Our method
How we audit,
step by step.
A structured, repeatable process so your review holds up to counsel, your board, and regulators.
- 1
Secure intake
We request your PBM contract and plan data through a secure upload. We never ask for claims data by email.
- 2
Benchmark pricing
We check what your plan was billed against your contract and public pricing references.
- 3
Rebates & fees
We review rebate terms, pass-through, and fees or recoupments taken after a claim is paid.
- 4
Formulary & specialty
We examine formulary design and specialty drug handling, including PBM-owned pharmacies.
- 5
Control scoring
Every control in a structured framework gets a result.
- 6
Your written record
A report showing what we found, what it means, and your options.