Free Proposed Pretrial Order - District Court of Delaware - Delaware

Case 1:04-cv-01258-SLR

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s McKesson identifies below the documents and things that it may use as exhibits at the jury trial on infringement, damages and willfulness. Because the Court has directed that TriZetto'equitable defenses be tried to the Court after the jury trial and because such s bench trial has not yet been scheduled, McKesson reserves the right to identify additional exhibits for use in said bench trial in accordance with the schedule to be set by the Court. In addition, McKesson reserves the right to use any of the exhibits identified by TriZetto in its trial exhibit list. Ex. No. 1 2 Prod. Nos. (or if none, Dep. Ex. No.) MCK 000001MCK 000066 MCK 034337MCK 034338

Date 10/12/93 08/20/98 U.S. Patent 5,253,164

Description

TriZetto'Objections s

3

06/08/98

4 5 6 7 8 9 10

10/29/04 12/31/98 10/21/05 10/21/05 10/24/05 01/23/95 08/26/05

Correspondence from Jim Donnelly of Erisco to Jeannie Haynes of Anthem, Inc. re: Erisco'position on the support s of an interface from the Facets medical adjudication program to the HBOC Claimcheck clinical claims editing system E-mail from Rich Kerian to Dave Aragona, Bruce Carlson, Alan Gold, Bruce Kaurene and Pete Vanderheide re: 6/1 - Sr. Management Meeting Summary. System License Agreement between The TriZetto Group, Inc. and Leon Medical Center Health Plan Software License Agreement between HBO & Company and The TriZetto Group, Inc., and related documents Expert Report of Dr. Margaret L. Johnson, Ph.D. Expert Report of Mark A. Musen, M.D., Ph.D. Expert Report of Michael J. Wagner (including errata) Settlement Agreement between Health Payment Review, Inc. and GMIS, Inc. Correspondence from Khoi Nguyen of Skadden, Arps LLP and Premera Blue Cross with an attachment of a subpoena for deposition testimony of Premera Blue Cross

402/403

TRZ 6371777TRZ 637178 TRZ 034439TRZ 034444 TRZ 840479TRZ 840675 801/802; 402/403 801/802; 402/403 801/802; 402/403 MCK 002431MCK 002442 Kemp 1

801/802; 402/403

1

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 11 12 13 14 Date 02/13/01 00/00/00 09/09/05 Description Facets License Agreement between Erisco Inc. and Premera Blue Cross ClinicaLogic Physician Claim Screening System Brochure Prod. Nos. (or if none, Dep. Ex. No.) TRZ 827749TRZ 827814 TRZ 088424TRZ 088425 King 1 MCK 002302 TriZetto'Objections s

15

16 17

18 19

20

Notice of Subpoenas for deposition testimony of Blakely, Sokoloff, Taylor & Zafman 10/09/01 Correspondence from Robert Price of McKesson Information Solutions to Jeffrey Margolis of The TriZetto Group Inc. re: enclosure of U.S. Patent 5,253,164 09/17/03 Correspondence from Henry Petri of Howrey Simon Arnold & White to Jeffrey Margolis of The TriZetto Group, Inc. re: discussions of TriZetto taking a license under U.S. Patent 5,253,164 09/18/03 E-mail from CJ Jacobs to Eric King and Roger Blakely re: U.S. Patent 5,253,164 02/05/03 Correspondence from Roger Blakely of Blakely, Sokoloff, Taylor & Zafman to Jim Sullivan of The TriZetto Group, Inc. re: opinion of the possible unenforceability of U.S. Patent 5,253,164 with attachments of the ` patent and prior art 164 publications. 02/04/03 E-mail from Eric King to Jim Sullivan re: McKesson patent 12/04/02 Fax from James Sullivan of The TriZetto Group, Inc. to Tony Bellomo of the TriZetto Group Inc. enclosing correspondence from Eric King to Jim Sullivan. 02/07/03- Blakely Sokoloff Taylor & Zafman invoice to The TriZetto 08/06/03 Group, Inc. for services rendered.

402/403

TRZ 837802TRZ 837803

TRZ 837353 TRZ 837543TRZ 837645

TRZ 837352 TRZ 837277TRZ 837279 TRZ 837863TRZ 837869 801/802; 403

2

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 21 Date 11/12/03 Description E-mail from Eric King to Jim Sullivan re: Preliminary Review of the McKesson ` Patent in terms of invalidity 164 and Non-infringement. Erisco The Benefits of Information ClinicaLogic Medical Claims Editor Correspondence to Tony Bellomo and Jim Sullivan from Jeff Margolis re: intellectual property issues surrounding our PACE system Correspondence from James Sullivan to Henry Petri of Howrey Simon Arnold & White re: a joint marketing arrangement involving McKesson'U.S. Patent 5,253,164 s Correspondence from Khoi Nguyen from Skadden, Arps LLP to Key Benefit Administrators with an attachment of a Subpoena for Deposition. Correspondence from Khoi Nguyen from Skadden, Arps LLP to Blue Cross Blue Shield of Tennessee with an attachment of a Subpoena for Deposition. Facets License Agreement between Erisco, Inc. and Blue Cross Blue Shield of Tennessee Prod. Nos. (or if none, Dep. Ex. No.) TRZ 837359TRZ 837361 TRZ 032148TRZ 032165 TRZ 837457 TriZetto'Objections s

22 23

00/00/00 11/26/01

24

10/07/03

Margolis 25

25

08/26/05

Jones 1

801/802; 402/403

26

08/26/05

Blake 1

801/802; 402/403

27

03/05/96

28

12/11/02

E-mail string from John Wells to Rodney Woods re: TriZettoMcKesson relationship reply

29

01/24/89

Correspondence from Marcia Radosevich of HPR to Faith Glover of Erisco re: enclosure of materials describing HPR and CodeReview 3

BCBSTN 00001594BCBSTN 00001616 BCBSTN 00001570BCBSTN 00001571 MCK 117578

801/802; 402/403

801/802; 402/403

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 30 31 32 33 34 35 36 Date 00/00/00 02/00/05 04/01/03 04/02/03 07/00/91 00/00/00 00/00/00 Description TriZetto ClinicaLogic User Guide 2005 Clinical Editing Update 2005 ClinicaLogic Update User Documentation E-mail string from Duffey Richardson to Linda Bernier re: Sales/Marketing " Value Proposition" work plan E-mail from Charles Gaughan to Linda Bernier and Duffey Richardson re: Claimcheck Value Points Erico 1991 Strategic Plan Introducing Erisco'Facets For Integrated Managed Care s Advertisement titled: To Improve Upon the Best Claims Management System, We Applied Logic Erisco United States Securities and Exchange Commission Form 10Q for The TriZetto Group, Inc. re: Litigation Erisco, Inc. Statements of Income Erisco Total Erisco For The Month Ending 12/31/01 The TriZetto Group, Inc. Income Statement Actual vs. Budget-Current Month, QTD & YTD Erisco for the month ended 12/31/00 The TriZetto Group, Inc. EBITDA/Contribution Margin Statement TriZetto Inc. Total Actuals through 12/31/02 The TriZetto Group, Inc. Contract Summary with Managed Care Consultants 4 Prod. Nos. (or if none, Dep. Ex. No.) TRZ 154730TRZ 154905 Luftig 8 TRZ 824020TRZ 824021 TRZ 825583 TRZ 036438TRZ 036470 MCK 002339MCK 002348 TRZ 032167 TriZetto'Objections s

37 38 39 40

09/30/04 00/00/00 12/31/01 12/31/00

MCK 001389MCK 001457 TRZ 835977TRZ 835979 TRZ 835980TRZ 836034 TRZ 835977TRZ 835979 TRZ 836035TRZ 836080 TRZ 088558TRZ 088563

