healthcare: verify CMS-10114 update path, correct NPI Enumerator address, build CMS-10114 filler
Verified firsthand against the live CMS-10114 (Rev. 02/25, OMB 0938-0931): - Section 1A confirms paper is valid for Change of Information (#2) AND Reactivation (#4), not just initial enumeration. Resolves the UNCERTAIN flag. - Current mailing address is CMS NPI Enumerator Services, Mail Stop DO-01-51, 7500 Security Blvd, Baltimore MD 21244. The old Fargo PO Box 6059 is retired; corrected in mac_routing.NPI_ENUMERATOR + all docs. - No electronic no-login equivalent exists for CMS (NPI Registry API is read-only; PECOS/NPPES-IA require login), unlike FMCSA's ask.fmcsa ticket form. So tiers stay: Standard=paper CMS-10114 (no login), Expedited=NPPES surrogate. New: cms10114_pdf_filler.py fills the flat official form via text overlay (reason checkbox + NPI + Section 2A identity + Section 4A cert name + signature anchor); wired into npi_provider._generate_10114_for_signing for nppes-update. Signed forms route to the NPI Enumerator via the existing daily batch. Tests: test_cms10114.py 27/27, test_paper_batch.py 15/15, Astro build 58 pages.
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scripts/document_gen/templates/cms10114_pdf_filler.py
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scripts/document_gen/templates/cms10114_pdf_filler.py
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"""Fill the official CMS-10114 NPI Application/Update form (flat PDF, overlay).
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The CMS-10114 is the "NPI Application/Update Form" (Rev. 02/25, OMB 0938-0931).
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Unlike the CMS-855 forms it is a **flat PDF with no AcroForm fields**, so we
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fill it by drawing a text overlay at fixed coordinates (reportlab) and merging
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that over the original page (pypdf), mirroring the stamper approach used by the
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e-sign pipeline.
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This is the Standard (no-login) path for NPPES data updates, NPI reactivation,
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and deactivation: the provider signs the certification (Section 4A individual /
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4B organization) and the signed form is mailed to:
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CMS NPI Enumerator Services
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Mail Stop DO-01-51
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7500 Security Blvd.
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Baltimore, MD 21244
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(verified against the form, page 5; the older Fargo PO Box 6059 is retired).
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Enumerator staff key the data into NPPES; no NPPES/I&A login is required.
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Section 1A "Reason for Submittal" has four mutually-exclusive checkboxes:
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1 Initial Application, 2 Change of Information, 3 Deactivation, 4 Reactivation.
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We drive the checkbox from the service slug / intake reason so the same filler
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serves nppes-update (change), npi-reactivation, and deactivation.
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Usage:
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from scripts.document_gen.templates.cms10114_pdf_filler import fill_cms10114
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pdf_bytes, anchors, missing = fill_cms10114(intake, reason="change",
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order_number="CO-1234")
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"""
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from __future__ import annotations
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import io
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import logging
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from pathlib import Path
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LOG = logging.getLogger("cms10114_pdf_filler")
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# docs/ lives two levels up from scripts/document_gen/templates/
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DOCS_DIR = Path(__file__).resolve().parents[3] / "docs"
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FORM_PATH = DOCS_DIR / "CMS-10114 Form.pdf"
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# Page index (0-based) of the actual fill-in application form pages within the
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# downloaded PDF (the first pages are instructions).
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PAGE_BASIC = 2 # Section 1 (reason + entity) and Section 2A identity
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PAGE_CERT = 4 # Section 4 certification / signature
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PAGE_W = 612.0
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PAGE_H = 792.0
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# Reason-for-submittal checkbox glyph positions (Section 1A). The checkbox sits
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# just left of each label; coordinates are the lower-left of where we draw an
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# "X". Verified from pdfplumber word boxes on the form page.
