-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, H5unj/lRAhJXDCRZ/1e6la5MD9bPW47d+eOxI0yiWxFI5e3ubUhWc7G1OqtyrCLO 9CwGZEQ+MZShAbUb+hfLPA== 0001019687-09-000138.txt : 20090109 0001019687-09-000138.hdr.sgml : 20090109 20090109163217 ACCESSION NUMBER: 0001019687-09-000138 CONFORMED SUBMISSION TYPE: SC 13D PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20090109 DATE AS OF CHANGE: 20090109 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: BPO Management Services, Inc. CENTRAL INDEX KEY: 0000768892 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-COMPUTER PROGRAMMING SERVICES [7371] IRS NUMBER: 232214195 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D SEC ACT: 1934 Act SEC FILE NUMBER: 005-38359 FILM NUMBER: 09519123 BUSINESS ADDRESS: STREET 1: 1290 N. HANCOCK ST. STREET 2: SUITE 200 CITY: ANAHEIM HILLS STATE: CA ZIP: 92807 BUSINESS PHONE: 7149742670 MAIL ADDRESS: STREET 1: 1290 N. HANCOCK ST. STREET 2: SUITE 200 CITY: ANAHEIM HILLS STATE: CA ZIP: 92807 FORMER COMPANY: FORMER CONFORMED NAME: HEALTHAXIS INC DATE OF NAME CHANGE: 20000131 FORMER COMPANY: FORMER CONFORMED NAME: PROVIDENT AMERICAN CORP DATE OF NAME CHANGE: 19920703 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: DOLAN PATRICK A CENTRAL INDEX KEY: 0001286220 FILING VALUES: FORM TYPE: SC 13D BUSINESS ADDRESS: STREET 1: SMS STREET 2: 3300 BIRCH ST CITY: BREA STATE: CA ZIP: 92821 BUSINESS PHONE: 714-782-0534 MAIL ADDRESS: STREET 1: 1290 N. HANCOCK STREET #200 CITY: ANAHEIM HILLS STATE: CA ZIP: 92807 SC 13D 1 bpodolan_13d-123008.htm PATRICK DOLAN / BPO MANAGEMENT SERVICES, INC. bpodolan_13d-123008.htm

 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
 
Washington, D.C. 20549
 
SCHEDULE 13D
 
Under the Securities Exchange Act of 1934
(Amendment No.  )*
 
BPO MANAGEMENT SERVICES, INC.
(Formerly known as Healthaxis, Inc.)
(Name of Issuer)

Shares of Common Stock, $.10 par value per share
(Title of Class of Securities)

05570D100
(CUSIP Number)

Patrick A. Dolan
1290 N. Hancock Street, Suite 200
Anaheim Hills, CA 92807
Tel. No.: (714) 974-2670
(Name, Address and Telephone Number of Person Authorized to
Receive Notices and Communications)

— with copies to —

Scott McConnell
McConnell, Dunning & Barwick LLP
15 Enterprise, Suite 360
Aliso Viejo, CA 92656
(949) 900-4400

December 30, 2008
(Date of Event Which Requires Filing of this Statement)
 
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. o
 
Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.
 
* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
 
The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
 

 
 
(1)
Name of Reporting Person
S.S. or I.R.S. Identification No. of Above Person
 
Patrick A. Dolan
 
         
(2) Check the Appropriate Box if a Member of a Group (See Instructions)
(A) /   /
(B) /   /
         
(3)
SEC Use Only 
 
         
(4)
Source of Funds (See Instructions)
 
OO
 
         
(5)
Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) /  /
         
(6)
Citizenship or Place of Organization
 
USA
 
         
   
(7)
Sole Voting Power
 
3,536,211  (Includes 1,443,361 shares issuable upon the exercise of options and warrants that are exercisable within 60 days.)
 
Number of Shares
     
Beneficially Owned 
(8)
Shared Voting Power
 
0
 
by Each Reporting
     
Person With
(9)
Sole Dispositive Power
 
3,536,211  (Includes 1,443,361 shares issuable upon the exercise of options and warrants that are exercisable within 60 days.)
 