41 42

12/31/02 11/27/02

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 43 44 45 46 47 48 Date 00/00/00 11/05/02 00/00/00 12/13/04 00/00/04 12/31/00 Description The TriZetto Group, Inc. ClinicaLogic Billing 1988-2004 The TriZetto Group, Inc. Contract Summary with Health Plus of Louisiana Clinical Logic Revenue - QicLink Customer Base McKesson Claimcheck Interface Customer/Prospect List Core System Market Share by Competitor TriZetto Group Inc 10-K/A Statement re: Item 7 Management'discussion and analysis of financial s condition and results of operations The TriZetto Group, Inc. Organization Profit & Loss Statement TriZetto Inc. Total for the month of 12/31/03 The TriZetto Group, Inc. Organizational Profit & Loss Statement TriZetto Inc. Total Actuals through 12/00/04 System License Agreement between The TriZetto Group, Inc. and Amerigroup Corporation Facets PM/PM License Agreement between Erisco Managed Care Technologies, Inc. and Blue Cross of Northeastern Pennsylvania Facets License Agreement between The TriZetto Group, Inc. and Great Lakes Health Plan, Inc. ClaimFacts, ClaimFacts ClinicaLogic Subsystem and GroupFacts TPA Perpetual License Agreement between Erisco, Inc. and Federated Mutual Insurance Companies Handwritten notes " from Scott Slayton Get copy of Call 5,253,164 Health Payment Review Prod. Nos. (or if none, Dep. Ex. No.) TRZ 088508TRZ 088511 TRZ 088531TRZ 088563 TRZ 038958 TRZ 173764 TRZ 827930TRZ 827931 MCK 001621MCK 001714 TRZ 836081TRZ 836146 TRZ 836150TRZ 836214 TRZ 034421TRZ 034424 TRZ 827124TRZ 827162 TRZ 827207TRZ 827238 TRZ 034372TRZ 034392 Bellomo 24 801/802; 402/403 TriZetto'Objections s

402/403

49 50 51 52

12/31/03 12/00/04 11/18/03 09/11/00

53 54

01/10/02 01/16/96

55

01/26/94

5

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 56 57 Date 01/26/94 02/04/94 Description Fax cover sheet from Alan Levine of Fiddler Levine & Mandelbaum to Airmail Patent Service re: copy of 5,253,164 Correspondence from Alan Levine of Fiddler Levine & Mandelbaum to Scott Slayton of Erisco, Inc. re: U.S. Patent No. 5,253,164 Invoice from Alan Levine of Fiddler Levine & Mandelbaum to Erisco, Inc. for a copy of U.S. Patent No. 5,253,164 Memo from DLX of Warshaw Burstein Cohen Schlesinger and Kuh to File re: Scott Slayton requesting advise over potential litigation involving Erisco and Health Payment Review Correspondence from Alan Levine of Levine & Mandelbaum to the Clerk for the U.S. District Court re: request for copies of all papers filed in the GMIS, Inc. v. Health Payment Review litigation Correspondence from Mary Hood (Clerk for U.S. District Court) to Alan Levine of Levine & Mandelbaum re: acknowledgement for document request. Correspondence from Alan Levine of Levine and Mandelbaum to Scott Slayton of Erisco, Inc. re: enclosure of documents from U.S. District Court re: GMIS, Inc. v. Health Payment Review, Inc. Invoice from Alan Levine of Fiddler Levine & Mandelbaum to Erisco, Inc. for a copy of documents regarding GMIS, Inc. v. Health Payment Review, Inc. Correspondence from Howard Mandelbaum of Levine & Mandelbaum to the U.S. District Court Clerk re: request for copies of all papers filed in the GMIS, Inc. v. Health Payment Review litigation 6 Prod. Nos. (or if none, Dep. Ex. No.) Bellomo 25 Bellomo 26 TriZetto'Objections s 801/802 801/802

58 59

03/01/94 03/03/94

Bellomo 27 Bellomo 28

801/802 801/802; 402/403

60

07/27/94

Bellomo 29

801/802

61

08/08/94

Bellomo 30

801/802

62

08/17/94

Bellomo 31

801/802

63

09/1/94

Bellomo 32

801/802

64

04/17/95

Bellomo 33

801/802

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 65 Date 05/05/95 Description Correspondence from Mary Hood (Clerk for U.S. District Court) to Howard Mandelbaum of Levine & Mandelbaum re: acknowledgement for document request. Correspondence from Howard Mandelbaum of Levine and Mandelbaum to Scott Slayton of Erisco, Inc. re: enclosure of documents from U.S. District Court re: GMIS, Inc. v. Health Payment Review, Inc. Handwritten notes re: HPR & Clinical Research E-mail from Will Lee to Chris Doubleday re: Lost 25 Clients with attached spreadsheet E-mail from Tony Bellomo to John Danza re: PACE vs. Auto Audit E-mail from Bart Pittari to Connie McBride, Jim Rooney, Patrick Depirro and Dan Sequeira re: BCBST and Claim Check Provider Perspective: M Plan replacing clinical editing system (vol. 8, No. 1) Letter from Jeffrey M. Sauerhoff of ERISCO to Philip M. Hawley, Jr., M.D. of Pace Healthplan Management, Inc., re: confirmation of business relationship between Pace and Erisco Letter from Philip M. Hawley, Jr., M.D., of Pace to Scott H. Slayton of Erisco re: Schedules A and A-1 to letter agreement dated 06/13/89 TriZetto Group, Inc. Company Biography of Management Team from http://new.trizetto.com/bios/php Prod. Nos. (or if none, Dep. Ex. No.) Bellomo 34 TriZetto'Objections s 801/802

66

05/09/95

TRZ 837459

801/802

67 68 69 70

04/27/97 08/15/02 02/22/01 02/01/02

TRZ 837461TRZ 837463 MCK 136503MCK 136504 TRZ 358484 TRZ 295420TRZ 295422 MCK 002355MCK 002364 TRZ 837024TRZ 837025

801/802 801/802

71 72

00/00/04 06/13/89

73

07/03/89

TRZ 837026TRZ 837047 Bellomo 13

74

09/16/05

7

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 75 76 77 78 79 80 81 Date 08/26/05 02/06/02 09/16/02 00/00/00 00/00/00 08/00/05 08/26/05 Description Letter from Khoi D. Nguyen of Skadden Arps to Providence Health Plan enclosing subpoena for deposition Systems License Agreement between The TriZetto Group, Inc., and Providence Health Plan. FIG - Facets Clinical Editing Program last edited by Carolyn Drini Comparative Analysis: McKesson HBOC ClaimCheck and Facets Clinical Editor Providence Health Plan - Facets Clinical Editing: TriZetto Response to Identified Issues Facets Extended Enterprise Claims Processing User Guide and Supplement (Release 2.961c, 3.01, 3.11, 4.01, 4.11, 4.20) Letter from Khoi D. Nguyen of Skadden Arps to Harrington Benefit Services, Inc. f/k/a Centra Benefit Services enclosing deposition subpoena TriZetto ClaimCheck and ClaimReview Integration Wizard Project: Functional/Detail Design Specifications Facets ClaimCheck Interface User Guide Release 3.11 ClaimFacts ClinicaLogic System Overview ClaimFacts ClinicaLogic System Overview ClaimFacts System Overview ClinicaLogic claims editing module product announcement re: Introduction of ClinicaLogic module in QicLink release 3.10.10 8 Prod. Nos. (or if none, Dep. Ex. No.) Pierson/Drini 1 TRZ 827355TRZ 827396 Pierson/Drini 5 Pierson/Drini 6 Pierson/Drini 7 Pierson/Drini 8 Keplinger 1 TriZetto'Objections s 801/802 402/403

801/802; 402/403 402/403

801/802; 402/403

82 83 84 85 86 87

01/24/02 12/00/02 01/00/01 01/00/04 01/00/00 03/29/02

TRZ 297916TRZ 298037 TRZ 298464TRZ 298529 TRZ 092459TRZ 092484 TRZ 092350TRZ 092375 TRZ 037656TRZ 037688 TRZ 277699TRZ 277702

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 88 Date 05/08/03 Description ClinicaLogic claims editing module product announcement re: General Availability of ClinicaLogic Module in QicLink release 3.10.30 ClinicaLogic claims editing module product announcement re: Introduction of ClinicaLogic module in QicLink release 3.10.10 ClinicaLogic User Guide 3.2.0.2 ClinicaLogic Field Test Trip Report QicLink product information from www.trizetto.copm/qiclink.asp QicLink/ClinicaLogic System Integration Project Erisco'Facets and HealthWeb product information s Facets Product Overview Spring 1996 Facets Clinical Editing Overview © 2004 Erisco Product and Facets Overview printed from www.erisco.com ClinicaLogic product literature ClaimFacts product literature Prod. Nos. (or if none, Dep. Ex. No.) TRZ 281839TRZ 281841 TRZ 481286TRZ 481288 TRZ 154730TRZ 154905 TRZ 270879TRZ 270881 Danza 9 TRZ 280939TRZ 280942 MCK 002349MCK 002354 MCK 002310MCK 002338 TRZ 471553TRZ 471564 MCK 002304MCK 002309 MCK 004812MCK 004814 TRZ 032139TRZ 032144 TriZetto'Objections s

