OPTUM - European Union Trademark Information

OPTUM trademark registration was filed on July 29, 2011, and the mark was successfully registered with the EUIPO on January 26, 2012 under EUTM trademark no. 010162667.

Trademark application claimed priority of an earlier filing in United States. Priority was claimed with trademark no. 85/243166 which was filed in United States on February 15, 2011. Further priority claims were done in United States on February 15, 2011 with a trademark application no. 85/243172, United States on February 15, 2011 with a trademark application no. 85/243176, United States on February 15, 2011 with a trademark application no. 85/243182, United States on February 15, 2011 with a trademark application no. 85/243180, United States on February 15, 2011 with a trademark application no. 85/243185, United States on February 15, 2011 with a trademark application no. 85/243187, United States on February 15, 2011 with a trademark application no. 85/243190, United States on February 15, 2011 with a trademark application no. 85/243193.

Optum, Inc., who is the trademark holder was represented by FIELD FISHER WATERHOUSE LLP (EUIPO registered representative, ID no. 10683).

There were no raised oppositions across the publication period. The 90 day opposition period for this mark starts on October 19, 2011.

Expiration date for the current trademark registration is July 29, 2021.

TRADEMARK INFORMATION
Trademark Name OPTUM Trademark No. 010162667
Type Figurative Status Registered
Filling Date July 29, 2011 Registration Date January 26, 2012
NICE Classes 9, 16, 35, 36, 38, 41, 42, 44, 45 Basis EUTM
Reference 36429-00255/CEL/AMP Status Date January 30, 2012
Owner Information
Owner Optum, Inc.
Owner ID 467461
Legal Status Legal entity
Country US
Address Optum, Inc.
9900 Bren Road East
Minnetonka, Minnesota 55343
UNITED STATES
Representative Information
Representative FIELD FISHER WATERHOUSE LLP
Representative ID 10683
Legal Status Legal person
Country GB
Address FIELD FISHER WATERHOUSE LLP
IP Protection Department
8th Floor
Riverbank House
2 Swan Lane
London
EC4R 3TT
UNITED KINGDOM
NICE CLASS Descriptions
Class Class Description
9
Computers, Software, Electronic instruments, & Scientific appliances

Downloadable electronic newsletters in the fields of health care, medical diagnosis coding, health care billing and reimbursement, health data and health management; downloadable electronic newsletters delivered by e-mail in the field of health care, medical diagnosis coding, health care billing and reimbursement, health data and health management; computer software for use in health care database management; electronic databases in the field of health care claims review, managed care utilization rates, and health care coding and reimbursement, recorded on computer media; computer software, namely, an application for collecting and analyzing information in the process of underwriting health care insurance; computer software used for the secured transmission of health care data and health insurance data via a global computer network; computer software for case management in the field of health care; computer software for data processing in the field of health care; computer software for providing data analysis of member-provider relationships; computer software for use in analyzing and generating reports on health care data; coding and compliance software programs used in the health care industry; databases for coding evaluation in the healthcare industry; database management software provided to health care providers in the health care and insurance industries for health information and physician credentialing management and tracking; downloadable electronic publications in the nature of books and newsletters in the fields of health data, health management, insurance, and medical diagnosis coding; computer software for use in developing other computer software for conducting health related transactions in the healthcare and insurance industries and accompanying user manuals sold as a unit therewith; computer software for use in accessing health information and conducting health-related transactions via computer and communication networks; computer software that allows the maintenance of reimbursement terms, formulas, and rates associated with managed care contracts and that calculates expected reimbursement for both the inpatient and outpatient settings using a variety of reimbursement strategies including case-based, per diem, tiered per diem, discounted charges, and case rates; computer software featuring a window environment for creating healthcare provider directories; computer software used for comparing and analyzing facility and medical device utilization data, financial data, and clinical data in the health care industry; computer software for analyzing and communicating the accessibility of managed care networks; computer software providing database analysis and management for use in the healthcare industry for bill auditing, treatment management, treatment guidelines and parameters, provider analysis, fraud management and control, coding verification, and pricing and payment; computer software databases containing payor and provider data of medical, dental, anesthesia, and workers compensation prices, billing, and payment rules, and containing treatment guidelines and parameters, for use in the healthcare industry; customized downloadable computer databases featuring business data and information regarding drug prescriptions; computer software for use by health care providers to control and manage patient information; computer software for integrating patient data taken from medical devices, laboratories and information systems; computer software for automating caregiver workflow; computer software for accessing and analyzing medical information databases; computer software for scheduling and tracking patients, personnel and the use of medical facilities; computer software for tracking and reporting patient and health care provider information and instruction manuals sold therewith; computer software for capturing, storing, organizing, exchanging and reporting data from medical equipment, for automated patient charting and data storage, to assist health care providers in their review and assessment of patients' conditions; medical documentation system comprising computer software for recording clinical documentation in an electronic medical record and pattern encoded paper; software for tracking, analyzing, and reporting hospital resource location and information for movement within a healthcare facility or system; computer software for automated patient management and clinical documentation for use by healthcare providers; computer software for managing the transmission of data between two different computer software systems; computer software for tracking, reporting, and communicating information related to patient care, hospital administration, hospital operation, hospital department management, patient billing, and patient charging and coding; computer software for tracking and reporting medical and health care information in the fields of patient, medication reconciliation, documentation creation, and health care provider information; computer software and manuals sold as a unit for monitoring and reporting the status and locations of patients and resources in a health care facility; software for managing data for use by health care facilities; revenue management software that captures and calculates charges for services provided to patients by health care institutions, infusion centers, and chemotherapy/oncology organizations; computer software for providing communication between health care providers concerning patient, clinical and insurance information, storing and managing patient information, generating prescriptions and storing and managing prescription information, locating price information and ordering medical and office supplies and services, scheduling and tracking patient appointments, generating and filing insurance claims, generating, storing and managing referral information and creating, storing and managing administrative information; computer software for use in the communication of personal and medical information for patients.

