How do I run OIG (LEIE / GeoHub), SAM.gov, and CDC SAMS (sams.cdc.gov) credential checks?
Step-by-step guide to automatic on-upload and manual push-button HHS-OIG (LEIE & GeoHub), GSA SAM.gov Exclusions API v4, and CDC SAMS (sams.cdc.gov NHSN Level-3) credential checks for individuals and admins.
In YourMedSoft, federal OIG, SAM.gov, and NPPES checks run automatically the moment an individual clinician or admin uploads a PDF, CSV, or image credential in /portal/credentials or /portal/my-profile. You can also run manual checks anytime by opening any credential in License Inventory and clicking "Run OIG / SAMS Check" or clicking "Auto-Screen Roster (OIG / SAM)" in the Joint Commission Audit tab.
What You Need Before Starting
- Any active YourMedSoft account (Individual Clinician / Staff, Coordinator, or Admin).
- Clinician PDF credential, CSV file, or legal first and last name.
Clinical & Regulatory Compliance Standards
- Adheres to HHS OIG Special Advisory Bulletin on the Effect of Exclusion from Participation in Federal Health Care Programs, Joint Commission Standard LD.04.03.09, and CDC NHSN Level-3 SAMS identity assurance guidelines.
Step-by-Step Instructions
Automatic Check on PDF or CSV Upload (Individuals & Admins)
When an individual clinician (in My Profile > Credentials or Credentials) or an admin uploads a PDF license, CDC SAMS Level-3 PDF, or CSV spreadsheet via "+ Add Credential" or "Import CSV / PDF", Gemini AI OCR extracts the fields and YourMedSoft automatically screens the clinician against 84,000+ HHS-OIG LEIE records, CMS NPPES, and SAM.gov in the background. Account owners can immediately view the uploaded PDF/CSV and verification status.
Add an OIG/SAM or CDC SAMS Credential Record Using Quick Presets
Click "+ Add Credential", choose the Staff Member, and click either "+ OIG / SAM Exclusion (30-Day)" (pre-fills 30-day rolling monthly screening) or "+ CDC SAMS (sams.cdc.gov Level-3)" (pre-fills 1-year NHSN Level-3 access clearance). Upload your PDF or screenshot—Gemini AI OCR automatically detects OIG, LEIE, SAM.gov, and CDC SAMS documents.
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Manual Push-Button Check & Full-Roster Screening
In addition to automatic upload checks, you can open any credential in "License Inventory" and click "Run OIG / SAMS Check" manually, or open the "Joint Commission (TJC) Audit" tab and click "Auto-Screen Roster (OIG / SAM)" to screen every clinician on your roster at once.
Launch Direct Portals for GeoHub, OIG Exclusions, SAM.gov & CDC SAMS
Inside the Credential Details Modal, use the 4 direct government portal buttons—HHS-OIG Exclusions (exclusions.oig.hhs.gov), HHS-OIG GeoHub (geohub.oig.hhs.gov), CDC SAMS (sams.cdc.gov via auth.cdc.gov), and SAM.gov Exclusions—whenever manual primary-source attestation or Level-3 MFA login verification is required.
Enforce Shift Gates & Export Joint Commission (LD.04.03.09) Audit Packets
In Settings > Compliance, click "+ OIG & CDC SAMS Pack" to make OIG/SAM and CDC SAMS mandatory for shift scheduling. Then open Credentials > Joint Commission (TJC) Audit to verify green checkmarks under the "OIG, SAM & CDC SAMS (04)" column and click "Generate Packet (CSV)" or "Export Passport".
Pro-Tips & Best Practices
- Connect your free GSA SAM.gov API key under Settings > Integrations > SAM.gov & CDC SAMS (or set SAM_GOV_API_KEY) to enable automated SAM.gov Exclusions API v4 checks alongside HHS-OIG LEIE.
- Whenever you approve a credential or convert an applicant to staff, YourMedSoft automatically runs the federal OIG LEIE + NPPES check in the background and records the result in your HIPAA Audit Logs.
Troubleshooting & Operational Edge Cases
Issue: Potential name match flag on a common clinician first and last name
Operational Resolution: Enter the clinician's 10-digit NPI in the License/Credential # field and re-run the check, or click the HHS-OIG Exclusions (LEIE) button in the modal to verify middle name and DOB directly on exclusions.oig.hhs.gov.
Issue: Clinician needs CDC SAMS Level-3 access verified for a long-term care or hospital assignment
Operational Resolution: Have the clinician log in via the CDC SAMS link (auth.cdc.gov / sams.cdc.gov), save a PDF or screenshot of their active NHSN Level-3 grid/soft-token authorization, and upload it in + Add Credential using the '+ CDC SAMS (sams.cdc.gov Level-3)' preset.
Frequently Asked Questions & Troubleshooting
What is the difference between SAM.gov and CDC SAMS (sams.cdc.gov)?
SAM.gov (System for Award Management) is the federal government-wide debarment and exclusion database paired with HHS-OIG LEIE for monthly compliance screening. CDC SAMS (Secure Access Management Services at sams.cdc.gov / auth.cdc.gov) is the CDC's multi-factor identity portal required for healthcare personnel submitting infection control and vaccination data to the National Healthcare Safety Network (NHSN Level-3 access). YourMedSoft supports both.
How does YourMedSoft check HHS-OIG LEIE and GeoHub?
YourMedSoft downloads and indexes the official HHS-OIG LEIE exclusion database (84,000+ excluded individuals and entities), cross-references exact 10-digit NPIs from CMS NPPES as well as clinician name and state, and provides direct access to both exclusions.oig.hhs.gov and geohub.oig.hhs.gov.
What happens if a clinician triggers a potential OIG or SAM match?
The Credential Details modal displays a red Potential Match alert indicating whether the hit was an exact NPI match or a name/state match, allowing the compliance officer to verify the record on exclusions.oig.hhs.gov and reject or block shift assignments.
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