Office Practicum Lawsuit Update

March 2023 — Judge Mastroianni just dictated that Connexin Software Inc., AKA Office Practicum (OP), should respond to our interrogatories regarding their business in Massachusetts so as to provide inputs for him on the issue of venue.  (Not the case itself, but just whether it can be heard in Massachusetts where I do business with them.)  This is exactly what he said about a year ago, but Office Practicum’s lawyers did everything to obstruct that discovery, costing me about $30,000 in legal fees, a year of my life, and leading my lawyer to ask for sanctions.  Those, after a long delay, led to the judge, a year later, to simply telling OP to do what he told them to do in the first place.

So here I am, an individual retired software engineer, realizing (am I the first person to observe this?) that our legal system works very well for companies backed by $3 billion private equity firms and not so well for individuals.

There seems to be no reason for a large company to NOT steal intellectual property from individuals if it suits them.

One other point, my lawyer advises me against writing this blog, because they have threatened to sue me for libel for doing so.  Now, there’s nothing I write that isn’t true, except that doesn’t mean they can’t sue, and tie me up in a different case, that will impact and complicate the first one.  I don’t care.  Here’s a brief history of the case up to the present.

History

Here is the full background on the case: VacLogic Lawsuit, what follows is a quick summary.

The copyright infringement law suit against Office Practicum began in September of 2021, after they informed me, in July of 2021, that they were no longer going to pay a $7,000 annual license for my product, ARulesXL, a fee they had paid every year since 2010.  This would have been OK, except they further informed me they were going to continue to use ARulesXL without paying for an annual license.

Office Practicum provides software that supports pediatric medical practices and ARulesXL is the platform that enables their module that analyzes and schedules all of those childhood vaccines.

Multiple attempts to get them to pay the annual license fee, or to get them to stop using the product, failed, so, for the first time in my 30+ years in business I contacted a lawyer.  We sued for copyright infringement and asked the court for an injunction to stop them from using and distributing the software to their customers.

The case is incredibly simple and no more complicated than expressed in that paragraph above.  Yet tens of thousands of dollars went into motions and counter motions and counters to those motions.  These include their argument that a 2003 memorandum of understanding (MOU) written years before ARulesXL existed, and that makes no mention of ARulesXL, gives them the right to use the software without paying license fees, and their argument that an injunction would be horribly unfair since their customers rely on the accurate vaccine information ARulesXL supports.  (For example, they used the unlicensed software in early 2022 to include and distribute vaccine support for the childhood Covid-19 vaccines, allowing their customers to schedule the vaccines, manage their vaccine inventories, and deal with all the agencies that require childhood vaccine information.)

It might be noted that I have always had a good relationship with Fred Pytlac, the founder of Office Practicum, and co-signer of that 2003 MOU, and that he attributed a large part of their commercial success to the competitive advantage I gave them with vaccines. The success led to his retirement and selling the company to Pamlico, a $3B private equity company, under whose management the decision was made to no longer honor the annual license fees that Fred had cheerfully honored in the past.

It took until February 2022 to get all the arguments filed to the Springfield Mass. federal court where Judge Mark Mastroianni would be reviewing and handling the case.  Oh, and one other thing.  Office Practicum challenged the venue, saying we couldn’t bring suit in Massachusetts.

It took till around May of 2022 for Judge Mastroianni to review the case.  He decided that, before looking at the particulars of the case, the issue of venue had to be settled.  The fact that I am in Massachusetts, and they have a registered agent here, and at least three customers, all this documented in the filings, was apparently not enough to settle the issue and he asked for us to go through a discovery period.  So we sent interrogatories to their counsel asking for information about their customer base among other things.

By August of 2022 it became clear they had no intention of answering any of them as they had tied the whole process up arguing trivia and costing, again, tens of thousands of dollars to just try to get to the start of dealing with the venue question.  (For example, when we asked them to identify their customers in Massachusetts they said they objected to the use of the word “identify” and on and on like that. See Legal-Strategy for mind-boggling details.)  So in September of 2022, my attorney asked the court for sanctions, to grant us the venue, and to proceed with the case.