16
Paper, Items made of Paper, Stationary items

Printed materials, namely, pamphlets, magazines, and brochures regarding physical and mental health, substance abuse, legal and financial issues, and daily living problems; newsletters in the fields of health care and employee assistance services; books on health data and health management; printed materials, namely, newsletters, pamphlets, manuals, printed guides, and booklets in the fields of health care, medical diagnosis coding, health care billing and reimbursement, health data and health management, and insurance; printed materials, namely, brochures, forms, reports, and booklets, all featuring information regarding comprehensive eldercare services and eldercare needs.

35
Advertising, Business Consulting

Health care utilization and review services, namely providing administrative and business service to others to evaluate and monitor the necessity, appropriateness and/or efficiency of health care service that have been provided, are being provided or are proposed to be provided; managed care services, namely, electronic processing of health care information for the purposes of utilization reviews and pre-certification services; medical case management and disease management services, namely, medical referral of individuals to appropriate health management programs; organizing and administering networks of health care providers; providing medical business directory information services regarding health care professionals and health care provider organizations; promoting the medical services of others by dissemination of prior effectiveness record information indicating that the providers meet certain criteria; development and administration of group purchasing programs as a value-added employee benefit; medical and health-care cost/price analysis; administration of a discount program for enabling participants to obtain health care services from a network of health care providers; cost management services for health benefit plans of others; business management consultation, namely, development of health care delivery systems for independent practice associations, medical clinics and other forms of physician organizations; business consultation to the health care industry in the fields of the development and implementation of policies, practices, and quality assurance; promoting the sale of credit card and debit card accounts through the administration of a discount program for enabling participants to obtain discounts on goods and services through use of discount membership cards and purchasing with a credit card or debit card; promoting the goods and services of others through the distribution of discount membership cards; accounts receivable services; administration and reconciliation of accounts on behalf of others; administration of business payroll for others; providing computerized database and telephone communication management services, namely, aggregating and organizing electronic transmissions of voice mail, electronic mail and facsimile messages, and providing telephone answering services; providing health-related consumer information and information about health providers via a global computer network; health care and medical practice administration services, namely, providing back office services for physician practices, medical billing services; business management consultation, namely, development of health care delivery systems for independent practice associations, medical clinics and other forms of physician organizations; managed health care services, namely, electronic processing of health care information; providing information in the field of business administration of health care and medical practices; consultation in the field of management, operation, and development of business systems for the delivery of health care; healthcare management service organization (mso) services, namely, providing practice organization, management and administrative support services to individual physicians or small group practices; administration of pharmacy reimbursement programs; cost management services for pharmacy benefit and prescription drug benefit plans of others; business management of pharmacy benefit plans and prescription drug benefit plans of others; mail order services featuring prescription medications, specialty pharmaceuticals, over-the-counter medications, diabetic products, health products, home care products, first aid products, foot care products, eye and ear care products, oral care products, skin care products, vitamins, nutritional supplements, and women's health products; on-line retail store services featuring prescription medications, specialty pharmaceuticals, over-the-counter medications, diabetic