Asking About and Documenting Sexual Orientation and Gender Identity (SOGI) Information in Epic
Epic users who document encounters with patients can document Sexual Orientation, Gender Identity, Sex Assigned at Birth, Pronoun, and Preferred Name (SOGI) information in a patient's record. This course provides the following information for clinician, registration, Emergency Department registration, and front desk roles:
- Why we collect SOGI
- How to ask for SOGI (scripting)
- How to enter SOGI into Epic
- Service recovery if a mistake is made when collecting SOGI
Target Audience
Clinical, registration, Emergency Department registration, and front desk Epic users.
Learning Objectives
- Ask every patient at start of workflow for sexual orientation, gender identity, sex assigned at birth, pronouns, and preferred name.
- Document SOGI information in Epic for registrar, front desk, and clinical roles.
- Apply appropriate SOGI terminology when speaking with patients and visitors.
- Use SOGI-inclusive scripting in your workflows for all patients.
- Answer questions or requests patients have related to collecting SOGI information.
- Practice service recovery if a mistake is made.
Additional Information
MGB Quality & Patient Experience and Alex S. Keuroghlian, MD MPH, Director of the MGH Psychiatry Gender Identity Program and of the National LGBTQIA+ Health Education Center at The Fenway Institute
Alex S. Keuroghlian, MD MPH, Director of the MGH Psychiatry Gender Identity Program and of the National LGBTQIA+ Health Education Center at The Fenway Institute.
Continuing education credits not provided for this module.

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