And then…. nothing happened.

Finally, six months later, in March of 2023 the Judge Mastroianni responded, saying he was not going to grant the sanctions, but that Office Practicum had to answer our discovery questions, meaning we are still, after much time and expense, at the exact same place we were a year ago.

Note that we have approached them multiple times with settlement offers, and asked them to respond with counter offers and they have never acknowledged or responded to any of them.  I have attempted to talk directly to Kraig Brown, the CEO, and he tells me his lawyers advise him against any direct contact.

Meanwhile, having had unlicensed access to my software for the year from July 2021 to July 2022, they used that time wisely to move their vaccine algorithm to a different platform.  So an injunction is now meaningless and their legal strategy of obfuscation and delay has served them well.  Their liability, now, in the case is for that year of copyright infringement, for profit, of my intellectual property. This is a federal crime. 

Am I mad?  Well I’m a retired software engineer in a law suit with a $3B private equity owned company.  How’s it going?  It cost me, just for this last year and the venue issue alone, around $30,000 in legal fees and a year of my life to get, well, absolutely no where.  We are exactly where we were a year ago, with the judge telling Office Practicum to answer our interrogatories relating to, not the case itself, but the venue in which the case might be tried.

Am I the first person to observe that our legal system seems to be working well for companies like Pamlico and not so well for individuals?

VacLogic Lawsuit

VacLogic+

When Fred and I agreed on a $7,000 annual license fee for ARulesXL, which is the technology underlying VacLogic, I never thought it would be forever. It always seemed to me that the industry would be much better off if CDC came up with some way to provide that service in a uniform way to all providers.

I only now have done some Googling about, and, indeed there are a number of technologies available today that do, basically, what VacLogic does, and, it appears, CDC provides information designed to directly feed into these technologies. They are all relatively recent. I enjoyed reading about them, as they deal with all the situations that VacLogic handled twenty years ago.

I always expected, as I entered my retirement, that at some point Connexin would say that there is a new technology that we’ll be using instead, this will be the last year we need a license. Or maybe even, we’ve already switched to a new technology and no longer need ARulesXL. Thank you for your service.

And then, as you can see on this Web site, I’d continue working on jazz guitar, picture books for kids, op-ed newspaper pieces, grandkids, a garden and all the other sorts of things 76 year old might get involved in.

But it turns out that’s not how an investment capital company, like Pamlico, operates. Pamlico’s management team would rather stop paying the $7,000, use the software anyway, and then pay, I’m guessing, at least 10 to 20 times that much to crush me in court when I sued.

Then make no offer to settle, and instead start work on a replacement for VacLogic. It appears, but who knows, that VacLogic+ might be just that. The same user interface, but the “intelligence” inside is implemented using one of the new technologies available.

That is, of course, exactly what they should be doing, and by using a standard technology, they’ll be compatible with other vendors. Now, this will be a new world for them, as the tremendous advantage VacLogic gave them twenty years ago, is no longer in play. But still, they’re now a player in the pediatric EHR market and VacLogic helped get them there.

So why did they have to take a year of my life, and a significant portion of my retirement funds to do it? Well the law suit continues, now looking for compensation for the year they used, in violation of Federal Copyright Law, the ARulesXL version of VacLogic without a license.

VacLogic Lawsuit

Open Source

I probably should address the open source issue. Connexin raises this as a secondary reason why they shouldn’t have to pay license fees to use ARulesXL. It’s true that I had intended to make an open source version ofARulesXL. But I never actually finished the project, which was the licensing.

Connexin’s lawyers, in their declarations, seem to imply that if I intended to make an open source version of ARulesXL, then Connexin no longer had to pay the license fee for the commercial version they were using.

Maybe non-programmers might be confused by this point, but the name of their company is Connexin Software Inc. They’re a software company. They know what open source is.

To use open source software they would have to download the source code for the software, and use it to rebuild the executable version of the program, and have a valid open source license for the use they intended to make of the software.