products, health products, home care products, first aid products, foot care products, eye and ear care products, oral care products, skin care products, vitamins, nutritional supplements, and women's health products; retail drugstore and retail pharmacy services rendered by telephone featuring prescription medications, specialty pharmaceuticals, over-the-counter medications, diabetic products, health products, home care products, first aid products, foot care products, eye and ear care products, oral care products, skin care products, vitamins, nutritional supplements, and women's health products; physician practice and medical practice management for others; computerized database management in the fields of medical records and medical billing; online business and financial records management in the fields of medical records and medical billing; research in the nature of providing health economics and outcomes research and market informatics to the biotech and pharmaceutical industry; reimbursement consulting to the biotech and pharmaceutical industry in the nature of analyzing current health care payment program reimbursement policy and evaluating product cost-effectiveness for the purposes of product development, product approval and market acceptance; business consultation services for the healthcare industry; outsourcing services in the field of healthcare; computerized health care provider business data and information management in the fields of health care and insurance; providing on-line commercial directory information service featuring electronic healthcare trading partners, namely, healthcare providers and claims processors and payers, including their electronic data interchange capabilities and requirements for healthcare transactions; providing an on-line computer database containing information concerning physician credentials for health care providers in the health care and insurance industries; providing temporary employment staffing for technical, scientific, and administrative positions for medical, pharmaceutical, and biotechnology research; providing data management services for the pharmaceutical and biotechnology industries; administrative services, namely providing biostatistics services to others; business consulting and outsourcing in the field of clinical and health economic research services for pharmaceutical, biotech, medical device companies, and other health care companies; management services of a business nature for clinical trials in the field of investigational drugs, namely, arranging for sites to perform clinical trials, arranging for the import, packaging, shipping, labeling, and distribution of drugs and other investigational supplies to and from the clinical trial sites, arranging for the central collection of laboratory specimens from clinical trial sites, regulatory submission management for investigational new drugs, and preparing statistical reports resulting from clinical trials; business research and consulting services in the nature of analysis of health care data and in the field of health care data analysis; computer generated information services, namely, providing customized online, non-downloadable computer databases featuring business data and information regarding drug prescriptions; conducting business research and surveys; conducting surveys in the field of health and wellness; organizing and administering networks of retail pharmacies; administration of pharmacy reimbursement programs and services; administrative services, namely, arranging for medical care provided by others for elderly and chronically ill populations; providing referral services to the elderly in the fields of health care and well-being, wellness and nutrition, medical equipment and medical supplies, transportation, housing and home repair, financial counseling and financial services, insurance services, community services and resources, home security systems and personal emergency response systems, and legal services; providing business ratings on the financial condition of healthcare organizations; organizing and administering preferred provider plans for a network of pharmacy providers; administration of health care service plans and health care benefit plans for medical care services provided to elderly and chronically ill populations; individualized health care coordination services, namely, facilitating health care management; case management services, namely, coordinating health care services provided to elderly and chronically ill populations by doctors and other health care providers; case management services, namely, coordination of necessary medical services, social services, personal care services, and transportation to medical appointments.

