 MCK030157 MCK030253MCK030254 MCK030257MCK030258 MCK030277 MCK030281MCK030283 MCK030302MCK030304 MCK030326MCK030328 MCK030329 MCK030337 MCK030340MCK030342 MCK030361MCK030362 MCK030363MCK030364 MCK030370MCK030379 MCK030396 MCK030509MCK030510 MCK030511MCK030512 MCK030526-

MCK OBJECTIONS1 A, H H, S H H, S H

H A, R, I S H, A, S H, I, UP, S

H A R, H, I, UP, A, S H

H, I, UP, OT, S H H H H

6

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TRZ No.: 609. 610. 611. 612. 613. 614. 615. 616. 617. 618.

Date:

Description:

03/23/2001 10/14/1998 08/13/1997 05/15/2003 05/15/2003 12/05/2001 08/29/2001 05/15/2003 12/21/2001 12/21/2001

Email regarding discussion with TriZetto and AMISYS Email regarding Health Services Plan Erisco Email regarding BCBS of Western NY Correspondence to Automatic Data Processing regarding '164 patent Correspondence to Info-X regarding '164 patent Correspondence to Info-X regarding '164 patent Correspondence to J. Krause regarding '164 patent and agreement between HPR and Medicode Correspondence to R. Lipton regarding Healthworks Alliance and '164 patent Correspondence to McKesson regarding Bloodhound use of the '164 patent and enclosing HPR/VHS agreement Correspondence to L Seeger of McKesson regarding Bloodhound and the '164 and enclosing Patent License and Exclusive Agency Agreement between HPR and VHS Patent License and Exclusive Agency Agreement between HPR and VHS Correspondence to WLT Software regarding '164 patent ClaimCheck Technical Manual for IBM OSVS CICS and Batch Systems Version 5.0.21 ClaimReview Training Manual CICS Version 5.0.21 and Higher TriZetto Deal Update Correspondence to J. Margolis regarding '164 patent Memorandum regarding Patterns of Treatment license agreement HPR, Inc. CodeReview: Software for Appropriately Coding Physicians' Claims Summary of Events TriZetto/McKesson with relationship

Production No(s): MCK030527 MCK030549MCK030550 MCK030994MCK030995 MCK031298 MCK031775MCK031777 MCK031808MCK031810 MCK031811 MCK031814 MCK031968MCK031970 MCK031972MCK031998 MCK031972MCK031998 MCK031974MCK031991 MCK032029MCK032031 MCK032147MCK032496 MCK032737MCK032783 MCK032799MCK032806 MCK032822MCK032825 MCK033808MCK033810 MCK033838MCK038839 MCK033870-

MCK OBJECTIONS1 H H H, A R, UP, S R, UP, S R, UP R, UP R, UP, S R, UP, H, S R, UP, H, S

619. 620. 621. 622. 623. 624. 625. 626. 627.

10/31/1994 05/15/2003 01/00/1998 01/00/1998 11/22/2002 09/17/2003 02/16/1993 00/00/0000 07/07/2003

R, UP R, UP

H, A, I

R, H, UP

H, A, S

7

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TRZ No.: 628. 629. 630. 631. 632. 633. 634. 635. 636. 637. 638. 639. 640. 641. 642.

Date:

Description: outline attached Email attaching TriZetto Status Report Correspondence to L. Bernier regarding understanding between parties Customer and Revenue Impact of not having a TriZetto Interface TriZetto Proposed Deal Summary Email regarding ClaimCheck Strengths TriZetto Deal Points for H. DuPre and B. Bain Memorandum regarding Erisco's Clinical Logic System Advertisement for ClinicaLogic Cutting Claim Costs Advertisement regarding ClinicaLogic, ClaimFacts Cutting Claim Costs Memorandum regarding Competitive Alert: Erisco Strategy Email regarding Erisco and BCBS Western NY Health Payment Review's CodeReview Product Awarded U.S. Patent Press Release Memorandum regarding changing recommendation on GMIS from buy to hold Email regarding TriZetto Software License Agreement TriZetto Completes Acquisition of Erisco, IMS Health Divests Erisco Managed Care Technologies, Signs Strategic Agreement with TriZetto NewsWire PR IMS Health Portal TriZetto Combining in 8.1 Billion Dollar Stock Swap Dow Jones Critical Account Issues, Strategic Accounts Procedure Code Payment Analysis Defendant Health Payment Review Inc.'s Answers and Objections to Plaintiffs First Set of Interrogatories to Defendant

09/12/2003 07/12/2003 00/00/0000 04/16/2003 04/10/2003 06/18/2002 03/26/1990 00/00/0000 00/00/0000 10/20/1998 04/01/1998 01/14/1994 01/20/1994 04/12/2004 10/03/2000

Production No(s): MCK033873 MCK034038MCK034039 MCK034126MCK034128 MCK034150MCK034152 MCk034189MCK034190 MCK034214MCK034216 MCK034217MCK034220 MCK034223 MCK034224MCK034225 MCK034299MCK034301 MCK034344 MCK034412 MCK034492MCK034493 MCK034573 MCK034694MCK034696 MCK034736MCK034738 MCK034923MCK034924 MCK035113MCK035114 MCK035299MCK035318 MCK035630MCK035644

MCK OBJECTIONS1 H H, I R, S, UP, A R, S, UP, A H, R R, S, UP, A R, H, A

H R, H, OT

643. 644. 645. 646.

03/29/2000 10/06/2003 09/02/1993 04/29/1994

R, A R, A R

8

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TRZ No.: 647. 648. 649. 650. 651. 652. 653. 654. 655. 656. 657. 658. 659. 660. 661. 662. 663. 664. 665. 666.

Date:

Description: Numbers 1-7 in GMIS v. HPR Correspondence to Coopers & Lyband regarding pending or threatened litigation Deposition of D. Holloway in GMIS v. HPR Facsimile to CAREMARK regarding award of the '164 patent Deposition of R. Hertenstein in GMIS v. HPR Correspondence to AEtna enclosing copy of final report for incompatible surgeries procedure quality screen Correspondence to AEtna regarding opportunity to submit a proposal Memorandum regarding notification about pending patent, trademark, copyright Memorandum regarding rejection letter from Weyerhaeuser Correspondence to Weyerhaeuser regarding proposal Proposal to Weyerhaeuser Company for Evaluating the Management of Surgeon Fees Experts Warn Employers: Review Doctors' Charges Business Insurance Deposition of M. Stare in GMIS v. HPR GMIS Master Software Licensing Agreement between GMIS and First Health GMIS Files Complaint Against HPR Press Release Preliminary Product Strategy: ClaimCheck Group Health GMIS Suit Alleges Firm Interfered with Business Dow Jones News Functional Specifications for Batch Version of CodeReview ClaimCheck Dental Database Auditing Logic and Rules Patent License Agreement and Exclusive Agency Agreement between HPR and VHS Health Care System Finds Overpayments New York Times

Production No(s): MCK035814MCK035815 MCK036719MCK036856 MCK038107 MCK039431MCK039552 MCK039577MCK039580 MCK039603 MCK039692 MCK039695MCK039696 MCK039697 MCK039698MCK039715 MCK039716MCK039717 MCK039769MCK039833 MCK040058MCK040067 MCK041482 MCK041884MCK041915 MCK042479 MCK042483MCK042497 MCK042667MCK042678 MCK043163MCK043180 MCK043191

MCK OBJECTIONS1 R, UP, A R, UP, H R, UP, A R, UP, H R R R, A R, A R R R R, UP, H

08/25/1994 09/13/1994 01/25/1994 09/27/1994 06/23/1987 09/11/1986 09/27/1988 06/25/1987 06/10/1987 06/00/1987 04/08/1987 08/17/1994 11/02/1993 01/31/1994 10/01/1993 01/31/1994 10/27/1989 00/00/1993 100/21/1994 01/24/1994

R, H

R, H R R

R, H

9

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TRZ No.: 667. 668. 669. 670. 671. 672. 673. 674.

