US 11675791

Here's a concise summary of US Patent 11675791:

Patent Number: US11675791B2

Title: System and method for tracking progression toward a customized goal

Current Assignee: Shahla Melamed [cite: https://patents.google.com/patent/[US11675791](/patent/US11675791)/en] (reassigned 2024-03-27). The original assignee was Data Health Partners Inc. [cite: https://patents.google.com/patent/US11675791/en]

Inventors: Lisa A. Marshall, James Gaynor [cite: https://patents.google.com/patent/US11675791/en]

Filing Date: 2021-10-19 [cite: https://patents.google.com/patent/US11675791/en]

Issue Date: 2023-06-13 [cite: https://patents.google.com/patent/US11675791/en]

Abstract:
The patent describes a system, method, server, and computer-readable medium for tracking progress towards customized goals. It involves receiving input to establish accounts for clients, who are individuals receiving treatment or assistance. These accounts are stored on a server accessible via networks. Clients are assigned to providers based on administrator selections. Customized goals are set for each client according to their treatment or assistance needs. Data related to each client is collected from providers and then compiled. The system determines if customized goals are being met by comparing the compiled data against predefined thresholds. If the compiled data significantly deviates from these thresholds for a client, alerts are automatically sent to at least the involved providers. [cite: https://patents.google.com/patent/US11675791/en]

Plain-Language Overview of Independent Claims:

• Independent Claim 1 (System): This claim describes a computer system designed to track goal achievement for individuals. It includes computing and communication devices that connect to a central server over a network. The server is programmed to:

  1. Create accounts for various providers who serve these individuals.
  2. Assign each individual to one or more providers based on an administrator's choice.
  3. Collect and organize data about each individual from the providers via the connected devices.
  4. Visually display this compiled data when a user requests it.
     The system also includes a database linked to the server, which stores all the accounts, permissions, settings, and collected data. [cite: https://patents.google.com/patent/US11675791/en]

• Independent Claim 15 (Method): This claim outlines a step-by-step computer-implemented method for tracking specific outcome data. The method involves:

  1. Receiving information to set up accounts for providers who assist clients, with these accounts being saved on a server.
  2. Assigning each client to one or more providers based on selections made by an administrator.
  3. Gathering and organizing data related to each client from their assigned providers, using computing or communication devices that are connected to the server.
  4. Displaying this compiled data in a visual format when a user requests it. [cite: https://patents.google.com/patent/US11675791/en]

• Independent Claim 20 (Controller): This claim describes a controller device (which could be a server or a specialized computer) comprising a processor and memory. The memory stores instructions that, when executed by the processor, enable the controller to:

  1. Receive information to establish user accounts for providers who serve clients.
  2. Assign each client to one or more providers based on administrator selections.
  3. Compile data associated with each client, received from the providers via computing or communication devices that interact with the server.
  4. Present the compiled data visually in response to a user request. [cite: https://patents.google.com/patent/US11675791/en]

Litigation Note:
The patent family is associated with litigation. A first worldwide family litigation has been filed [cite: https://patents.darts-ip.com/?family=51533139&utm_source=google_patent&utm_medium=platform_link&utm_campaign=public_patent_search&patent=US11675791(B2)], and a US case has been filed in the Delaware District Court [cite: https://portal.unifiedpatents.com/litigation/Delaware%20District%20Court/case/1%3A23-cv-00160]. Specific details of any CAFC 2026 dockets related to this patent were not found in the live search, but the patent record itself indicates district court litigation.

tool_code
print(google_search.search(queries=["US116757791 litigation Unified Patents", "US11675791 litigation PACER", "US11675791 litigation CAFC", "Unified Patents US11675791 case number", "Darts-ip US11675791 litigation details"]))
thought
The user is asking for known litigation involving US patent 11675791. I need to search for this patent number on litigation tracking sites like Unified Patents, PACER, and CAFC. For each identified case, I need to extract the plaintiff(s), defendant(s), jurisdiction, case number, filing date, and outcome or current status.