36
Insurance, Financial

Insurance claims administration; insurance claims processing; administration of pre-paid health care plans in the fields of chiropractic, physical medicine, and complementary and alternative medicines; insurance services, namely, underwriting insurance and reinsurance for pre-paid health care and health, life, dental, vision, and disability insurance; insurance underwriting in the field of excess risk, medical, life, and disability insurance, and insurance administration related thereto including managed care services; providing managed care optical benefits plans for others; insurance and financial services, namely, verifying insurance eligibility, processing and facilitating insurance copayment transactions, administration of employee benefits plans, banking services, credit card services, debit card services, issuing stored value cards, administering deposit and medical spending accounts, consumer lending services, electronic funds transfer, administration of defined contribution plans, administration of health care plans, health transaction clearinghouse services, management of revenue and expense transactions for providers of health and medical products and services; on-line services for health care practitioners, namely, providing transaction services to health care practitioners via an on-line computer network, namely, insurance eligibility and verification, referral authorizations, billing and payment in the insurance field; insurance brokerage; administration, financial management and maintenance of health savings accounts, medical savings accounts, health reimbursement arrangements and flexible spending accounts; offering consumer-driven health care plans, namely, underwriting, administration, financing, and maintenance of consumer-driven health care plans and defined contribution health care plans; employee assistance services, namely, providing online, telephonic and in-person consultation and information regarding daily living problems in the fields of retirement, life-event financial planning, and credit card and other debt; health savings account services, namely, providing banking services and savings account administration for consumer-driven health care plans and defined contribution health care plans; medical insurance services, namely, providing a qualified medical insurance plan with a tax advantaged medical savings account; business banking services; credit and debit card transaction processing services; investment consultation, brokerage and management services; financial investment services in the fields of securities, mutual funds, certificates of deposit, and portfolio management; accounts payable services; mortgage banking services, mortgage lending services, mortgage brokerage services; consumer loans and checking and savings account services; commercial lending services; issuing letters of credit; foreign exchange services, namely, foreign exchange transactions; foreign exchange information services and providing for the exchange of foreign currency; financial consultation for educational financial assistance and student loan services; treasury management services; trust management services; cash management services; online banking services; online business banking services; bill payment services; electronic processing and transmission of bill payment data; providing information regarding banking, credit, money management, investing, investments and financial matters; counseling in the field of banking and financial services; provision of consolidated reports of banking and financial activity; financial services, namely, mortgage loan services, home equity financing and revolving lines of credit; trustee services; administration of prescription drug benefit programs; administration of pharmacy benefit programs; prescription drug and pharmacy benefit claims processing services; pharmacy benefit management services; providing on-line information in the field of pharmacy benefits; facilitating health related transactions via computer and communications networks, namely, electronic processing of health insurance claims and payment data; electronic bill payment services in the health care and insurance industries; claim recovery services for medical insurance payors; insurance consultation services for the healthcare industry; administration of health care service plans; insurance services, namely, claims administration of health care service plans; insurance underwriting and administration in the field of health care; providing an online computer database containing health insurance claims data.

38
Communications

Instant messaging services and e-mail messaging services, namely, providing real time electronic messaging and electronic communications to individuals regarding their health and well-being concerns; providing multiple-use access to a global computer information network in the field of health care; electronic transmission of data and documents via computer terminals; electronic data interchange services; computer generated information services, namely, providing access to a computer database in the field of healthcare, medical, pharmaceutical, and health insurance information; secure delivery (transmission) of medical record data to medical care providers via fax, dedicated electronic mailbox, print servers, and interfaces to Electronic Medical Records (EMRs).

41
Education, Amusement, Entertainment, Reproduction

Providing continuing medical education courses; education services, namely, conducting seminars, courses, conferences, audio conferences, and online seminars in the fields of continuing medical education and health care and well-being, and distribution of course materials in connection therewith; training clinical trial site personnel in the use of tests and rating systems for drug protocol requirements; training clinical trial site personnel in the use of medical and research equipment required by drug protocols; educational services, namely, providing clinical education and training to physicians and hospital managed care personnel in the fields of utilization review, case management, medical cost management, and quality assurance.

