Copy: drop paper/electronic/fax framing across the revalidation + enrollment
marketing pages and the order-confirmation email; present two service tiers:
- Standard filing (no CMS account; we prepare CMS-855, you sign, we submit to MAC)
- Expedited filing (CMS I&A surrogate access; same-day PECOS filing + tracking)
Internal worker todos + the _STANDARD_FILING_SLUGS identifier updated to match.
New scripts/test_healthcare_e2e.py validates the whole order line (slug
consistency x6 places, price agreement, intake field collection+enforcement,
worker dispatch, handler execution producing CMS-855 PDF+anchor, free-tool
action_urls). 45 checks.
Bugs found + fixed by the test:
- medicare-enrollment requires practice_state server-side but the wizard never
enforced it -> orders could be paid then stall. Wizard now requires it.
- determine_form_type defaulted org NPIs to the individual 855I because
enumeration_type is never collected -> wrong form, CMS rejection. Now does a
live NPPES lookup (safe 855I fallback).
- cms855_pdf_filler.py: fills official CMS-855I/B/O/A AcroForms from intake
(name, NPI, DOB, cert-page printed name) and records the signature anchor at
the form's official /Sig box so the e-sign stamper lands on the cert line.
- npi_provider handlers (revalidation/reactivation/enrollment) now generate the
paper CMS-855, upload it to MinIO, request_esign with anchors, and email the
signing link. Human completes/verifies + USPS Priority Mails to the MAC.
- scripts/Dockerfile: copy the official CMS-855I/B/O/A forms into the image.
- order-confirmation email presents both filing methods: paper CMS-855 (no
account needed, client e-signs one page, we print+mail to their MAC) and
I&A surrogacy (faster, needs CMS account). NPPES-only services note that
surrogacy is required (web-only).
- npi_provider handlers record the access model per service in admin todos.
- marketing copy leads with the lowest-friction paper option.