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REASON_CHECKBOX = {
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"initial": {"x": 48, "y": 610},
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"change": {"x": 48, "y": 584},
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"deactivation": {"x": 325, "y": 610},
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"reactivation": {"x": 325, "y": 508},
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}
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# Where to write the NPI for each reason (the "NPI: (Required)" line beside the
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# chosen checkbox). Change uses the left column NPI line; deactivation/
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# reactivation use the right column NPI lines.
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REASON_NPI_POS = {
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"change": {"x": 132, "y": 570},
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"deactivation": {"x": 408, "y": 599},
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"reactivation": {"x": 408, "y": 529},
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}
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# Section 2A individual identity fields (the blank row under the Prefix/First/
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# Middle/Last header at pdf_y ~320; we write on the entry row just below it).
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IDENTITY_POS = {
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"first": {"x": 168, "y": 305},
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"middle": {"x": 281, "y": 305},
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"last": {"x": 370, "y": 305},
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}
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# Section 4A (individual) printed-name fields under "First*/Middle/Last*" header.
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CERT_NAME_POS = {
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"first": {"x": 142, "y": 372},
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"middle": {"x": 280, "y": 372},
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"last": {"x": 429, "y": 372},
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}
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# Signature line for Section 4A (individual). The label "Signature (First,
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# Middle, Last...)" sits at pdf_y ~458; the blank signing line is the row above
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# it. The e-sign stamper places the provider's signature here.
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SIGNATURE_FIELDS = [
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{"field": "signer", "page": PAGE_CERT,
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"rect": [60.0, 470.0, 470.0, 490.0], "page_w": PAGE_W, "page_h": PAGE_H},
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]
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VALID_REASONS = ("initial", "change", "deactivation", "reactivation")
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# Map service slug -> default reason, so callers can pass a slug instead.
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SLUG_TO_REASON = {
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"nppes-update": "change",
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"npi-data-update": "change",
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"npi-reactivation": "reactivation",
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"npi-deactivation": "deactivation",
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"npi-enumeration": "initial",
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}
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def _split_name(full: str) -> tuple[str, str, str]:
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parts = (full or "").split()
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if not parts:
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return "", "", ""
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if len(parts) == 1:
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return parts[0], "", ""
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if len(parts) == 2:
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return parts[0], "", parts[1]
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return parts[0], parts[1][0], " ".join(parts[2:])
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def normalize_reason(reason_or_slug: str) -> str:
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r = (reason_or_slug or "").strip().lower()
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if r in VALID_REASONS:
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return r
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return SLUG_TO_REASON.get(r, "change")
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def _build_overlay(reason: str, values: dict) -> bytes:
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"""Render a multi-page overlay matching the form's page count."""
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from reportlab.lib.pagesizes import letter
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from reportlab.pdfgen import canvas
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buf = io.BytesIO()
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c = canvas.Canvas(buf, pagesize=letter)
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def draw(x, y, text, size=9):
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if not text:
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return
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c.setFont("Helvetica", size)
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c.drawString(x, y, str(text))
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# We only draw on PAGE_BASIC and PAGE_CERT; emit blank pages for the rest so
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# page indices line up when merging.
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n_pages = max(PAGE_BASIC, PAGE_CERT) + 1
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for pi in range(n_pages):
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if pi == PAGE_BASIC:
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cb = REASON_CHECKBOX.get(reason)
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if cb:
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draw(cb["x"], cb["y"], "X", size=11)
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npi_pos = REASON_NPI_POS.get(reason)
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if npi_pos and values.get("npi"):
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draw(npi_pos["x"], npi_pos["y"], values["npi"])
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draw(IDENTITY_POS["first"]["x"], IDENTITY_POS["first"]["y"], values.get("first"))
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draw(IDENTITY_POS["middle"]["x"], IDENTITY_POS["middle"]["y"], values.get("middle"))
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draw(IDENTITY_POS["last"]["x"], IDENTITY_POS["last"]["y"], values.get("last"))
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elif pi == PAGE_CERT:
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draw(CERT_NAME_POS["first"]["x"], CERT_NAME_POS["first"]["y"], values.get("first"))
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draw(CERT_NAME_POS["middle"]["x"], CERT_NAME_POS["middle"]["y"], values.get("middle"))
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draw(CERT_NAME_POS["last"]["x"], CERT_NAME_POS["last"]["y"], values.get("last"))
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c.showPage()
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c.save()
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return buf.getvalue()
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def fill_cms10114(intake: dict, reason: str = "change",
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order_number: str = "") -> tuple[bytes, list[dict], list[str]]:
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"""Fill the official CMS-10114 form via text overlay.