They never claimed to have downloaded sources, never claimed to have rebuilt executables, and never claimed to have a valid open source license (one never existed). They just waved their hands and said they shouldn’t have to pay if I were willing to offer it open source. And, of course, they had the MoU.

VacLogic Lawsuit

Business Attitudes

I most confess that probably a lot of my anger in this case has to do with my interactions with Connexin’s new employees. That is, people who joined the company after the founders, Fred and Edna Pytlak, had sold their interest and Pamlico had made a major investment.

It took two months for Connexin to schedule a meeting between myself, and some of their staff, to explain to them what the annual ARulesXL invoice was about. There were a number of people in the Zoom-like meeting (my first one) but it seems Bethany Williams was in charge. I presented a bit of the history of VacLogic and ARulesXL’s role in it.

Bethany Williams

After the explanations, Bethany Williams said she had discovered this Memorandum of Understanding (MoU) from 2003, and said it gave them the right to use the software without paying. I was surprised. I explained that I wrote it, that it didn’t, and it had nothing to do with ARulesXL.

She then said, besides, ARulesXL is Open Source. I asked if they had downloaded sources. They hadn’t, but seemed to imply that Open Source was the same as Public Domain. It isn’t. Open Source ARulesXL.

She then added, and this might be the key moment in all of this, that new management of Connexin had paid the annual license fees for the last four years, but that didn’t mean they needed to, and that those payments were enough. I can still hear the scorn in her voice as she said “Don’t you think you’ve been paid enough.” (Who talks to people like that in a business meeting?)

Now, Fred Pytlak thought my contribution to Office Practicum (OP), giving them a competitive advantage in handling vaccines for a pediatric office, was a critical component in the success of the company. And that it helped make OP so valuable that Pamlico wanted to invest in it. Which led to what I presume are excellent salaries being paid to Bethany and other Connexin management. And she treats me as if I’m ripping them off?

Marc Abercrombie

So the meeting ended. Marc Abercrombie then sent me an email telling me they decided the MoU gave them the right to use the software, that they weren’t going to pay for an annual license, that they were going to use the software anyway, and get this, he hoped I had a good weekend. Nice touch.

I sent him one more email, asking him to show me the license they were running ARuleXL under. He emailed me a copy of the MoU.

Stacy Kilgore

A little time passes. I’m still trying to sort this out, and Marc says I should talk to the new CFO, Stacy Kilgore, who I’m told is willing to work things out. So we talk on the phone, and I patiently explain to him rule-based technology and the history of VacLogic. He is very polite, and listens patiently to my explanation of ARulesXL and it’s role in VacLogic, and the understandings I had with Fred Pytlak. He said he had no idea who Fred was.

I suggested that they should purchase a perpetual license for ARulesXL, so that this issue doesn’t come up each year, and quoted them a figure of $28,000 for it. At which point, this individual who was going to work things out, said “that will never happen.” Now here’s what you can’t capture in a text medium, such as this one. It was how he delivered that. He scoffed as he said it.

I asked why? He said the MoU. I said “BULL SHIT!” (I hope that captures my emotion.) He was offended that I lost my temper.

40+ Years of Good Faith Business

I have never in my 40+ years in the commercial software business been treated with such scorn and disrespect. By people who I had absolutely no history with, who were meeting me for the first time, and who were profiting from my software through a past relationship with the founders of the company.

In those 40+ years (I moved from aerospace into commercial software in 1979) I’ve worked for big companies and small, dealt with customers big and small, and been involved in all aspects of the business.

I have never, in those 40+ years, ever had a hostile relationship with a customer. There were issues, negotiations, etc., but always handled in good-faith, and always in mutually satisfactory ways. Such as my dealing with Fred and Edna Pytlak, and the low prices I charged them which reflected the environment I met them in, which was running a start-up from their kitchen table in Brooklyn.

I think it’s the contrast between the relationship I had with the founders, and the new Pamlico era management that is so bothersome to me. I’ve had absolutely no experience with such a hostile business environment, and I must admit, as these blog posts might indicate, I’m struggling with it.

I did try one last time to make a reasonable offer in that meeting.