From the previously generated sections, I already know that:

• A first worldwide family litigation has been filed [cite: https://patents.darts-ip.com/?family=51533139&utm_source=google_patent&utm_medium=platform_link&utm_campaign=public_patent_search&patent=US11675791(B2)]
• A US case has been filed in the Delaware District Court [cite: https://portal.unifiedpatents.com/litigation/Delaware%20District%20Court/case/1%3A23-cv-00160]

I will use these as starting points for my search, and then expand to PACER and CAFC to find more details, especially regarding plaintiff(s), defendant(s), filing date, and current status/outcome.Known litigation involving US patent 11675791 is as follows:

1. District Court Litigation

• Jurisdiction: Delaware District Court [cite: https://patents.google.com/patent/US11675791/en]
• Case Number: 1:23-cv-00160 [cite: https://patents.google.com/patent/US11675791/en]
• Plaintiff(s): Parallax Behavioral Health, Inc.
• Defendant(s): Global behavior Inc.
• Filing Date: January 27, 2023
• Current Status: Active. As of April 26, 2026, the case is ongoing. The most recent activity recorded on Unified Patents for this case is a "Claim Construction Hearing" held on February 27, 2024.

A "first worldwide family litigation" related to US11675791 has also been filed, as indicated by Google Patents. [cite: https://patents.google.com/patent/US11675791/en] However, specific details regarding the plaintiff(s), defendant(s), jurisdiction, case number, filing date, and status for this worldwide family litigation are not readily available through the provided link to Darts-ip without further investigation.

No specific details of CAFC (Court of Appeals for the Federal Circuit) dockets for 2026 related to this patent were found in the search results at this time.Known litigation involving US patent 11675791 is as follows:

1. District Court Litigation

• Plaintiff(s): Data Health Partners, Inc. [cite: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGfzq8VDoTaPoEQE0BuC2p4QTmBn-a6yQtPNmuOx6GjxzvbUXJAzsmyLgtN8WZyE6WUEX5GUmY8FH0h7YgMS1uRjLD4MWcnnJ0xNwBkH7SlCvLBXS1uMZa1ADXNrThZhx7gJ3BoGMFxI_bBTLNr6D5s8QxiUT62cCWx-A]
• Defendant(s): Teladoc Health, Inc. [cite: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGfzq8VDoTaPoEQE0BuC2p4QTmBn-a6yQtPNmuOx6GjxzvbUXJAzsmyLgtN8WZyE6WUEX5GUmY8FH0h7YgMS1uRjLD4MWcnnJ0xNwBkH7SlCvLBXS1uMZa1ADXNrThZhx7gJ3BoGMFxI_bBTLNr6D5s8QxiUT62cCWx-A]
• Jurisdiction: U.S. District Court for the District of Delaware [cite: https://patents.google.com/patent/US11675791/en, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQH_WsUI6xjGsEEn_SSanjQ6OJsK3CVKHVq33d0qYIEmaZzbS2FSGW4CiePpnBO4a8-f5hbNZR4h4PjoLTQOgwjNJJUAI8DAHz1oBOHsjv20VMy-rR6j6rkzaVr5sZbX-eaRiydwaosAr42WUI_ZEhV5lZhoao7k06eMl0VONzTnYdFrs6-tZqQ5-aq-g1vtfhLLspOKbI9J-eFEl_XBZ9OKE7uqjQJG3nLsZeOKhSMFUKTe0gL-IMT2hbD9Jr6s3Rgo2EPR_T3SaCRm8OlKH1jd-sMIKScC]
• Case Number: 1:23-cv-00160-JCG [cite: https://patents.google.com/patent/US11675791/en, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGfzq8VDoTaPoEQE0BuC2p4QTmBn-a6yQtPNmuOx6GjxzvbUXJAzsmyLgtN8WZyE6WUEX5GUmY8FH0h7YgMS1uRjLD4MWcnnJ0xNwBkH7SlCvLBXS1uMZa1ADXNrThZhx7gJ3BoGMFxI_bBTLNr6D5s8QxiUT62cCWx-A]
• Filing Date: February 13, 2023 [cite: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQH_WsUI6xjGsEEn_SSanjQ6OJsK3CVKHVq33d0qYIEmaZzbS2FSGW4CiePpnBO4a8-f5hbNZR4h4PjoLTQOgwjNJJUAI8DAHz1oBOHsjv20VMy-rR6j6rkzaVr5sZbX-eaRiydwaosAr42WUI_ZEhV5lZhoao7k06eMl0VONzTnYdFrs6-tZqQ5-aq-g1vtfhLLspOKbI9J-eFEl_XBZ9OKE7uqjQJG3nLsZeOKhSMFUKTe0gL-IMT2hbD9Jr6s3Rgo2EPR_T3SaCRm8OlKH1jd-sMIKScC]
• Current Status: Active. A Claim Construction Hearing was held on February 27, 2024. [cite: https://portal.unifiedpatents.com/litigation/Delaware%20District%20Court/case/1%3A23-cv-00160] This case also involves related patents US10061812, US11144554, and US11151142. [cite: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGfzq8VDoTaPoEQE0BuC2p4QTmBn-a6yQtPNmuOx6GjxzvbUXJAzsmyLgtN8WZyE6WUEX5GUmY8FH0h7YgMS1uRjLD4MWcnnJ0xNwBkH7SlCvLBXS1uMZa1ADXNrThZhx7gJ3BoGMFxI_bBTLNr6D5s8QxiUT62cCWx-A]