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Args:
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intake: dict with provider_name/first_name/last_name, npi, practice_state.
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reason: one of initial/change/deactivation/reactivation, OR a service
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slug (nppes-update, npi-reactivation, ...) which is normalized.
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order_number: for logging/traceability only.
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Returns (pdf_bytes, signature_anchors, missing_notes).
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"""
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try:
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from pypdf import PdfReader, PdfWriter
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except ImportError as exc: # pragma: no cover
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raise RuntimeError("pypdf is required to fill CMS-10114") from exc
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if not FORM_PATH.exists():
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raise FileNotFoundError(f"Official CMS-10114 not found: {FORM_PATH}")
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reason = normalize_reason(reason)
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provider = intake.get("provider_name", "")
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f, m, l = _split_name(provider)
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values = {
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"first": intake.get("first_name", f),
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"middle": intake.get("middle_initial", m),
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"last": intake.get("last_name", l),
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"npi": (intake.get("npi") or "").strip(),
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}
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overlay_bytes = _build_overlay(reason, values)
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base = PdfReader(str(FORM_PATH))
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overlay = PdfReader(io.BytesIO(overlay_bytes))
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writer = PdfWriter()
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for i, page in enumerate(base.pages):
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if i < len(overlay.pages):
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page.merge_page(overlay.pages[i])
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writer.add_page(page)
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buf = io.BytesIO()
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writer.write(buf)
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pdf_bytes = buf.getvalue()
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anchors = []
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for sig in SIGNATURE_FIELDS:
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llx, lly, urx, ury = sig["rect"]
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anchors.append({
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"field": sig["field"],
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"page": sig["page"],
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"x": float(llx) + 4,
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"y": float(lly) + 1,
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"w": float(urx - llx) - 8,
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"h": max(float(ury - lly), 18.0),
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"page_w": sig["page_w"],
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"page_h": sig["page_h"],
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})
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missing = []
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if reason in ("change", "deactivation", "reactivation") and not values["npi"]:
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missing.append(f"NPI is required for a CMS-10114 {reason} but was not provided.")
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if not (values["first"] and values["last"]):
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missing.append("Provider first/last name not collected — required on the certification.")
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if reason == "deactivation":
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missing.append("Deactivation reason (Death / Business Dissolved / Other) must be selected by reviewer.")
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if reason == "reactivation":
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missing.append("Reactivation reason free-text must be completed by reviewer.")
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if reason == "change":
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missing.append("Mark which specific fields are changing in Section 2/3 before mailing.")
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# The overlay targets the individual (Section 4A / Section 2A) path. Org
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# filings (Entity Type 2 / Section 4B) need the org variant.
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if (intake.get("enumeration_type") or "").upper() in ("NPI-2", "2", "ORGANIZATION"):
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missing.append("Organization (NPI-2) detected — complete Section 2B/4B; this overlay targets the individual path.")
