The trademark application OPTUM was filed by Optum, Inc., a U.S. corporation (the "Applicant"). The application was published for oppositions on October 18, 2011, and it was registered by office on January 25, 2012 without any oppositions.
The application was filed in English (Italian was selected as the second language).
The renewal of the trademark was recorded by the office on August 1, 2021.
Change of name and professional address of the trademark registration was recorded on July 13, 2014. Change of name and professional address of the trademark registration was recorded on November 3, 2015. Appointment and Replacement of representative of the trademark registration was recorded on November 11, 2019. Change of name and professional address of the trademark registration was recorded on October 6, 2020. Appointment and Replacement of representative of the trademark registration was recorded on June 8, 2021.
Goods And Services
The mark was filed in class 9 with following description of goods:
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.
The mark was filed in class 16 with following description of goods:
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.
The mark was filed in class 35 with following description of goods:
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.
The mark was filed in class 36 with following description of goods:
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
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.
The mark was filed in class 38 with following description of goods:
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).
The mark was filed in class 41 with following description of goods:
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.
The mark was filed in class 42 with following description of goods:
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.
The mark was filed in class 44 with following description of goods:
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.
The mark was filed in class 45 with following description of goods:
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.