Date: 01/00/1993 01/31/1994 06/25/1990 00/00/1993 03/24/1986 05/00/1987 09/00/1986 02/11/1987

Description: Outline of Strategic Analysis and Business Plan for Health Payment Review, Inc. GMIS Files Complaint Against HPR Newswire PR Employer Spots Inflated Medical Bills Business Insurance Vendor Profile: ERISCO AMS: Claim Level Edits Advanced MedLogic System: Product Overview Proposal to AEtna Insurance Company for Quality-of-HealthCare Monitoring: A First Step [Draft] Final Report to Caterpillar and Sun Company on Evaluation of Negotiated Surgeon Claims with correspondence forwarding same to AEtna Proposal to AEtna Insurance Company for Quality of Health Care Monitoring: Ambulatory Care An Access-Oriented Negotiated Fee Schedule: The Caterpillar Experience Complaint filed in Cobrin Gittes v. GMIS Bob and George meeting notes regarding clean-up based on claims Memorandum regarding summary of Data Quality Control check for CodeReview Handwritten notes regarding codes Development of CodeReview's Medical Knowledge Base Advertisement for RICS Review Integrated Claims Systems (RICS) High Level Design by Heliosoft, Inc. Memorandum regarding specifications for interfacing with Claims Processing Systems CodeReview User Guide Memorandum regarding messages to possibly turn off in

Production No(s): MCK043288MCK043306 MCK044679 MCK044710MCK044716 MCK044869MCK044887 MCK047505MCK047606 MCK047608MCK047619 MCK047919MCK047939 MCK047948MCK047960 MCK047964MCK047990 MCK048093MCK048101 MCK048710MCK048714 MCK050000MCK050002 MCK050028 MCK050304MCK050313 MCK050516 MCK050730 MCK050731MCK050734 MCK050745MCK050750 MCK051106MCK051168 MCK051243-

MCK OBJECTIONS1

R, H R, H A, H R, H, A R, H, A R, A R, A, I

675. 676. 677. 678. 679. 680. 681. 682. 683. 684. 685. 686.

08/00/1987 04/24/1987 04/06/1995 04/08/1988 05/10/1988 02/07/1989 00/00/0000 00/00/0000 08/31/1988 05/20/1988 00/00/0000 12/12/1989

R, A R R, UP R, H, A R, A R, H, A R, A R, H, A R, H, A R R R

10

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TRZ No.: 687. 688. 689. 690. 691. 692. 693. 694.

Date:

Description: CodeReview's Batch Version Memorandum regarding Lincoln National pilot program Marketing Agreement between RIMS and HPR (unsigned) Earned Equity and CO-Op Advertising Agreement between RIMS and HPR (unsigned) Memorandum regarding RIMS visit to HPR Correspondence to S. Petty regarding iHealth's bundling edits and the '164 patent Memorandum forwarding Erisco "Bundle of Joy" advertisement with advertisement attached Correspondence to A. Bellomo regarding agreement and financial terms (unsigned) Correspondence to H. Petri regarding December 1987 prior art publication related to the '164 patent and iHealth (w/o attachment) Best's Review with Automation Review article U.S. Patent #4,667,292: Medical Reimbursement Computer System (Mohlenbrock) with Certificate of Correction iHealth Patent License Proposal IntelliClaim StrikeForce Summary and Analysis Correspondence to CGI regarding licensing '164 patent Correspondence to H. Singer regarding terms for SSI to license '164 Term Sheet for the License of U.S. Patent No 5.523,164 to the SSI Group, Inc. Correspondence to McKesson regarding IntelliClaim possible infringement Cross License Agreement between HPR and Medicode Correspondence to McKesson responding to letter to Bloodhound regarding '164 patent Correspondence to McKesson responding to letter regarding

07/19/1989 00/00/0000 00/00/0000 08/15/1989 05/28/2004 05/23/1991 08/27/2001 06/03/2004

Production No(s): MCK051245 MCK051772MCK051773 MCK051916MCK051927 MCK051928 MCK051929 MCK051992MCK051993 MCK052061MCK052062 MCK052103MCK052105 MCK052190

MCK OBJECTIONS1 R R, H, A R, H, A R

R, A A, R

695. 696. 697. 698. 699. 700. 701. 702. 703. 704. 705.

06/00/1987 05/19/1987 00/00/0000 06/17/2003 12/10/2002 08/26/2002 08/25/2002 01/08/2002 04/15/1997 01/14/2002 12/21/2001

MCK052195MCK052197 MCK052234MCK052257 MCK052264MCK052266 MCK052286MCK052300 MCK052341 MCK052343 MCK052344MCK052345 MCK052365 MCK052432MCK052442 MCK052924MCK052925 MCK052987-

R R A, H, P

A, I

H, A

H) H

11

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TRZ No.: 706. 707. 708. 709.

Date:

Description: Bloodhound and '164 patent Cross License Agreement between HPR and MediCode Correcting Surgical Claims Codes Yields Cost Savings Business and Health Correspondence to J. Goldhammer responding to letter about Solucient infringement of '164 patent with attachments McKesson Project or Release: CodeReview 9.0 (CDR9.0) Project Scope Document, Envisioning Phase, Revision Date: 11/12/2004 ClaimCheck Version 31 Release Project Scope Document Envisioning Phase ClaimCheck Version 33 Auditing Logic and Rules ClaimCheck Version 33 Knowledge Base Notification ClaimCheck Version 34 Auditing Logic and Rules ClaimCheck Version 34 Knowledge Base Notification ClaimCheck Version 35 Auditing Logic and Rules ClaimCheck Group Health ClaimCheck Version 33 Clinical Manuals ClaimCheck Group Health ClaimCheck Version 34 Clinical Manuals ClaimCheck Group Health ClaimCheck Version 35 Clinical Manuals Email regarding integration modeling Email regarding Regence CGI Clear For Your Information regarding completion of first Health Bills study Correspondence to Caterpillar enclosing draft proposal to evaluate Chrysler's physician payment process (w/o enclosure) Correspondence to Chrysler regarding interest in physician claims management system Physician Input into HPR: Physician Review of CodeReview

04/15/1997 12/00/1987 02/06/2002 11/12/2004

Production No(s): MCK052988 MCK053017MCK053027 MCK053033MCK053036 MCK053143MCK053417 MCK054698MCK054728 MCK054745MCK054756 MCK054757MCK055084 MCK055085MCK055294 MCK055295MCK055580 MCK055581MCK055684 MCK055685MCK055968 MCK112204MCK112220 MCK112232MCK112244 MCK112256MCK112260 MCK112399 MCK112970 MCK113281 MCK113282 MCK113290MCK113291 MCK113292-

MCK OBJECTIONS1

R H

710. 711. 712. 713. 714. 715. 716. 717. 718. 719. 720. 721. 722. 723. 724.

