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Collecting Sexual Orientation and Gender Identity (SO/GI) Data In Electronic Health Records Alex S. Neuroglial, MD MPH and Chris Grass, MPH The National LGBT Health Education Center Fenway Institute
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Start by understanding the difference between sexual orientation and gender.
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For sexual orientation, indicate if you are homosexual, heterosexual, bisexual, asexual, etc.
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For gender, specify if you are male, female, transgender, etc.
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Be honest and accurate while filling out this information as it may be important for various purposes.

Who needs sexual orientation and gender?

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Organizations and institutions that want to ensure inclusion and diversity in their policies and practices may ask for sexual orientation and gender information.
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Researchers studying topics related to sexual orientation and gender may also require this information for their studies.
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Sexual orientation refers to a person's emotional, romantic, or sexual attraction to other people. Gender refers to the characteristics that a society or culture delineates as masculine or feminine.
Individuals or organizations collecting demographic information are typically required to ask for sexual orientation and gender data in order to understand the diversity of their population.
To fill out sexual orientation and gender, individuals can self-identify their sexual orientation and gender identity on forms or surveys provided by organizations.
The purpose of collecting sexual orientation and gender data is to promote inclusivity, diversity, and equality, and to better understand the needs and experiences of different individuals or groups.
Individuals may report their sexual orientation (e.g. heterosexual, gay, bisexual) and their gender identity (e.g. male, female, transgender) on forms or surveys.
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