- NpiIntakeStep: add positively-framed 'can you grant electronic I&A Surrogate
access?' question for all filing slugs (reval/reactivation/nppes-update/
enrollment/bundle). Optional, never required, never mentions paper; captured
as intake_data.surrogate_access (yes/no/blank). Astro build green (58 pages).
- npi_provider.py: surface the surrogate answer in the admin todo so fulfillment
knows EXPEDITED (online via surrogate) vs STANDARD (e-sign + daily mail batch).
- Verified Standard(no-login)/Expedited(surrogate) matrix from official CMS-855
PDFs (docs/healthcare-filing-tiers-verified.md): reactivation+revalidation are
855I paper-to-MAC reasons, original-signature, routed by state; sig may not be
delegated; 855B needs PECOS app fee.
- Add scripts/workers/mac_routing.py: state->MAC routing (all 56 jurisdictions,
12 destinations) for envelope addressing + daily batch grouping. Addresses
marked VERIFY before live mail.
- npi_provider.py: fix access strings to two-tier framing; NPPES update/reactivation
no longer 'online-only'; note 855B fee.
- checkout.ts + service pages: strip client-facing mechanics & the paper-vs-tier
choice; surrogate is the only optional, positively-framed ask (faster, never
required, never share password).
CMS healthcare portals (NPPES, PECOS, I&A) block datacenter IPs, so the
healthcare browser automation needs to egress via the residential proxy on
hg409y7ez04.sn.mynetname.net (username 'performancewest').
- undetected_browser: use_proxy now accepts an env-var name, so callers can
select a domain-specific proxy. _proxy_config(proxy_env) reads it and falls
back to UNDETECTED_PROXY_URL. Healthcare uses 'HEALTHCARE_PROXY_URL'.
- probe_npi_undetected: launches with use_proxy='HEALTHCARE_PROXY_URL' when set.
- npi_provider: documents that the (future) automated NPPES/PECOS flows must
use the healthcare proxy.
- Plumb HEALTHCARE_PROXY_URL (+ UNDETECTED_PROXY_URL fallback) through the
ansible env template and docker-compose workers env.
The credential itself is NOT in the repo. Set the full URL in the ansible
vault as vault_healthcare_proxy_url:
socks5://performancewest:<password>@hg409y7ez04.sn.mynetname.net:<port>
Verified parsing + Playwright proxy-dict wiring with a unit test.
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.
