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.
This commit is contained in:
justin 2026-06-05 01:53:44 -05:00
parent e32193352b
commit 31a53f89a6
4 changed files with 104 additions and 4 deletions

View file

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