diff --git a/docs/healthcare-filing-tiers-verified.md b/docs/healthcare-filing-tiers-verified.md index 30b7b22..f69bc3a 100644 --- a/docs/healthcare-filing-tiers-verified.md +++ b/docs/healthcare-filing-tiers-verified.md @@ -97,3 +97,31 @@ human to print & drop. Phase 2: wire a print-mail API (Lob/Click2Mail). your State"). Mailing addresses: CMS.gov/Medicare/Provider-Enrollment-and- Certification. Need a **state → MAC → mailing-address** table to address envelopes + to group the daily batch. `practice_state` intake field drives this. + +## Implementation status (built + validated) +- **mac_routing.py** — state→MAC (56 jurisdictions, 12 destinations) + + NPI_ENUMERATOR (Fargo). Addresses marked VERIFY before first live mail. +- **npi_provider.py** — two-tier `access` strings; NPPES update/reactivation no + longer "online-only"; surrogate answer surfaced in the admin todo. +- **checkout.ts + service pages + intake** — client-facing copy stripped of + mechanics; surrogate is the only optional, positively-framed ask (faster, + never required, never share password, never mentions paper). Astro build green. +- **Daily batched mail** — migration 089 (`paper_filing_batches` + + `esign_records.paper_batch_id/filing_destination_key`); `batch_cover_sheet.py` + (per-agency cover + merged print job); `daily_paper_batch.py` worker + (group by destination, self-gated to postal working days); `pw-paper-batch` + systemd timer. `test_paper_batch.py` 15/15 pass. +- **State/adjacent matrix** — A/B/C/D no-login classification added to + `state-healthcare-compliance-opportunities.md`; CLIA (CMS-116) + state CSR are + the cleanest A-category additions that reuse the daily batch flow. + +## TODO before first live mail (manual / verify) +1. Fill the real MAC provider-enrollment PO Box addresses in `mac_routing.py` + (marked VERIFY) from each MAC's current enrollment page. +2. Confirm CMS-10114 paper-for-changes acceptance + obtain the form PDF, then + build `cms10114_pdf_filler.py` for the NPPES Standard path (until then + nppes-update falls to surrogate/manual). +3. Run migration 089 on the DB; confirm the worker picks up a signed test filing + and produces the per-agency cover + merged PDF in MinIO. +4. Phase 2: wire a print-mail API (Lob/Click2Mail) to auto-mail the merged PDF + and fill `tracking_number`. diff --git a/docs/state-healthcare-compliance-opportunities.md b/docs/state-healthcare-compliance-opportunities.md index 9eafffd..f908525 100644 --- a/docs/state-healthcare-compliance-opportunities.md +++ b/docs/state-healthcare-compliance-opportunities.md @@ -88,3 +88,34 @@ Credential Upkeep" annual subscription. anything that legally must be done by the provider personally (e.g. license attestations, DEA personal certifications). Never claim we hold/sign the provider's personal license. + +## No-login fulfillment classification (per service) + +Same two-tier model as Medicare (see `healthcare-filing-tiers-verified.md`): +**Standard** = we file it, client signs once, no login; **Expedited** = optional +electronic delegation that speeds us up (never required, never credential +sharing). Categories: +- **A** full no-login paper+sign (joins the daily batched-mail flow, grouped by + the destination state agency, same as CMS-855 → MAC). +- **B** public-data, zero client action. +- **C** needs a one-time signed authorization (an LOA / delegated-official form) + but NO client login. +- **D** genuinely portal/login-bound — flag so marketing never says "no logins". + +| Service | Category | Standard (no-login) path | Expedited / delegation | Batched mail? | +|---|---|---|---|---| +| State Medicaid enroll/reval | A or D (state-by-state) | Paper enrollment packet → state Medicaid agency where the state still accepts paper; client signs | Where portal-only: client adds us as a **delegated/authorized user** (one signed form, no password) | Yes (per state agency) when paper | +| CAQH ProView re-attestation | C | n/a (CAQH is online) | Client authorizes our org as **CAQH-authorized administrator** once; we then attest each cycle | No | +| Commercial payer credentialing | C | n/a (payer portals/CAQH) | One-time **LOA / authorized-rep** per payer; runs off the CAQH grant | No | +| DEA registration renewal | C/D | DEA renewal is online; the registrant must personally certify | We PREPARE; client e-signs the personal certification (DEA personal cert may not be delegated) | No | +| State Controlled Substance Reg (CSR) | A (most states) | Paper CSR application/renewal → state agency; client signs | Some states portal-only (D) | Yes (per state agency) when paper | +| PDMP registration | A/D | Some states paper; many portal | Registration assist | Sometimes | +| CLIA certificate (CMS-116) | A | **CMS-116 paper → state CLIA agency**; client signs. Biennial renewal. | n/a | Yes (per state CLIA office) | +| State license renewal + CME | C/D | License renewals are mostly board-portal + personal attestation | We ASSIST (prep + reminders + CME tracking); client does the personal attestation | No | + +> Sequencing note: lead the cold-outreach pitch with the **A/B/C** services +> (genuinely "no logins for you"); for **D**-leaning services, market the relief +> ("we handle the paperwork") without the "no logins" claim. CLIA (CMS-116 paper +> to the state) and state CSR are the cleanest A-category additions and slot +> straight into the existing daily batched-mail flow grouped by state agency — +> the same machinery built for CMS-855 → MAC.