         
   
(10)
Shared Dispositive Power
 
0
 
         
(11)
Aggregate Amount Beneficially Owned by Each Reporting Person
 
3,536,211  (Includes 1,443,361 shares issuable upon the exercise of options and warrants that are exercisable within 60 days.)
 
         
(12)
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
 
/  /
         
(13)
Percent of Class Represented by Amount in Row (11)
 
22.0%
 
         
(14)
Type of Reporting Person (See Instructions)
 
IN
 
 
*SEE INSTRUCTIONS BEFORE FILLING OUT
 
 
2

 
SCHEDULE 13D

This Schedule 13D (the “Schedule 13D”) is being filed on behalf of Patrick A. Dolan (the “Reporting Person”). This Schedule 13D relates to shares of common stock, $.10 par value per share (the “Common Stock”) of, BPO Management Services, Inc., a Pennsylvania corporation formerly known as Healthaxis Inc. (the “Issuer”).

This Schedule 13D relates to Common Stock, the beneficial ownership of which was acquired by the Reporting Person as the result of the merger of Outsourcing Merger Sub, a wholly owned subsidiary of the Issuer, into BPOMS, Inc., a Delaware corporation formerly known as BPO Management Services, Inc. (“BPOMS”), in which transaction the BPOMS securities owned by the Reporting Person were converted into securities of the Issuer.
 

Item 1.
Security and Issuer

Securities to which this Schedule 13D relates:  Common Stock, $.10 value per share.
 
Issuer: 
BPO Management Services, Inc.
1290 N. Hancock Street, Suite 200
Anaheim Hills, CA 92807
 
Item 2.
Identity and Background
 
(a)           This statement is filed by:   The Reporting Person

 
(b)
The business address of the Reporting Person is 1290 N. Hancock Street, Suite 200, Anaheim Hills, CA 92807.

 
(c) 
The present principal occupation of the Reporting Person is Chairman of the Board and Chief Executive Officer of the Issuer.

 
(d)
The Reporting Person has not, during the last five years, been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).

 
(e) 
The Reporting Person has not, during the last five years, been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, Federal or State securities laws or finding any violation with respect to such laws.

 
(f)
The Reporting Person is a United States citizen.
 
Item 3.
Source and Amount of Funds
 
The securities that are the subject of this report were acquired by the Reporting Person as the result of the merger of Outsourcing Merger Sub, a wholly owned subsidiary of the Issuer, into BPOMS, in which transaction the BPOMS securities owned by the Reporting Person were converted into securities of the Issuer.
 
Item 4.
Purpose of the Transaction
 
The securities that are the subject of this report were acquired by the Reporting Person as the result of the merger of Outsourcing Merger Sub, a wholly owned subsidiary of the Issuer, into BPOMS, in which transaction the BPOMS securities owned by the Reporting Person were converted into securities of the Issuer.
 
3

 
Item 5. 
Interest in Securities of the Issuer
               
 
(a) 
The Reporting Person beneficially owns 3,536,211 shares of Common Stock, which represents 22.0% of the Issuer’s outstanding shares of Common Stock.  The shares beneficially owned by the Reporting Person include 1,443,361 shares issuable upon the exercise of options and warrants that are exercisable within 60 days.

 
(b)
The Reporting Person has sole power to vote and dispose of the shares of Common Stock beneficially owned by him.

 
(c)
Not Applicable.

 
(d)
Not Applicable.

 
(e)
Not Applicable.
 
Item 6.
Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer
 
Not Applicable.
 
Item 7.
Material to be Filed as Exhibits

Not Applicable.
 
 
4

 
SIGNATURES

After reasonable inquiry and to the best of my knowledge and belief, the undersigned certifies that the information set forth in this statement is true, complete and correct.

Date:  December 30, 2008
 
  /s/ Patrick A. Dolan
  PATRICK A. DOLAN

 5

 
 

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