89

06/18/02

90 91 92 93 94 95 96 97 98 99

00/00/00 01/20/03 00/00/00 07/18/01 00/00/00 00/00/96 00/00/00 05/12/99 00/00/00 00/00/00

9

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 100 Date 06/00/05 Description ClaimFacts ClinicaLogic Manual Release 6.80 - MVS Prod. Nos. (or if none, Dep. Ex. No.) CD TRZ 838252 (Internal Sub No. 0744507532) TRZ 835710TRZ 835713 TRZ 171602 TRZ 624504 TRZ 633277TRZ 633278 TRZ 835770TRZ 835778 TRZ 835495TRZ 835565 Wagner Expert Report vol. 2 tab 27 MCK 143044MCK 143052 TRZ 001937TRZ 002011 MCK 128453 MCK 123088MCK 123138 TriZetto'Objections s

101 102 103 104 105 106 107

12/12/03 00/00/00 05/19/03 09/09/03 00/00/00 00/00/00 12/31/04

Care Management Business Plan McKesson ClaimCheck/Pace Revenue 1998-2004 TriZetto Generic Modification Authorization for Blue Cross Blue Shield of Michigan E-mail from Mark Richardson to Pete Vanderheide re: ClaimCheck Billable Business Plan Executive Worksheet: Facts License SEOU Benefits Administration EOU Summary Business Plan The TriZetto Group, Inc. SEC form 10-K

108 109 110 111

08/16/02 12/31/01 00/00/00 03/21/03

E-mail from Will Lee to Tony Bellomo re: Will'draft of s McKesson/TriZetto Contract The TriZetto Group, Inc. SEC form 10-K Market Matrix McKesson: Developing an Integrated Payor Strategy - Final payor strategy document

801/802

801/802; 402/403 801/802; 402/403

10

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 112 Date 11/00/98 Description Healthcare Informatics Online: News and Trends - HCFA Reverses Internet Decision " Heading to the Chapel -- Again" printed from www.themotleyfool.com CACD Historical Data: Revenue Chart Erisco FACTS The TriZetto Group, Inc. EBITDA/Contribution Margin Statement FACETS Licenses, Support The TriZetto Group, Inc. Organizational Profit & Loss Statement Support to Fact License The TriZetto Group, Inc. Organizational Profit & Loss Statement Facets Extended Enterprise Support The TriZetto Group, Inc. company information as printed from www.trizetto.com Clinical Auditing and Compliance Division ­ Profitability Analysis ­ Product Detail ­ 02 Q4 FY E-mail from Kim Pinkston to Will Lee re: 2004 Renewals E-mail from Jeff Marshall to Will Lee and Kim Pinkston re: McKinsey Info ­ Product f/s (attaching Clinical Auditing and Compliance Division: Product Profitability Statement YTD FY 01 Q4) Prod. Nos. (or if none, Dep. Ex. No.) Wagner Expert Report vol. 3, tab 3 Wagner Expert Report vol. 3 tab 4 MCK 143516MCK 143523 TRZ 835980TRZ 836034 TRZ 836035TRZ 836080 TRZ 836081TRZ 836146 TRZ 836150TRZ 836214 Wagner Expert Report vol.3 tab 18 MCK 128546MCK 128555 MCK 154265MCK 154266 MCK 139087MCK 139097 TriZetto'Objections s 801/802; 402/403; 901

113

10/19/98

801/802; 402/403; 901

114 115 116 117 118 119

00/00/04 12/31/01 12/31/02 12/31/03 12/00/04 00/00/00

801/802; 402/403; 901

120 121 122

00/00/02 03/04/03 00/00/01

801/802; 402/403 801/802; 402/403 801/802; 402/403

11

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 123 124 125 126 127 128 Date 12/31/01 11/02/93 00/00/00 03/23/01 12/30/98 09/30/05 Description The TriZetto Group, Inc. SEC Form 10-K GMIS Master Software Licensing Agreement with First Health Services Corporation Draft of McKesson-TriZetto Software License and Distribution Agreement E-mail from Terry Kirch to Melissa Herold, Dan Contilli, Rick Fitzgerald, Tom Heimsoth re: Pace vs. Auto-Audit HBO & Company Software License Agreement between HBO & Company and The TriZetto Group MEPS Medical Expenditure Panel Survey: " Welcome to the MEPS Compendia of Tables" Distribution of Expenses by Source of Payment :United States, 1998 Developing an Integrated Payor Strategy ­ Claims Payment Management Tool Opportunity is Broader than Current CACD Offering Business Partner Strategy: Presentation to Product Management by Will Lee and Mary Jo Timlin-Hoag Amendment to Computer Programs Support Agreement by and between Infotrust and Amisys, LLC The TriZetto Group, Inc. SEC form 10-K Prod. Nos. (or if none, Dep. Ex. No.) MCK 001715MCK 001789 MCK 040058MCK 040067 TRZ 825498TRZ 825499 TRZ 358456 MCK 034642MCK 034659 Wagner Expert Report vol.3 tab 31 MCK 123088MCK 123138 MCK 123460MCK 123477 TRZ824626TRZ 824628 Wagner Expert Report vol. 3 tab 44 Wagner Expert Report vol. 3 tab 45 TriZetto'Objections s

801/802; 402/403; 901 801/802; 402/403; 901

129

03/21/03

130 131 132

05/24/04 01/01/02 12/31/04

801/802; 402/403

133

00/00/00

U.S. Department of Labor Bureau of Labor Statistics Consumer Price Index - All Urban Consumers

801/802; 402/403

12

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 134 Date 00/00/04 Description The TriZetto Group, Inc., Consolidated Statement of Operations - EBITDA Format The TriZetto Group, Inc., Consolidated Statement of Operations McKessonHBOC, Inc. SEC form 10-K/A Prod. Nos. (or if none, Dep. Ex. No.) Wagner Expert Report vol. 3 tab 46 Wagner Expert Report vol. 3 tab 47 Wagner Expert Report vol. 3 tab 49 Wagner Expert Report vol. 3 tab 50 Wagner Expert Report vol. 3 tab 51 Wagner Expert Report vol. 3 tab 52 Wagner Expert Report vol. 3 tab 53 Wagner Expert Report vol. 4 tab 5 MCK 146338MCK 146373 TriZetto'Objections s 801/802; 402/403; 901

135

00/00/05

801/802; 402/403; 901

136

03/31/99

137

10/18/05

Yahoo Finance: Quotes & Info - TriZetto Group (TZIX)

801/802; 402/403; 901

138

00/00/00

Healthcare Solutions: Benefit Administration - ClinicaLogic from www.trizetto.com Healthcare Solutions: Benefit Administration - Core Administration from www.trizetto.com Healthcare Solutions: Benefit Administration - Facets Extended Enterprise from www.trizetto.com Managed Care Systems Vendor Profile: ERISCO

402/403; 901

139

00/00/00

402/403; 901

140

00/00/00

402/403; 901

141

11/00/97

801/802; 402/403; 901

142

07/08/97

HBOC Master Software Licensing and Joint Marketing Agreement between HBO & Company and Novalis Corporation

13

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 143 Date 04/30/00 Description JetForm Corporation SEC for 10-K Prod. Nos. (or if none, Dep. Ex. No.) Wagner Expert Report vol. 4 tab 10 Wager Expert Report vol. 4 tab 11 Wagner Expert Report vol. 4 tab 12 Wagner Expert Report vol. 4 tab 13 Wagner Expert Report vol. 4 tab 14 TRZ 034296 TRZ 038958 TRZ 037314TRZ 037317 TRZ 088801TRZ 088809 TRZ 088810TRZ 088817 TRZ 088952TRZ 088959 MCK 036458 TriZetto'Objections s 402/403

144

09/30/96

Medical Manager Corporation SEC form S-1

402/403

145

08/16/02

" State Law Claim Challenges Copyright" Shannon P. by Duffy from American Lawyer Media Carreker Corporation SEC form 10-Q

