This toolkit focuses on the implementation stage of training sites to successfully engage and retain LGBTQIA+ participants. Within the toolkit, you will find information on foundational LGBTQIA+ concepts and terminology, best practices for affirming transgender and gender diverse participants, and recommendations for collecting SOGI data as part of participant demographics. By learning these competencies, all study staff can become skilled and confident in supporting the dignity of LGBTQIA+ participants, and ultimately, can contribute to improving health equity for LGBTQIA+ communities.
Learning Resources — Publications in Collecting Sexual Orientation and Gender Identity Data
Cultural Adaptation of Measures and Tools for Sexual Orientation and Gender Identity (SOGI) Data Collection
This publication was designed as a companion resource to Ready, Set, Go! Guidelines and Tips for Collecting Patient Data on Sexual Orientation and Gender Identity (SOGI) to explain the importance of SOGI data collection to identify and address the unique needs of sexual and gender minority patient populations, with special consideration for culturally and linguistically diverse patients who are part of LGBTQIA+ communities. This guide will help healthcare staff to identify procedures to translate and adapt SOGI data collection questions and patient education materials for multilingual patient populations accurately and affirmatively, with considerations for Spanish-speaking LGBTQIA+ patients as an example. The recommendations in this publication will assist health teams in planning next actions to implement culturally and linguistically affirming practices that are community informed and integrated throughout the health experiences of multilingual, multiethnic, and racially diverse patients.
Ready, Set, Go! Guidelines and Tips For Collecting Patient Data on Sexual Orientation and Gender Identity (SOGI) – 2022 Update
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.
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.
