Exclusion screening
Vendor exclusion screening before contracts and payments
Make exclusion screening a gate in vendor onboarding alongside W-9 and insurance collection.
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Related: Exclusion Monitor · Exclusion monitoring · OIG exclusion check · Monthly OIG screening · OIG exclusion audit trail · All solutions
The common problem
Procurement approves vendors while exclusion screening happens later—if at all.
- Screening is decoupled from vendor approval
- Owners do not see clearance status in one place
- Excluded parties can re-enter under new DBAs unnoticed
- Remediation steps are not tracked
How exclusion screening works
Enroll
Add vendors, contractors, and individuals you pay to a screening roster with the identifiers you already collect.
Screen
Run checks against the OIG LEIE and related exclusion sources on a schedule that matches your risk policy.
Document
Every search, match review, and clearance decision is logged for audits and payer inquiries.
Benefits
- Scheduled re-screening so clearance does not expire quietly
- Match review workflow with notes and outcomes
- Evidence exports for compliance and payer audits
- Works alongside W-9 and vendor onboarding records
Workflow
Operationalize vendor exclusion screening
Keelstar gives your team a repeatable workflow for vendor exclusion screening before contracts and payments. Requests, submissions, and reminders stay on the vendor record instead of scattered inboxes.
Audit readiness
Controls auditors expect
Every action is timestamped so you can show who requested documentation, when it arrived, and what changed on re-collection.
- Branded outbound requests with reminder cadence
- Validation before documents enter the vendor file
- Exportable history for tax, insurance, or payer reviews
Who it's for
- Healthcare compliance teams screening vendor rosters
- Medicaid and Medicare funded organizations
- Pharmacy and lab services procurement
- Audit teams documenting exclusion clearance
What good looks like
- Roster includes every vendor and individual you pay
- Screening runs on a documented schedule
- Potential matches are reviewed with notes
- Cleared vendors show last screen date on profile
- Screening history exports for payer audits
Need a tracked version? Set up a vendor portal, vendor onboarding workflow, or browse all solution guides.
FAQ
Vendors and employees typically complete tasks through secure links. Your internal team manages workflows inside Keelstar.
Yes. Request history, submissions, approvals, and screening results export with timestamps.
Most teams start with one workflow and expand to the full vendor packet as they onboard more modules.
You control reminder cadence. Keelstar nudges non-responders until they submit or you escalate.
Keelstar covers W-9, COI, OIG screening, contracts, invoices, and policies on shared vendor records.