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LOG.info("[cms10114] order=%s reason=%s npi=%s missing=%d",
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order_number, reason, values["npi"], len(missing))
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return pdf_bytes, anchors, missing
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if __name__ == "__main__": # quick local render for visual verification
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sample = {
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"provider_name": "Jane Q Smith",
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"npi": "1234567893",
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"practice_state": "CA",
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"enumeration_type": "NPI-1",
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}
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for r in ("change", "reactivation", "deactivation"):
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pdf, anchors, missing = fill_cms10114(sample, reason=r, order_number="CO-TEST")
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out = f"/tmp/cms10114_{r}.pdf"
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with open(out, "wb") as fh:
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fh.write(pdf)
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print(f"wrote {out} anchors={len(anchors)} missing={len(missing)}")
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128
scripts/tests/test_cms10114.py
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scripts/tests/test_cms10114.py
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"""Tests for the CMS-10114 NPI Application/Update filler (Standard no-login path).
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Verifies the overlay-based filler:
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- selects the correct Reason-for-Submittal checkbox per reason/slug
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- places the NPI on the correct line for each reason
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- writes the provider name into Section 2A and the Section 4A certification
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- produces a signature anchor on the certification page
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- surfaces the right "manual completion" notes
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- mails to the verified Baltimore NPI Enumerator address (via mac_routing)
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Run: python scripts/tests/test_cms10114.py
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"""
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from __future__ import annotations
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import sys
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from pathlib import Path
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ROOT = Path(__file__).resolve().parents[2]
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sys.path.insert(0, str(ROOT / "scripts"))
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import importlib.util # noqa: E402
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import pdfplumber # noqa: E402
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from workers import mac_routing as mr # noqa: E402
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def _load_module(name, rel_path):
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spec = importlib.util.spec_from_file_location(name, ROOT / rel_path)
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mod = importlib.util.module_from_spec(spec)
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spec.loader.exec_module(mod)
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return mod
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# Load the filler directly to avoid document_gen/__init__ side-effects (python-docx).
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f = _load_module("cms10114_pdf_filler",
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"scripts/document_gen/templates/cms10114_pdf_filler.py")
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H = 792.0
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_fails = 0
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def check(name, cond):
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global _fails
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status = "PASS" if cond else "FAIL"
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if not cond:
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_fails += 1
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print(f" {status} {name}")
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def _tokens(pdf_bytes, page_index):
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import io
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pdf = pdfplumber.open(io.BytesIO(pdf_bytes))
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page = pdf.pages[page_index]
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return {w["text"]: (w["x0"], H - w["bottom"]) for w in page.extract_words()}
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SAMPLE = {
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"provider_name": "Jane Q Smith",
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"npi": "1234567893",
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"practice_state": "CA",
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"enumeration_type": "NPI-1",
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}
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def main():
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print("reason normalization")
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check("slug nppes-update -> change", f.normalize_reason("nppes-update") == "change")
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check("slug npi-reactivation -> reactivation", f.normalize_reason("npi-reactivation") == "reactivation")
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check("explicit 'deactivation' kept", f.normalize_reason("deactivation") == "deactivation")
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check("unknown -> change (safe default)", f.normalize_reason("zzz") == "change")
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print("checkbox + NPI placement per reason (page 2)")
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# Expected checkbox X positions (lower-left) per reason, from the form layout.
