David Cunningham saw an issue confronting the pharmaceutical industry: The regulatory and financial constraints were tightening around pharmaceutical sampling. David had an idea for a solution: He invented a process by which a patient could receive a prescription drug trial dispensed by a pharmacy through an electronic voucher. With the advent of the sample voucher solution, David founded TrialCard. Since opening its doors in 2001, TrialCard has built a culture upon listening to the needs of clients and developing customized solutions to address market challenges.

TrialCard Market Access Solutions
We deliver best in class patient-centric health care solutions
to pharmas, providers, pharmacies, and patients.

First To:

  • Introduce a plastic card as a marketing platform
  • Deliver real-time patient activation
  • Introduce full program tracking (SmartTrac™) from distribution to rep, to physician, to consumer, to pharmacy
  • Verify a prescription purchase prior to loading a co-pay debit card
  • Deliver a pharmacy co-pay card utilizing the coordination of benefits process
  • Deliver co-pay cards that adjust value based on a patient's insurance coverage
  • Deliver mail-in rebate processing in seven business days or less
  • Deliver programs that limit the amount of benefit an individual can receive across multiple offers
  • Offer adherence/consultation messaging delivered by the pharmacist at point-of-sale

First 10 Years: Employee Stories

"We had to wear many hats…
Things were challenging and they were a lot of fun!"

- Burke Williams, VP Business Development
“The opportunities that TrialCard has given me are unbelievable, both personally and professionally.”
- Jessica Cowles, Senior QA Analyst, IT

Specialties

TrialCard offers a portfolio of diverse solutions to meet the needs of pharmaceutical brands. Our main service areas include: Patient Affordability (patient access to care), Product Access Support (hub services), Pharmacy Services (patient access to care delivered at the pharmacy), and Customer Experience Management (Share of Voice and tele-promotions).

TrialCard's areas of specialization include the following solutions:

CO-PAY

TrialCard developed and patented the first co-pay card solution, allowing pharmaceutical brands to subsidize patient co-pay costs and eliminate the financial barrier of access for patients. Read More

As the originator of the plastic card as a pharmaceutical marketing platform, TrialCard has provided brands with co-pay solutions resulting in a 20% increase in NRx from prescribers. TrialCard received Patent No. 5,832,449 for this invention.

RxSAVER

TrialCard developed RxSaver, the first pharmacist-delivered solution to address prescription abandonment. Read More

With studies showing that up to 30% of prescriptions are never picked up from the pharmacy, prescription abandonment has always been a key marketing issue for brands. In trials, RxSaver has “saved” 20% of prescriptions that were at risk for abandonment, leading to a 544% ROI for brands.

SHARE OF VOICE

TrialCard reaches prescribers and pharmacists 60% more frequently than industry averages at a cost of only 7% of a field sales force. Read More

TrialCard’s award-winning Customer Experience Center has provided reimbursement support for 15 years. In order to support the pharmaceutical industry’s need for alternative communication strategies, TrialCard developed these Share of Voice service offerings to expand the range of solutions available. Our healthcare-focused Customer Experience Center partners with your brand to deliver targeted messaging, assisting with product access in support of your unique business needs.

PRODUCT ACCESS SUPPORT SERVICES

TrialCard helps specialty brands with adherence, benefit verification, case management, co-pay, and nursing support services. Our hub solution educates patients and helps them be most successful in managing their healthcare and medications. Read More

For the patient, our process streamlines access to medications by eliminating roadblocks to availability, adoption, and utilization.

For the provider, we minimize staff burden by clearing product access and reimbursement hurdles and offering ongoing administrative support.

For the brand, we provide strategic guidance that combines customized program design with flawless execution to drive positive outcomes for both patients and providers.

Patents

TrialCard develops and patents technology that allows brands to optimize their promotional programs with “pay no more than” or “save up to” offerings with prescription co-pay cards. Our Adjusting Value™ services have yielded regional increases of 35% in new prescriptions (NRx) for brands.

