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Ready, Set, Go! Guidelines and Tips For Collecting Patient Data on Sexual Orientation and Gender Identity (SOGI) – 2022 Update

Year Developed: 2022

Resource Type: Publication.

Primary Audience: Administrative Staff Clinicians Enabling Staff Outreach Staff PCAs
Secondary Audience: Board of Directors C-Suite (CEOs, CFOs, CIO, COOs, CMOs, etc.)

Language(s): English

Developed by: National LGBTQIA+ Health Education Center at The Fenway Institute (See other resources developed by this organization).

Resource Summary: 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.

Resource Topic: Emerging Issues, Operations, Special and Vulnerable Populations

Resource Subtopic: Administrative Policies.

Keywords: Education of - Staff (e.g., Competency-Based), Gender Identity, LGBTQIA+, Policies and Procedures, Screening.

This project is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) as part of an award totaling $6,625,000 with 0 percentage financed with non-governmental sources. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by HRSA, HHS, or the U.S. Government. For more information, please visit HRSA.gov.