12/10/2002 01/00/2004 12/00/2003 09/00/2004 08/00/2004 01/00/2005 01/00/2004 09/00/2004 01/00/2005 08/02/2002 11/26/2002 01/06/1987 12/24/1986 01/02/1987 02/14/1989

R, H, A R, H, A R, H, A, I R, H, A

12

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TRZ No.: 725. 726. 727. 728. 729. 730. 731. 732. 733. 734. 735. 736. 737. 738. 739. 740. 741. 742.

Date:

Description:

01/09/1988 02/13/1987 10/06/1989 06/00/1989 01/24/1989 10/24/1991 04/21/1993 00/00/0000 02/00/1989 05/25/1989 02/18/1989 04/21/1989 05/02/1988 03/00/1992 09/00/1990 12/00/1990 03/00/1991 04/00/1991

Proposed Agenda for Integrating CodeReview into Caterpillar's Claims Processing System [Draft] Product Description for Health Bill Review Memorandum regarding Claims Analysis for the Foundation for Medical Care HPR Inc. Health Payment Review Incorporated Business Plan Correspondence to Erisco forwarding materials about CodeReview (w/o enclosures) Correspondence to RIMS regarding support for project and CodeReview Health Payment Review Consolidated Statement of Income and Schedule of Revenue 9 months ended 03/31/1993 Some Distinguishing Characteristics of HPR's CODEREVIEW
(TM)

Production No(s): MCK113295 MCK113308 MCK113328MCK113331 MCK117492 MCK117507MCK117527 MCK117578 MCK117592MCK117593 MCK117857MCK117859 MCK118729MCK118730 MCK118824MCK118852 MCK119198MCK119201 MCK119212MCK119213 MCK119249 MCK119291MCK119293 MCK119299MCK119428 MCK119429MCK119435 MCK119440MCK119460 MCK119461MCK119488 MCK119489MCK119532

MCK OBJECTIONS1 R R, H, A, I R

R

R, H, A R R R, A R, A R, H

Product Description for CodeReview Release 1.0 MS DOS Version for the IBM PS 2 Memorandum regarding RIMS update Memorandum regarding telephone conversation with S. Siemon confirming CodeReview notes Memorandum regarding telephone call from Kaiser requesting information about CodeReview Memorandum regarding Boston University HPR Demonstration meeting minutes CodeReview Release Notes for 3.0 Cobol CodeReview Release Notes Version 2.10 CodeReview Release Notes Version 2.20 CodeReview Release Notes Version 2.30 CodeReview Release Notes Version 2.30 Cobol

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TRZ No.: 743. 744. 745. 746. 747. 748. 749. 750. 751. 752. 753. 754. 755. 756. 757. 758. 759. 760. 761.

Date: 06/00/1991 01/15/1988 00/00/0000 03/14/1986 04/07/1986 04/17/1986 05/19/1986 02/20/1986 05/30/1986 00/00/0000 08/27/1986 09/08/1986 09/02/1986 12/19/1986 02/03/1987 03/10/1987 03/09/1987 03/03/1987 03/25/1987

Description: CodeReview DBase Release Notes v2 40 Consulting Agreement between HPR and D. Holloway Health Policy Institute/Caterpillar, Inc. Management of Physicans' Fees Correspondence to Caterpillar attaching Health Bills draft paper Correspondence to Caterpillar regarding discussions about funding Health Bills [Draft] Health Bills Session Agenda Memorandum regarding Caterpillar trip observations and Health Bills Memorandum regarding Health Bills and discussion of partnership with Caterpillar and business plan Correspondence to Caterpillar regarding visit PEW Conference Presentation Managing Physicians Fees Agenda Correspondence to Caterpillar regarding follow-up to identify savings of Health Bills Memorandum regarding Caterpillar Savings Study with attached letter from Caterpillar regarding same Correspondence to HPR regarding Joint Venture Data Memorandum regarding meeting with AEtna and differences between systems Memorandum regarding additional information from Caterpillar and further needs Memorandum regarding trop to Peoria to visit Caterpillar and Hertenstein Memorandum regarding AEtna Quality Monitoring Project Monthly Summary Memorandum regarding Quality of Care Screening Project: Hospital Care Tracer Topics High Priority Group Correspondence to ARMCO regarding interest in proposal

Production No(s): MCK119533MCK119552 MCK119561MCK119562 MCK119608 MCK119609MCK119623 MCK119624MCK119625 MCK119626MCK119929 MCK119630MCK119632 MCK119633 MCK119635MCK119639 MCK119636MCK119639 MCK119640MCK119642 MCK119643MCK119646 MCK119645MCK119649 MCK119650MCK119654 MCK119655 MCK119656MCK119657 MCK119677MCK119678 MCK119679MCK119683 MCK119693-

MCK OBJECTIONS1

R R, H R, H, A R, H, A R, H, A R, H, A R, H, A R, H, A R, H, DUP, I, A R, H, A R, H, I, A R, H, I, A R, H, A R, H, A R, H, A R, H, A R, H, A R

14

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TRZ No.: 762. 763. 764. 765. 766. 767.

Date:

Description:

04/23/1987 05/00/1987 05/08/1987 09/14/1987 09/22/1987 10/00/1987

Correspondence to AEtna regarding information exchange Final Report to Caterpillar and Sun Company: Evaluating the Management of Surgeon Fees Correspondence to Sun Company regarding results of the study comparing AEtna and Caterpillar Memorandum regarding deal between HPR and AEtna Correspondence to Caterpillar regarding continued interest in developing a software package Proposal to Caterpillar, Inc. for Developing MedReview: An Expert System for Applying Medical Judgment to Surgeons' Claims Memorandum regarding phone conversation with S. Pager Correspondence to Caterpillar regarding history of work with HPI and Caterpillar Memorandum regarding conversation with D. Wright and R. Adler regarding upcoming decision from Caterpillar Correspondence to HPI regarding AEtna's claims study and coding issue Correspondence to AEtna responding to AEtna's long-term strategy Memorandum regarding talk with J. Carter, AI Specialist at Caterpillar Memorandum regarding agenda for meeting with B. Hertenstein Memorandum regarding Status of Negotiations with Caterpillar Memorandum regarding telephone call from B. Sigman of AEtna and AEtna's interest in surgical coding activities Memorandum regarding HPR Legal Assistance Correspondence to AEtna regarding BUHPI contract and ownership Correspondence to AEtna regarding presenting CPT-4 proposal Savings from Accurate Coding of Surgical Claims: The Caterpillar Method Proposal to ARMCO for Evaluating the Management of

Production No(s): MCK119694 MCK119695 MCK119696MCK119707 MCK119708 MCK119729MCK119736 MCK119737 MCK119738MCK119761 MCK119762 MCK119812MCK119813 MCK119814 MCK119817MCK119818 MCK119819MCK119822 MCK119823MCK119825 MCK119826 MCK119837MCK119838 MCK119839MCK119840 MCK119843 MCK119857MCK119858 MCK119859MCK119860 MCK119901MCK119911 MCK119914-

MCK OBJECTIONS1 R, H R R R, H, A R, H, A R, H, A

768. 769. 770. 771. 772. 773. 774. 775. 776. 777. 778. 779. 780. 781.

11/04/1987 11/12/1987 11/30/1987 12/31/1987 01/12/1988 01/29/1988 01/29/1988 02/19/1988 03/03/1988 03/08/1988 07/17/1989 07/29/1987 09/00/1987 03/00/1987

R, H R, H R, H, A, UP R, H, A, UP R, H, A, UP R, H, UP R, H, A, UP R, H, A, UP R, H, A, UP R, H, A, UP R, H, A, UP R, H, UP, I R, H, A, UP, I R, H, A, UP, I

15

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TRZ No.: 782. 783. 784. 785. 786. 787.

