This guide was designed to help health centers and other health care organizations successfully collect sexual orientation and gender identity (SOGI) data and document the data into the electronic health record (EHR). For those just beginning the process, this guide can be used from start to finish. If you already have 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.
Learning Resources — Publications in Collecting Sexual Orientation and Gender Identity Data
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.
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.
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.
