new-site/docs/hc-reval-already-completed-reply.txt
justin a78d60a127 hc: auto-reply for 'already revalidated' replies + permanent suppression
A lead replied with proof their Medicare revalidation was already approved (CMS
data-lag: the public Revalidation Due Date List still showed them overdue weeks
after approval). Two of these arrived same-day, so:

- Carbonio auto-reply (deployed on co.carrierone.com): created mailbox
  hc-replies@ on the info@ distribution list with a Sieve that auto-acknowledges
  'my revalidation is already complete' replies (tag + mark read + file into a
  'Reval Completed (auto-acked)' folder + on-brand reply explaining the CMS lag).
  CRITICAL: info@ is the shared reply-to for ALL campaigns (healthcare, trucking,
  telecom), so every rule is anchored to Medicare/revalidation context -- a
  trucking 'MCS-150 done, this is bogus' or telecom 'RMD done' reply does NOT
  trigger it (tested + passing). A buyer guard ('please file / how much') also
  suppresses the auto-reply so a human handles the sale.
  Carbonio 25.x Sieve quirks documented (vacation/imap4flags/body :text all
  unsupported; use reply/flag/tag/body :contains).

- Permanent suppression: new data/hc_suppress.txt do-not-contact list the warmup
  honors at import AND --prune removes from the live lists. Seeded with the two
  completed providers (Pangea Lab, Yakima Valley FWC); both also blocklisted in
  listmonk_hc and removed from lists 3 + 4.
2026-06-08 10:37:49 -05:00

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SUBJECT: Re: Your Medicare revalidation — thank you for confirming
Hi {{first name}},
Thank you for letting us know, and congratulations on completing your
revalidation. We have noted it and removed your practice from any further
revalidation reminders.
For context: our notice was based on the CMS public Medicare Revalidation
Due Date List, which CMS refreshes periodically. There is often a lag of
several weeks between when a provider's revalidation is approved and when CMS
updates that public list, so a recently completed revalidation can still show
as due in the published data. That appears to be exactly what happened here.
No action is needed on your part. If we can ever help with NPI/NPPES updates,
enrollment, reactivation, or OIG/SAM exclusion screening, we are glad to assist.
Thank you again for the heads-up, and apologies for any confusion.
Best regards,
Performance West Compliance
(888) 411-0383 · info@performancewest.net
Performance West is an independent compliance firm, not affiliated with CMS or Medicare.