Reviewing Totality Close Out Reports

Why Reviewing Close Out Reports is CRITICAL! Information uploaded by supplier is utilized for State Reporting purposes Ensures supplier is within compliance policies and guidelines Ensures supplier has uploaded data accurately Appropriate level of review can avoid: Disclosure of erroneous information about our interactions with Healthcare Professionals/Providers. Incorrectly reporting HCP spend to states Product exclusions and fines

Totality Close Out Reports -2 Different Types- Summary Report by HCP: Summarizes all payments made to HCP’s for that specific Totality ID # Detailed Report by HCP: Details each payment made to HCP’s for that specific Totality ID # Provides additional fields of information regarding that payment and HCP I.e. Airfare, lodging, ground transportation, meals, reimbursable expenses If reviewing a Clinical project –only Detailed Report will be required for review

#1: “Supplier Has Completed Project Deliverables” [TOTALITY TEST SUPPLIER 2 ! ] the supplier for Totality ID[4503] Titled [testing cognos bursting rpt] has attested they have completed their project deliverables. As the Project Manager, you and the supplier will be sent a report within the next business day detailing the dollars related to the project activity with Healthcare Providers. Please review the report, the supplier's documents and attach any additional compliance requirements to close out your project in Totality. You can find this transaction in your Approved Transactions tab and "Select Close" to complete project deliverables. Once your project status is "Closed" in Totality, the supplier can no longer load any additional data templates or documents. If additional uploads are required by the Supplier, you can re-open the project. Once all project deliverables are reviewed and complete you will need to re-close the project. Note: If you receive this multiple times for the same project that means your supplier has attested more than once. Please notify the supplier that he/she should only be attesting once, at the completion of the project. For a quick tutorial on how to review the report that details the dollars related to the project activity with Healthcare Providers, please click on the following link: Please do not reply back to this message as this address is used for outbound messages only. If you are not an intended recipient or if you have received this message in error, please promptly delete this message. Thank You, TotalityGatewaytesting cognos bursting rpthttps://stag-totality.eu.jnj.com/tpextranet

#2a: “Supplier Has Completed Project Deliverables” SUMMARY REPORT The supplier has attested they have completed their project deliverables and attached below is a SUMMARY Report with the project information and dollars related to project activity with Healthcare Professionals. You will be receiving a 2nd with a DETAIL Report. Please review the Summary & Detail reports, the supplier's documents and attach any additional compliance requirements to close out your project. For a quick tutorial on how to review the reports that details the dollars related to the project activity with Healthcare Providers, please click on the following link: Material.zip] You can find this transaction in your Approved Transactions tab and "Select Close" to complete project deliverables. Once your project status is "Closed" in Totality, the supplier can no longer load any additional data templates or documents. If additional uploads are required by the Supplier, you can re-open the project. Once all project deliverables are reviewed and complete you will need to re-close the project. " Note: If you receive this multiple times for the same project that means your supplier has attested more than once. Please notify the supplier that he/she should only be attesting once, at the completion of the project. Please do not reply back to this message as this address is used for outbound messages only. If you are not an intended recipient or if you have received this message in error, please promptly delete this message. Thank You, Totality Gateway PLEASE OPEN THE HTML REPORT FIRST THAN THE EXCEL REPORT

#2b: “Supplier Has Completed Project Deliverables” DETAIL REPORT The supplier has attested they have completed their project deliverables and attached below is a DETAIL Report with the project information and dollars related to project activity with Healthcare Professionals. You should have received a SUMMARY Report in a previous . Please review the Summary & Detail reports, the supplier's documents and attach any additional compliance requirements to close out your project. For a quick tutorial on how to review the reports that details the dollars related to the project activity with Healthcare Providers, please click on the following link: Material.zip] You can find this transaction in your Approved Transactions tab and "Select Close" to complete project deliverables. Once your project status is "Closed" in Totality, the supplier can no longer load any additional data templates or documents. If additional uploads are required by the Supplier, you can re-open the project. Once all project deliverables are reviewed and complete you will need to re-close the project. " Note: If you receive this multiple times for the same project that means your supplier has attested more than once. Please notify the supplier that he/she should only be attesting once, at the completion of the project. Please do not reply back to this message as this address is used for outbound messages only. If you are not an intended recipient or if you have received this message in error, please promptly delete this message. Thank You, Totality Gateway PLEASE OPEN THE HTML REPORT FIRST THAN THE EXCEL REPORT

Reviewing Summary Report by HCP – Example #1 1.Totality ID # 8720 – Speaker Training Program: Review data associated to all Purchase Orders Daily Rates for Faculty and Speaker # of Participants Start & End Date of event Location / Venue of event NOTE: Summary report  Summarizes all payments, which may appear out of line with Daily Rate amounts

Review # of Participants Summary Report by HCP – Example #1 –Speaker Training

Totality ID # 8720 – Speaker Training Program: Review data associated to all Purchase Orders Daily Rates for Faculty and Speaker –Ensure HCP’s were not paid more than amount parameters # of Participants Start & End Date of event Location / Venue of event Perform a spot check for the following: Honoraria Airfare / Ground – Ensure at least one of these amounts is loaded Lodging –Amount should be consistent among participants Meals… etc. Reviewing Detail Report by HCP – Example #1

Why is honoraria so high? Detail Report by HCP – Example #1 –Speaker Training Why is airfare so high?

Reviewing Summary Report by HCP –Example #2 2.Totality ID # 6963 –Advisory Board: Review data associated to all Purchase Orders Daily Rates for Faculty and Advisor # of Participants Start & End Date of event Location / Venue of event Review any documents that have been uploaded by the supplier. NOTE: Summary report  Summarizes all payments, which may appear out of line with Daily Rate amounts

Summary Report by HCP – Example #2 –Advisory Board Only 9 participants listed in total – Does this look accurate? Listed are the Documents Uploaded by the supplier. You can find the attachments in Totality.

Totality ID # 6963 – Advisory Board: Review data associated to all Purchase Orders Daily Rates for Faculty and Advisor –Ensure HCP’s were not paid more than amount parameters # of Participants Start & End Date of event Location / Venue of event Perform a spot check for the following: Honoraria Airfare Lodging Ground Meals… etc. Reviewing Detail Report by HCP – Example #2

Detail Report by HCP – Example #2 –Advisory Board It appears supplier loaded data TWICE for the same Totality ID #. This can result In incorrect reporting, potential exclusions & fines. Correcting the Issue: Send an to with ID # that needs to be removed. File ID can be found towards the right column of the report Contact supplier to have them re-load data accurately.

Totality ID # – Clinical Project: Review data associated to all Purchase Orders Review FMV Low & High Amounts Perform a spot check for the following: Current Actual Site Payments Study FMV Low – High Negotiated per Subject Cost Reviewing Detail Report by HCP – Example #3

Detail Report by HCP – Example #3 –Clinical Project Correcting the Issue: Send an to with ID # that needs to be removed. File ID can be found towards the right column of the report Contact supplier to have them re-load data accurately. It appears supplier did not load data for the FMV values. This can result In incorrect reporting. Perform a “spot check”

Questions?? Contact your Totality Local Admin For content, transaction and supplier related questions contact the following HCC Operations Team Members: Centocor Fizza Suri (609) OMJ / OMJSASherrie McKinley (609) OBI / TT / JJPSBarbara Buerkle(908) ALLDeb Lake(609) Educational Grant related questions for ALL companies contact: Fizza Suri (609) For supplier related questions contact: Barbara Buerkle(908)