Convey captures the data you need, when you need it, and
from where you need.


The ability to capture a complete snapshot of your disclosure data, in one seamless interface, is the single most strategic investment for the modern enterprise.

Designed to strategically align with your organization's compliance requirements

Developed to enable one time data entry for multiple disclosure needs

Ensures a standard set of data and streamlined process for staff, to aid in eliminating errors and oversight

Transform your disclosure submission process.

Quick and Easy Setup

Convey's web-based platform allows your organization to be up and running in as little as 48 hours, with no training time required.

Tailor Your COI Policies

Easily create your own organizational conflict of interest policies and tailor your policies to your specific needs.

Disclosure Storage

No more keeping and sifting through mounds of paper disclosure submissions. Eliminate the need to store information in multiple systems.

Disclosure Tracking

Improve your task management by tracking who has completed and submitted disclosures. Quickly send status reminders from within Convey.

Analytics & Data Management

Easily export the data stored to review and determine potential conflicts, assist in your reporting, and meet your compliance requirements.

Access files from Anywhere, Anytime

Convey allows you to review and analyze disclosure and financial interest data from anywhere, at any time. View discloser data in real-time.

How Convey Works

Convey has an easy 4-step disclosure process.

Step 1

Tailor and set up your COI policy requirements.

Step 2

Create your custom disclosure invitation URLs to send to disclosers.

Step 3

Manage and track in-progress disclosures.

Step 4

Review submitted disclosures.

Preview Convey

Wondering if Convey is the right solution for your organization?

Frequently Asked Questions

Convey enables you to collect disclosures for all your organizational needs. If your organization requires disclosures for purposes such as annual performance reviews, continuing medical education (CME), and participation in committees, Convey allows you to collect, manage, and track each one as an individual disclosure process.
Convey helps you create a unique URL for your disclosure process, which can be emailed to your disclosers within Convey or externally. You also have the ability to post this URL on any intranet or internet site, enabling individuals who disclose to access your organizational disclosure process within Convey.
Convey helps you track your disclosures in real time during all three phases of the disclosure process: not yet started, in progress, and submitted. You can view this information within Convey at any time.
No, there is no limit to the number of disclosures your organization can receive.
The data from Convey is stored in AAMC databases and backed up in AAMC data centers.
Convey updates itself in real time. The moment an individual submits a disclosure, it is available to your organization, with the date and time stamp of the submission.
The system has built-in filters that allow you to winnow out received disclosures based on specified criteria. These include discloser name, ID, purpose, email, relationship type, entity, and date. You can then select your desired list and export data for review.
As an organization, you can define unique identifiers for individuals who disclose. This identifier allows your organization to associate the disclosure being received with the individual submitting it. Some examples of a discloser identifier include employee IDs, email addresses, disclosers’ initials, manuscript IDs, ORCID IDs, and CME session IDs. Convey has a live integration with ORCID, so individuals can retrieve their ORCID IDs from within Convey or create an ID without ever navigating away from your system.
There are several ways that Convey can be integrated with your systems. Convey can provide web application program interfaces (APIs) that your organization can use to receive data directly within your systems. It also has the capability to send a regularly scheduled XML data file to any location that you set up to receive data.
The timeline for implementation can be as short as three to six weeks. Convey offers disclosure process templates based on Public Health Service (PHS) policy, Accreditation Council for Continuing Medical Education (ACCME) requirements, and the International Committee of Medical Journal Editors (ICMJE) conflict of interest (COI) form that your organization can use or tailor to meet your COI policy requirements. Convey also has experts to assist your organization with tailoring and setting up specific disclosure processes, making Convey simple and quick to adopt. Once a disclosure process is set up and published, it can be made immediately accessible to all individuals who disclose at the push of a button. Additionally, there is immediate customer support assistance available to you and your disclosers, with zero ramp-up time.
At this time, Convey does not have automated notifications built in; however, authorized users can use one of several available tracking filters and send reminders in bulk. Automated notifications are part of Convey’s road map for future enhancements.
The Convey platform is designed for easy implementation and adoption. To familiarize disclosers and administrators with the system and help them start using it, the AAMC provides a series of job aids. You’ll have access to details on how to navigate the main platform tabs, customize questions, create policies, track interactions, pull data, and more.
Convey has a dedicated support team that offers system assistance to both your organization’s staff and individuals who disclose. The hours of operation are from 9:00 a.m. to 5:00 p.m. ET.
The AAMC can provide you with a sample disclosure process so that you can get a feel for how your administrators and individuals who disclose will experience the platform. The trial account will help you observe and experience the entire disclosure process from the perspectives of an organization and a discloser.