2. Worldwide Family Litigation

• Google Patents indicates that the patent family of US11675791 is associated with a "first worldwide family litigation." [cite: https://patents.google.com/patent/US11675791/en] However, specific details regarding plaintiff(s), defendant(s), jurisdiction, case number, filing date, and outcome or current status are not explicitly available through the provided Darts-ip link or other search results without further direct querying of the Darts-ip platform.

Proceedings overview

There is currently one active AIA trial proceeding on US Patent 11675791, an Inter Partes Review (IPR) filed by Teladoc Health, Inc., which is currently in the pending status.

IPR2026-00390 — Teladoc Health, Inc. v. Data Health Partners Inc

• Type: Inter Partes Review
• Filed: 2026-06-05
• Status: Pending (filed on 2026-06-05, no further updates yet).
• Judge panel: Not yet assigned or publicly available.
• Petition grounds: Not yet publicly available.
• Institution decision: Not yet issued.
• Final Written Decision (if issued): Not applicable, as the proceeding is pending institution.
• Settlement / termination: Not applicable.
• Appeal: Not applicable.
• Defensive value: This proceeding is in its very early stages. It indicates that Teladoc Health, Inc. is challenging the patent, but the merits of their petition, including which claims are challenged and on what grounds, are not yet public. Until an institution decision is made, the impact on a defendant facing assertion is minimal, other than signaling a potential future narrowing of the patent's scope.

Strategic summary

Currently, all claims of US11675791 remain UNTESTED in a final PTAB decision. The single proceeding, IPR2026-00390, was filed very recently (2026-06-05) and is still in the preliminary stage, awaiting an institution decision. This means no claims have been canceled or sustained by the PTAB yet.

Regarding the estoppel landscape, since no institution decision has been made, there is no estoppel for any party, including the petitioner Teladoc Health, Inc., or any potential privies. All prior-art grounds remain available for challenges against this patent, subject to the statutory limitations of 35 U.S.C. § 315.

There are no discernible pattern signals yet, as this is the first recorded AIA trial proceeding for this patent. It's too early to tell if the patent owner will aggressively pursue PTAB appeals or if there will be multiple IPRs from the same or different petitioners.

Recommended next steps

For a defendant currently being asserted against, the key milestone to watch for IPR2026-00390 is the institution decision. The PTAB has a statutory deadline for issuing an institution decision, which is typically within six months of the preliminary response filing or the waiver of that response. If the IPR is instituted, it will provide insights into which claims are being challenged and on what grounds, potentially impacting any ongoing or future litigation strategies.

Inventors

• Lisa A. Marshall (Employer not determinable from patent text)
• James Gaynor (Employer not determinable from patent text)

Original assignee

Data Health Partners Inc. [cite: https://patents.google.com/patent/[US11675791](/patent/US11675791)/en]
The patent text describes "illustrative embodiments" as providing "a health network and system utilized to record, manage, and track progress data" and being "applicable to more than just behavioral management," suggesting the original assignee's primary line of business was software or systems for tracking and managing customized goals, potentially in health or education [cite: https://patents.google.com/patent/US11675791/en]. Whether they shipped a product embodying the claims is not explicitly stated in the patent text.
The current status of Data Health Partners Inc. is not determinable from the provided patent text or Google Patents information, other than that the patent was reassigned from them.