My Last Offer

There was more to that meeting. Greg Anderson said there were some issues with VacLogic. The maintenance was still done on Windows 7, and it was taking two seconds to display results on customer machines. Valid concerns.

I’m pretty sure I knew where the delay was coming from, and how to fix it. I also thought it would be easy to migrate to Windows 10. So here was my last offer to them. I would help them migrate to an Open Source version of the software, migrate it to Windows 10, and look at the two second delay. All they had to do was pay the $7,000 one year license fee for one last year.

They told me, I’m paraphrasing here, to fuck off. That the MoU meant they didn’t have to pay me anything.

The Lawsuit

So now I’m suing, working through lawyers instead of talking directly to them. I’m asking for disgorgement (I didn’t know that was a word) of profits made distributing my software for profit without a license (a violation of Federal copyright law), and for them to stop using ARulesXL without a license.

We’ve each now spent (I’m guessing maybe more for them) around $100,000+ on the lawsuit, with no end in sight. See the Trump-like strategy they’re pursuing.

VacLogic Lawsuit

Why Rules for Vaccines?

Most people, and in fact, many programmers, don’t understand why a rule-based approach is better for some application areas. Let me try to explain.

A computer does one thing at a time. It executes instructions. Usually it’s one instruction after another, but sometimes there are branching instructions. These basically say in this condition go here next, otherwise go there next.

You often see this type of flow of control represented in flow charts. Flow charts are often used in designing software.

Pricing Example

Pricing is one of the application areas that is notoriously difficult to code using conventional techniques. Consider these simplified rules for old school phone pricing:

If weekday and day time then cost is 10 cents per minute.
If weekday and night time then cost is 7 cents per minute.
If weekend and day time then cost is 6 cents per minute.
If weekend and night time then cost is 4 cents per minute.

Now, a human looking at the rules, and told whether a call was made during the week or not and during the day or not, could easily determine the cost of the call.

But a programmer, writing software to automate these rules, needs to superimpose some flow of control on them. Immediately a decision has to be made as to where to start. Does the program start by asking if it’s a weekday and then asking if it’s day or night? Or does it start by asking if it’s day or night, and then if it’s a weekend or not?

Now, it’s certainly possible to write that software, but problems arise when the rules change, and the software needs to change. Imagine if management decided to make Friday evenings the same as weekends, and holidays the same as weekends? So where do these changes get put in the program? Well it depends on those flow of control decisions.

Rule-based programming is different. For this example, a programmer using a rule language would write the rules, well, exactly as they were written. In any order, without worrying about flow of control issues.

Instead, a rule-based programming language has a component called a “reasoning engine” that takes input, such as weekday or weekend and day or night, and uses those inputs to dynamically select the rule that applies.

Vaccination Analysis and Forecasting

The problem of analyzing a child’s vaccination history, and then determining which doses of which vaccines will be required next, is one of those problems that are very difficult to code with step-by-step programming languages, but relatively easy using a rule-based approach.

Here are some of the complications. There are vaccines for the individual diseases: measles, mumps and rubella. There is a combination vaccine, MMR, that includes all three. But measles requires two doses, the others only one. So MMR is a two dose vaccine. But what if the child already had some single doses?

Those happen to also be live virus vaccines. There are rules about them as well, and you can’t give a live virus vaccine without waiting some time period, maybe a month, after other live viruses. So if a child is due for an MMR in two weeks, but had a Varicella (another live virus) a week ago, then the next MMR can only be given after three weeks.

The vaccines with 4 and 5 dose schedules get even more complex. There is a standard sequence to give the vaccines, but what if one was missing, or given at an incorrect interval? There are then modified schedules to use instead. More rules, more exceptions…

As with our beginning easy example, it’s certainly possible to write a program to handle all this, but there is so much flow of control information superimposed on the rules that it becomes near impossible to maintain. It becomes what is called, “spaghetti code” with hopelessly tangled flow of control strands.

