Learning Resources — Collecting Sexual Orientation and Gender Identity Data

Ready, Set, Go! Guidelines and Tips For Collecting Patient Data on Sexual Orientation and Gender Identity (SOGI) – 2020 Update

This guide is designed to help your health center successfully collect SO/GI data, no matter where you are in the process. For those just beginning, the guide can be used from start to finish. If you have already created a system, but have encountered challenges and questions, this guide can help you address them. Even if your system is working smoothly, you will find resources and recommendations here that will help you move to the next level of data collection and analysis. This newly updated publication includes information on how to work with undocumented patients, patients who speak English as a second language or not at all, and patients who may engage in same-sex behaviors or have a gender identity that is different from their sex assigned at birth, but who do not identify as LGBTQIA+.

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Collecting Sexual Orientation and Gender Identity (SOGI) Data (2020)

In this talk from the 2020 Advancing Excellence in Sexual and Gender Minority Health conference, Chris Grasso provides methods and tools for incorporating sexual orientation and gender identity (SOGI) data collection into workflows and electronic health records. The presentation also covers SOGI training and staff engagement.

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Affirmative Services for Transgender and Gender Diverse People – Best Practices for Frontline Health Care Staff

This publication provides best practices and guidance for frontline healthcare staff on how to best serve transgender and gender diverse patients. Topics covered include gender affirming language, asking about sexual orientation and gender identity data, asking for name and pronouns used, and more. The publication features a quick-reference sheet that can be removed and posted in a workspace.

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You’ve Built It…Now What?

In this publication we walk through three steps for effectively and efficiently using sexual orientation and gender identity data to reduce health disparities among LGBTQ patients.

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Collecting Sexual Orientation and Gender Identity (SO/GI) Data In Electronic Health Records

Presenters: Alex S. Keuroghlian, MD, MPH and Chris Grasso, MPH  

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SO/GI Data Collection Demonstration Videos

These videos demonstrate best practices in sexual orientation and gender identity data collection. They address common questions and issues that arise for frontline and clinical staff when asking patients about their sexual orientation and gender identity.  We hope these videos can provide a valuable training tool for health care staff looking for sample language and best practices.

Portions of this course were developed in partnership with New York City Health + Hospitals

This video course is not currently eligible for CME credit.

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Sexual Orientation and Gender Identity Questions: Information for Patients

This pamphlet on sexual orientation and gender identity (SOGI) questions can be handed out to patients in waiting rooms or exam rooms. The pamphlet explains: why your organization is asking about SOGI, what each SOGI term means, and how the information will be kept confidential. The pamphlet comes in several languages.

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Preguntas Sobre Orientación Sexual E Identidad De Género

This tool provides recommended questions for asking patients their sexual orientation and gender identity in electronic health records as well as some key terms and their definitions, all translated into Spanish.

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