Date:

Description: Surgeon Fees Correspondence to AEtna forwarding preliminary results of study on Caterpillar and Sun (w/o attachment) [Draft] Final Report to Caterpillar and Sun Company on Evaluation of Negotiated Surgeon Claims Correspondence to AEtna submitting revised proposal Monitoring Hospital Quality of Care from Health Claims, Part 2 [Draft] Health Bills Review Corporate Structure document Proposal to AEtna Life and Casualty Insurance Company for Evaluating Potential Savings from Increased Accuracy in CPT-4 Coding Memorandum regarding telephone conversation with S. Fager Proposal to AEtna Life & Casualty Company for Developing MedReview: An Expert System for Applying Medical Judgment to Surgeons' Claims Email regarding expectations with TriZetto and positioning regarding patent license Email regarding contract review Email regarding obtaining objective assessment of TriZetto's future as claims systems vendor Email regarding TriZetto's decision tree Email regarding ERISCO Pace's Disclosure Solution Email regarding Talking Points for TriZetto negotiations Email regarding TriZetto and nearing a decision Email attaching overview of McKesson's key competitors Email string regarding product strategy meeting McKesson Clinical Auditing & Compliance Division Code Editing Product Strategy White Paper ClaimCheck Group Health Release 6.0 Software Notification McKesson Clinical Auditing and Compliance Division Code-

01/11/1987 02/00/1987 07/08/1987 07/08/1987 02/12/1987 07/00/1987

Production No(s): MCK119933 MCK119934 MCK119935MCK119946 MCK119973 MCK119974MCK119981 MCK120072MCK120081 MCK120112MCK120122 MCK120160 MCK120161MCK120208 MCK121042 MCK121509 MCK121569MCK121570 MCK121610MCK121611 MCK121868MCK121869 MCK124746 MCK124754 MCK126129MCK126138 MCK126352MCK126353 MCK126354MCK126373 MCK127499MCK127522 MCK133334-

MCK OBJECTIONS1 R, H, A, I R, H, A, UP, I R, H, UP R, H, A, I R, H, A, UP, I R, H, A, UP

788. 789.

10/26/1987 10/00/1987

R, H, A, UP R, H, A, UP, I

790. 791. 792. 793. 794. 795. 796. 797. 798. 799. 800. 801.

01/26/2003 04/21/2003 04/23/2003 04/25/2003 05/14/2003 08/18/2004 08/27/2004 08/20/2003 03/11/2003 03/11/2003 00/00/2001 00/00/0000

H, S, UP, R R, S, UP, H R, H R, S, H, UP R, UP, H S, UP, H S, UP, H H, UP H, UP, I A, I, UP R, UP, A R, UP, A, I

16

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TRZ No.: 802. 803. 804. 805. 806. 807. 808. 809. 810. 811. 812. 813. 814. 815. 816. 817. 818. 819. 820. 821. 822.

Date:

Description: Editing Strategy White Paper Code Editing Product Strategy White Paper Competitive Activity with BCBS of AK Email regarding BCBS of AK Risk with CodeReview At problems Portions of Revenue Expense Detail Integration Financial Models CACD Waterfall 01/31/2003 Draft Interfacing Strategy Memorandum Business Partners/ Business Development Monthly Update Code Auditing Interfacing Strategy Email attaching "Off-the-Shelf" Interface Proposal Email attaching interfacing Strategy memorandum Email attaching TriZetto meeting notes Email regarding TriZetto Analysis with attached analysis Email regarding TriZetto Strategic Planning Meeting Health Payment Sues GMIS for Patent Infringement HPR Inc. Health Payment Review Business Plan Memorandum regarding Quantify competitive penetration into customer base CACD Business Partner Strategy Email regarding update on TriZetto negotiations and JMA Email regarding Contracting for Voyage 2000 Email regarding TriZetto negotiations

00/00/0000 09/05/2005 09/05/2003 10/30/2003 10/30/2003 10/30/2003 10/30/2003 11/03/2003 00/00/0000 08/15/2002 10/22/2003 10/25/2002 05/20/2003 06/05/2000 03/25/1994 01/00/1991 06/24/2003 00/00/0000 11/06/2002 11/15/2002 03/12/2003

Production No(s): MCK133368 MCK133787MCK133806 MCK134746MCK134747 MCK134751 MCK135107 MCK135217MCK135231 MCK135232MCK135239 MCK135240MCK135247 MCK135255MCK135259 MCK135344MCK135355 MCK135413MCK135416 MCK135470MCK135484 MCK140503MCK140505 MCK140737MCK140748 MCK141027 MCK141470 MCK141546MCK141565 MCK141973MCK141975 MCK142044MCK142047 MCK142345 MCK142358 MCK142431

MCK OBJECTIONS1 A, H, I, R, UP R, UP, H R, H, I I, A, H I, A, H, R A, H, I, UP R, UP, I, H H, S, UP, OT H, R S, UP, H, A, I H, R, UP R, H, UP, I S, UP, H, I S, UP, H R R, H, A R, H, UP R, H, A, I S, UP, H R, S, UP, H H, S, UP, I

17

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TRZ No.: 823. 824. 825. 826. 827. 828. 829. 830. 831. 832. 833. 834. 835. 836. 837. 838. 839. 840. 841.

Date: 04/03/2003 08/26/2003 10/17/2002 10/01/2003 09/30/1994 00/00/0000 10/31/1990 10/12/1994 05/19/2000 04/28/2000 00/00/0000 04/00/2003 04/00/2004 12/01/2002 04/16/2003 01/31/2005 10/27/2004 01/31/2005 05/19/2004

Description: Email regarding information on CGI (Clear) and Regence Email regarding patent discussion and royalty fee Email regarding patent language in the agreement Term Sheet for the License of U.S. Patent No 5.523,164 to iHealth Technologies, Inc. Computer Software Interface License and Services Agreement between GMIS and Novalis HBOC Maser Software Licensing and Joint Marketing Agreement between HBO & Company and Novalis Corporation Computer Software License and Services Agreement between GMIS and Novalis Schedule E to Computer Software License and Services Agreement, GMIS Procedure Code Payment Analysis Service Email regarding TriZetto purchase of Erisco Email regarding TriZetto meeting McKesson/TriZetto Decision Tree [Draft] McKesson and TriZetto Joint Marketing Agreement [Draft] Patent License Agreement between McKesson and TriZetto [Draft] Patent License Agreement between McKesson and TriZetto Email forwarding TriZetto Revised Deal Summary McKesson CodeReview Customization Utility Documentation Version 2005 McKesson CACD CodeReview PCBatch for Windows 2000 and XP Version 6.0.7.2 McKesson CACD CodeReview Customization Utility Version 2005 McKesson CACD CodeReview Desktop Version 6.0.7.1

Production No(s): MCK142448MCK142450 MCK142556MCK142559 MCK142701MCK142702 MCK143006MCK143007 MCK146284MCK146333 MCK146338MCK146373 MCK146374MCK146460 MCK146579 MCK148324MCK148325 MCK148340MCK148342 MCK149980MCK149982 MCK150672MCK150701 MCK150702MCK150714 MCK150762MCK150775 MCK150781MCK150783 MCK150856 MCK150857 MCK150858 MCK150859

MCK OBJECTIONS1 R, UP, H S, UP, H, R S, UP, H H, I, S, UP R, H, A

H, A, I H, A, I R, H R, H A, H R, I, S, UP, A, H R, I, S, UP, A, H R, I, S, UP, A, H S, UP, H

18

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TRZ No.: 842.