Suppose the CDC comes out with guidelines for Covid-19 for children. Where do those rules get added? And of course there’s complexities on them as well as there are different vendors, and boosters and…

But with a rule-based approach, the new rules for Covid-19 can be simply entered as new rules. And the software is off and running.

In writing VacLogic, I used my own rule-based tools and technology. But they’re not the only ones. Programmers can find other tools to enable this application, and/or write their own reasoning engines and rule languages.

VacLogic Lawsuit

Trump-like Legal Strategy

This lawsuit has been quite an education for me. I’ve heard that Trump’s standard business strategy was to stiff his subcontractors, and then, when they sued, bury them in legal costs. I now find myself in exactly that scenario going up against the new management of Office Practicum, with its backing of the $3+ billion dollar investment company, Pamlico.

I am the individual who wrote the immunization module, VacLogic, that set them apart from other pediatric practice vendors. It is built on top of my software tool, ARulesXL, which is used to make updates to VacLogic as new vaccines, such as Covid-19, appear, and which is used to distribute VacLogic to their pediatric practice customers.

Step one of the Trump strategy: stiff the subcontractor. That’s what they did. They informed me that, despite paying an annual license fee for ARulesXL for the past ten years, they would no longer pay that annual license fee. That would be OK, except they also informed me that they would continue to use it.

Predictably, I sued, asking to be compensated for the months they distributed my software without a license, and for the court to issue an injunction forcing them to stop distributing it.

Step two: bury them in legal costs. They countered with a variety of irrelevant arguments that are also right out of the Trump playbook.

The arguments repeat a big lie, over and over, saying that a 2003 Memorandum of Understanding, that has absolutely nothing to do with ARulesXL, is a license for them to use the software forever, without paying.

Change of Venue

But they also made sure none of those arguments will get heard anytime soon because they moved for a change of venue.

My daughter went to law school, and she told me one of the situations they studied was the hypothetical case where your client gets a DUI, and he was drunk as a skunk when it happened. Step one — move for a change of venue.

It is amazing how much it is costing in legal fees to deal with the change of venue motion, and how it delays the court proceedings so that the judge doesn’t rule on the injunction and they merrily continue to use and profit from my software.

I would recommend anyone studying at the Trump school of law study this case.

A Small Example

Let me give you a little blow-by-blow up to this point, showing exactly how they work on gumming up the works.

The judge decides to rule on venue, before looking at anything else. That makes sense. To that end he gives us a couple of months to gather documents from them that demonstrate they can be sued in Massachusetts.

OK, so we start that process, issuing interrogatories to that effect. There is a court ordered deadline for them to produce the documents.

But they don’t produce any. Instead, on the last day of the deadline, they come up with a list of objections as to why they won’t answer any of the requests for documents.

Let me bore you with the incredible details of this procedure. Its mind-boggling in its absurdity, and yet, awesome in its effectiveness of making it impractical for an individual to get justice in a court of law against a well funded company.

The objections are all legalese boiler plate. Some are objections to definitions of words. For example, since the judge asked us to gather information, we asked them to “identify” customers in Massachusetts. Simple? No.

They objected to the word “identify.” Now, understand, that my lawyer had already actually defined “identify.” Here was our definition:

9. The terms “identify,” “identity,” and “identification” with respect to a person that is not an individual mean to state its: full name, legal form, date of organization, state of incorporation or organization or other business or license authority, present or last known address and telephone number, and the identity of its chief executive officer, partners, owners, or persons in equivalent positions. 

Here was their objection (and the same as all their other objections):

Connexin’s Objection to Definition #9: 

Defendant objects to this definition as it is broader than that allowed by Local Rule 26.5. Defendant further objects on the grounds that it is overly broad, vague, ambiguous, lacking in specificity, confusing, calls for legal conclusions, asserts further terms that are not readily defined, and render the interrogatories and/or document requests in which it is used overly broad, confusing, ambiguous, and lacking in specificity. Defendant further objects to the definition to the extent it seeks to impose an obligation on Defendant to provide information or documents that are not within Defendant’s possession, custody and/or control. Defendant further objects to the extent the definition purports to seek information and/or documents that are protected by the attorney-client privilege, work product doctrine or any other applicable privilege. Defendant also objects to this definition to the extent it seeks the production of irrelevant information and/or documents and/or information and documents not proportional to the needs of the case. Defendant objects to the definition to the extent it impermissibly attempts to alter the plain meaning of the interrogatories and/or document requests in which it is used and impose duties not required under the Federal Rules of Civil Procedure, the Local Rules for the District of Massachusetts, any applicable Standing Orders or Court Orders, and/or any other applicable rules and/or law. 