801/802; 402/403; 901

146

10/31/03

402/403

147

09/30/05

148 149 150 151 152 153 154

00/00/00 00/00/00 00/00/00 03/12/03 09/27/02 10/22/03 02/03/95

MEPS Medical Expenditure Panel Survey: " Welcome to the MEPS Compendia of Tables" Distribution of Expenses by Source of Payment :United States, 1999 ClinicaLogic Revenue 1998-2004 ClinicaLogic Revenue - QicLink Customer Base 2003-2004 ClaimFacts Customers and Functionalities The TriZetto Group, Inc. Contract Summary for JAS, Inc. The TriZetto Group, Inc. Contract Summary for Key Benefit Administrators The TriZetto Group, Inc. Contract Summary for Tower Life Insurance Company Boston Business Journal: " HPR'healthy settlement s Dispute concluded over CodeReview" John S. McCright by

801/802; 402/403; 901

402/403 402/403 402/403 801/802; 402/403

14

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 155 156 157 158 Date 00/00/00 03/14/03 10/09/01 05/09/95 Description TriZetto Business Plan: ClaimCheck-Facets Integration McKesson-TriZetto Patent Infringement Issue Enclosure letter from Robert F. Price of McKesson to Jeffrey H. Margolis of TriZetto re: U.S. Patent No. 5,253,164. Letter from Howard F. Mandelbaum of Levine & Mandelbaum to Scott H. Slayton, Esq. of Erisco, Inc. re: GMIS v. Health Payment Review, Inc., case information E-mail from Eric King to Craig Luftig re: McKesson Patent and TriZetto'ClinicalLogic Software s E-mail from Jim Sullivan to Craig Luftig re: Preliminary Review of the McKesson ` Patent in terms of Invalidity 164 and Non-Infringment E-mail from Will Lee to Brenda Sims re: verify customers lost to TriZetto Memorandum from Cliff Jones to Larry Dusty, Anita Dust, Maureen Hunton, Candy Skirvin, Joy Quinn, Dr. Cook, Tom Remlinger and Dick Northway re: ClinicaLogic information shared at TriZetto conference TriZetto invoice to Bruce Miller of Key Benefits, Inc. for License Fee (QicLink Clinical Logic) and Support and Maintenance Fee Presentation by Pete Foskaris and Nancy Baker: A New Way to Screen Claims ClinicaLogic E-mail from Joy Quinn to Cindy Kilburn, Kimberly Mitchell, Dick Northway, Cheryl Harden, Tome Remlinger and Donna Imel re: ClinicaLogic Edits Review 15 Prod. Nos. (or if none, Dep. Ex. No.) MCK 021191MCK 021202 TRZ 839297TRZ 839298 TRZ 045098 TRZ 837459 TriZetto'Objections s

901

159 160

10/17/03 09/20/04

TRZ 837804TRZ 837808 TRZ 837338TRZ 837340 MCK 137486MCK 137490 KEY 00517KEY 0527 801/802 801/802; 402/403

161 162

06/02/03 08/13/02

163

05/31/02

Key 00545Key 00548 KEY 00595KEY 00696 KEY 00706KEY 00710

402/403; 901

164 165

00/00/02 01/17/03

801/802; 402/403 801/802

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 166 167 168 169 170 171 172 173 174 175 176 Date 07/02/03 00/00/00 00/00/00 00/00/00 11/00/97 03/29/05 03/15/05 11/13/02 03/25/03 04/25/03 05/30/03 Description Key Benefit Administrator ClinicaLogic Detail Savings Report Excerpted pages from ClinicaLogic User Guide: Issue Message Codes Excerpted page from ClinicaLogic User Guide: CLPSR ­ ClinicaLogic Provider Savings Excerpted pages from ClinicaLogic User Guide: CLANM ­ ClinicaLogic Anesthesia Edits Maintenance Excerpted pages from Implementation Procedures: How to test the system Adjuster Maintenance chart Adjuster Maintenance chart Prod. Nos. (or if none, Dep. Ex. No.) KEY 01038KEY 01040 KEY 01126KEY 01132 KEY 01133 KEY 01335KEY 01359 KEY 01581KEY 01588 KEY 01704KEY 01707 KEY 01708KEY 01711 MCK 120975 TriZetto'Objections s 801/802 402/403; 901 402/403; 901 402/403; 901 402/403; 901 801/802; 402/403; 901 801/802; 402/403; 901 801/802 801/802 801/802 801/802

177

11/13/03

E-mail from Mike Cesarz to Will Lee re: Anthem West moving to Facets E-mail from Mike Cesarz to Glen Olson and Will Lee re: MCK 113198 Anthem update ­ West region moving to TriZetto E-mail from Stephanie Sanderson to Will Lee re: BCBSLA MCK 121589and TriZetto'Facets s MCK 121590 E-mail from Mike Cesarz to Carolyn Staudnemeier, Clen MCK 033881 Olson and Maryalice Bueetgen re: Anthem discussion point ­ TriZetto call tomorrow E-mail from Carolyn Staudenmeier to Mike Cesarz, Terri MCK 128077Gregorio, Linda Christy re: Ongoing activities between MCK 128078 McKesson and TriZetto

801/802

16

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 178 Date 08/05/04 Description E-mail from Mike Cesarz to Deirdre McLees, Nancy Stiles, Sherry Gordon, Brenda Sims re: updated TriZetto Research document E-mail from Will Lee to Eric McAllister and Terri Gregorio re: TriZetto Impact Data with attached analysis E-mail from Scott Stefanides to Mike Cesarz, Don Grocki, Matt Plack and Deirdre McLees re: NEPA and Erisco E-mail from Brenda Sims to Will Lee re: Conversation today with TriZetto McKesson Information Solutions Regulatory Affairs Department Meeting: Clinical Auditing and Compliance Division Product Overview E-mail from Will Lee to Carolyn Staudenmeier and Chris Doubleday re: TriZetto Deal Update with attached analysis E-mail from Will Lee to Carolyn Staudenmeier and Kathy Brantley re: TriZetto Status Report (attached status review and TriZetto financials) GMIS, Inc. GICS Subindustry: Application Software (45103010) TriZetto Generic Modification Authorization: Facets ClaimCheck Interface ­ Daily Limit Processing (Frequency Edits) The TriZetto Group, Inc. Contract Summary for John Muir/Mount Diaboe Health System 2004 Amendment to Facets License Agreement (Marked by TriZetto in Response to BCBSLA'Proposed Changes) s Amerigroup-TriZetto contract file Prod. Nos. (or if none, Dep. Ex. No.) MCK 124747MCK 124751 MCK 138165MCK 138169 MCK 124566 MCK 121713MCK 121714 MCK 053109MCK 053142 MCK 143085MCK 143087 MCK 143502MCK 143508 Wagner Expert Report Errata TRZ 624499 TriZetto'Objections s 801/802

179 180 181 182

11/14/03 10/17/00 05/02/03 08/22/02

801/802 801/802 801/802 801/802

183 184

11/21/02 05/22/02

801/802 801/802

185 186

05/21/94 06/11/03

402/403

187 188 189

02/27/04 03/25/04 00/00/00

TRZ 826931TRZ 826969 TRZ 299069TRZ 299081 MCK 145059MCK 145102

402/403 402/403 801/802; 402/403

17

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 190 191 192 193 194 Date 11/01/01 00/00/00 10/13/00 05/31/02 01/13/05 Description Facets License Agreement between The TriZetto Group, Inc. and Blue Cross Blue Shield of Michigan TriZetto Estimate: Patent Infringement ­ Lost Code-Auditing Net Income E-mail from Laryn Richlin to Jean Tewel re: Blue Cross of Northeast PA purchased Facets Accounts Identified by Account Management as being at Risk of moving to TriZetto TriZetto Related Analysis: Revenue and profit that CACD would possibly retain with a TriZetto relationship ­ that will be lost with no TriZetto relationship Customer list McKesson Contract Supplement sold to Amerigroup Corporation E-mail from Brenda Sims to Ray Hurtado re: TriZetto Impacts on Strategic Plan Financials Blue Cross and Blue Shield of Louisiana ­ Thomas/Solomon contract file BCBS of MI contract file CACD clients who license TriZetto-FACETS HBOC Contract Supplement for InfoTrust Prod. Nos. (or if none, Dep. Ex. No.) TRZ 825864TRZ 825999 MCK 052092 MCK 054535 MCK 124180 MCK 128417MCK 128428 MCK 128445MCK 128452 MCK 162360MCK 162371 MCK 154882MCK 154883 MCK 002650MCK 002761 MCK 004016MCK 004056 MCK 005828MCK 005829 MCK 007253MCK 007256 TriZetto'Objections s