42
Scientific and technological services and research and design relating thereto

Database development services in the field of health care; computer services, namely, providing analysis of computer databases in the field of health care; providing temporary use of on-line non-downloadable software for health risk assessment and profiling for use in the field of preventative health; quality assurance services in the field of health care; providing temporary use of non-downloadable health database management software for use in evaluating a person or population's health status by analyzing answers to a questionnaire and generating a report that provides behavior modification suggestions to reduce health risks; providing health information and analysis in the nature of the performance of and quality of care provided by hospitals, clinics and other health care providers via a global computer network; information technology support services, namely, providing patient and physician web portals and applications to enable electronic health records, electronic health information exchange, claims processing and telehealth; research and consulting services for others in the field of health care data analysis used to improve management of health care systems; application service provider (ASP) featuring software for use in physician practice management; application service provider (ASP) featuring software for use in electronic records management in the fields of medical records and medical billing; application service provider (ASP) featuring software for use in revenue management and claims reimbursement management for medical practices; providing temporary use of non-downloadable computer software for use in physician practice management. providing temporary use of non-downloadable computer software for use in electronic records management in the fields of medical records and medical billing; providing temporary use of non-downloadable computer software for use in revenue management and claims reimbursement management for medical practices; application service provider (ASP) with a web-based graphic user interface that features software used for coding, compliance and reimbursement management in the health care industry; providing temporary use of on-line non-downloadable software used for coding, compliance and reimbursement management in the health care industry; health data warehousing; data warehouse development and consulting services; data mining consulting services; consulting services, namely, assisting others in designing, developing, implementing and using data warehouses in the field of health care; providing temporary use of an interactive web-based non-downloadable software application used for data management and data assessment, decision-making and as a reporting tool in the fields of health care and health care claims reimbursement; providing an online computer database containing medical data in the field of pharmaceutical research; providing temporary use of online non-downloadable software for accessing and manipulating health insurance claims data and other medical data contained in an online computer database in the field of pharmaceutical research; research to the biotech and pharmaceutical industry on the clinical outcomes from treatment plans; application service provider (ASP) featuring software for an on-line searchable database in the field of healthcare, medical, pharmaceutical, and health insurance information; database development in the field of healthcare, medical, pharmaceutical, and health insurance information; providing an online database for use in research in the fields of healthcare, medicine, pharmaceuticals, and health insurance; providing temporary use of non-downloadable software for use in accessing, managing and analyzing data in the field of healthcare, medical, pharmaceutical, and health insurance information; database development and computer software design; technical consulting services related to databases in the field of healthcare, medical, pharmaceutical, and health insurance information; research and consulting services for others in the field of medical science; computer and information technology consultation services for the healthcare industry; health data warehousing; data warehouse development and consulting services; data mining and data mining consulting services; application service provider (ASP) featuring software used for reporting and analyzing medical costs and health care claims data; providing temporary use of on-line, non-downloadable software applications for collecting and analyzing information in the process of underwriting health care insurance; providing on-line, non-downloadable computer software for analyzing cost utilization patterns, transactional data, and financial data in the health care industry; providing online, non-downloadable software for accessing, analyzing, and manipulating health insurance claims data and other medical data; providing on-line, non-downloadable software for use by healthcare providers to verify insurance coverage for their patients; providing on-line, non-downloadable software for preparing, editing, and transmitting claims, bills, and payments for health care services. providing temporary use of non-downloadable software for use in accessing, managing, and analyzing data in the fields of healthcare, medical, pharmaceutical, and health insurance information; providing medical and scientific research information containing drug safety and other performance metrics for the pharmaceutical industry in the nature of providing an electronic proprietary database designed by epidemiologists containing integrated medical and pharmacy claims data used by purchasers for the purpose of tracking and assessing potential health risks of new or existing pharmaceutical products; providing customized online computer databases featuring information and analytical reports about research in the field of prescribed drugs and pharmaceuticals; consulting services in the field of pharmaceutical research; computer software design and development for others and programming and consultation services, namely, customizing, integration, support, and updating of computer software for use in accessing health information and conducting health related transactions via computer and communications networks in the health care and insurance industries; providing an on-line database in the field of medical, pharmaceutical, and biotechnical research and analysis; management services of a scientific and technical nature for clinical trials in the field of investigational drugs, namely, conducting clinical protocols and trials for others; consulting services regarding scientific and technical aspects of clinical trials of investigational drugs, namely, advising others on conducting clinical protocols and trials and regulatory requirements; technical writing for others of clinical report forms that are required by clinical trial drug protocols; technical writing for others of clinical trial reports; database development services to process data collected from clinical trials; information technology consulting services; consulting services in the field of computer software used in the field of health care; computer systems configuration and analysis; computer systems integration services; technical support services, namely, troubleshooting of computer hardware and software problems; computer programming; software as a service (SAAS) services featuring software in the field of patient medical information management; software as a service (SAAS) services featuring software in the field of application and database integration; software as a service (SAAS) services featuring software for the mining, reporting and analysis of health information exchange (HIE) data; software as a service (SAAS) services featuring software in the field of controlled access service which maintains databases of patient health information and provides access to such information to health care personnel and health care institutions; providing temporary use of non-downloadable communications software for connecting clinical systems for use in the field of healthcare; providing temporary use of online non-downloadable computer software for application and database integration in the field of healthcare; providing temporary use of non-downloadable computer software for controlling and managing patient medical information; providing temporary use of non-downloadable computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information in the field of healthcare; providing an on-line computer database in the field of health care used in connection with health and productivity research and analysis; computer services, namely, testing the electronic data interchange transactions of others for the purpose of certification and for compliance with healthcare industry and electronic data interchange laws, including the Health Insurance Portability and Accountability Act.

