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Exclusion screening · Practice readiness

Monthly exclusion checks, documented every time.

Employing or contracting with an excluded person can put federal program payments at risk. We screen your staff and vendors each month and keep the records.

Works with your current systemScope and handoffs agreed upfrontBAA before PHI access
Virtual assistant coordinating a practice calendar and office workflow

A clear scope. A consistent handoff.

Support designed around real practice work.

Exclusion screening is simple, repetitive and easy to miss. We keep your roster current, run the OIG and SAM.gov checks on schedule and follow up on any possible match so it does not sit unnoticed.

01

Set up the roster

Know exactly who needs to be checked.

  • Employees and contracted clinicians
  • Vendors and entities
  • New hire checks before start dates
  • Roster updates from your office
02

Screen each month

Run the same checks on a fixed schedule.

  • OIG List of Excluded Individuals and Entities
  • SAM.gov exclusions
  • State Medicaid lists where you require them
  • Monthly results log
03

Handle possible matches

Resolve name matches quickly and carefully.

  • Identity details checked against the source
  • False positive documentation
  • Same-day notice to your contact
  • Retained records for your compliance file

How we begin

A measured start before the work is handed over.

  1. 01

    Review the workflow

    We learn your payers, billing system, current backlog and where this work stalls today.

  2. 02

    Set the scope

    Agree on which queues we own, what stays with your staff and how exceptions come back to you.

  3. 03

    Start with secure access

    Document the handoff and sign a business associate agreement before any PHI is shared.

  4. 04

    Work and review

    We work the agreed queues, record each follow-up and review open items with your practice.

Questions

Before you get started.

We’ll use an initial conversation to understand the work, the current system and the boundaries your practice needs.

Why check every month?

OIG updates its exclusion list monthly and recommends periodic checks, so a one-time check at hiring can miss someone added later.

What do you need from us?

A current roster with the identifying details needed to confirm a match. We agree on a secure way to exchange it.

Start with a conversation

Let’s talk about the work you want off your team’s plate.

We’ll discuss your workflow and what a practical service scope could look like. Please don’t share patient details on the call booking form or this website.

Or call (844) 874-2236