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expect = {
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"change": {"X": (48, 582), "NPI": (132, 570)},
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"reactivation": {"X": (325, 506), "NPI": (408, 529)},
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"deactivation": {"X": (325, 608), "NPI": (408, 599)},
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}
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for reason, exp in expect.items():
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pdf, anchors, missing = f.fill_cms10114(SAMPLE, reason=reason)
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toks = _tokens(pdf, f.PAGE_BASIC)
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x = toks.get("X")
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npi = toks.get("1234567893")
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check(f"{reason}: X near {exp['X']}",
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x and abs(x[0] - exp["X"][0]) < 6 and abs(x[1] - exp["X"][1]) < 6)
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check(f"{reason}: NPI near {exp['NPI']}",
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npi and abs(npi[0] - exp["NPI"][0]) < 6 and abs(npi[1] - exp["NPI"][1]) < 6)
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print("identity + certification name (Section 2A / 4A)")
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pdf, anchors, missing = f.fill_cms10114(SAMPLE, reason="change")
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p2 = _tokens(pdf, f.PAGE_BASIC)
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p4 = _tokens(pdf, f.PAGE_CERT)
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check("Section 2A first name placed", "Jane" in p2)
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check("Section 2A last name placed", "Smith" in p2)
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check("Section 4A cert first name placed", "Jane" in p4)
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check("Section 4A cert last name placed", "Smith" in p4)
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print("signature anchor")
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check("exactly one signature anchor", len(anchors) == 1)
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check("anchor on certification page", anchors and anchors[0]["page"] == f.PAGE_CERT)
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check("anchor field is 'signer'", anchors and anchors[0]["field"] == "signer")
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print("manual-completion notes")
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_, _, m_change = f.fill_cms10114(SAMPLE, reason="change")
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_, _, m_react = f.fill_cms10114(SAMPLE, reason="reactivation")
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_, _, m_deact = f.fill_cms10114(SAMPLE, reason="deactivation")
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check("change asks to mark changing fields", any("changing" in x.lower() for x in m_change))
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check("reactivation asks for reason text", any("reactivation reason" in x.lower() for x in m_react))
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check("deactivation asks for reason box", any("deactivation reason" in x.lower() for x in m_deact))
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_, _, m_noni = f.fill_cms10114({"provider_name": "No NPI"}, reason="change")
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check("missing NPI flagged", any("npi is required" in x.lower() for x in m_noni))
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_, _, m_org = f.fill_cms10114({**SAMPLE, "enumeration_type": "NPI-2"}, reason="change")
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check("org (NPI-2) flagged for 4B path", any("organization" in x.lower() for x in m_org))
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print("routing destination = verified Baltimore Enumerator")
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addr = " ".join(mr.NPI_ENUMERATOR.address_lines).lower()
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check("destination is Baltimore (not Fargo)", "baltimore" in addr and "fargo" not in addr)
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check("destination has the Mail Stop", "do-01-51" in addr)
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print()
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if _fails:
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print(f"FAILED: {_fails} checks")
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sys.exit(1)
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print("all CMS-10114 checks passed")
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if __name__ == "__main__":
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main()
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@ -63,7 +63,7 @@ def test_routing():
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tx = dpb._destination_for("TX", "cms855b")
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check("TX 855B -> Novitas JH", tx and tx[0] == "novitas_jh")
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enum = dpb._destination_for("TX", "cms10114")
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check("any-state CMS-10114 -> NPI Enumerator (Fargo)", enum and enum[0] == "npi_enumerator")
|
||||
check("any-state CMS-10114 -> NPI Enumerator (Baltimore)", enum and enum[0] == "npi_enumerator")
|
||||
check("CMS-10114 ignores state for routing", dpb._destination_for("CA", "cms10114")[0] == "npi_enumerator")
|
||||
check("unknown state -> None (human review)", dpb._destination_for("ZZ", "cms855i") is None)
|
||||
check("blank state -> None", dpb._destination_for("", "cms855i") is None)
|
||||
|
|
|
|||
|
|
@ -48,8 +48,8 @@ def _is_postal_working_day(d: date) -> bool:
|
|||
def _destination_for(practice_state: str, document_type: str):
|
||||
"""Return the (key, name, address_lines) destination for a filing.
|
||||
|
||||
NPPES/CMS-10114 updates go to the NPI Enumerator (Fargo); CMS-855s go to the
|
||||
provider's MAC by state.
|
||||
NPPES/CMS-10114 updates go to the NPI Enumerator (Baltimore, MD); CMS-855s go
|
||||
to the provider's MAC by state.