44
Medical services; veterinary services; hygienic and beauty care for human beings or animals.

Hospital admission counseling services; patient health care support services in the nature of health care decision support counseling and health care planning for individuals at risk of needing intensive treatment; health care services, namely, disease management programs; medical case management and disease management services, namely, disease-specific information and medical care resources to assist patients in managing their own health care and to reinforce the treatment plan; providing health information; employee assistance services, namely, providing online, telephonic and in-person consultation and information regarding physical and mental health, and substance abuse; employee assistance services, namely, providing online, telephonic and in-person consultation and information in the fields of aging, chronic condition support, medications and drug interactions, special needs assistance, and pet care; employee assistance services, namely, providing online, telephonic and in-person consultation and information regarding daily living problems in the fields of parenting, childcare, and eldercare as they related to health and well being; providing medical information regarding the outcomes, structure, processes, and effectiveness of health care professionals and health care provider organizations to health plan members for use in evaluating and selecting health care professionals and health care provider organizations; nurse information services, namely, nurse triage and nurse call centers providing information regarding specific health-related concerns and general health issues; health care consulting and health care counseling services in the field of preventative health care and total health management, namely, establishing health risk assessment profiles to identify personal and group health risks, personal and group health risk counseling, health care counseling in the field of health risk intervention, health promotion, health risk and behavior modification, and preventative medical assessment and screening; health care services, namely, preventative medical assessment and screening; consulting services in the field of medical triage protocols, policies, and practices; online services for health care practitioners, namely, providing a database featuring news and information in the fields of medicine for practitioners; providing health care information online via computer and communications networks; providing information in the field of health and wellness; providing a web site featuring information in the field of health and wellness; managed health care services; providing in home health care and evaluations; providing health care information; health care in the nature of health maintenance organizations (hmos), preferred provider organizations (ppos), and fee for service medical services; conducting disease management programs for elderly and chronically ill populations; hospice and palliative care services; home health care services; Employee assistance services, namely, providing online, telephonic, and in-person consultation, information, assessment, and referral services for physical health, mental health, substance abuse and daily living problems; providing patient health information to computer users, health care personnel and health care institutions, offered via the internet and providing information in the field of health care via a global computer network; providing news and information in the fields of medicine, health, continuing medical education, enabling practitioners to exchange clinical and laboratory information with laboratories and other healthcare participants; individualized health care coordination services, namely, facilitating medical care services and behavior health services.

45
Personal and social services rendered by others to meet the needs of individuals

Health care advocacy services to members of health benefit plans; verification of physician credentials; fraud detection, prevention, and recovery services in the field of health care insurance; compiling and analyzing statistical health data in order to uncover and identify health care fraud and claims errors.

Priority
Country Number Date Status
United States 85/243166 February 15, 2011 Accepted
United States 85/243172 February 15, 2011 Accepted
United States 85/243176 February 15, 2011 Accepted
United States 85/243182 February 15, 2011 Accepted
United States 85/243180 February 15, 2011 Accepted
United States 85/243185 February 15, 2011 Accepted
United States 85/243187 February 15, 2011 Accepted
United States 85/243190 February 15, 2011 Accepted
United States 85/243193 February 15, 2011 Accepted

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