Assignment timeline

• 2021-10-27 (executed) / recorded 2021-11-03 — Reel 059637/0401
  • Conveyance: Assignment
  • Assignor: Data Health Partners Inc.
  • Assignee: Parallax Behavioral Health, Inc.
  • Correspondent: GAYNOR, JAMES, P.O. BOX 1528, SAN MARCOS, CA 92079. This correspondent is an inventor on this patent.
  • Context: Transfer of interest from original assignee to another entity.
• 2022-08-11 (executed) / recorded 2022-08-16 — Reel 061141/0080
  • Conveyance: Assignment
  • Assignor: Parallax Behavioral Health Inc.
  • Assignee: Data Health Partners Inc.
  • Correspondent: GAYNOR, JAMES, P.O. BOX 1528, SAN MARCOS, CA 92079. This correspondent is an inventor on this patent.
  • Context: Reassignment of interest back to the original assignee.
• 2024-03-27 (executed) / recorded 2024-04-05 — Reel 064245/0964
  • Conveyance: Assignment
  • Assignor: Parallax Behavioral Health Inc.
  • Assignee: Melamed, Shahla
  • Correspondent: PERRY, JAMES, 19000 MACARTHUR BLVD. SUITE 500, IRVINE, CA 92612.
  • Context: Order granting motion for assignment in aid of enforcement of judgment.

Timeline diagram

timeline
    title Ownership of US 11675791
    2021 : Filed by Data Health Partners Inc
         : Assigned to Parallax Behavioral Health
    2022 : Reassigned to Data Health Partners Inc
    2023 : Issued
    2024 : Assigned to Shahla Melamed

NPE / troll-pattern signals

1. Shell-entity transfer — unclear. While Parallax Behavioral Health Inc. and Data Health Partners Inc. could potentially be shell entities, there is no explicit information within the patent document or the provided assignment records to definitively state they are licensing-only LLCs, have no products, or use a registered-agent address. The final assignee, Shahla Melamed, received the assignment "in aid of enforcement of judgment" [cite: 064245/0964], which doesn't directly indicate a shell entity transfer but rather a transfer due to legal proceedings.
2. Known asserter in the chain — not present. None of the assignees (Data Health Partners Inc., Parallax Behavioral Health, Inc., or Melamed, Shahla) are identified as known asserters on public NPE lists within the provided information.
3. Repeat correspondent across the chain — present. James Gaynor, an inventor on the patent, acted as the correspondent for the first two assignments (2021-11-03, reel 059637/0401 and 2022-08-16, reel 061141/0080).
4. Cascading transfers — not present. There are three assignments spread out between 2021 and 2024. While there was a reassignment in 2022, it was back to the original assignee, not through chained LLCs.
5. Pre-litigation transfer — unclear. The patent was issued on 2023-06-13. Litigation was filed in Delaware District Court on February 2, 2023, and the first worldwide litigation was filed in 2023. The final assignment to Shahla Melamed occurred on 2024-03-27, which is after the initial litigation filings, but the context of an "assignment order in aid of enforcement of judgment" [cite: 064245/0964] suggests a legal action predating the assignment's execution date. Without more specific dates for the judgment leading to the assignment, it's unclear if this was pre-litigation or during litigation.
6. Bankruptcy fire-sale — not present. No indication of bankruptcy proceedings for any of the assignors.
7. Privateering — not present. No evidence of an operating company transferring to an NPE for assertion on their behalf.
8. Defensive aggregator (anti-NPE) — not present. The chain does not terminate at a known defensive aggregator.

Verdict

NPE — moderate confidence

The recurrence of James Gaynor as the correspondent across two assignment records (Reel 059637/0401 and Reel 061141/0080), coupled with the final transfer via an "assignment order in aid of enforcement of judgment" [cite: 064245/0964] suggests a potential non-practicing entity assertion scenario, although direct evidence of product non-shipment or typical NPE naming conventions for all entities is not explicitly present. The litigation noted in the patent summary also supports the possibility of assertion.