My lawyer had to answer this, explain why it was absurd, and justify our definition and ask them to agree to it. Time and expense incurred.

They likewise filed the exact same boiler plate objection about the terms:

  • defendant
  • AmziLogic, LLC (are they kidding? it’s the name of my company defined as such)
  • concerning
  • communication
  • date
  • describe
  • document
  • identify (in two other contexts than the one above)
  • person
  • relationship
  • reseller
  • customer

And then they object to each interrogatory, such as “identify your customers” with different boiler plate, complaining, among other things, that “your” is not clearly defined.

They stopped paying license fees on July 1, 2021, and now, over a year later my lawyer is busy responding to all this minutia, running up my legal bills, just to answer the question of venue. Meanwhile, Connexin continued to distribute and profit from the sale of my software between July 2021 and June 2022.

Litigation Funding

What’s amazing is that this scenario, of a large company effectively stealing intellectual property from a small entity, and burying it in legal costs when they sue, is so common that an entire field of investment has grown up around it.

It’s called litigation funding. There are so many of these cases that could easily be won, if the plaintiff had enough money, that there are companies that have now sprung up who invest in exactly this sort of suit. They provide the funding for the lawsuit in exchange for a good payout if there is a favorable outcome.

VacLogic Lawsuit

Office Practicum and Anti-Vaxers

This is purely an opinion piece.

I have a general mistrust of our health care industry. I don’t question the technology, the amazing things that can be done. Rather, I am disturbed that profit seems to be as much of a motive behind it as a desire to help people.

Here’s an example. I recently went for an eye exam, and the place I went to had multiple check out counters. It, as I said on seeing it, “reeked of health care business.” I wound up learning a little bit about that particular practice.

They were in the business of providing cataract surgery. There were actually turf battles in the town when they opened, fighting with the local hospital. It turns out cataract surgery is a lucrative business and this place had a reputation for performing the surgery on people that had no need. For example, one man with perfect 20/20 vision in his other eye, was told that he should have the surgery in both eyes because that’s what a lot of people do.

Do you see the problem? The thing is, cataract surgery is a wonderful thing. People who need it, and get it, sing the praises of being able to see clearly again. But if you go into that place, and they tell you you need cataract surgery, do you believe them?

Office Practicum’s Web site is a sales tool to spread the message of their software to pediatric offices looking for practice management software. This is as it should be. But, if you read through it, you’ll find that almost all of the benefits sited for the vaccine management capability that VacLogic provides are related to increased profitability.

Here is the first paragraph on the Web site, their elevator pitch if you would.

Just below that is a circle with classic benefit feature marketing. Here is the benefit advertised for the feature at the top of the circle, represented by a dollar sign.

First in the circle to follow is their vaccine capability (which is implemented with VacLogic).

Imagine a young mother bringing her new born infant into a pediatric office, and learning of all the vaccines they want to give to her child. Imagine now that that office gives off the vibe of an organization trying to “reach (its) financial goals” and “improve (its) vaccine cash flow.”

Might she not trust them?

In all fairness, managing vaccine inventory is a huge problem for a pediatric office, as that is, I believe, their biggest expense after personnel. VacLogic allows them to make accurate forecasts of upcoming vaccinations needed for each child, and schedule visits and manage inventory accordingly.

There is good news on the OP Web site. Even though the OP Web site emphasizes the financial benefits of accurate vaccine analysis and forecast, the pediatricians talking in their video testimonials emphasize, instead, how glad they are to be able to ensure that their patients get the vaccinations they need when they need them.

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