OPTUM
LIVE

Serial Number

97140979

Owner

OPTUM, INC.

Attorney

Linhda Nguyen

First Use Date

Jan 19, 2021

Filing Date

Nov 24, 2021

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OPTUM Trademark

Serial Number: 97140979 • Registration: 7495964

OPTUM is a trademark filed by OPTUM, INC. on November 24, 2021. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 44 (Medical Services), Class 45 (Legal & Security Services), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

OPTUM, INC. (312 trademarks)

3330 Harbor Boulevard
Costa Mesa, CA 92626

Entity Type: 03

Trademark Details

Filing Date

November 24, 2021

Registration Date

September 3, 2024

First Use Anywhere

January 19, 2021

First Use in Commerce

January 19, 2021

Published for Opposition

June 6, 2023

Goods & Services

Education services, namely, conducting seminars, courses, conferences, and online seminars in the fields of continuing medical education, health care, health, insurance, health technology and business management and distribution of course materials in connection therewith; On-line journals, namely, blogs featuring information in the fields of health insurance, health care and health data; Physical fitness instruction and physical fitness classes

Downloadable electronic newsletters and reports in the fields of health care, health, insurance and health technology; Downloadable computer software for managing, analyzing, accessing and processing medical, health, healthcare, healthcare provider, and insurance data, health insurance claims administration and review, healthcare billing and reimbursement, healthcare practice management, healthcare provider credentialing management and tracking, case management, disease management, fraud management and control, insurance claims coding, generating, storing and managing referral information, revenue management, and communication of personal and medical patient information; Downloadable mobile applications for obtaining discounts on health and wellness products and services, accessing healthcare services, managing and paying healthcare expenses, managing and analyzing medical, health, healthcare, healthcare provider, and insurance data and communication of personal and medical patient information; Downloadable videos, podcasts, and audio files relating to healthcare, scientific research and development in the field of health care, health, insurance, and health technology

Printed materials, namely, books, newsletters, and reports in the fields of health care, health, insurance and health technology

Management, analyzing and processing of insurance claims; Management, analyzing and processing of financial data in the field of insurance; Insurance claims review and validation; Insurance claims administration in the fields of health care and workers compensation; Providing on-line information in the field of health insurance, medical savings accounts, health reimbursement arrangements and flexible spending accounts and financial and insurance related employee benefits; Consulting services, namely, benefit plan design concerning insurance and finance; Insurance consulting services for organizations, health plans and employers; Insurance claims payment consulting and reimbursement services; Providing information in the fields of insurance, pharmacy benefit management and employee financial benefits; Accounts receivable financing services; Financial data analytics services in the fields of health care and health insurance; Actuarial services; Employee assistance services, namely, providing online, telephonic and in-person consultation and information regarding retirement, life-event financial planning, and credit card and other debt for resolving daily living problems; Administration of health savings accounts for consumer-driven health care plans and defined contribution health care plans; Providing health insurance claims administration via internet website portals; Insurance data analytics services in the field of health care; Providing information in the field of non-financial employee benefits in the nature of employee insurance benefits

Providing referral services 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; Employee assistance services, namely, providing referrals for online, telephonic and in-person consultation and information regarding physical, behavioral, mental health and wellness; Providing on-line directory information services in the fields of health care and health insurance; Cost management services in the field of health benefit plans and health care; Health care utilization and review services, namely, providing business administrative and business consultation services to others to evaluate and monitor the necessity, appropriateness and/or efficiency of health care services that have been provided, are being provided or are proposed to be provided; Business data analytics services in the fields of health care, health insurance, pharmaceuticals, and health technology; Providing information in the field of business administration of health care and medical practices; Healthcare management service organization (mso) services, namely, providing practice organization, management, administrative support and billing services to healthcare providers; Business management and development services in the fields of health care, health insurance, and health technology; Accounting consultation, namely, revenue cycle management consulting services; Business consulting services provided to health plans in responding to proposals in the fields of Medicaid and Medicare; Business administration and management for others provided to networks of healthcare providers; Facilitating group purchasing programs in the field of healthcare; Providing independent review of clinical trials of drugs for business purposes; Business feasibility studies for others for clinical trials of drugs; Recruitment advertisement services, namely, posting of clinical trial notices for the purpose of recruiting patients for participation in clinical trials for the testing of drugs; Business data analysis for others in the field of clinical trials of drugs; data management services for use in reporting regulatory compliance information related to clinical trials of drugs to government agencies; Promoting public awareness of health and wellness issues to members of health benefit plans; Administration of a discount program for enabling participants to obtain discounts for health care services from a network of health care providers; Administration of a customer loyalty program which provides rewards in the form of discounted and expedited shipping services; Promoting the goods of others, namely, providing information regarding price-comparisons, discounts, coupons, rebates, vouchers and special offers for the goods of others; Online retail store and retail store services, namely, drug stores featuring health and medical products; Pharmaceutical services, namely, processing online prescription orders via mobile software applications; Assisting with the formation, negotiation, and management of contracts with public sector entities on behalf of others in the fields of health, health care, insurance, health technology, and life sciences; Business research for others in the fields of health care, health, insurance and health technology; Providing on-line information in the field of employee benefits for child care, parking, and work-related transportation; Business consulting services in the field of insurance benefit plan design concerning employee health benefits; Accounts receivable billing services; Pharmaceutical drug commercialization services; Health care advocacy services to members of health benefit plans in the nature of promoting awareness of health and wellness issues; Insurance claims auditing services