801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 402/403 801/802; 402/403 801/802 801/802 801/802 402/403

195 196 197 198 199 200 201

00/00/00 03/12/04 07/19/04 00/00/00 00/00/00 01/00/02 12/22/99

18

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 202 Date 09/27/01 Description Letter from Richard W. Prentice of Regence BlueShield to Diana Berry of McKessonHBOC re: 60 day notice of intent to terminate Software License Agreement Letter from John M. Rusche, MD of Regence Blue Shield of Idaho to Laurel Hayden of McKesson HBOC re: Notice of termination of Software License Agreement #P9800195 Exhibit 1 to Software License Agreement between HBO& Company and InfoTrust McKesson Contract Supplement for The TriZetto Group, Inc. HBOC Contract Supplement for Anthem Insurance Companies, Inc. (wholly owned subsidiary of Southeastern Group, Inc.) BCBS of LA ­ TriZetto BCBS of Memphis contract file BCBS Michigan II contract file Promina ­ TriZetto contract file Southeastern Group ­ TriZetto contract file Jefferson Pilot ­ TriZetto contract file John Muir/Mt. Diablo Health System ­ TriZetto contract file Prod. Nos. (or if none, Dep. Ex. No.) MCK 007439MCK 007441 MCK 007694 TriZetto'Objections s 801/802

203

01/03/03

801/802

204 205 206

02/27/98 02/14/02 01/06/00

MCK 019812 MCK 020171MCK 020174 MCK 144319MCK 144322 MCK 145312MCK 145374 MCK 145692MCK 145751 MCK 145752MCK 145920 MCK 146906MCK 146942 MCK 147067MCK 147084 MCK 147345MCK 147383 MCK 147454MCK 147527

402/403

402/403

207 208 209 210 211 212 213

00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00

801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403

19

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 214 215 216 217 218 219 220 221 222 223 224 225 226 Date 00/00/00 00/00/00 08/30/05 08/16/05 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 Description Northwest Medical Information Systems (Northwest Washington Medical Bureau) ­ TriZetto InfoTrust ­ TriZetto contract file Letter from Jeffrey T. Thomas of Gibson Dunn to David W. Hansen of Skadden Arps re: TriZetto'30(B)(6) witness list s Notice of Deposition of Defendant TriZetto Pursuant to Fed. R. Civ. P. 30(B)(6) Deposition testimony re: Claim 4 of ` patent 164 Deposition testimony re: Claim 5 of ` patent 164 Deposition testimony re: Claim 6 of ` patent 164 Deposition testimony re: Claim 8 of ` patent 164 Deposition testimony re: Claim 9 of ` patent 164 Deposition testimony re: Claim 10 of ` patent 164 Deposition testimony re: Claim 11 of ` patent 164 Deposition testimony re: Claim 12 of ` patent 164 Deposition testimony re: Claim 13 of ` patent 164 Prod. Nos. (or if none, Dep. Ex. No.) MCK 147544MCK 147555 MCK 147556MCK 147592 Lampe 1 Luftig 1 (vol. 2) Margolis 10 Margolis 11 Margolis 12 Margolis 13 Margolis 14 Margolis 15 Margolis 16 Margolis 17 Margolis 18 TriZetto'Objections s 801/802; 402/403 801/802; 402/403

801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403

20

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 227 228 229 230 231 232 Date 00/00/00 00/00/00 10/29 03/16/03 03/18/03 03/18/03 Description Deposition testimony re: Claim 14 of ` patent 164 Deposition testimony re: Claim 16 of ` patent 164 Handwritten notes re: McKesson Patent Chart of TriZetto'Options re: ` patent s 164 McKesson-TriZetto Patent Infringement Issue E-mail from Linda Bernier to Jeff Margolis, Tony Bellomo, Duffey Richardson and Jim Sullivan re: McKesson Discussion enclosing Patent Issues document and patent overview document Stradling Yocca Carlson & Rauth Memorandum from Edward F. O' Connor to Jim Sullivan re: Holloway U.S. 5,253,164 (Patent Strategy) Stradling Yocca Carlson & Rauth Memorandum from Norman E. Carte to Edward F. O' Connor re: Validity of United States Patent No. 5,253,164 (Prior Art Patents) E-mail from Eric King to Susan McFarlane re: Univ. of S. Car. E-mail from Tony Bellomo to John Kao and Linda Bernier re: McKesson (loss of leverage if McKesson goes to Anthem and LA without relief from patent issue) The TriZetto Group, Inc. ClaimCheck Revenue September 1998 through September 2005 E-mail from Jim Sullivan to Scott Slayton and Roger Blakely re: TriZetto Patent Issue (additional marketing information) 21 Prod. Nos. (or if none, Dep. Ex. No.) Margolis 19 Margolis 21 TRZ 838678TRZ 838693 TRZ 838733 TRZ 839302TRZ 839303 TriZetto'Objections s 801/802; 402/403 801/802; 402/403 901 901 901

233

02/15/02

TRZ 837368TRZ 837369 TRZ 837365TRZ 837367 TRZ 837794

234

02/15/02

235 236

12/06/02 06/10/03

237 238

00/00/00 01/13/03

TRZ 839575 TRZ 837795

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 239 240 241 242 Date 01/20/03 01/24/03 01/24/03 02/04/03 Description E-mail from Tony Bellomo to Linda Bernier and Duffey Richardson re: Pace follow-up questions (answers) Facets License Agreement between The TriZetto Group, Inc. and Country Medical Plans, Inc. E-mail from Jim Sullivan to Jeff Margolis and Mike Sunderland re: Notice of McKesson Claim E-mail from Duffey Richardson to CJ Jacobs, Linda Bernier and Jim Sullivan re: McKesson (attaching contract work session, Patent License Agreement and Joint Marketing Agreement) E-mail from Tony Bellomo to Linda Bernier and Duffey Richardson re: Deloitte Question E-mail from Duffey Richardson to Linda Bernier and Jim Sullivan re: Discuss options for dealing with McKesson patent issue (with attached McKesson patent issues options document) McKesson-TriZetto Patent Infringement Issue Memorandum from Duffey Richardson to Larry Bridge re: McKesson ClaimCheck Contract Extension for Unity Health (with attached contract) Memorandum from Duffey Richardson to Larry Bridge re: McKesson ClaimCheck Contract Extension for Olympic Health (with attached contract) Handwritten patent and prior art notes Handwritten " Consolidated Notes" Prod. Nos. (or if none, Dep. Ex. No.) TRZ 825665TRZ 825667 TRZ 837507TRZ 837541 TriZetto'Objections s

402/403

243 244

02/17/03 03/13/03

TRZ 838734TRZ 838736 TRZ 840750TRZ 840754

402/403

245 246

03/14/03 08/04/03

TRZ 839300TRZ 839301 TRZ 838781TRZ 838791 TRZ 838770TRZ 838780 TRZ 838643TRZ 838644 TRZ 838761

901

247

08/19/03

248 249

00/00/00 11/25/02

901 901

22

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 250 251 Date 01/14/02 02/20/94 Description E-mail from Jim Sullivan to Tony Bellomo re: McKesson Patent Issue (alleged infringement surrounding PACE) Automated Medical Payments News article, " GMIS and Health Payment Square Off in Court Over Software Patent Validity" Memorandum from Jeff Margolis to Tony Bellomo and Jim Sullivan re: Intellectual Property Issues surrounding our PACE system Correspondence from Scott Slayton of TriZetto to Edward O' Connor of Stradling Yocca Carlson & Rauth re: results of search for prior notification by patent holder E-mail from Jim Sullivan to Stewart Gleischman, Tony Bellomo, John Kao and Jeff Margolis re: documents for McKesson call E-mail from Jim Sullivan to Jeff Margolis, Stewart Gleischman, Tony Bellomo and Mike Sunderland re: McKesson Patent Issue E-mail from Linda Bernier to Lisa Kennedy re: McKesson Patent (various aspects of McKesson relationship) E-mail from Jim Sullivan to Duffey Richardson and Linda Bernier re: McKesson Patent Issue (with attached memoranda from Strandling Yocca) E-mail from Tony Bellomo to Jim Sullivan and Scott Slayton re: HNNY and early version of clinical editing in 1996 Facsimile from James J. Sullivan to Tony Bellomo enclosing correspondence from Eric T. King E-mail from Eric King to Roger Blakely re: TriZetto Patent Issue 23 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

