healthcare: optional surrogate-access intake question (expedited path)
- NpiIntakeStep: add positively-framed 'can you grant electronic I&A Surrogate access?' question for all filing slugs (reval/reactivation/nppes-update/ enrollment/bundle). Optional, never required, never mentions paper; captured as intake_data.surrogate_access (yes/no/blank). Astro build green (58 pages). - npi_provider.py: surface the surrogate answer in the admin todo so fulfillment knows EXPEDITED (online via surrogate) vs STANDARD (e-sign + daily mail batch).
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2 changed files with 39 additions and 6 deletions
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@ -159,6 +159,7 @@ class _BaseNPIHandler:
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specialty = intake.get("specialty", "")
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practice_state = intake.get("practice_state", "")
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pecos_id = intake.get("pecos_enrollment_id", "")
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surrogate = (intake.get("surrogate_access") or "").lower()
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customer_email = (
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intake.get("email")
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or order_data.get("customer_email")
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@ -178,6 +179,11 @@ class _BaseNPIHandler:
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LOG.error("[%s] CMS-855 generation failed: %s", order_number, exc)
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filing_note = f"CMS-855 auto-generation FAILED ({exc}); prepare the form manually."
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surrogate_label = {
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"yes": "YES — client can grant I&A Surrogate access -> file the EXPEDITED way (online via surrogate).",
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"no": "NO — client declined surrogate -> use the STANDARD path (prepare form, e-sign, daily mail batch).",
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}.get(surrogate, "UNDECIDED — confirm with client; default to STANDARD path if not granted.")
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description = (
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f"{meta['action']}\n\n"
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f"Provider: {provider}\n"
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@ -185,12 +191,14 @@ 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"Surrogate access (expedited): {surrogate_label}\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{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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"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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"submit it (STANDARD: signed form joins the daily mail batch to the "
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"provider's MAC; EXPEDITED: file in PECOS/NPPES via the granted "
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"surrogate access). Mark this order complete."
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)
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self._create_todo(
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