Real-Time Exclusion Checks

OIG-LEIE (Office of Inspector General - List of Excluded Individuals/Entities) , SAM.gov (System for Award Management) , Federal and State Medicaid Search.

Within the ‘People’ tab under Scope - scroll down to the bottom.

When adding a new active workforce member, ensure their birthdate is attached to their record (Exclude will NOT work unless a birthdate is attached). Once added, scroll down to the K2 Exclude bean and enroll them by clicking the person icon above the magnifying glass, this will enroll them into K2 Exclude and begin searching datasets for any findings.

You will see the ‘Number of unresolved exclusions’ field begin to populate with how many findings there are, an exclamation point will appear under the ‘Current State’ field, and the ‘Order Status’ field will change from ‘No Results Found’ to ‘Results Found’.

o dispute or accept the findings, you will need to perform the following steps:Click the magnifying glass (Show exclusions) button, this will open up a table that provides each finding. Under the ‘Actions’ field there will be three buttons, a ‘✔’, an ‘X’ and a ‘ⓘ’. ‘✔’ = Accept Exclusion; ‘X’ = Ignore Exclusion; ‘Ⓘ’ = More Info. Click either the ‘✔’ to  accept the exclusion or ‘X’ to  ignore the exclusion. Clicking the ‘Ⓘ’ will give more information on the exclusion. Clicking the ‘✔’ will save the exclusion for the person's record.

While the list updates every time you access K2 Exclude, there is separately a Task within the K2 platform called “Exclusion Checks.”  This task’s frequency is preconfigured to 30 days, meaning every month an admin user of K2 is assigned to check K2 Exclude.  This task is a part of Identification in K2 HIPAA.