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Transgender patients have particular needs with respect to demographic information and health records; specifically, transgender patients may have a chosen name and gender identity that differs from their current legally designated name and sex. Additionally, sex-specific health information, for example, a man with a cervix or a woman with a prostate, requires special attention in electronic health record (EHR) systems. The World Professional Association for Transgender Health (WPATH) is an international multidisciplinary professional association that publishes recognized standards for the care of transgender and gender variant persons. In September 2011, the WPATH Executive Committee convened an Electronic Medical Records Working Group comprised of both expert clinicians and medical information technology specialists, to make recommendations for developers, vendors, and users of EHR systems with respect to transgender patients. These recommendations and supporting rationale are presented here.
The World Professional Association for Transgender Health (WPATH) is an international multidisciplinary professional association that publishes recognized standards for the care of transgender and gender variant persons. WPATH recommends1—in concert with policy statements from the American Medical Association,2 the American Psychiatric Association,3 the American Psychological Association,4 the American College of Obstetricians and Gynecologists,5 and the Center of Excellence for Transgender Health at the University of California, San Francisco6—that the healthcare needs of transgender people should be openly and properly addressed, at the same level of quality and thoroughness as is afforded to any other person. Failure to collect data on and provide systematic inclusion in health delivery systems of transgender persons has negative impacts on health; in order to receive appropriate and meaningful care, it is essential that individual populations be recognized and ‘counted.’7 A 2010 Institute of Medicine (IOM) report on the health of lesbian, gay, bisexual and transgender (LGBT) persons recommends that data on gender identity be collected in electronic health records (EHRs) and that this goal be incorporated into meaningful-use objectives.8
Data are severely lacking with respect to the use of EHR systems in transgender care. A PubMed search conducted on January 7, 2013 using a variety of combinations of the terms ‘transgender,’ ‘electronic,’ and ‘record’ as well as ‘(‘Electronic Health Records’[MeSH])’ AND ‘(‘Transgendered Persons’[MeSH])’ yielded no relevant results. Therefore, in September 2011, the WPATH Executive Committee convened an Electronic Medical Records Working Group, comprised of both expert clinicians and medical information technology specialists, to make recommendations for developers, vendors, and users of EHR systems with respect to transgender patients.
Transgender people experience their gender identity as different from the sex which was assigned to them at birth.1 Transgender people may seek medical care such as hormone therapy or surgery to effect changes in their secondary sex characteristics toward those of the gender with which they identify, as part of a process referred to as gender transition.9 It should be noted that the terms ‘sex’ and ‘gender,’ while often used interchangeably, have specific medical and psychological meanings that may differ from general social—or even legal—usage. ‘Sex’ commonly refers to one's physical sex characteristics (eg, facial hair, body fat distribution, breasts), whereas ‘gender’ represents one's identity and self-image. ‘Gender transition’ may be thought of as the process through which one aligns one's physical sex (through hormones, surgery, etc) with one's gender identity, keeping in mind that not all transgender people will seek a medical transition but may simply focus on a social one; for any given individual, transition may or may not have a specific ‘end point’ and may represent a continued state of flux and exploration that varies by the individual.10
Transgender people may have preferred names and/or pronouns that differ from those listed on government-issued documents or health insurance policies. Furthermore, transgender people may obtain name and/or sex/gender designation changes on identity or other documents (eg, passport, birth certificate, driver's license, financial accounts, etc) at various stages of their transition. In the USA, specific guidelines exist for identity document changes both at the federal level as well as state by state. Failing to be identified by the preferred name and pronoun in a medical setting has been shown to impact patient satisfaction and quality of care for transgender people.11 For example, a patient with an outwardly female appearance may be called by a male name in a crowded medical office reception area, or a patient listed as female who has a male appearance and identity may be referred to with a feminine pronoun by a healthcare provider unfamiliar with the patient's history and preferences. This may negatively impact the patient–provider relationship, as well as put patients at risk for verbal or even physical abuse from other patients in the waiting area. A recent non-peer reviewed report on transgender discrimination showed some 28% of respondents had experienced harassment in a clinic setting and that 2% had been subject to physical abuse.12 It may also lead to the avoidance of care or loss of retention of the patient if they feel that their gender identity is not being acknowledged or respected. A qualitative study of HIV+ low income transgender women of color found that culturally sensitive practices influenced linkage to a variety of healthcare services.13
In addition to concerns about demographic information such as listed versus preferred name, gender, and pronouns, providers require a means to maintain an accurate record of what organs a patient may or may not have; this record cannot be limited or defined by the patient's assigned or apparent sex/gender as entered into the EHR. For example, a patient may have been assigned female at birth, and have transitioned to male through the use of testosterone and surgical removal of the breasts; they may also have obtained a court ordered name and sex or gender change and are registered in the EHR system under a male name and gender. However, since this patient still has a cervix, ovaries, and uterus, health care providers will require the ability to enter pelvic exam findings and gynecologic review of systems, and to order a cervical pap smear within the EHR system. EHR products that restrict or pre-populate an individual encounter with sex-specific history, exam, or ordering templates will prevent this patient's provider from accurately and efficiently documenting their care.