TRZ 837460

252

11/26/01

TRZ 837457

253

01/30/02

TRZ 837362TRZ 837363 TRZ 837364

254

04/30/02

255

05/06/02

256 257

11/05/02 11/06/02

258 259 260

11/15/02 12/04/02 01/13/03

TRZ 837281

TRZ 837796TRZ 837797

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 261 Date 01/17/03 Description Memorandum from Jim Sullivan to Kate Crom enclosing correspondence from Scott Slayton of TriZetto to Roger W. Blakely of Blakely Sokoloff enclosing additional material re: TriZetto/McKesson Patent Issue E-mail from Jim Sullivan to Scott Slayton and Roger Blakely re: additional marketing and financial information on Patent issue E-mail from Jim Sullivan to Linda Bernier re: whether or not to notify insurance company Facsimile from Jay & Renfro Insurance Brokers to The TriZetto Group, Inc. re: potential circumstance that may give rise to a claim Correspondence from Michael W. Born of Media/Professional Insurance to Jim Sullivan of The TriZetto Group, Inc. re: supplemental claim worksheet E-mail from Eric King to Chris Henderson re: Legal Research- article from LEXIS Correspondence from Eric King to Jim Sullivan re: Letter re: McKesson patent for meeting Invoice from Blakely Sokoloff to The TriZetto Group, Inc. for services rendered through December 2002 TriZettto memorandum from Jim Sullivan to Distribution re: McKesson Patent Allegations ­ Summary of Outside Legal Opinion Invoice from Blakely Sokoloff to The TriZetto Group, Inc. for services rendered through January 2003 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

262

01/16/03

TRZ 837795

263 264

01/22/03 01/27/03

TRZ 838677

801/802; 402/403 801/802; 402/403

265

01/30/03

266 267 268 269

02/04/03 02/04/03 02/07/05 03/14/03

TRZ 837798 TRZ 837352 TRZ 837863TRZ 837864 TRZ 838473TRZ 838474 TRZ 837865 801/802; 402/403

270

03/04/03

801/802; 402/403

24

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 271 Date 03/14/03 Description E-mail from Jim Sullivan to Duffey Richardson and Linda Bernier re: McKesson Patent Issues attaching McKesson Patent Issues memo and letter from Blakely Sokoloff Chart describing TriZetto'options s Invoice from Blakely Sokoloff to The TriZetto Group, Inc. for services rendered through February 2003 Invoice from Blakely Sokoloff to The TriZetto Group, Inc. for services rendered through March 2003 Invoice from Blakely Sokoloff to The TriZetto Group for services rendered through June 2003 TriZetto McKesson Interface ­ Contract History Chart TriZetto Open Issues and Schedule to Finish the Contracts McKesson CACD CodeReview Customization Utility Documentation Version 2005; PCBatch for Windows 2000 and XP Version 6.0.7.2; Customization Utility Version 2005; Customization Utility Version 2005; Desktop Version 3.0.7.1 McKesson CACD ClaimCheck Windows 200 Professional, XP Professional and Server 2003 with ClaimReview Version 8.5.35.11.0; Documentation Library with ClaimReview Version 8.5.35; CCI Knowledge Base Library Version 8.5.11.0 McKesson CACD CodeReview 6.xC Installation Guide Revision 5 McKesson CACD CodeReview 6.xC Technical Guide Revision 3 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

272 273 274 275 276 277 278

03/16/03 04/07/03 05/04/03 08/06/03 00/00/00 00/00/00 01/31/05

TRZ 838733 TRZ 837866TRZ 837867 TRZ 837868 TRZ 837869 TRZ 839304TRZ 839309 TRZ 838310TRZ 839311 MCK 150856MCK 150859

901 801/802; 402/403 801/802; 402/403 801/802; 402/403

279

01/18/05

MCK 150860MCK 150862

280 281

00/00/00 00/00/00

MCK 150876MCK 151154 MCK 151155MCK 151580

801/802; 402/403; 901

25

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 282 283 284 285 286 287 288 289 290 291 292 Date 09/15/03 06/10/03 00/00/04 03/05/03 07/01/03 10/29/03 11/24/03 01/06/04 11/10/03 11/17/03 09/17/04 Description E-mail from Jim Sullivan to Tony Bellomo and John Kao re: McKesson (litigation strategy suggesting settlement) E-mail from Linda Bernier to Tony Bellomo, John Kao and Jim Sullivan re: McKesson The TriZetto Group, Inc. 2004 Revenue by Customer for Facts ClinicaLogic Customer Only E-mail from Linda Bernier to Tony Bellomo, Duffey Richardson and Jim Sullivan re: McKesson Patent Issue Facets and HealthWeb Pricing Worksheet E-mail from Eric King to Jim Sullivan re: McKesson ` 164 Patent (preliminary review) Invoice from Blakely Sokoloff for services rendered through October 2003 Invoice from Blakely Sokoloff for services rendered through November 2003 E-mail from Jim Sullivan to John Kao re: McKesson (deal strategy) E-mail from Jim Sullivan to Eric King re: McKesson (merits and pitfalls of talking to McKesson outside attorneys) Memorandum from Jim Sullivan to TriZetto Distribution re: McKesson Patent Allegations ­ Summary of Outside Legal Opinion E-mail from Tony Bellomo to Project 2632 re: Correspondence with McKesson (pre-litigation strategy) E-mail from Duffey Richardson to Jim Sullivan re: Conference Call with McKesson 26 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

TRZ 840746 TRZ 838470TRZ 838471 TRZ 839596TRZ 839601 TRZ 837857 ­ TRZ 837858 TRZ 837870 TRZ 837871

801/802; 402/403 801/802; 402/403

TRZ 837326TRZ 837327

293 294

01/17/15 03/13/03

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 295 296 Date 11/19/02 02/16/03 Description E-mail from Duffey Richardson to Linda Bernier re: Tommy Smith Notes E-mail from Duffey Richardson to Tony Bellomo and Jim Sullivan re: McKesson-TriZetto ­ Status on Patent, Joint Marketing and Hosted Services Agreement re: 02/06/03 WorkSession The TriZetto Group, Inc. Business Solutions Presentation E-mail from Will Lee to Carolyn Staudenmeier and Janet Cutcliff re: TZIX/McKesson Discussion Points Levine and Mandelbaum documents produced in response to McKesson subpoena ClaimFacts: The health Claims Management System from Erisco QicLink Product Direction Meeting ClinicaLogic Module Pricing E-mail from Craig Luftig to Tony Bellomo re: McKesson/TriZetto Value Proposition call E-mail from Rich Kerian to Tony Bellomo, Leon DeMaille, Joe Posluzny and John Jordan re: 2/9 Exec Team Update Facets PM/PM License Agreement between Erisco Managed Care Technologies, Inc. and Blue Cross of Northeastern Pennsylvania Core System Market Share by Competitor TriZetto 2002 Facets 27 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

297 298 299 300 301 302 303 304

08/00/05 09/08/03 00/00/00 00/00/00 01/09/02 05/01/03 02/06/98 09/07/00

TRZ 837376TRZ 837456 MCK 162191MCK 162193 no bates nos. TRZ 012552TRZ 012554 TRZ 279934TRZ 879936 TRZ 633408TRZ 633409 TRZ 637187TRZ 637189 TRZ 827124TRZ 0827162 TRZ 827930TRZ 827931 TRZ 091420TRZ 091428