Date: 01/18/2005

Description: McKesson CACD ClaimCheck Windows 2000 Professional, XP Professional, and Server 2003 with ClaimReview Version 8.5.35.11.0 McKesson CACD ClaimCheck Documentation Library with Claim Review Version 8.5.35 McKesson CACD ClaimCheck CCI Knowledge Base Library Version 8.5, 11.0 CodeReview Place of Service Release Software Release Notes Clinical Auditing and Compliance Division CodeReview 6.xc Installation Guide Revision 5 Health Payment to Enforce patent Email regarding interfacing strategy GMIS and Health Payment Square Off in Court Over Software Patent Validity Automated Medical Payments News Memorandum regarding targeting prospective clients for marketing efforts Summary of Marketing Activities Correspondence to HealthChex forwarding '164 patent (w/o attachment) Correspondence to Fish & Richardson forwarding '164 patent with attached Memorandum regarding Operation of Equifax Auto Audit AA Software relative to HPR Patent '164 Correspondence to E. Stephens regarding '164 patent and HealthChex [Draft] Affidavit of George Goldberg in Cobrin Gittes v. GMIS Vendor Comparison Patent License Agreement between McKesson and Solucient Selling rules of thumb in HPR case ClinicaLogic software used in FACETS, QicLink, and ClaimFacts Cost Containment Caterpillar Experience The McKesson's Response to TriZetto's First Set of Interrogatories

Production No(s): MCK150860

MCK OBJECTIONS1

843. 844. 845. 846. 847. 848. 849. 850. 851. 852. 853.

06/02/2005 01/18/2005 00/00/2004 02/00/2002 01/26/1994 10/30/2003 02/20/1994 11/09/1988 11/29/1988 03/09/1995 12/05/1995

MCK150861 MCK150862 MCK150868MCK150873 MCK150876MCK150945 MCK151754 MCK153106 MCK153260 MCK153666MCK153670 MCK153688MCK153689 MCK153711 MCK153712MCK153716 MCK153719MCK153720 MCK155713MCK155718 MCK155748 MCK157038MCK157053 No Bates No Bates No Bates No Bates

R NP (BATES NO. DOES NOT MATCH DOCUMENT) R, H R, H, A R, H, A R, H R, H, UP

854. 855. 856. 857. 858. 859. 860. 861.

05/15/1996 00/00/0000 01/18/1988 07/01/2002 00/00/0000 00/00/0000 00/00/1982 00/00/2005

NP (BATES NO. DOES NOT MATCH DOCUMENT) R, H, I R, H, I, A

R, H, UP, NP H, UP, NP R, A R

19

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TRZ No.: 862. 863. 864. 865. 866. 867.

Date:

Description: along with 1st through 6th Supplemental Responses McKesson's Responses to TriZetto's First Set of Requests for Admission along with Supplemental Responses Paying in Peoria: How Illinois' Largest Private Employer Contains Health Care Costs Pathologist dBaseIII Plus Comprehensive User's Manual for NonA Programmers CPT Code Manual A system for reporting gynecologic procedures. A linguisticlogical approach Journal of Reproductive Medicine (Gibbons) The Wilmer Information System. A Classification and retrieval system for information on diagnosis and therapy in ophthalmology. Ophthalmology (Miller) Proceedings from the Innovative Applications of AI Rule-Based Expert Systems Addison-Wesley (Buchanan) Readings in Medical Artificial Intelligence: The First Decade Addison-Wesley (Clancey) The nature of software and its consequences for establishing and evaluating similarity Software Law Journal (Davis) Dun & Bradstreet Corporation, Form 10K Janis Joplin's Yearbook and the Theory of Damages Journal of Accounting, Auditing, and Finance (Fisher) U.S. Bureau of the Census; and U.S. Department of Commerce, Bureau o Economic Analysis (2003) National Medical Price Indicators, 1965-2002, U.S. Department of Labor, Bureau of Labor Statistics Artificial Intelligence Market Set to Boom Worldwide Software Markets U.S. Patent 4,667,292: Medical Reimbursement Computer Systems (Mohlenbrock) U.S. Patent #4,839,822: Computer System and Method for Suggesting Treatments for Physical Trauma (Dormond) Declaration Supporting Amendment of Date of First Use In the United States Patent and Trademark Office In the News: Erisco Undegoes a Managed Care Product Change Automated Medical Payments News (Faulkner & Gray)

Production No(s): No Bates No Bates No Bates No Bates No Bates No Bates

MCK OBJECTIONS1 R R, NP R, H, NP

00/00/2005 04/00/1980 00/00/1986 00/00/1988 03/00/1983 03/00/1988

R, H, NP, A R, H, NP, A

868. 869. 870. 871. 872. 873. 874. 875. 876. 877. 878. 879. 880.

00/00/0000 00/00/1984 00/00/1984 04/00/1992 00/00/1993 00/00/1990 00/00/2003 11/00/2003 05/23/1986 05/19/1987 06/13/1989 05/23/1990 10/20/1993

No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates

R, H, NP, A R, H, NP, A R, H, NP, A R, H, NP, A NP, R, H R, H, NP, A R, NP, H NP, R, H R, H, NP, A R, H R, H R, NP R, H, NP

20

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TRZ No.: 881. 882. 883. 884. 885. 886. 887. 888. 889. 890. 891. 892. 893. 894. 895. 896. 897. 898. 899. 900. 901. 902.

Date: 06/30/1996 06/30/1997 10/03/1997 01/14/1999 07/14/1999 11/03/2000 04/05/2002 07/13/2004 01/13/2005 01/21/2005 05/13/2005 07/21/2005 10/24/2005 11/14/2005 11/17/2005 00/00/0000 00/00/1997 08/00/1979 00/00/1982 05/27/1986 02/07/1989 03/08/1988

Description: Health Payment Review, Inc. 10K Health Payment Review, Inc. 10K/A HBO & Co, Form 8K for Period Ending 09/29/1997 McKesson Corp., Form 8K for Period Ending 01/12/1999 McKesson Corp., Form 10K405 for Period Ending 03/31/1999 The TriZetto Group, Inc. to Buy Claims Processing Tech Company Reuters Significant Developments The TriZetto Group, Inc. to Acquire Erisco Managed Care Technologies Reuters Significant Developments John Muir Mt. Diablo McKesson CACD Services McKesson's Response to TriZetto's First Request for Production of Documents #1-120 Correspondence to E. Osterberg regarding AutoAudit McKesson's Response to TriZetto's Second Request for Production of Documents #121-146 McKesson's Response to TriZetto's Second Set of Interrogatories Expert Report of Randall Davis Rebuttal Expert Report of Randall Davis Rebuttal Expert Report of Jesse David CPT Process: How a Code becomes a Code American Medical Association Production Rules as a Representation for a Knowledge Based Consultation Program A Domain Independent Production Rule System for Consultation Programs R1: A Rule Based Configurer of Computer Systems U.S. Patent # 5,591,983: Hierarchical Knowledge System (Bennett) U.S. Patent #4,803,641: Basic Expert System Tool (Hardy) U.S. Patent #4,730,259: Matrix Controlled Expert System Producible from Examples (Gallant) with Certificate of Correction Certificate of Correction for Patent 4,839,822 (Dormond)

Production No(s): No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates No Bates PH000011PH000019 RD000001RD000030 RD000031RD000033 RD000034RD000083 RD000084RD000182 RD000183RD000252 RD000253RD000296 RD000297RD000300

MCK OBJECTIONS1

H, R, NP H, NP R, H, NP

R, H, NP, UP

H H H H R, H, UP R, H, UP R, H, UP H, R, UP H, R, UP H, R, UP

903.

