SOGIE Data Collection in Behavioral Health Systems

Learning Community on Safe & Effective LGBTQ+ Data Collection

This Learning Community, hosted in partnership with the National SOGIE Center and National Association of State Mental Health Program Directors, provided learners the opportunity to hear from experts in the field on serving LGBTQ+ populations and collecting sexual orientation and gender identity data in safe and effective ways. Topics included: 

1. Supervising & Coaching Providers on Discussing SOGI 

2. Talking to Families About SOGIE 

3. Implementing Data Collection at an Organizational Level

4. SOGI Data Collection Readiness  

5. Documenting SOGIE on Intake Forms & Electronic Medical Records 

6. Conversations About SOGI, Privacy, and Navigating Partial Disclosures 

7. Safeguarding SOGI Data in Anti-LGBTQ+ Climates 

8. Discussing SOGI with Children and Youth 

Supervisor’s Guide to Coaching Staff on Talking About Sexual Orientation and Gender Identity 

This Supervisor’s Guide, developed by the National SOGIE Center and in partnership with the National Association of State Mental Health Program Directors, is developed to help supervisors make sizable and sustainable shifts in their team’s practices of implementing SOGI data collection. Even after a training on collecting this information, staff report a lack of confidence in holding this discussions with LGBTQ+ people, especially young people. Supervisors play a key role in supporting staff competencies and skills through thoughtful training and coaching. 

This guide provides tips on navigating common fears their staff may have about asking SOGI questions, frequently asked questions, example role plays for supervisors to use in group coaching, and strategies around reflective coaching. 

SOGI Data Collection Readiness Assessment 

This Readiness to Safely Collect Sexual Orientation & Gender Identity (SOGI) Data Assessment Tool is designed to assist behavioral health organizations in assessing their readiness to safely collect SOGI data. The tool assesses the areas of policy, training, demonstration of affirmation, and documentation practices. 

This 2-module e-learning series is on why and how to manage Sexual Orientation and Gender Identity (SOGI) data in behavioral health settings. Module 1 will focus on why it is important to manage this data. Module 2 will provide a deeper dive into practical aspects of private data management. 

Ready, Set, Go! Guidelines & Tips For Collecting Patient Data on Sexual Orientation & Gender Identity

This guide was designed to help health centers and other health care organizations successfully collect sexual orientation and gender identity data and document the data into the electronic health record. 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

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