Meeting Compliance, Regulatory, and Privacy Standards


When working with informants, it’s important to adhere to whichever internal or legal standards of privacy and security exist. provides a number of mechanisms for compliance. This article outlines’s Data Retention Policy, and how you can use our internal screener to create custom consent barriers and agreements. Data Retention Policy is not designed to be a repository of any health information accessed by or transmitted through your use. However, we recognize that the content of a conversation or text chat transmitted through our platform may contain PHI.  Click here for more information on your privacy.

The Role of HIPAA in Protecting Information Related to Healthcare

HIPAA is the Federal Health Insurance Portability and Accountability Act, which aims to protect the confidentiality and security of healthcare information.

Healthcare applications may involve the electronic exchange of PHI (protected health information), which is protected under HIPAA regulations.

For the electronic exchange of protected health information, it’s important to consider the Privacy Rule, Security Rule, and HITECH Act. It’s also important that you choose a communications platform that is compatible with the HIPAA standards.

Is Discuss HIPAA-Compliant?

Yes, can be compatible with the HIPAA standards and it is possible to build HIPAA-compliant studies designs on our platform, and we have experience with a wide range of healthcare companies who have elected to use our platform.

We facilitate secure interactions between end users, such as patients, doctors and care providers.

Project- or Client-Specific Releases and Agreements

Researchers often need to require that respondents agree to a legal release or disclaimer.  This section describes how to require that respondents consent to your stipulations, and you can also watch this two-minute video demonstrating this function.

Adding Releases and Agreements as Part of a Screening Survey:

  1. Navigate to the project screening questions.
    (More help on writing effective screeners.)
  2. Click “New Question” button.
  3. Insert the Agreement or Release into the question’s text input field and configure the screener to provide two possible answer, “I Agree” and “I Don’t Agree.”screener
  4. Terminate all people that select “I Don’t Agree.”screening-terminate

Testing Your Consent Form

The easiest way to test a custom consent form is to setup a test interview.

    1. Schedule a new session, making sure to select the “Recruit your own Participants.”
    2. Invite Participants after the session has been scheduled and Require Contact Information.sharing-invitation
    3. Open the the recruit survey by clicking on the “Join the Meeting” link within the invitation.
    4. Navigate to Step Three of the Qualification Survey; your custom consent question will be displayed.screener-custom-consent

“Two Tier” Consent During The Interview

Researchers may want to require consent both during advance recruitment as well as immediately before the interview itself.

This “two tier” consent be arranged simply by providing the recruit the same “Join the Meeting” link.
Email if you require two tiered consent

Do you sign NDAs?

Discuss.IO does sign non-disclosure agreements upon request. Discuss.IO can provide a copy of our standard NDA/confidentiality agreement via email. If it meets with your approval, we will follow-up with a scan of a signed copy. To use an NDA/confidentiality agreement of your choice, please email us at with the required documents or any questions.