  1. The Trial Card Replaces Archaic Pharmaceutical Product Sample Distribution System
    Patent No. 5,832,449 Read More

    On November 3, 1998, the United States Patent and Trademark Office issued to TrialCard patent number 5,832,449 for a “method and system for dispensing, tracking, and managing pharmaceutical trial product.” This invention introduced a new and improved method of dispensing, tracking, and managing pharmaceutical product samples. TrialCard introduced the use of a magnetic encoded card (the “trial card”) that is exchanged for actual pharmaceutical product. First, the card is identified to a particular trial product. Next, the trial card is distributed to participating medical doctors or prescribers, who then activate the card for their patients to use at the pharmacy. Before the pharmacy fills the prescription, the pharmacy validates the activated card with TrialCard’s computer servers. Upon approval from TrialCard, the pharmacy dispenses the prescribed pharmaceutical trial product.

    The invention allowed pharmaceutical manufactures to use the existing and efficient pharmacy dispensing system to distribute sample products. Prior to this invention, pharmaceutical manufacturers sent pharmaceutical representatives to physician offices to distribute product samples. Distribution of samples through the sales force was inefficient, costly, and provided poor inventory control of sample product. The invention allowed pharmaceutical manufacturers to minimize sample distribution costs, better control sample disbursements, and improve sample inventory control.

  2. A Proprietary Network for Prescribing and Dispensing Pharmaceutical Product Samples
    Patent No. 6,055,507 Read More

    On April 25, 2000, the United States Patent and Trademark Office issued to TrialCard patent number 6,055,507 for a “method and system for dispensing, tracking, and managing pharmaceutical trial products.” This invention introduced a closed system of hardware and software used to prescribe, track, record, and disburse trial products. TrialCard uses its patented trial card (‘449) and proprietary terminals to manage these product samples. The network consists of communication terminals at participating physicians’ offices, pharmacies, and TrialCard’s network servers. Each terminal is capable of transmitting and receiving data from TrialCard’s network servers for card verification, inventory management, and control. Authorized prescribers or pharmacies are permitted access to TrialCard’s system for purposes of prescribing or dispensing pharmaceutical trial products.

  3. Tracking and Replacing Pharmaceutical Products at the Pharmacy; Managing Patients’ Refills
    Patent No. 6,859,780 Read More

    On February 22, 2005, the United States Patent and Trademark Office issued to TrialCard patent number 6,859,780 for a “method and system for dispensing, tracking, and managing pharmaceutical products.” This invention extends the capability of TrialCard’s 6,055,507 patent by allowing for the direct accounting of sample product dispensed at the pharmacy. In particular, dispensed pharmaceutical trial products can now be replaced at the pharmacy level, via wholesalers, by simply replenishing quantities of pharmaceutical products dispensed by the participating pharmacies. Replenishment of the pharmaceutical trial product can be carried out and managed in accordance with the records of the database.

    Another feature of this invention is that it can also be used for actual prescribed pharmaceuticals that are past the trial stage. The media can act as a prescription form and may include fields that indicate the pharmaceutical product to be prescribed, a quantity of pharmaceutical product complete with size of dosage (if appropriate), and a number of refills that may be obtained. The card tracks the number of refills obtained, and once the refills are exhausted, the patient must get a new prescription from his or her healthcare provider.

  4. The Central Processing for Tracking and Replacing Pharmaceutical Products at the Pharmacy; Enabling Patients’ Refills
    Patent No. 7,729,927 Read More

    On June 1, 2010, the United States Patent and Trademark Office issued to TrialCard patent number 7,729,927 for a “method and system for dispensing, tracking, and managing pharmaceutical products.” This invention developed the central processing for which TrialCard’s 6,859,780 (‘780) patent operates. It describes the computer intelligence, processes, and algorithms that allow the trial card to access, link, and compare various databases. The ‘780 invention allows for the direct accounting of sample product dispensed at the pharmacy.

