The HC warmup pool is supply-constrained (~400 verified providers, all fed by
the same narrow 'revalidation 1-90 days OVERDUE' slice). This adds a mirror-image
proactive segment that targets providers whose Medicare revalidation is UPCOMING
within the next 1-90 days, drawn from the same CMS Revalidation Due Date List --
no new data source needed. 'Handle it before your deadline' is a strong pitch and
roughly doubles the deliverable pool.
- New selector reval_due_soon (status=upcoming, days_until in [HC_DUE_SOON_MIN,
HC_DUE_SOON_MAX] default 1-90).
- New segment revalidation_due_soon reusing the existing /order/npi-revalidation
service ($599) with template hc_revalidation_due_soon.html.
- attribs_for now exposes days_until (positive days to due date).
- Added to ACTIVE_SEGMENTS.
EDGAR issuer names are messy (ALL-CAPS, trailing /DE/ /NV state tags, entity
suffixes) and render badly in a personalized subject line. Added:
display_name -- title-cased, state-tag-stripped, suffix kept
short_name -- suffix dropped too, for a punchy subject merge field
e.g. 'WINDTREE THERAPEUTICS INC /DE/' -> 'Windtree Therapeutics'
So 'Is DEXIT in the cards for {{short_name}}?' renders clean. ~98% of short_names
are <=40 chars (survive mobile subject truncation).
The master file lists warrants/units as separate tickers under one CIK, so the
pull now dedupes to one row per company (other tickers kept in all_tickers).
data/otc_leads.csv: 861 unique active US-domestic microcap OTC issuers
(<$75M float, all actively filing, 100% with business address + phone). By
incorporation: DE 365, NV 325 (DE+NV=690 = the reincorporation targets), WY 44,
FL 39, MD 38. Dropped from the 2,771 OTC universe: 1,672 foreign, 62
accelerated/large filers, 73 delinquent/dark. EDGAR has no email -> phone +
address captured for enrichment / direct mail / call.
Refresh (hc_data_refresh.py):
- CRITICAL: drop optout_ending from REFRESHED_FIELDS -- the refresh never
computes it, so propagating it blanked the channel CSVs and would starve the
compliance_bundle segment (whose selector IS optout_ending).
- MAJOR: only rewrite leie_excluded when OIG was actually pulled (guard was
'not skip_oig OR not skip_sam', so a --skip-oig run blanked all exclusion
flags). Also write 'Y' (matching the original list builder) not '1'.
- Use 'no_reval_flag' (the original vocabulary) instead of 'not_on_list' when an
NPI drops off the reval list, and clear reval_due_date too.
- Throttle politeness: move time.sleep(0.05) above the early-continue paths so
EVERY CMS request is spaced, not just the minority that are on the list.
- Guard blank-NPI rows (leave their status untouched instead of mislabeling).
- Master write preserves any columns beyond HEADER (no silent column drop).
Warmup cron (build_healthcare_campaigns_cron.py):
- Fix the daily-slice split: it summed to less than the budget (dropped ~2/day)
and could OVERSHOOT on tiny totals (each 'other' floored to >=1). Now uses
divmod for an even remainder and reclaims rounding onto the lead, so
sum(per_seg) == total_slice exactly for every input (verified 0,1,2,7,100,300).
Templates: the non-revalidation emails rendered {{ .Subscriber.Attribs.detail }}
(a reval due date) under a 'Practice'/'Status'/'Record' label -- a wrong/
confusing personalization on a live send (esp. OIG, selector 'any'). All four
now show the practice name; 'detail' is retired from rendering (revalidation
uses reval_due_date/days_overdue directly).
The revalidation email had a 'check the official CMS record yourself' proof
block (the strongest trust signal), but the other four healthcare programs had
none -- just the generic SOC2/guarantee footer. Each now points the provider to
the actual public government source that backs its claim:
- NPPES outdated -> 'Look up my NPI on NPPES' (npiregistry.cms.hhs.gov, fully
public; shows the exact address/taxonomy/contact payers and CMS see).
- OIG screening -> 'Search OIG LEIE / Search SAM.gov' (exclusions.oig.hhs.gov +
sam.gov), with an honest note that a one-time self-search isn't the documented
recurring screening CMS expects.
- Reactivation (deactivated) -> deactivation isn't a single public dataset, so
this is framed honestly: most deactivations follow a lapsed revalidation
(public CMS Revalidation list) and show in NPPES; also 'are your claims
paying?' as a self-check. No fabricated 'deactivated record' card.
- Compliance bundle -> all four official sources (CMS Revalidation, NPPES, OIG
LEIE, SAM.gov) it monitors year-round.
All four government URLs verified reachable (200/302). No paper/mail filing
mechanics revealed; CMS/NPPES/OIG/SAM public names are fine and signal
expertise.
- Keep public CMS terms (CMS-855, PECOS) in client copy; the rule is about not
exposing the paper/mail filing mechanic, not public form/system names.
- Wrap the bare 'service fee / $599' row in a bordered card with a prominent
green price so it no longer floats awkwardly under the verify box.
Swap the dark slate stripe for a bright blue/white/red diagonal barber-pole
pattern; keep the header text readable via a translucent dark band behind it.
Adds a teal 'No logins, no 2FA codes, no headaches' card (between the fee and
the CTA): we do the whole revalidation, you never share a password or chase a
two-factor code, just a one-minute e-signature. Mirrors the npi-revalidation
service page's convenience pitch, kept clean of form numbers.
Adds a subtle barber-shop diagonal stripe (repeating-linear-gradient over the
solid slate bg) to the CMS official-record card header. Layered over the solid
#1e293b so clients that ignore the gradient (Outlook) still get the dark bar.
- Add the 'Performance West is an independent compliance firm, not affiliated
with CMS or Medicare' footer disclaimer to the 4 remaining HC emails
(reactivation, NPPES, OIG/SAM, bundle), matching the revalidation email.
OIG email also names the OIG and SAM.gov it references.
- Scrub client-facing mechanics: drop the CMS-855 form number from the
reactivation CTA and the PECOS system name from the revalidation CTA; clean
the same out of source comments.
Keeps the official-record card clean (just the data.cms.gov source line) and
puts the not-affiliated disclaimer in the standard footer alongside the
company line.
Skepticism ("is this even real?") is the top objection. The data IS accurate
(verified our subscribers' NPIs match the official CMS Revalidation Due Date List
exactly), so this is a credibility-presentation fix:
1. Email: replace the plain detail row with an "Official record - CMS Medicare
Revalidation Due Date List" card (NPI, legal name, due date, days overdue)
plus a "Verify on CMS.gov" button. Clearly labeled as our presentation of
public CMS data, not a CMS screenshot (no impersonation).
2. API: npi/lookup now pulls the revalidation due date LIVE from the public CMS
dataset (data.cms.gov) instead of the empty local table, and returns a
revalidation{ due_date, source, cms_legal_name, verify_url } proof object.
3. Tool: /tools/npi-compliance-check shows a live "official record" card with a
self-verify link when CMS returns a due date.
Builder now stores reval_due_date/days_overdue as separate attribs for the card
(existing 194 subscribers backfilled from their detail string).