05/22/1990

R,UP

21

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TRZ No.: 904. 905. 906. 907. 908. 909. 910. 911. 912. 913. 914. 915. 916. 917.

Date: 00/00/0000 05/00/1986 06/00/1986 04/17/1985 04/18/1986 03/31/1986 03/31/1986 00/00/0000 00/00/0000 00/00/0000 00/00/0000 00/00/0000 05/28/1987 12/03/1991

Description: Advanced MedLogic Systems: AMS Setting a New Standard Advanced MedLogic System: AMS Product Overview AMS Clinical Level Edits Basic Episode Edits Extended Episode Edits Report: Formats Health Data Institute Test Data Validation of HCFA Claim Data Values Health Data Institute Test Data Validation of UB82 Claim Data Values Health Data Institute Humana Data Edit Results Health Data Institute Humana Data Edit Results Summary: Number of Claims Failing Multiple Edits Health Data Institute Humana Data Edit Results Summary Health Data Institute Humana Data Edit Results Humana AMS Medical Review Form [Blank Form] Correspondence Regarding Enhancing of Claims Processing System and Augment Current Utilization Review Capacity U.S. Patent #5,070,452: Computerized Medical Insurance System Including Means to Automatically Update Member Eligibility Files at Pre-Established Intervals U.S. Patent #5,018,067: Apparatus and Method for Improved Estimation of Health Resource Consumption through Use of Diagnostic and/or Procedure Grouping and Severity of Illness Indicators with Certificate of Correction Clinical Evaluation: The Next Step in Claims Processing Enhancing Accuracy and Timeliness is Integral to the Claims Adjudication Process The Leading Edge of Expert Systems: From Research to Reality Snyder Software Reference Guide: DRG Assignment

Production No(s): RD000310RD000313 RD000314RD000324 RD000325RD000358 RD000360RD000391 RD000392RD000410 RD000411RD000412 RD000413 RD000414 RD000415RD000416 RD000417 RD000418 RD000419 RD000420 RD000421RD000434 RD000435RD000461

MCK OBJECTIONS1 R, H, UP, LP, A R, H, UP, A, LP R, H, UP, A, LP R, H, UP, A, LP R, H, UP, A, LP R, H, UP, A, LP, I R, H, UP, A, LP, I R, H, UP, A, LP, I R, H, UP, A, LP, I R, H, UP, A, LP, I R, H, UP, A, LP, I R, UP, A, LP R, H, UP, LP R, H, UP

918.

05/21/1991

R, H, UP

919. 920. 921. 922.

04/00/1986 12/00/1985 00/00/01987 01/00/1987

RD000462RD000466 RD000467RD000470 RD000471RD000476 RD000477RD000482

R, H, UP R, H, UP R, H, UP R, H, UP

22

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TRZ No.: 923. 924. 925. 926. 927. 928. 929. 930. 931. 932. 933. 934. 935. 936. 937.

Date: 00/00/1988 06/21/1985 02/03/1984 02/15/1984 02/15/1984 02/28/1989 06/00/2005 06/00/2005 11/00/1997 01/00/2004 00/00/2004 08/00/2005 02/00/2005 02/00/2005 02/00/2005

Description: Concurrent Clinical Review: Using MicroComputer Based DRG Software Experts: More Research Needed to Set Value of Code Programs Staging of Disease Computers Can Figure Out DRG's If You Can Figure Out the Computer Market End of PIP Will Prompt Hospitals to Try Software to Speed Billing Knowledge Based Systems ClaimFacts ClinicaLogic Manual Release 6.80 MVS ClaimFacts ClinicaLogic Manual Release 6.80 VSE ClaimFacts ClinicaLogic User Manual Release 6.0 ClaimFacts ClinicaLogic System Overview ClinicaLogic User Guide FACETS Extended Enterprise Claims Processing user Guide and Supplement Releases 2.961c 3.01 3.11 4.01 4.11 4.20 FACETS Extended Enterprise Claims User Guide Supplement Release 3.11 4.01 4.11 4.21 FACETS Extended Enterprise Claims User Guide Supplement Release 3.11 4.01 4.11 4.21 FACETS Extended Enterprise Medical Plan Resource Guide and Supplement Releases 2.96c 3.01 3.11 4.01 4.11 4.21 Revised FACETS Extended Enterprise Plan User Guide Supplement Release 3.11 4.01 4.11 4.20 Revised FACETS Extended Enterprise Claims Processing User Guide and Supplement Releases 2.96c 3.01 3.11 4.01 4.11 4.20 Revised August 2005 FACETS Extended Enterprise Claims User Guide Supplement

Production No(s): RD000483RD000485 RD000486RD000492 RD000493RD000494 RD000495RD000503 RD000504RD000511 RD000512RD000519 RD000527RD000614 RD000615RD000699 RD000700RD000954 RD000955RD001021 RD001022RD001197 RD001198RD001619 RD001620RD001741 RD001742RD001863 RD001864RD002307 RD002308RD002477 RD002478RD002898 RD002899-

MCK OBJECTIONS1 R, H, UP R, H, UP R, H, UP R, H, UP R, H, UP R, H, UP

938. 939.

02/00/2005 08/00/2005

940.

02/00/2005

23

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TRZ No.: 941. 942. 943. 944. 945. 946. 947. 948. 949. 950. 951. 952. 953. 954.

Date:

Description: Releases 3.11 4.01 4.11 4.21 FACETS Extended Enterprise Claims User Guide Supplement Releases 3.11 4.01 4.11 4.21 Clinical Logic Rebundling: How it Works QicLink Operator Manual Release 3.20 Vol 1 FACETS Clinical Editing Rules FACETS Clinical Editing Database Tables Erisco marketing materials ERISCO Product description for ClaimFacts ClaimFacts ClinicaLogic System Overview ClaimFacts ClinicaLogic New Product Overview Brochure for ClaimFacts One Integrated Solution for Comprehensive Health Claims Management Marcia Radosevich and Health Payment Review: 1989(A) Harvard Business School ClaimFacts System Overview Clinical Logic Revenue QicLink Customer Base TriZetto/McKesson Facets/ClaimCheck Integration ClaimCheck with ClaimReview and Integration Wizard Integration Wizard Training Guide HBO & Company Software License Agreement between HBO and TriZetto Correspondence to H. Petri responding to his letter about the '164 patent ClinicaLogic Billings for 1988-2004 Deloitte & Touche LLP Project Overview

02/00/2005 00/00/0000 00/00/2004 00/00/0000 00/00/0000 00/00/0000 00/00/0000 00/00/1991 02/00/1990 00/00/0000 02/05/1999 01/00/2000 00/00/2004 11/14/2002

Production No(s): RD003020 RD003021RD003142 RD003143RD003151 RD003152RD003487 RD003488RD003491 RD003492RD003498 TRZ012490TRZ012505 TRZ012552TRZ012556 TRZ012578TRZ012596 TRZ012597TRZ012617 TRZ032139TRZ032144 TRZ034271TRZ034384 TRZ037657TRZ037688 TRZ038958 TRZ040034TRZ040081 TRZ044754TRZ044786 TRZ044802 TRZ088508TRZ088511 TRZ089306TRZ089321

MCK OBJECTIONS1

H, A, I

A, I A, I

NP (BATES NO. DO NOT MATCH DOCUMENT)

I

H, R

H

955. 956. 957. 958.