  5. The Adjustable, Variable Value card
    Patent No. 7,925,531 Read More

    On April 12, 2011, the United States Patent and Trademark Office issued to TrialCard patent number 7,925,531 for a “method of delivering goods and services via media.” This invention was initially used as a fixed value, co-pay card that manufacturers used to subsidize the cost of sample products. However, once pharmacy benefit managers began creating formulary tiers, the invention’s technology allowed the co-pay card to vary in value based on the formulary tier. Thus, the original trial card became the adjustable co-pay card. The invention allowed manufacturers to run primary and secondary claims using the co-pay card.

    The invention allows manufacturers to vary the value of the co-pay card based on a multitude of criteria including (i) where and when the card is redeemed and (ii) how the card is activated or reactivated. Manufacturers can structure product promotions based on business rules that target select patients with certain circumstances.

  6. Customized and Multiple Co-pay Benefits Trial Card
    Patent No. 7,996,260 Read More

    On August 9, 2011, the United States Patent and Trademark Office issued to TrialCard patent number 7,996,260 for a “promotional carrier for promoting pharmaceutical prescription products.” This invention introduces the use of a carrier that contains two parts. The first part contains stickers representing the participating pharmaceutical products in the promotion. The second part contains a place on a trial card to place the stickers that get selected. The physician would prescribe medications for her patient, select the appropriate trial product promotions, and transfer stickers from part one of the carrier to part two. The patient would take part two of the carrier that contains the selected trial product promotions and bring them to the pharmacy to redeem.

    For patients with multiple medications, this invention tailors multiple trial products to their prescription, thereby maximizing patient benefits.

  7. The Variable Value Card Varies Based upon User Circumstances
    Patent No. 8,055,542 Read More

    On November 8, 2011, the United States Patent and Trademark Office issued to TrialCard patent number 8,055,542 for a “method of delivering goods and services via a variable value media.” The invention allows any holder of the trial card to receive one or multiple co-pay benefits. The extent of the benefits received varies in value depending upon circumstance, conditions, or criteria. For example, the value of the card can be a function of geography, manner of activation, time, or other user activity. The card can also be assigned from one user to another.

  8. Pharmaceutical Brands Can Customize Business Rules per Patient
    Patent No. 8,407,095 Read More

    On March 26, 2013, the United States Patent and Trademark Office issued to TrialCard patent number 8,407,095 for a “method of delivering a pharmaceutical product via a medium.” TrialCard has patented the technology that allows brand managers to uniquely customize their program business rules for each patient. The invention leverages TrialCard co-pay card technology by blending program business rule intelligence and co-pay variable values in a medium to promote pharmaceutical products. This patent is an expansion of TrialCard’s Adjusting Value™ technology (U.S. Patent No. 7,925,531), which optimizes promotional programs that offer “Pay No More Than…” or ‘Save Up To…” savings with a prescription co-pay card.

    David Cunningham, CEO and founder of TrialCard, says, “This patent affirms our position that the Adjusting Value™ technology is unique to TrialCard. This is a game changer!”

  9. Customizing Co-pay Card’s Value at Point of Sale
    Patent No. 8,859,184 Read More

    United States Patent No. 8,589,184 has been issued to Cary, NC-based TrialCard Incorporated for a “method of delivering goods and services via media.” This invention introduces a co-pay card wherein the card’s value at the point of sale is determined by (a) the patient’s co-pay requirement and (b) financial rules established by the manufacturer. This provides manufacturers with a tool to limit the total out-of-pocket copayment that a patient must contribute for a particular prescription, regardless of the insurance company’s copayment requirements. The invention uses an algorithm that compares the patient’s total copayment with the financial rules set by the manufacturer. This invention levels the playing field for prescription drug cost.

    The invention uses financial rules to determine if the manufacturer will pay the copayment requirement for the patient (in part or total). This invention limits the amount charged back to the manufacturer by implementing customized financial rules for each patient. The innovation leverages TrialCard’s co-pay card technology by blending program business rules intelligence and co-pay variable values in a medium to promote pharmaceutical brands. This patent extends TrialCard’s Adjusting Value™ technology (U.S. Patent No. 7,925,531), which optimizes promotional programs such as “Pay No More Than…” or ‘Save Up To…” offerings with a prescription co-pay card.