|
||||
"""
|
||||
try:
|
||||
from scripts.workers import mac_routing as mr
|
||||
|
|
|
|||
|
|
@ -107,9 +107,13 @@ STATE_TO_MAC: dict[str, MAC] = {
|
|||
|
||||
# NPI Enumerator paper address (NPPES / CMS-10114 paper path) — not a MAC, but a
|
||||
# destination the daily batch groups by, same as a MAC.
|
||||
# VERIFIED 2025 against CMS-10114 (Rev. 02/25), OMB 0938-0931, page 5 "Or send the
|
||||
# completed signed application to:". The earlier Fargo, ND PO Box 6059 address is
|
||||
# RETIRED; the current address printed on the form is the Baltimore one below.
|
||||
NPI_ENUMERATOR = MAC(
|
||||
"npi_enumerator", "NPI Enumerator (NPPES / CMS-10114 paper)",
|
||||
("NPI Enumerator", "P.O. Box 6059", "Fargo, ND 58108-6059"),
|
||||
("CMS NPI Enumerator Services", "Mail Stop DO-01-51",
|
||||
"7500 Security Blvd.", "Baltimore, MD 21244"),
|
||||
)
|
||||
|
||||
|
||||
|
|
|
|||
|
|
@ -126,16 +126,22 @@ _SLUG_META = {
|
|||
# batched mailing). The bundle's revalidation piece is handled by the dedicated
|
||||
# revalidation order it spawns, so it is not listed here.
|
||||
#
|
||||
# nppes-update is intentionally NOT here: its Standard path is the CMS-10114 (NPPES
|
||||
# update mailed to the NPI Enumerator in Fargo), handled by a separate filler when
|
||||
# built. Until then, nppes-update falls to the admin todo (Expedited if surrogate
|
||||
# granted, otherwise manual CMS-10114 prep).
|
||||
# nppes-update is NOT a CMS-855 filing: its Standard (no-login) path is the
|
||||
# CMS-10114 NPI Application/Update form, signed by the provider and mailed to the
|
||||
# NPI Enumerator (CMS NPI Enumerator Services, Baltimore MD). It is handled by
|
||||
# the dedicated CMS-10114 filler below (_STANDARD_10114_SLUGS).
|
||||
_STANDARD_FILING_SLUGS = {
|
||||
"npi-revalidation",
|
||||
"npi-reactivation",
|
||||
"medicare-enrollment",
|
||||
}
|
||||
|
||||
# Slugs whose Standard path is the CMS-10114 (NPPES update/reactivation/deactivation
|
||||
# mailed to the NPI Enumerator). The reason checkbox is derived from the slug.
|
||||
_STANDARD_10114_SLUGS = {
|
||||
"nppes-update",
|
||||
}
|
||||
|
||||
|
||||
class _BaseNPIHandler:
|
||||
"""Shared review-staged behaviour for all NPI services."""
|
||||
|
|
@ -178,6 +184,14 @@ class _BaseNPIHandler:
|
|||
except Exception as exc: # never block the admin todo on PDF issues
|
||||
LOG.error("[%s] CMS-855 generation failed: %s", order_number, exc)
|
||||
filing_note = f"CMS-855 auto-generation FAILED ({exc}); prepare the form manually."
|
||||
elif self.SERVICE_SLUG in _STANDARD_10114_SLUGS:
|
||||
try:
|
||||
filing_note = self._generate_10114_for_signing(
|
||||
order_number, intake, provider, customer_email
|
||||
)
|
||||
except Exception as exc: # never block the admin todo on PDF issues
|
||||
LOG.error("[%s] CMS-10114 generation failed: %s", order_number, exc)
|
||||
filing_note = f"CMS-10114 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).",
|
||||
|
|
@ -267,16 +281,78 @@ class _BaseNPIHandler:
|
|||
note_lines.extend(f" - {m}" for m in missing)
|
||||
return "\n".join(note_lines)
|
||||
|
||||
def _generate_10114_for_signing(self, order_number, intake, provider, customer_email) -> str:
|
||||
"""Generate the official CMS-10114 (NPPES update path), upload it, and
|
||||
request an e-signature.