Personal concierge services for others comprising making requested doctor and mental health care appointments to meet individual needs; Case management services, namely, coordination of necessary medical services, social services, personal care services, and transportation to medical appointments; Providing internet website portals for healthcare provider case management, namely, coordinating medical, psychological, and personal care services, for fraud; Regulatory compliance consulting in the field of clinical trials of pharmaceuticals; Providing patient advocate and case management services, namely, coordinating the procurement and administration of medication; investigation services related to health care insurance claims

Providing information about health, wellness, and health care; Providing a website featuring information about health, wellness and nutrition; Health care services, namely, disease management programs, wellness programs ; Providing medical consultations through a network of collaborative health care professionals; Health counseling; Medication counseling services; Telemedicine services; Medical services; Medical testing for diagnostic or treatment purposes; Urgent medical care centers; Wellness and health-related consulting services; Nurse information services, namely, nurse triage and nurse call centers providing information regarding specific health-related concerns and general health issues; Behavioral health services; Providing online, telephonic and in-person consultation and information regarding physical, behavioral, mental health and wellness for members of an employee benefit program; Prescription refill reminder services provided via a mobile software application; Providing internet website portals for disease management

Information technology consulting services in the fields of health care and insurance; Data mining and data mining consulting services; Data warehousing consulting services; Database design and development in the field of data warehousing; Providing online non-downloadable software for managing, analyzing, accessing and processing medical, health, healthcare, healthcare provider, and insurance data, health insurance claims administration and review, healthcare billing and reimbursement, healthcare practice management, healthcare provider credentialing, management and tracking, case management, disease management, fraud management and control, insurance claims coding, generating, storing and managing referral information, revenue management, communication of personal and medical patient information, quality assurance in the field of healthcare and underwriting insurance; Providing internet website portals for quality assurance in the field of healthcare and underwriting insurance; Providing online non-downloadable software for the collection, editing, organizing, modifying, transmission, storage and sharing of data and information in the fields of health care, health, insurance and health technology; Scientific research for others in the fields of health care, health, insurance, epidemiology and health technology; scientific and technical research, namely, conducting clinical trials for others in the field of prescription drugs; Scientific research consultation for others related to clinical trials, and clinical trial research protocols; Pharmaceutical drug discovery and development services; Scientific research consultation for others, namely, providing research protocol development for clinical trials of drugs; Consulting services for others in the field of design, planning, and implementation project management of clinical trials of drugs; Conducting clinical trials for others relating to drug development; Digital forensic investigations in the field of computer crimes related to health care insurance claims

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jun 27, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 27, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 27, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 27, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 27, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 27, 2025 COAR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 3, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Sep 3, 2024 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 12, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 11, 2024 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Feb 21, 2024 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 21, 2024 AITU
USE AMENDMENT FILED
Jan 29, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Jan 29, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 1, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 6, 2023 NPUB
PUBLISHED FOR OPPOSITION
Jun 6, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 17, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
May 3, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
May 2, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 2, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
May 2, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 2, 2023 CNEA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Apr 3, 2023 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Mar 28, 2023 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 11, 2023 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 23, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 23, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 23, 2023 TROA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 21, 2023 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 21, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 21, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 21, 2023 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 21, 2023 COAR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 12, 2023 GNRN
NON-FINAL ACTION E-MAILED
Jan 12, 2023 GNRT
NON-FINAL ACTION WRITTEN
Jan 12, 2023 CNRT
ASSIGNED TO EXAMINER
Dec 2, 2022 DOCK
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 30, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 29, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 29, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 3, 2022 GNRN
NON-FINAL ACTION E-MAILED
Jun 3, 2022 GNRT
NON-FINAL ACTION WRITTEN
Jun 3, 2022 CNRT
ASSIGNED TO EXAMINER
May 25, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 30, 2021 NWOS
NEW APPLICATION ENTERED
Nov 27, 2021 NWAP