Reframe healthcare filing as standard vs expedited; e2e test + bug fixes
Copy: drop paper/electronic/fax framing across the revalidation + enrollment marketing pages and the order-confirmation email; present two service tiers: - Standard filing (no CMS account; we prepare CMS-855, you sign, we submit to MAC) - Expedited filing (CMS I&A surrogate access; same-day PECOS filing + tracking) Internal worker todos + the _STANDARD_FILING_SLUGS identifier updated to match. New scripts/test_healthcare_e2e.py validates the whole order line (slug consistency x6 places, price agreement, intake field collection+enforcement, worker dispatch, handler execution producing CMS-855 PDF+anchor, free-tool action_urls). 45 checks. Bugs found + fixed by the test: - medicare-enrollment requires practice_state server-side but the wizard never enforced it -> orders could be paid then stall. Wizard now requires it. - determine_form_type defaulted org NPIs to the individual 855I because enumeration_type is never collected -> wrong form, CMS rejection. Now does a live NPPES lookup (safe 855I fallback).
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justin
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7 changed files with 381 additions and 54 deletions
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@ -41,7 +41,7 @@ _SLUG_META = {
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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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"Standard: prepare CMS-855I/B/R, provider signs cert, submit to MAC. Expedited: file in PECOS via CMS I&A surrogate access."
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),
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"priority": "high",
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},
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@ -53,7 +53,7 @@ _SLUG_META = {
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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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"NPPES via CMS I&A surrogate access (online-only)."
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),
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"priority": "high",
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},
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@ -66,7 +66,7 @@ _SLUG_META = {
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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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"NPPES via CMS I&A surrogate access (online-only)."
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),
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"priority": "normal",
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},
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@ -78,7 +78,7 @@ _SLUG_META = {
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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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"Standard: prepare CMS-855, provider signs cert, submit to MAC. Expedited: file in PECOS via CMS I&A surrogate access."
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),
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"priority": "high",
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},
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@ -104,17 +104,17 @@ _SLUG_META = {
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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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"Standard CMS-855 filing for the enrollment/revalidation piece; NPPES + PECOS via CMS I&A surrogate access; screening is public."
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),
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"priority": "high",
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},
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}
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# Slugs whose fulfilment includes a paper CMS-855 (auto-filled official form,
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# e-signed, then printed + USPS Priority-mailed to the provider's MAC). The
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# Slugs whose fulfilment includes a CMS-855 (auto-filled official form, signed
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# via the secure e-sign link, then submitted to the provider's MAC). The
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# bundle's revalidation piece is handled by the dedicated revalidation order it
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# spawns, so it is not listed here.
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_PAPER_855_SLUGS = {
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_STANDARD_FILING_SLUGS = {
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"npi-revalidation",
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"npi-reactivation",
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"medicare-enrollment",
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@ -151,16 +151,16 @@ class _BaseNPIHandler:
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)
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# For PECOS enrollment/revalidation we generate the official CMS-855,
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# send it for e-signature, then a human prints + USPS-mails it to the MAC.
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paper_note = ""
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if self.SERVICE_SLUG in _PAPER_855_SLUGS:
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# send it for e-signature, then a human submits it to the MAC.
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filing_note = ""
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if self.SERVICE_SLUG in _STANDARD_FILING_SLUGS:
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try:
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paper_note = self._generate_855_for_signing(
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filing_note = self._generate_855_for_signing(
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order_number, intake, provider, customer_email
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)
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except Exception as exc: # never block the admin todo on PDF issues
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LOG.error("[%s] CMS-855 generation failed: %s", order_number, exc)
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paper_note = f"CMS-855 auto-generation FAILED ({exc}); prepare the form manually."
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filing_note = f"CMS-855 auto-generation FAILED ({exc}); prepare the form manually."
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description = (
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f"{meta['action']}\n\n"
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@ -171,9 +171,9 @@ class _BaseNPIHandler:
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f"Practice state: {practice_state or 'not provided'}\n"
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f"Portal: {meta['portal']}\n"
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f"Access model: {meta['access']}\n"
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+ (f"\n{paper_note}\n" if paper_note else "")
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+ (f"\n{filing_note}\n" if filing_note else "")
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+ "\nReview-staged: complete/verify the form, get it signed, then "
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"print and USPS Priority Mail it to the provider's MAC (or file in "
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"submit it to the provider's MAC (standard), or file in "
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"PECOS if surrogate access was granted). Mark this order complete."
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)
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@ -191,7 +191,7 @@ class _BaseNPIHandler:
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Returns a human-readable note for the admin todo describing what was
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generated and what still needs manual completion. The signed PDF is
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printed and USPS Priority-mailed to the MAC by the fulfilment team.
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submitted to the MAC by the fulfilment team.
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"""
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try:
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from scripts.document_gen.templates.cms855_pdf_filler import (
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@ -231,13 +231,13 @@ class _BaseNPIHandler:
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)
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note_lines = [
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f"PAPER CMS-{form_type.upper()} generated (official form, auto-filled where possible).",
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f"CMS-{form_type.upper()} generated (official form, auto-filled where possible).",
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f"Unsigned PDF: {document_key}",
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]
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if signed and customer_email:
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note_lines.append(f"E-sign link emailed to {customer_email}. After signing, print + USPS Priority Mail to the MAC.")
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note_lines.append(f"E-sign link emailed to {customer_email}. After signing, submit to the MAC (standard) or file via PECOS surrogate access (expedited).")
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else:
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note_lines.append("No customer email or esign infra — send the form for wet signature manually.")
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note_lines.append("No customer email or esign infra — send the form for signature manually.")
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if missing:
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note_lines.append("MANUAL COMPLETION NEEDED:")
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note_lines.extend(f" - {m}" for m in missing)
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