12/30/1998 10/07/2003 01/12/2005 10/17/2001

H H H

24

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TRZ No.: 959. 960. 961. 962. 963. 964. 965. 966. 967. 968. 969. 970. 971. 972. 973. 974. 975. 976.

Date: 01/00/2004 01/00/2001 04/14/2003 00/00/2004 08/11/2000 04/01/2002 03/23/2001 02/22/2001 10/16/1998 01/27/1998 12/30/1998 01/01/2002 03/16/2000 03/16/2000 05/17/1999 11/15/1999 12/31/1999 05/16/2000

Description: ClaimFacts ClinicaLogic System Overview ClaimFacts ClinicaLogic System Overview Email regarding deal points and McKesson update ClinicaLogic User Guide Email regarding PACE and D&T Update QicLink Product Suite Product Announcement for ClinicaLogic Email regarding recommendation on Claim Edit bundle for QicLink Email regarding PACE v. AutoAudit CECE System Overview FACETS Clinical Editing Overview Email regarding Senior Management Meeting Summary and PACE edits HBO & Company Software License Agreement between HBO and TriZetto Amendment to Computer Programs Support Agreement by and between InfoTrust and AMISYS, LLC [Draft] McKesson-TriZetto Software License and Distribution Agreement Business Recovery Plan Form 10Q for the Quarterly Period Ending 03/31/1999 Form 10Q for the Quarterly Period Ending 09/30/1999 IMS Health Inc. 1999 Annual Report to Shareholders [Draft] IMS Health Inc. Disclosure Letter for that Certain Agreement and Plan of Reorganization by and among the TriZetto Group Inc., Elbejay Acquisition Corp, IMS Health Inc., and Erisco Managed Care Technologies Inc. dated as of 05/00/2000

Production No(s): TRZ092350TRZ092375 TRZ092459TRZ092484 TRZ092834TRZ092835 TRZ154730TRZ154905 TRZ207303 TRZ277699TRZ277702 TRZ358456 TRZ358484 TRZ471553TRZ471564 TRZ637190TRZ637191 TRZ824242TRZ824337 TRZ824626TRZ824628 TRZ825498TRZ825499 TRZ830231TRZ830233 TRZ830385TRZ830411 TRZ830538TRZ830573 TRZ830631TRZ830674 TRZ831497TRZ831504

MCK OBJECTIONS1

S, UP, H

H

H H

H

H

R, H R R R I, R, A, H

25

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TRZ No.: 977.

Date: 05/16/2000

Description: Agreement and Plan of Reorganization by and among the TriZetto Group Inc., Elbejay Acquisition Corp, IMS Health Inc., and Erisco Managed Care Technologies Inc. dated as of 05/00/2000 IMS Health Inc., Erisco Managed Care Technologies Inc. Disclosure Letter for that Certain Agreement and Plan of Reorganization by and among the TriZetto Group Inc., Elbejay Acquisition Corp., IMS Health Inc., and Erisco Managed Care Technologies, Inc. dated as of 05/16/2000 Erisco, Inc. Statements of Income The TriZetto Group, Inc.'s Income Statement Actual v. Budget for Month and Period Ending 12/31/2000 Erisco, Inc. Financials for Month End 12/31/2001 The TriZetto Group, Inc.'s EBITDA/Contribution Margin Statements, Actuals through 12/31/2002 The TriZetto Group, Inc.'s Organizational Profit & Loss Statement for Month of 12/31/2003 The TriZetto Group, Inc.'s Organizational Profit & Loss Statement, Actuals through December 2004 Correspondence to P. Hawley regarding PACE and Erisco enclosing PACE proposal to Erisco Email regarding Preliminary review of McKesson '164 patent in terms of invalidity and non-infringement Memorandum regarding Validity of '164 patent Memorandum regarding '164 patent validity and other defenses Correspondence to J. Sullivan regarding Potential Unenforceability of McKesson's Patent with attachments Email forwarding email regarding Preliminary Review of McKesson '164 patent in terms of invalidity and noninfringement QicLink source Contract Supplement #P0412801 to Agreement #P9801369 Contract Supplement P0412425 to Agreement #P9801369

Production No(s): TRZ832578TRZ832725

MCK OBJECTIONS1 H, A

978.

05/16/2000

TRZ832726TRZ832732

H, A, R

979. 980. 981. 982. 983. 984. 985. 986. 987. 988. 989. 990.

09/20/2000 12/31/2000 12/31/2001 12/31/2002 12/31/2003 12/00/2004 06/13/1989 11/14/2003 02/15/2002 02/15/2002 02/05/2003 11/12/2003

TRZ835977 TRZ835978TRZ835979 TRZ835980TRZ836034 TRZ836035TRZ836080 TRZ836081TRZ836146 TRZ836150TRZ836214 TRZ837024TRZ837052 TRZ837269TRZ837271 TRZ837365TRZ837367 TRZ837374TRZ837375 TRZ837543TRZ837552 TRZ837860TRZ837861 TRZ838453 TRZ838771TRZ838775 TRZ838782-

H H H H H H H H, R H, R H, R H H, R

991. 992. 993.

00/00/00000 08/20/2003 08/04/2003

H H

26

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TRZ No.: 994. 995. 996. 997. 998. 999. 1000. 1001. 1002. 1003. 1004. 1005. 1006. 1007. 1008. 1009. 1010. 1011. 1012.

Date:

Description:

11/01/2005 09/30/2005 10/31/2005 11/01/2005 11/01/2005 11/01/2005 00/00/0000 00/00/0000 02/01/2002 06/13/2005 10/05/2005 00/00/0000 07/00/2005 00/00/0000 10/31/2005 01/18/2005 00/00/0000 09/00/2005 09/00/2005

Auto Audit Revenue and Payments, September 1998-September 2005 Clinical Logic Revenue QicLink Customer Base Community Health Plan of Washington Requirements for OnSite System Demonstration with forwarding email Facets and HealthWeb Pricing Worksheet Facets Product Selection Pricing Summary TriZetto Pricing Model Calculation Variables Master Reference Sheet Facets Extended Enterprise brochure Facets Extended Integration brochure Facts Products Mainframe Perpetual License Fees TriZetto's Response to Affinity Health Plan's Request for Proposal TriZetto's Response to Community Health Plan of Washington's Request for Proposal Facets screenshots TriZetto's Triple S Product Demonstration Approach, On Site Visit Sessions - Overview TriZetto's chart entitled "Payments VO" TriZetto's WEA Vendor Demonstration with forwarded email TriZetto's FACETS e2 has Rich Functionality and a New Integration System Garter RAS Core Research Auto Audit Financials The TriZetto Group, Inc. Revenue by Customer, September 1998-September 2005 The TriZetto Group, Inc. 2004 Revenue by SEOU, Full Year 2004

Production No(s): TRZ838786 TRZ839572TRZ839574 TRZ839576TRZ839578 TRZ839579TRZ839595 TRZ839596TRZ839599 TRZ839600 TRZ839601 TRZ839616TRZ839623 TRZ839624TRZ839625 TRZ839662 TRZ839663TRZ839852 TRZ839853TRZ839947 TRZ839948TRZ839956 TRZ839958TRZ839965 TRZ839966TRZ839975 TRZ839976TRZ840010 TRZ840011TRZ840014 TRZ840015TRZ840266 TRZ840267TRZ840345 TRZ840346TRZ840348

MCK OBJECTIONS1 H, A, LP H, I, A, LP H, LP H, LP, IL H, LP, IL H, LP, IL H, LP H, LP LP H, LP H, LP H, LP, A H, LP H, LP, A H, LP, A, I H, LP H, LP, I, A H, LP, A, I H, LP

27

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TRZ No.: 1013. 1014. 1015. 1016. 1017. 1018. 1019. 1020. 1021. 1022. 1023. 1024. 1025. 1026. 1027. 1028. 1029. 1030. 1031. 1032.

