feat(healthcare): OIG/SAM exclusion screening as $79/mo Stripe Subscription
Convert OIG/SAM from one-time $299/yr to recurring $79/month (card+ACH only) - the first real recurring-billing product in the system. Exclusion screening is a *monthly* federal obligation, so recurring monitoring fits the requirement and is the biggest valuation lever (vs a one-time annual run). Catalog (single source of truth): - service-catalog.ts: add billing_interval + allowed_methods to ComplianceService; oig-sam-screening -> 7900c, billing_interval:"month", allowed_methods:[card,ach], name "(Monthly Monitoring)". - gen-service-catalog.py + check-service-catalog-drift.py: carry/guard the two new fields; regenerate site catalog. Checkout (api/src/routes/checkout.ts): - mode:"subscription" with recurring price_data when billing_interval is set; surcharge absorbed for recurring (clean $79/mo); server-side METHOD_NOT_ALLOWED re-validation against allowed_methods. - ensureColumns + migration 100: compliance_orders.stripe_subscription_id, bundle_upsell_sent_at (+ subscription index). Webhooks (api/src/routes/webhooks.ts): - record stripe_subscription_id on checkout.session.completed (subscription mode). - invoice.paid (subscription_cycle only) -> re-dispatch screening for the cycle; invoice.payment_failed -> admin alert + first-failure customer nudge; customer.subscription.deleted -> mark order cancelled. (API 2026-03-25 moved the subscription link to invoice.parent.subscription_details.subscription.) Fulfillment: - job_server.py: pass recurring_cycle/invoice_id into the order. - npi_provider.py: OIG handler labels renewal cycles "[Monthly cycle]" + re-screen note; bundle action runs only the FIRST screening + flags the $79/mo upsell. Bundle land-and-expand: - Provider Compliance Bundle now includes only the first OIG/SAM screening (was giving away $948/yr of monitoring inside an $899 bundle). - new worker scripts/workers/bundle_upsell.py (+ pw-bundle-upsell timer): ~3 weeks after a paid bundle, emails the customer to continue $79/mo monitoring; dedup via bundle_upsell_sent_at; skips customers who already have an OIG/SAM order. Surfaces updated to $79/mo: PaymentStep (filters methods, "Billed every month, cancel anytime"), order pages, healthcare index, npi-compliance-check tool (also fixed stale $699 bundle drift -> $899), hc_oig_screening + hc_compliance_bundle emails. Docs: billing.md gains a "Stripe-native Subscriptions" section + a reality-check banner (Adyen/ERPNext-gateway model documented there is NOT live; Stripe is the real rail). Fixed run-migrations.yml container name bug (performancewest-postgres-1 -> performancewest-api-postgres-1, overridable). Tests: api/tests/recurring-subscription.test.ts (28 assertions) covers catalog gating, method validation, surcharge suppression, recurring line-item build, invoiceSubscriptionId extraction, renewal-cycle gating. tsc clean; site build clean; catalog drift OK. Manual deploy step: enable invoice.paid, invoice.payment_failed, customer.subscription.deleted on the Stripe webhook endpoint.
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justin
parent
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21 changed files with 820 additions and 69 deletions
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@ -15,8 +15,8 @@ Covers slugs:
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npi-reactivation reactivate a deactivated NPI
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nppes-update NPPES data update / attestation
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medicare-enrollment new Medicare enrollment via PECOS
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oig-sam-screening OIG LEIE + SAM exclusion screening (annual)
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provider-compliance-bundle revalidation watch + screening + NPPES upkeep
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oig-sam-screening OIG LEIE + SAM exclusion screening (monthly)
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provider-compliance-bundle revalidation watch + first screening + NPPES upkeep
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Intake data needed (collected by the npi-intake wizard step):
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- npi provider's 10-digit NPI
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@ -95,12 +95,13 @@ _SLUG_META = {
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"priority": "high",
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},
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"oig-sam-screening": {
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"name": "OIG/SAM Exclusion Screening (Annual)",
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"name": "OIG/SAM Exclusion Screening (Monthly Monitoring)",
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"portal": "https://oig.hhs.gov/exclusions/ + https://sam.gov/",
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"action": (
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"Run the provider (and any listed staff) against the OIG LEIE and "
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"SAM exclusion lists. Produce the screening certificate and flag any "
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"matches for escalation."
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"matches for escalation. Recurring monthly subscription: each renewal "
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"cycle re-runs the screening against current data and emails the report."
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),
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"access": (
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"No client access needed - OIG LEIE + SAM.gov are public. Screen by NPI/name, issue certificate."
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@ -112,8 +113,9 @@ _SLUG_META = {
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"portal": "https://pecos.cms.hhs.gov/ + https://nppes.cms.hhs.gov/",
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"action": (
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"Onboard the provider into the annual compliance bundle: enroll in "
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"revalidation watch, run OIG/SAM screening, and refresh the NPPES "
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"record. Set the next revalidation reminder."
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"revalidation watch, run the FIRST OIG/SAM screening (included), and "
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"refresh the NPPES record. Set the next revalidation reminder, and flag "
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"for the $79/month exclusion-monitoring upsell after the first screening."
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),
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"access": (
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"Standard (default): CMS-855 paper filing for the enrollment/revalidation piece, mailed to MAC (daily batch); screening is public (no client action). "
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@ -200,8 +202,26 @@ class _BaseNPIHandler:
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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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# Recurring monthly cycle (e.g. OIG/SAM monitoring renewal): the webhook
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# re-dispatched this order after a renewal charge cleared. Surface it so
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# the admin re-runs the screening for the new cycle and issues a fresh
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# dated certificate, rather than treating it as a first fulfillment.
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recurring = bool(order_data.get("recurring_cycle"))
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cycle_note = ""
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title_prefix = ""
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if recurring:
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inv = order_data.get("recurring_invoice_id", "")
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cycle_note = (
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"\n*** RECURRING MONTHLY CYCLE *** — renewal charge cleared"
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+ (f" (invoice {inv})" if inv else "")
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+ ". Re-run the screening against CURRENT OIG LEIE + SAM data and "
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"issue a NEW dated certificate for this cycle.\n"
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)
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title_prefix = "[Monthly cycle] "
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description = (
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f"{meta['action']}\n\n"
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cycle_note
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+ f"{meta['action']}\n\n"
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f"Provider: {provider}\n"
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f"NPI: {npi}\n"
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f"PECOS Enrollment ID: {pecos_id or 'not provided'}\n"
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@ -220,7 +240,7 @@ class _BaseNPIHandler:
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self._create_todo(
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order_number,
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intake,
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title=f"{meta['name']} — {provider} (NPI {npi})",
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title=f"{title_prefix}{meta['name']} — {provider} (NPI {npi})",
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description=description,
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priority=meta["priority"],
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)
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