healthcare: two-tier (standard paper / expedited surrogate) filing model

- Verified Standard(no-login)/Expedited(surrogate) matrix from official CMS-855
  PDFs (docs/healthcare-filing-tiers-verified.md): reactivation+revalidation are
  855I paper-to-MAC reasons, original-signature, routed by state; sig may not be
  delegated; 855B needs PECOS app fee.
- Add scripts/workers/mac_routing.py: state->MAC routing (all 56 jurisdictions,
  12 destinations) for envelope addressing + daily batch grouping. Addresses
  marked VERIFY before live mail.
- npi_provider.py: fix access strings to two-tier framing; NPPES update/reactivation
  no longer 'online-only'; note 855B fee.
- checkout.ts + service pages: strip client-facing mechanics & the paper-vs-tier
  choice; surrogate is the only optional, positively-framed ask (faster, never
  required, never share password).
This commit is contained in:
justin 2026-06-07 00:24:56 -05:00
parent 74c1259c9a
commit 258d23bdc6
7 changed files with 417 additions and 289 deletions

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@ -51,10 +51,10 @@ const description = "New to Medicare or adding a practice location? We assemble
<li>We submit it to your Medicare Administrative Contractor (MAC) and track it through to approval.</li>
</ol>
<div class="pw-callout">
<strong>Need it filed faster?</strong> Choose <strong>expedited</strong> at
checkout and add us as a <strong>Surrogate</strong> in CMS Identity &amp;
Access. We then file directly in PECOS under our own credentials and
capture the tracking ID the same day. You never share your login.
<strong>Want it filed faster?</strong> If you can electronically grant us
<strong>Surrogate</strong> access in CMS Identity &amp; Access, we can file
even faster &mdash; it cuts steps on our end. You never share your login,
and it's never required; we'll file it for you either way.
</div>
</section>

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@ -69,12 +69,13 @@ const description = "CMS requires every enrolled provider and supplier to revali
<section>
<h2>How we file for you</h2>
<p>
You pick whichever path is easiest. <strong>You never share your CMS
password.</strong>
We handle the whole filing and track it to confirmation. The only thing
we may need from you is a one-minute signature on a secure link.
<strong>You never share your CMS password.</strong>
</p>
<ul>
<li><strong>Standard filing (nothing to set up).</strong> We complete the correct CMS-855, you approve and sign the certification from a secure link in about a minute, and we submit it to your Medicare Administrative Contractor (MAC) and track it to confirmation.</li>
<li><strong>Expedited filing (needs a CMS account).</strong> You add us as a <strong>Surrogate</strong> in the CMS Identity &amp; Access (I&amp;A) system; we then file directly in PECOS under our own credentials and capture the tracking ID the same day.</li>
<li><strong>We do the work.</strong> We complete the correct CMS-855 (855I for individuals, 855B for groups), you approve and e-sign the certification from a secure link, and we submit and track it to confirmation.</li>
<li><strong>Optional: speed it up.</strong> If you can electronically grant us <strong>Surrogate</strong> access in the CMS Identity &amp; Access (I&amp;A) system, we can file even faster &mdash; it cuts steps on our end. You never share your password, and it's never required.</li>
</ul>
</section>