801/802 801/802; 402/403; 901

402/403

305 306

00/00/04 05/14/02

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 307 Date 04/29/02 Description E-mail from Jim Donnelly to Tony Bellomo, Kathy Wiley, Rich Kerian and Pete Vanderheide re: Facets Clinical Claims Edits (Premera'concerns with Facets) s E-mail from Jeff Margolis to Stewart Gleischman and Tony Bellomo re: Proposed Agreement Follow-up E-mail from John Kao to Jeff Margolis re: McKesson Update E-mail from Rich Kerian to Craig Luftig re: Pace/D&T Update (change in ownership and effect of relationship with Erisco) E-mail from Kathy Wiley to Tony Bellomo re: Anthem and Clinical Editing E-mail from Jim Donnelly to Jim Donnelly, John Jordan, rich Kerian, Tony Bellomo, and Joe Posluszny re: HBOC Products and Strategy E-mail from Jim Donnelly to Tony Bellomo, Timothy Brix, Craig Luftig, Robert Renzi, Pete Vanderheide re: Recap of Phil Hawley Meeting E-mail from Rich Kerian to Bruce Carlson, Alan Gold, Bruce Kaurene, Pete Vanderheide and Dave Aragona re: 1/26 ­ Sr. Management Meeting Summary E-mail from Duffey Richardson to Larry Bridge re: McKesson (PACE ) E-mail from Charles Gaughan to Linda Bernier and Duffey Richardson re: ClaimCheck Value Points (Pace) TriZetto'Responses to RFA Nos. 6-11, 19-21, 27, 28, 30, s 32, 33 28 Prod. Nos. (or if none, Dep. Ex. No.) TRZ 034668 TriZetto'Objections s 402/403

308 309 310

05/06/01 06/09/02 08/11/00

TRZ 034753TRZ 034754 TRZ 045062 TRZ 207303

311 312

04/18/02 07/07/00

TRZ 357017 TRZ 637085TRZ 637086 TRZ 637182

402/403 402/403

313

05/11/98

402/403

314

01/26/98

TRZ 637190TRZ 637191 TRZ 824239TRZ 842240 TRZ 825583 402/403

315 316 317

10/07/02 04/02/03 09/20/05

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 Date 01/20/05 06/20/05 04/26/05 08/16/05 09/13/05 09/16/05 00/00/00 09/07/05 10/19/05 00/00/00 02/00/05 02/00/05 09/12/05 09/12/05 09/06/02 03/03/99 Description TriZetto'Original Response to Interrogatory No. 9 s TriZetto'Supplemental Responses to Interrogatory Nos. 15 s & 16 TriZetto'Supplemental Response to Interrogatory No. 2 s TriZetto'Original Responses to Interrogatory Nos. 27-29 s TriZetto'Original and Supplemental Responses to s Interrogatory No. 21 TriZetto'Original Response to Interrogatory No. 32 s Facets Clinical Editing Overview © 1996 QicLink Code 3.20.30.04 w/ClinicaLogic CE Test (IBM Cartridge) 34 Microsoft Access Databases in native format Facets Extended Enterprise Medical Plan Resource Guide and Supplement, Releases 2.961c, 3.01, 3.11, 4.01, 4.21 Facets Extended Enterprise Medical Plan User Guide and Supplement, Releases 2.961c, 3.01, 3.11, 4.01, 4.21 ClinicaLogic_Source Code CD'containing source code related to Facets, v 4.21 s The TriZetto Group, Inc., Contract Summary for Michigan Conference of Teamsters Facets License Agreement between Erisco Managed Care Technologies, Inc., and Boilermakers National 29 TRZ 089025TRZ 089040 TRZ 838453 TRZ 838451 DVD-TRZN009 TRZ 838251 TRZ 838251 CD-TRZN-001 CD-TRZN0018, 0019 TRZ 826000TRZ 826028 TRZ 828007TRZ 282025 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

402/403 402/403

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 334 335 Date 01/31/94 01/02/03 Description GMIS, Inc., v. Health Payment Review, Inc.: Complaint E-mail from Connie Van Fleet to Monroe McBride re: Confirmation of Termination of HBOC ClaimCheck Product for BCBSMo Contract Supplement for Alliance Blue Cross Blue Shield E-mail from Stephanie Sanderson to Mike Cesarz, Jean Tewell, Sharon Cooper, Carolyn Staudenmeier, and Laryn Richlin re: Alliance BCBS call today regarding ERISCO E-mail from Terri Gregorio to Maureen Moore, Keith Mills, Mike Cesarz and Rhonda Gilbert re: Health Services Medical Plan ­ ERISCO ClinicaLogic, the medical claims editor from Erisco Facets User Guide: Criteria Maintenance User Guide ­ Documenting Facets release 2.9 Clinical Editing Resource Guide 2003 Edition Screen captures and/or printouts from ClaimCheck Screen captures and/or printouts from CodeReview Video of ClaimCheck Video of CodeReview 10/27/98 Correspondence from Jeffrey H. Margolis of The TriZetto Group, Inc. to Tommy R. Smith of HBOC re: partnership opportunity with HBOC in a service bureau environment TRZ 044426TRZ 044430 Prod. Nos. (or if none, Dep. Ex. No.) TRZ 000776TRZ 000779 MCK 148890 TriZetto'Objections s

801/802; 402/403

336 337

12/29/00 05/11/00

MCK 148908MCK 148924 MCK 149074

801/802; 402/403

338

10/13/98

MCK 005830

801/802; 402/403

339 340 341 342 343 344 345 346

00/00/00 00/00/00 05/15/03

TRZ 032168TRZ 032169 TRZ 480430TRZ 480613 TRZ 455203TRZ 455914 801/802; 402/403; 901 801/802; 402/403; 901 801/802; 402/403; 901 801/802; 402/403; 901 402/403

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 347 Date 03/27/06 Description " Improve Your ICD-9 Coding Accuracy: Reviewing the fundamentals can strengthen your ICD-9 coding and streamline the reimbursement process." Emily Hill, PA-C By (http://www.aafp.org/fpm/990700fm/27.html) CPT 2005 Professional Edition CPT 2006 Professional Edition Patent Assignment Abstract of Title for Patent No. 5,256,164 U.S. Department of Health and Human Services: Centers for Medical & Medicaid Services (http://cms.hhs.gov/NationalHealthExpendData/02_National HealthAccountsHistorical.asp) National Health Expenditures Accounts: Definitions, Sources, and Methods Used in the NHEA 2004 (http://www.cms.hhs.gov/NationalHealthExpendData/downlo ads/dsm-04.pdf) National Health Expenditures Aggregate and Per Capita Amounts, Percent Distribution, and Average Annual Percent Growth, by Source of Funds: Selected Calendar Years 19602004 (http://www.cms.hhs.gov/NationalHealthExpendData/downlo ads/nhe2004.zip) Various computer files in native format Various computer files in native format TRZ 000001TRZ 000011 801/802; 402/403 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s 402/403; 901

348 349 350 351

00/00/05 00/00/06 01/18/05 03/27/06

352

03/27/06

801/802; 402/403

353

03/27/06

801/802; 402/403

354 355

05/16/05 05/16/05

DVD-TRZN001-005 CD-TRZN002-017, 020-021

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 Date 05/17/05 05/17/05 05/18/05 05/19/05 05/23/05 09/08/05 09/08/05 08/26/05 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 Description Various computer files in native format Various computer files in native format Various computer files in native format Two computer files in native format Three computer files in native format Facets Documentation Facts Documentation: Claim Facts and Group Facts TriZetto QicLink Documentation 3.20 Release Source code: c5xpeab0.ex Source code: ca2670.prg Source code: c5xccef.ex Source code: clgcer.fd Source code: c5xwea10.ws Source code: c5xcce.prg Source code: clexcd.ws Source code: cmcdCEQY.cpp Source code: cmcaclm3.cpp Source code: CMCACEMG.cpp Source code: CMC2CLHD.cpp Source code: CMCACLCL.cpp Source code: cmcacld1.cpp Source code: cmcmclm2.cpp Source code: cmcacld2.cpp 32 Prod. Nos. (or if none, Dep. Ex. No.) DVD-TRZN006-007 CD-TRZN-022 DVD-TRZN008 CD-TRZN-023 CD-TRZN-024 TRZ 838251 TRZ 838252TRZ 838253 TRZ 838254 TriZetto'Objections s