As another example, a patient may have been assigned male at birth and have transitioned to female through the use of estrogen; however, this patient has not yet changed her government-issued identity documents and is currently listed with a male name and sex or gender. The patient has an outwardly female appearance and wishes to be referred to using a feminine name and pronouns. The patient also has breasts as a result of their hormone treatment and will require a breast examination and ordering of a mammogram. An EHR system should guide the administrative and clinical staff to use the patient's chosen name and pronoun, which should serve to improve patient engagement and comfort while improving retention in care. An EHR system should also allow the provider to document a breast examination and order a mammogram—even though the patient remains registered as male.
Given these concerns, the Working Group recommends an individualized approach in the care of each transgender patient, based on a current inventory of organs as well as the patient's own transgender status and sex- or gender-specific history. Drawing on methods first developed by the Center of Excellence for Transgender Health at the University of California, San Francisco, the Working Group adopted a two-step question technique (table 1) to allow the collection and documentation of gender identity information.14 This technique involves first querying the patient's gender identity, followed by a query of the sex assigned at birth; by querying gender identity first, the importance of this parameter from the perspective of a transgender person is emphasized over that of the assigned birth sex. Furthermore, this technique provides more detailed and accurate demographic and historical information, and also increases overall rates of identification of transgender patients as compared to older one-step methods (ie, choices of ‘male,’ ‘female,’ or ‘transgender’). This information could be collected via a face-to-face interaction with clinic staff or a provider; some evidence suggests such information would be more accurately collected via self-registration kiosks or patient portals.15
Using a two-step method has been shown to increase the identification of transgender patients in demographics studies as compared to a one-step method. The two-step method was adopted in 2011 by the US Centers for Disease Control and Prevention for use in their Adult Case Report Form as well as their electronic surveillance system, the Enhanced HIV/AIDS Reporting System (EHARS).16 This method has been found to be superior at identifying transgender individuals in comparison to other methods, according to a recently published study.17
The Working Group was composed of WPATH members from a range of disciplines with a variety of backgrounds, including medicine, nursing, pharmacy, social work, policy, law, and public health; all members had experience in EHR use. Members were selected for participation via a written application process overseen by the WPATH Board of Directors. Initial draft recommendations were developed via an informal consensus process among several clinician Working Group members; this consensus process was directed by a physician experienced in EHR use in transgender care as well as in directing informal consensus guideline development, who also holds a degree in computer information systems. All clinicians who contributed to the initial draft guidelines were experienced in both transgender clinical care and EHR use and implementation. These initial draft recommendations were then circulated among the entire Working Group membership for further comment; an updated draft was then sent to the WPATH Board of Directors for final approval.
Something else (please specify):
Cross-sex hormone therapy, current user
Cross-sex hormone therapy, past user
Vaginoplasty, penile inversion
Vaginoplasty, colon graft
Phalloplasty, abdominal flap
Phalloplasty, free flap
Laryngeal feminization surgery
Soft tissue filler injections
Bilateral total reduction mammoplasty
Other unlisted surgical procedure
As the care of transgender patients moves into the mainstream, the medical informatics field will be asked to respond to the unique needs of this demographic through the implementation of more accurate and appropriate data collection methods in a range of products and systems. It is hoped that these user-driven recommendations will better inform health information technology research and EHR vendors on the specific needs of transgender patients in this context. Future research should aim to explore current practices among both clinicians and vendors; ultimately this information would be used to drive developer implementation of feasible models which satisfy the recommendations presented here.
These recommendations of the Working Group have been reviewed and endorsed by the WPATH Board of Directors.
Correction notice: This article has been corrected since it was first published online first. The article is now open access.
Acknowledgements: The authors wish to thank Shane Snowdon, MA for her assistance with and contributions to this project.
Collaborators: Members of the WPATH EMR Working Group: Madeline B Deutsch, MD (Co-Chair); JoAnne Keatley, MSW (Co-Chair); Jamison Green, PhD (WPATH Board Liaison); Rebecca Allison, MD; Oliver Blumer, DC; Stephen Brown, MD; Mary Kay Cody, MSN, RN-BC; Kristopher Fennie, PhD, MPH; Alexandra M Hall, MD; Jennifer Hastings, MD; Gal S Mayer, MD; Gwen Moscoe, Pharm D; Rachael St Claire, Psy D; Moonhawk River Stone, MS, LMHC; André Wilson, MS; Carolyn Wolf-Gould, MD.
Contributors: MBD, GM, JH, and AMH wrote the Recommendations section based on Working Group recommendations. MBD, JG, and JK then edited this section and wrote the rest of the article. MBD takes responsibility for the manuscript as a whole. All six authors participated in the original consensus process (facilitated by MBD) and have reviewed and approve the final version of the manuscript.
Competing interests: None.
Provenance and peer review: Not commissioned; externally peer reviewed.