feat(npi): offer paper CMS-855 path (e-sign + we mail to MAC) alongside I&A surrogacy
- order-confirmation email presents both filing methods: paper CMS-855 (no account needed, client e-signs one page, we print+mail to their MAC) and I&A surrogacy (faster, needs CMS account). NPPES-only services note that surrogacy is required (web-only). - npi_provider handlers record the access model per service in admin todos. - marketing copy leads with the lowest-friction paper option.
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4 changed files with 104 additions and 4 deletions
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@ -40,6 +40,9 @@ _SLUG_META = {
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"the revalidation due date on the CMS revalidation list, update the "
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"enrollment record, and submit. Capture the PECOS tracking ID."
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),
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"access": (
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"PECOS via CMS I&A surrogacy (preferred). Fallback: paper CMS-855I/B/R, provider wet-signs cert page, mail to provider's MAC."
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),
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"priority": "high",
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},
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"npi-reactivation": {
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@ -49,6 +52,9 @@ _SLUG_META = {
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"Reactivate the deactivated NPI in NPPES. Verify the deactivation "
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"reason, correct any stale data, and re-certify the record."
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),
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"access": (
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"NPPES via CMS I&A surrogacy. No paper option (NPPES is web-only)."
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),
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"priority": "high",
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},
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"nppes-update": {
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@ -59,6 +65,9 @@ _SLUG_META = {
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"updates within 30 days of any change). Apply the requested field "
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"changes and certify."
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),
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"access": (
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"NPPES via CMS I&A surrogacy. No paper option (NPPES is web-only)."
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),
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"priority": "normal",
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},
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"medicare-enrollment": {
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@ -68,6 +77,9 @@ _SLUG_META = {
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"Complete the provider's Medicare enrollment in PECOS (CMS-855). "
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"Confirm taxonomy, practice location, and authorized official."
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),
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"access": (
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"PECOS via CMS I&A surrogacy (preferred). Fallback: paper CMS-855, provider wet-signs, mail to MAC."
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),
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"priority": "high",
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},
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"oig-sam-screening": {
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@ -78,6 +90,9 @@ _SLUG_META = {
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"SAM exclusion lists. Produce the screening certificate and flag any "
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"matches for escalation."
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),
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"access": (
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"No client access needed - OIG LEIE + SAM.gov are public. Screen by NPI/name, issue certificate."
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),
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"priority": "normal",
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},
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"provider-compliance-bundle": {
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@ -88,6 +103,9 @@ _SLUG_META = {
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"revalidation watch, run OIG/SAM screening, and refresh the NPPES "
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"record. Set the next revalidation reminder."
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),
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"access": (
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"PECOS/NPPES via CMS I&A surrogacy; screening is public. Paper CMS-855 fallback for the enrollment/revalidation piece."
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),
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"priority": "high",
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},
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}
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@ -123,7 +141,8 @@ class _BaseNPIHandler:
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f"PECOS Enrollment ID: {pecos_id or 'not provided'}\n"
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f"Specialty: {specialty or 'not provided'}\n"
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f"Practice state: {practice_state or 'not provided'}\n"
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f"Portal: {meta['portal']}\n\n"
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f"Portal: {meta['portal']}\n"
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f"Access model: {meta['access']}\n\n"
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f"Review-staged: file manually, then mark this order complete."
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)
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