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 Date 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 Description Source code: cmcacld3.cpp Source code: cmcapce0.cpp Source code: clmhdr.fd Source code: ca0200.prg Source code: ca0300.prg Source code: ca0600.prg Source code: c5xccb0.ex Source code: c5xccpb0.ex Source code: cmcaclm3.cpp Source code: cmcmumum.cpp Source code: cmcaumce.cpp Source code: cmcaclc1.cpp Source code: cmcaicm3.cpp Source code: CMCaBLXP.cpp Source code: CMCDAGRT.cpp Source code: CMCDCLHI.cpp Source code: cmcdctak.cpp Source code: CMCDDHCO.cpp Source code: CMCDDPPY.cpp Source code: cmcdintk.cpp Source code: CMCDSPCT.cpp Source code: CMCPCEFE.cpp Source code: CMCPCEIP.cpp Source code: CMCPCMPF.cpp Source code: CMCPCMTX.cpp 33 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 Date 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 02/00/90 11/00/97 00/00/03 00/00/90 00/00/01 05/25/90 Description Source code: CMCPDPDF.cpp Source code: cmcpiddp.cpp Source code: cmcpipp0.cpp Source code: CMCPLTDP.cpp Source code: CMCPPFDS.cpp Source code: cmcputpp.cpp Source code: CMCWAEIP.cpp Source code: CMCWDPRS.cpp Source code: CMCWIPCR.cpp Source code: CMCWMRPO.cpp Source code: CMCWSSCD.cpp Facets Claim Flow ClaimFacts ClinicaLogic System Overview © 1991 ClaimFacts ClinicaLogic New Product Overview ClaimFacts CLinicaLogic User Manual Release 6.0 Clinical Editing Reference Database User Guide ClaimFacts/CertiFacts Product Bulletin ­ ClinicaLogic " Introduced, Data Impact Study Offered" Product Bulletin ­ A Note to Erisco Customers from Jeff " Margolis, Chairman and CEO, The TriZetto Group" A Proposal to Erisco submitted by Philip M. Hawley, Jr., M.D., of Pace Healthcare Management, Inc. 34 Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s

WP 000424WP 000425 TRZ 012578TRZ 012596 TRZ 012597TRZ 012652 TRZ 014812TRZ 015065 TRZ 037354TRZ 037379 TRZ 037475TRZ 037478 TRZ 037769TRZ 037784 TRZ 044113TRZ 044128

801/802; 402/403; 901

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 423 Date 12/15/02 Description Unexecuted correspondence from Deloitte & Touche to Karen H. Lampe of The TriZetto Group re: proposed services with attached general business terms E-mail from Duffey Richardson to Larry Bridge re: McKesson (results from talks with Tony) Correspondence from Scott Slayton of the TriZetto Group to Edward O' Connor of Stradling, Yocca, Carlson & Rauth re: results of search for prior notification by the patent holder Correspondence from Anthony Bellomo of Erisco to Leslie Levy, M.D., of Artificial Intelligence for Medicine, Inc., re: interest in developing an unbundling product for ClaimFacts customers Correspondence from Roger W. Blakely, Jr. of Blakely, Sokoloff, Taylor & Zafman to Jim Sullivan of The TriZetto Group, Inc. re: response to request for opinion regarding possible unenforceability of ` Patent 164 ClaimFacts Electronic Adjudication Manual Release 6.80MVS ClaimFacts External Reference Manual Release 6.80-MVS ClaimFacts Technical Installation Guide Release 6.80-MVS ClaimFacts Technical Reference Manual Release 6.80-MVS Installation and Configuration: QicLink Extended Enterprise © 2004 QicLink Operator Manual Release 3.20 vol. 1 QicLink Operator Manual Release 3.20 vol. 2 QicLink Operator Manual Release 3.20 vol. 3 QicLink Operator Manual Release 3.20 vol. 4 QicLink Operator Manual Release 3.20 vol. 5 35 Prod. Nos. (or if none, Dep. Ex. No.) TRZ 480314TRZ 480318 TRZ 824241 TRZ 837362TRZ 837363 TRZ 837458 TriZetto'Objections s

424 425

10/06/02 01/30/02

426

01/29/89

427

02/05/03

TRZ 837882TRZ 837891

428 429 430 431 432 433 434 435 436 437

06/00/05 06/00/05 06/00/05 06/00/05 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00

TRZ 838253 TRZ 838253 TRZ 838253 TRZ 838253 TRZ 838254 TRZ 838254 TRZ 838254 TRZ 838254 TRZ 838254 TRZ 838254

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 438 439 440 441 442 443 444 445 446 447 448 449 450 Date 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 00/00/00 10/31/05 10/07/03 Description QicLink Operator Manual Release 3.20 vol. 6 QicLink Operator Manual Release 3.20 vol. 7 Utilization Management Operation Manual Version 3.20 Deposition testimony re: Claim 1 of ` patent 164 Deposition testimony re: Claim 2 of ` patent 164 Deposition testimony re: Claim 3 of ` patent 164 Deposition testimony re: Predetermined Database Deposition testimony re: Claim 15 of ` patent 164 Facets System ClaimCheck System CodeReview System Defendant'Supplemental Response to Topic No. 18 to s Plaintiff'Rule 30(b)(6) Deposition Notice s Correspondence from James Sullivan to Henry Petri of Howrey Simon Arnold & White re: a joint marketing arrangement involving McKesson'U.S. Patent 5,253,164 s (Executed version) Facets for Integrated Managed Care: A Technical Overview Mainframe Perpetual License Fees (MVS & VSE) TriZetto'Response to Affinity Health Plan'Request for s s Proposal TriZetto'Response to Community Health Plan of s Washington'Request for Proposal s TriZetto'2004 Revenue by SEOU Full Year 2004 s Correspondence from Thomas Schramm of Thomson Medstat to Rick Fitzgerald of TriZetto re: purchasing Auto-Audit 36 Prod. Nos. (or if none, Dep. Ex. No.) TRZ 838254 TRZ 838254 TRZ 838254 Margolis 6 Margolis 7 Margolis 8 Margolis 9 Margolis 20 TriZetto'Objections s

801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403 801/802; 402/403; 901 801/802; 402/403; 901 801/802; 402/403; 901

TRZ 044802TRZ 044805

451 452 453 454 455 456

00/00/00 02/01/02 06/13/05 10/05/05 11/15/05 11/04/05

402/403; 901 TRZ 839662 TRZ 839663TRZ 839852 TRZ 839853TRZ 839947 TRZ 840346TRZ 840349 TRZ 840478

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 457 458 459 Date 01/27/98 00/00/00 01/13/05 Description E-mail string from Jim Trotter to ERISO (FACETS Technical Support) re: 1/26 - Sr. Management Meeting Summary. TriZetto Business Partner Overview & Agreement Worksheet Document titled " CACD 25 accounts who have signed deals with TriZetto. Revenue and operating income that will be lost due to these accounts not renewing with CACD" Patent License Agreement made and entered on July 1st 2002 between McKesson Information Solutions Inc. and Solucient LLC. Patent License And Exclusive Agency Agreement between Health Payment Review, Inc. and Value Health Sciences, Inc. Cross License Agreement between HPR Inc. and Medicode, Inc. The TriZetto Group, Inc. 2004 Revenue by Customer for Facts ClinicaLogic Customers Only Letter from Joel S. Goldhammer of Akin Gump to Brigid M. Spicola of ingenix re: potential infringement of ` Patent 164 ClaimCheck Group Health Version 5.0 Reports Manual © 1998 Data Summary Report ­ Procedure Summary ­ Account Level Correspondence from Marcia J. Radosevich, Ph.D. of Health Payment Review, Inc. to Theresa Riordan of The New York Times re: article on HPR'software patent. s Command prompt for C:\HPRFILE ReadMe.txt for CodeReview v5.1a Prod. Nos. (or if none, Dep. Ex. No.) TRZ 637190TRZ 637191 TRZ 838700TRZ 838714 MCK 154745 TriZetto'Objections s

801/802; 402/403; 901

460

03/27/03 07/01/02 10/21/94 04/15/97 00/00/04 07/03/02 00/00/00 08/29/96 01/29/94

MCK 156404MCK 156419 MCK 031974MCK 031998 MCK 052432MCK 052442 TRZ 840746 MCK 052357MCK 052358 MCK 024026MCK 024370 MCK 017889MCK 017892 MCK 026866

461 462 463 464 465 466 467

468 469

00/00/00 00/00/00

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Exhibit 6 - McKesson Information Solutions, LLC v. The TriZetto Group, Inc. McKesson'Trial Exhibit List and TriZetto'Objections s s Ex. No. 11001xxx Date Description Video, screen captures and/or printouts of Facets, ClaimFacts and QicLink program systems Prod. Nos. (or if none, Dep. Ex. No.) TriZetto'Objections s 801/802; 402/403; 901

38