Date: 00/00/2005 09/30/2005 09/30/2005 09/00/2005 11/04/2005 01/11/1999 02/04/1999 09/29/1999 12/31/1998 12/19/2000 02/14/2002 07/11/2002 12/19/2000 02/20/2003 04/04/2003 12/19/2000 02/14/2000 12/19/2000 02/14/2002 10/18/2000

Description: AutoAudit Revenue by Customer ClinicaLogic Revenue QicLink Customer Base FACETS Hosted Revenue McKesson Analysis of Revenue as of 09/30/2005 TriZetto ClaimFacts ClinicaLogic Billing 09/00/199809/00/2005 Correspondence to TriZetto regarding possible licensing and purchasing of Auto-Audit Security Agreement between General Electric Capital and TriZetto Promissory Note between TriZetto and HBOC Contract Supplement #P9902237 Amendment #1 to Agreement #P9801369 Contract Supplement #PSG01-09 Contract Supplement #PSG01-61 Termination of Contract #PSG01-61 Credit Allocations Contract Supplement #PSG01-06 Contract Supplement #P0311261 McKesson ClaimCheck Contract Extension for Unity Health Contract Supplement #PSG01-10 Contract Supplement #PSG01-63 Contract Supplement #PSG01-08 Contract Supplement #PSG01-64 Agreement between HBO and TriZetto regarding Olympic Health

Production No(s): TRZ840352 TRZ840366TRZ840375 TRZ840377TRZ840378 TRZ840379 TRZ840478 TRZ840513TRZ840523 TRZ840524TRZ840526 TRZ840534TRZ840564 TRZ840565TRZ840566 TRZ840567TRZ840568 TRZ840569TRZ840572 TRZ840573 TRZ840574TRZ840575 TRZ840580TRZ840583 TRZ840584 TRZ840591TRZ840592 TRZ840593TRZ840596 TRZ840597TRZ840598 TRZ840599TRZ840602 TRZ840604TRZ840622

MCK OBJECTIONS1 H, LP, A H, LP, A, I H, LP, A H, LP, A H, LP, A H, LP, A H, LP, A LP H, LP, A LP LP LP LP H, LP, A LP LP LP LP LP LP

28

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TRZ No.: 1033. 1034. 1035. 1036. 1037. 1038. 1039. 1040. 1041. 1042. 1043. 1044. 1045. 1046. 1047. 1048. 1049.

Date: 12/19/2000 08/19/2003 02/14/2002 02/13/1998 09/30/1998 03/23/2001 06/12/1992 01/06/1992 03/01/1993 03/01/1993 03/01/1993 01/02/2003 09/15/2003 11/10/2003 04/23/2005 11/17/2003 00/00/0000

Description: Contract Supplement #PSG01-07 McKesson ClaimCheck Contract Extension for Olympic Health Contract Supplement #PSG01-65 HBO & Company Software License Agreement between HBO and InfoTrust Contract Supplement #P9801042 Referral Agreement between HBO & Company and TriZetto Group Master License Agreement between HealthCheck and RIMS Confidentiality NonDisclosure Agreement between RIMS and HealthChex HealthChex/RIMS Deal Sheet for First Addendum to the Agreement Correspondence to RIMS regarding forwarding copy of RIMS/HealthChex documents Correspondence forwarding HealthChex/RIMS Deal Sheet for First Addendum to the Agreement Email regarding McKesson patent issue Email regarding McKesson discussions and patent issue Email regarding McKesson patent issue and contract discussions Email regarding McKesson patent issue Email regarding McKesson patent The TriZetto Group, Inc. 2004 Revenue by Customer for Facts ClinicaLogic Customers Only

Production No(s): TRZ840623TRZ840624 TRZ840625 TRZ840626TRZ840629 TRZ840636TRZ840648 TRZ840649TRZ840651 TRZ840652TRZ840672 TRZ840676TRZ840689 TRZ840690 TRZ840691TRZ840694 TRZ840695 TRZ840695TRZ840698 TRZ840711TRZ840712 TRZ840725TRZ840726 TRZ840729 TRZ840736TRZ840737 TRZ840744TRZ840745 TRZ840746

MCK OBJECTIONS1 LP LP LP LP LP LP LP, H, A LP, H, A LP, H, A LP, I LP, H, A NP NP NP NP NP LP, H

29

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In addition to all evidentiary objections and issues raised by McKesson in its summary judgment and Daubert motions, McKesson sets forth above its objections to the trial exhibits identified by TriZetto. McKesson reserves the right to supplement or amend this list after receiving marked copies of TriZetto's collection of trial exhibits and as otherwise appropriate. McKesson also reserves the right to object to any new trial exhibits or demonstratives introduced by TriZetto. McKesson further reserves the right to object to the use of any exhibit with a witness who is not competent to testify about the substance of the exhibit (see e.g., Fed. R. Evid. 602). McKesson notes that the applicability of objections based on foundation, relevance and hearsay, among others, depends on the context and purpose for which an exhibit is used. McKesson has endeavored to list such objections to TriZetto's trial exhibits based on their anticipated usage. However, McKesson reserves the right to assert additional objections, including those based on foundation, relevance and hearsay, to TriZetto's trial exhibits at the time that TriZetto's intended usage of them becomes clear. Because the admissibility of a document is dependant on context, the inclusion of a document on McKesson's own list of trial exhibits should not be construed as a waiver of the right to object to the admissibility of the same document when offered by TriZetto. McKesson's objections to TriZetto's trial exhibits are based on information provided by TriZetto regarding the exhibits. McKesson reserves the right to modify its objections to the extent that information provided by TriZetto is inaccurate, incomplete, or subsequently amended. McKesson's repetition of such information herein is not an admission that any such information is accurate or appropriate.

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Code A H I

Explanation Objection based on lack of authentication, lack of subscribing witness, or other foundational deficiencies (see, e.g., Fed. R. Evid. 901 et seq.) Objection based on hearsay (Fed. R. Evid. 802) Objection on grounds that the exhibit is incomplete, is out of order, reflects an improper collection of documents, does not accurately reflect the document or thing produced in the case (see, e.g., Fed. R. Evid. 106) Objection based on danger of unfair prejudice, confusion of the issues, or misleading of the jury, or on considerations of undue delay, waste of time, or needless presentation of cumulative evidence that outweighs probative value of the exhibit (Fed. R. Evid. 403) Objection based on lack of relevance (Fed. R. Evid. 402) Objection on the ground that the exhibit reflects an offer of compromise and/or conduct or statements made in compromise negotiations (Fed. R. Evid. 408) Objection on the grounds that the exhibit was withheld from production or the description and/or document range provided do not clearly identify what the exhibit is. Objection on the grounds that the exhibit was not produced during fact discovery or in accordance with the Scheduling Order in this case Objection on the ground that the exhibit is wholly or partially illegible Objection on the ground that the exhibit reflects improper opinion of a lay witness (Fed. R. Evid. 701) Document is a duplicate of another exhibit Objection on the ground that the exhibit contains information protected by the attorney/client privilege and/or work product doctrine

UP R S NP LP IL OT DUP P

31

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32