diff --git a/scripts/workers/services/npi_provider.py b/scripts/workers/services/npi_provider.py index 2bb645b..c32ff80 100644 --- a/scripts/workers/services/npi_provider.py +++ b/scripts/workers/services/npi_provider.py @@ -159,6 +159,7 @@ class _BaseNPIHandler: specialty = intake.get("specialty", "") practice_state = intake.get("practice_state", "") pecos_id = intake.get("pecos_enrollment_id", "") + surrogate = (intake.get("surrogate_access") or "").lower() customer_email = ( intake.get("email") or order_data.get("customer_email") @@ -178,6 +179,11 @@ class _BaseNPIHandler: LOG.error("[%s] CMS-855 generation failed: %s", order_number, exc) filing_note = f"CMS-855 auto-generation FAILED ({exc}); prepare the form manually." + surrogate_label = { + "yes": "YES — client can grant I&A Surrogate access -> file the EXPEDITED way (online via surrogate).", + "no": "NO — client declined surrogate -> use the STANDARD path (prepare form, e-sign, daily mail batch).", + }.get(surrogate, "UNDECIDED — confirm with client; default to STANDARD path if not granted.") + description = ( f"{meta['action']}\n\n" f"Provider: {provider}\n" @@ -185,12 +191,14 @@ 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"Surrogate access (expedited): {surrogate_label}\n" f"Portal: {meta['portal']}\n" f"Access model: {meta['access']}\n" + (f"\n{filing_note}\n" if filing_note else "") + "\nReview-staged: complete/verify the form, get it signed, then " - "submit it to the provider's MAC (standard), or file in " - "PECOS if surrogate access was granted). Mark this order complete." + "submit it (STANDARD: signed form joins the daily mail batch to the " + "provider's MAC; EXPEDITED: file in PECOS/NPPES via the granted " + "surrogate access). Mark this order complete." ) self._create_todo( diff --git a/site/src/components/intake/steps/NpiIntakeStep.astro b/site/src/components/intake/steps/NpiIntakeStep.astro index a6b17f2..27bad03 100644 --- a/site/src/components/intake/steps/NpiIntakeStep.astro +++ b/site/src/components/intake/steps/NpiIntakeStep.astro @@ -62,6 +62,27 @@ + + +
+ If you can electronically grant us CMS Identity & Access + (I&A) Surrogate access for your NPI, we can file faster — + it cuts steps on our end. You never share your password, and it's never + required; we'll handle your filing either way. +
+