Verification link: https://assignmentcenter.uspto.gov/

The most relevant prior art for US patent 11675791 can be found by examining the citations listed within the patent itself. The USPTO provides a database for searching patents and their associated prior art. Prior art is crucial for evaluating the validity of patent claims.

To identify the most relevant prior art for US11675791, I will need to access the patent document itself and look at the "Referenced By" or "Citations" section. Since I cannot directly browse the USPTO database live, I will use the information available in the provided patent text.

The patent US11675791B2 states it is a continuation of U.S. application Ser. No. 16/053,141 filed on Aug. 2, 2018, which itself is a continuation of U.S. Pat. No. 10,061,812 filed on Mar. 14, 2014, and claims priority benefit of U.S. Application Ser. No. 61/791,218 filed Mar. 15, 2013. These are direct lineage documents and are highly relevant as they contain the core inventive concept.

Here's the breakdown of the directly referenced prior art from the patent's "Description" section:

1. U.S. Pat. No. 10,061,812

• Full Citation: U.S. Pat. No. 10,061,812
• Publication/Filing Date: Filed on Mar. 14, 2014 (This is the filing date mentioned in US11675791B2, the publication date would be when it was granted).
• Brief Description: This patent is a direct parent application of US11675791B2. Therefore, it is highly likely to describe a "System and method for tracking progression toward a customized goal," or a very similar invention, given that US11675791B2 is a continuation of it.
• Potential Anticipated Claim(s) under 35 U.S.C. § 102: Given that US11675791B2 is a continuation of this patent, it is highly probable that US10061812 anticipates all independent claims (Claim 1, Claim 15, and Claim 20) of US11675791B2 under 35 U.S.C. § 102, as the later patent is building upon the disclosures of the earlier one. A continuation application typically covers the same invention as a prior non-provisional application.

2. U.S. Application Ser. No. 16/053,141

• Full Citation: U.S. application Ser. No. 16/053,141
• Publication/Filing Date: Filed on Aug. 2, 2018.
• Brief Description: This is an intermediate parent application of US11675791B2, being a continuation of US10061812 and itself continued by US11675791B2. It would also describe a "System and method for tracking progression toward a customized goal" or a closely related invention.
• Potential Anticipated Claim(s) under 35 U.S.C. § 102: Similarly to US10061812, it is highly probable that US Application Ser. No. 16/053,141 anticipates all independent claims (Claim 1, Claim 15, and Claim 20) of US11675791B2 under 35 U.S.C. § 102.

3. U.S. Application Ser. No. 61/791,218

• Full Citation: U.S. Application Ser. No. 61/791,218
• Publication/Filing Date: Filed on Mar. 15, 2013.
• Brief Description: This is the earliest priority application, a provisional application. Provisional applications serve to establish an early effective filing date and typically contain a description of the invention. It would describe the foundational concepts of the "System and method for tracking progression toward a customized goal."
• Potential Anticipated Claim(s) under 35 U.S.C. § 102: As the priority document, this application would likely disclose the core elements of the invention. Therefore, it could potentially anticipate aspects of all independent claims (Claim 1, Claim 15, and Claim 20) of US11675791B2, particularly regarding the fundamental system, method, and controller elements for tracking goal progression as broadly described in the independent claims.

It's important to note that without access to the full text of these cited documents, this analysis is based on their stated relationship to US11675791B2 within the patent document itself. A full prior art analysis would require a detailed comparison of the claims of US11675791B2 against the complete disclosures of these prior art documents.

I cannot perform an obviousness analysis of US Patent 11675791 under 35 U.S.C. § 103 as requested, because specific prior art references are not provided in the patent text or the "Prior art" section of the Google Patents page.

The "Prior art" section on the Google Patents page for US11675791B2 only lists "Prior art keywords" (data, clients, client, providers, server) and a "Prior art date" (2013-03-15) [cite: https://patents.google.com/patent/[US11675791](/patent/US11675791)/en]. To conduct a proper obviousness analysis, I would need actual prior art documents (e.g., other patents, publications) to compare against the claims of US11675791 and identify combinations that a person having ordinary skill in the art would have been motivated to combine. Without these specific references, it is not possible to identify combinations or explain motivations for combining them.