How to Connect & Use SAM.gov & CDC SAMS with YourMedSoft
Complete step-by-step guide to integrate SAM.gov & CDC SAMS with YourMedSoft. Learn how to connect SAM.gov & CDC SAMS, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
To connect SAM.gov & CDC SAMS to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate SAM.gov & CDC SAMS, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull license verifications, background reports & oig/sam clearances into Credentials & Compliance (/portal/credentials), push clinician screening orders & continuous license enrollments out to SAM.gov & CDC SAMS, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on SAM.gov & CDC SAMS (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and SAM.gov & CDC SAMS are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- Joint Commission & CMS Quality Standards: Primary source credential verifications and clinical privileges are cross-referenced before nurse shift scheduling to ensure zero uncredentialed placements.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate SAM.gov & CDC SAMS
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "SAM.gov & CDC SAMS" or filter by the "Compliance & Background" category pill.
Connect SAM.gov & CDC SAMS (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your SAM.gov & CDC SAMS admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your SAM.gov & CDC SAMS token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom SAM.gov & CDC SAMS subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
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Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "SAM.gov & CDC SAMS Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from SAM.gov & CDC SAMS" to pull license verifications, background reports & oig/sam clearances via API, or use "Upload CSV / JSON File into Credentials & Compliance Inventory" to batch-import records directly into Credentials & Compliance (/portal/credentials).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the SAM.gov & CDC SAMS Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Credentials & Compliance). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to SAM.gov & CDC SAMS.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Credentials & Compliance at /portal/credentials). Select your active billing cycle or pay period, review the live record counts (Clinician Credentials & Screening Requests), and click "Export to SAM.gov & CDC SAMS" for direct API transmission or "Download CSV Batch" for manual upload into SAM.gov & CDC SAMS.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Credentials & Compliance (/portal/credentials) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your SAM.gov & CDC SAMS plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: SAM.gov & CDC SAMS shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means SAM.gov & CDC SAMS was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open SAM.gov & CDC SAMS > "Manage Data & Sync" > "API Key" tab, paste your SAM.gov & CDC SAMS token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by SAM.gov & CDC SAMS
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in SAM.gov & CDC SAMS, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into SAM.gov & CDC SAMS.
Issue: Where do my imported records from SAM.gov & CDC SAMS appear?
Operational Resolution: Imported records from SAM.gov & CDC SAMS are saved directly into Credentials & Compliance Inventory. Click the "Credentials & Compliance" link inside the "Import (Data In)" tab or navigate to /portal/credentials in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect SAM.gov & CDC SAMS?
As soon as you click Connect, YourMedSoft pins SAM.gov & CDC SAMS to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Credentials & Compliance (/portal/credentials), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for SAM.gov & CDC SAMS?
In the SAM.gov & CDC SAMS Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Credentials & Compliance): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push clinician credentials & screening requests or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and SAM.gov & CDC SAMS?
The two-way integration handles: (1) Inbound (Data In): Query SAM.gov Exclusions API v4 and ingest CDC SAMS / NHSN Level-3 clearance documents via AI OCR -> routed to Credentials & Compliance (/portal/credentials). (2) Outbound (Data Out): Verify active federal award eligibility and NHSN facility reporting clearance -> sourced from Clinician Credentials & Screening Requests.
Does connecting SAM.gov & CDC SAMS incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your SAM.gov & CDC SAMS API key or use free CSV Batch / Sandbox Mode.
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