diff --git a/docs/carbonio-reval-autoreply-setup.md b/docs/carbonio-reval-autoreply-setup.md new file mode 100644 index 0000000..d5947cd --- /dev/null +++ b/docs/carbonio-reval-autoreply-setup.md @@ -0,0 +1,114 @@ +# Carbonio auto-reply: "my Medicare revalidation is already complete" replies + +Recurring pattern (Pangea Lab/Sue Kincer; Yakima Valley Farm Workers/Sheila +Robertson, both same day). Root cause is the CMS data-lag window: the public CMS +Medicare Revalidation Due Date List still shows a provider as due for several +weeks after they have actually been approved, so a recently completed +revalidation can still look overdue in the published data we target from. Our +outreach matched the official list; the list was just behind reality. + +## How it's deployed (Carbonio / co.carrierone.com) + +`info@performancewest.net` is a Carbonio **distribution list**, and EVERY PW +campaign (healthcare, trucking, telecom) uses `info@` as its reply-to. So the +auto-reply must (a) live on a mailbox that receives `info@` mail and (b) be +anchored to Medicare/revalidation context so it never fires on a trucking +(MCS-150/UCR) or telecom (FCC/RMD) reply. + +Setup that is LIVE: + - Created mailbox `hc-replies@performancewest.net` and added it as a second + member of the `info@` distribution list (justin@ stays on it too). + - Installed the Sieve below on hc-replies@ via + `zmprov ma hc-replies@performancewest.net zimbraMailSieveScript "