Help center/Compliance
OIG exclusion screening
Recording a check, and what happens on a match.
For owners, admins and schedulers
Read the transcript
Employing someone on the federal OIG exclusion list can cost a penalty for every service they touch. In this video you'll see where unchecked staff appear, record a check from the OIG's own free search, settle a potential match the way a surveyor wants to see it, and see what happens when someone is confirmed excluded. Here is a published week. Below the grid, under Conflicts across the week, the schedule names everyone with no exclusion check on file, once, in a neutral note. It doesn't mark every one of their shifts, because nothing is wrong with the week. It's a record you haven't kept yet. The note offers a link to the OIG search, a link to Staff, and, if you don't bill Medicare or Medicaid at all, a way to switch the check off for your organization. Each name is a link straight to that person's screening record. Click a name, here Maya Thompson. Her staff record opens at Federal exclusion screening, which shows her current status: Never screened. Search for her on the OIG exclusion list, using the link right here. That's the government's own search, and it's free. MedAligna never runs the search for you, and never marks anybody clear on its own. Then record what it returned. Choose the result: Clear, Potential match, or Confirmed excluded. Choose the list you searched, here the OIG's LEIE, type the list version, which is the month it was published, and press Record result. Her status is now Clear, with the date it was checked. Every check is kept underneath, with its date and list version, so you can show a surveyor the whole history, not just today's answer. The list is republished monthly, so an old check is flagged as stale. Names collide. Say the search for Luis Ortega returns someone with the same name. Record it as Potential match. A potential match isn't a confirmed one, but it isn't settled either. Until somebody decides, he can't be scheduled, and the record says so in plain words. Check with your provider whether it's the same person. Then write down how you verified it, for example a different date of birth and middle name on the OIG record, and press Different person. That sentence is the answer a surveyor wants a year from now, and the one nobody remembers. If the match is the same person, you'd press Same person, or record Confirmed excluded directly. Here's what that does for Grace Kim. A confirmed exclusion makes that person unschedulable. It isn't a warning a busy scheduler can click past: the database itself refuses any new assignment or open-shift claim until the record changes. Shifts she was already on now count as blocked on the schedule, and the conflicts list under the week names them, so you know exactly what needs covering. That's exclusion screening. Unchecked people are named once under the week. You search the OIG list yourself, free, and record the result with its list version. A potential match stays open until somebody writes down what they concluded, and a confirmed exclusion means the database refuses to schedule that person.
Filmed in the product on October 23, 2026. All video tutorials
Recording a screen
Search the OIG list yourself, free, at exclusions.oig.hhs.gov (the staff page links to it), then record what it returned on the person's staff page under Federal exclusion screening: Clear, Potential match or Confirmed excluded. MedAligna never runs the search and never marks anybody clear on its own.
Each staff record keeps a history of exclusion checks with the date and the list version. A confirmed match makes that person unschedulable: the database refuses the assignment rather than warning about it.
Until somebody is checked, the schedule names them once in a neutral note under the week, not on each of their shifts. It is a record not kept yet, not a problem with the week.
Potential matches
A potential match is not a confirmed one. It stays open until somebody adjudicates it and writes down what they concluded, because 'we checked and it was a different J. Smith' is the answer a surveyor wants and the one nobody remembers a year later.
In the app this lives at /app/staff.
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