|
||||
|
||||
Standard (no-login) path for NPPES data updates / NPI reactivation: the
|
||||
provider signs the certification and the signed form is mailed to the NPI
|
||||
Enumerator (CMS NPI Enumerator Services, Baltimore MD) via the daily batch.
|
||||
Returns a human-readable note for the admin todo.
|
||||
"""
|
||||
try:
|
||||
from scripts.document_gen.templates.cms10114_pdf_filler import (
|
||||
fill_cms10114, normalize_reason,
|
||||
)
|
||||
except ImportError:
|
||||
from document_gen.templates.cms10114_pdf_filler import ( # type: ignore
|
||||
fill_cms10114, normalize_reason,
|
||||
)
|
||||
|
||||
# Reason comes from the explicit intake reason if present, else the slug.
|
||||
reason = normalize_reason(intake.get("filing_reason") or self.SERVICE_SLUG)
|
||||
pdf_bytes, anchors, missing = fill_cms10114(intake, reason=reason, order_number=order_number)
|
||||
|
||||
document_key = f"compliance/{order_number}/cms10114_unsigned.pdf"
|
||||
try:
|
||||
import tempfile
|
||||
try:
|
||||
from scripts.document_gen.minio_client import MinioStorage
|
||||
except ImportError:
|
||||
from document_gen.minio_client import MinioStorage # type: ignore
|
||||
storage = MinioStorage()
|
||||
with tempfile.NamedTemporaryFile(suffix=".pdf", delete=True) as tf:
|
||||
tf.write(pdf_bytes)
|
||||
tf.flush()
|
||||
storage.upload(tf.name, document_key, content_type="application/pdf")
|
||||
except Exception as exc:
|
||||
LOG.error("[%s] CMS-10114 upload failed: %s", order_number, exc)
|
||||
return f"CMS-10114 generated but upload FAILED ({exc})."
|
||||
|
||||
signed = self._create_855_esign_record(
|
||||
order_number, intake, provider, customer_email,
|
||||
form_type="10114", document_key=document_key, anchors=anchors,
|
||||
document_type="cms10114",
|
||||
document_title="NPI Application/Update Form (CMS-10114)",
|
||||
)
|
||||
|
||||
note_lines = [
|
||||
f"CMS-10114 generated (reason: {reason}; official form, auto-filled where possible).",
|
||||
f"Unsigned PDF: {document_key}",
|
||||
]
|
||||
if signed and customer_email:
|
||||
note_lines.append(f"E-sign link emailed to {customer_email}. After signing, the form joins the daily mail batch to the NPI Enumerator (standard) or file via NPPES surrogate access (expedited).")
|
||||
else:
|
||||
note_lines.append("No customer email or esign infra — send the form for signature manually.")
|
||||
if missing:
|
||||
note_lines.append("MANUAL COMPLETION NEEDED:")
|
||||
note_lines.extend(f" - {m}" for m in missing)
|
||||
return "\n".join(note_lines)
|
||||
|
||||
def _create_855_esign_record(self, order_number, intake, provider, customer_email,
|
||||
form_type, document_key, anchors) -> bool:
|
||||
form_type, document_key, anchors,
|
||||
document_type=None, document_title=None) -> bool:
|
||||
"""Create the esign record + email the signing link via the shared helper,
|
||||
then attach the official signature anchors. Returns True on success.
|
||||
|
||||
Used for both CMS-855 and CMS-10114 (pass document_type/document_title to
|
||||
override the defaults).
|
||||
"""
|
||||
if not customer_email:
|
||||
return False
|
||||
|
||||
document_type = f"cms{form_type}"
|
||||
document_title = f"Medicare Enrollment Form (CMS-{form_type.upper()})"
|
||||
document_type = document_type or f"cms{form_type}"
|
||||
document_title = document_title or f"Medicare Enrollment Form (CMS-{form_type.upper()})"
|
||||
|
||||
try:
|
||||
try:
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue