Journal:Preferred names, preferred pronouns, and gender identity in the electronic medical record and laboratory information system: Is pathology ready?

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Full article title Preferred names, preferred pronouns, and gender identity in the electronic medical record and laboratory information system: Is pathology ready?
Journal Journal of Pathology Informatics
Author(s) Imborek, Katherine L.; Nisly Nicole L.; Hesseltine, Michael J.; Grienke, Jana; Zikmund, Todd A.; Dreyer, Nicholas R.; Blau, John L.; Hightower, Maia; Humble, Robert M.; Krasowski, Matthew D.
Author affiliation(s) University of Iowa Hospitals and Clinics
Primary contact Email: Available w/ login
Year published 2017
Volume and issue 8
Page(s) 42
DOI 10.4103/jpi.jpi_52_17
ISSN 2153-3539
Distribution license Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported
Website http://www.jpathinformatics.org
Download http://www.jpathinformatics.org/temp/JPatholInform8142-6286959_172749.pdf (PDF)

Abstract

Background: Electronic medical records (EMRs) and laboratory information systems (LISs) commonly utilize patient identifiers such as legal name, sex, medical record number, and date of birth. There have been recommendations from some EMR working groups (e.g., the World Professional Association for Transgender Health) to include preferred name, pronoun preference, assigned sex at birth, and gender identity in the EMR. These practices are currently uncommon in the United States. There has been little published on the potential impact of these changes on pathology and LISs.

Methods: We review the available literature and guidelines on the use of preferred name and gender identity on pathology, including data on changes in laboratory testing following gender transition treatments. We also describe pathology and clinical laboratory challenges in the implementation of preferred name at our institution.

Results: Preferred name, pronoun preference, and gender identity have the most immediate impact on the areas of pathology with direct patient contact such as phlebotomy and transfusion medicine, both in terms of interaction with patients and policies for patient identification. Gender identity affects the regulation and policies within transfusion medicine, including blood donor risk assessment and eligibility. There are limited studies on the impact of gender transition treatments on laboratory tests, but multiple studies have demonstrated complex changes in chemistry and hematology tests. A broader challenge is that, even as EMRs add functionality, pathology computer systems (e.g., LIS, middleware, reference laboratory, and outreach interfaces) may not have functionality to store or display preferred name and gender identity.

Conclusions: Implementation of preferred name, pronoun preference, and gender identity presents multiple challenges and opportunities for pathology.

Keywords: clinical laboratory information system, electronic health records, gender dysphoria, medical informatics, transgender

Introduction

Electronic medical records (EMRs) and patient identification labels generally use patient legal name, date of birth, and a medical record number as key identifiers for patients.[1][2] Laboratory information systems (LISs) and middleware software also use these identifiers along with additional items such as accession and surgical pathology case numbers.[3] Although the legal name is most commonly used in EMRs, many patients have a “preferred name” that differs from their legal first name [Table 1]. The preferred name may be a nickname (e.g., “Bill” for “William”), use of a middle name, or some other name altogether. For transgender patients, the preferred name may match their affirmed gender and also be recognizable as of a different gender than the name assigned at birth.[4] The use of preferred name can have a positive customer service benefit in allowing for healthcare staff to address the patient in a manner chosen by the patient, whether or not they elect to provide a preferred name. The use of preferred name for transgender patients has been identified as important in providing inclusion toward a class of patients that have historically been disenfranchised from the healthcare system.[4][5][6][7][8][9]

References

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  2. McCoy, A.B.; Wright, A.; Kahn, M.G. (2013). "Matching identifiers in electronic health records: implications for duplicate records and patient safety". BMJ Quality & Safety 22 (3): 219–24. doi:10.1136/bmjqs-2012-001419. PMID 23362505. 
  3. Pantanowitz, L.; Henricks, W.H.; Beckwith, B.A. (2007). "Medical laboratory informatics". Clinics in Laboratory Medicine 27 (4): 823–43. doi:10.1016/j.cll.2007.07.011. PMID 17950900. 
  4. 4.0 4.1 Deutsch, M.B.; Buchholz, D. (2015). "Electronic health records and transgender patients--Practical recommendations for the collection of gender identity data". Journal of General Internal Medicine 30 (6): 843–7. doi:10.1007/s11606-014-3148-7. PMC PMC4441683. PMID 25560316. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4441683. 
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  6. Gridley, S.J.; Crouch, J.M.; Evans, Y. et al. (2016). "Youth and Caregiver Perspectives on Barriers to Gender-Affirming Health Care for Transgender Youth". Journal of Adolescent Health 59 (3): 254–61. doi:10.1016/j.jadohealth.2016.03.017. PMID 27235374. 
  7. Winter, S.; Diamond, M.; Green, J. et al. (2016). "Transgender people: Health at the margins of society". Lancet 388 (10042): 390–400. doi:10.1016/S0140-6736(16)00683-8. PMID 27323925. 
  8. Wylie, K.; Knudson, G.; Khan, S.I. et al. (2016). "Serving transgender people: Clinical care considerations and service delivery models in transgender health". Lancet 388 (10042): 401–11. doi:10.1016/S0140-6736(16)00682-6. PMID 27323926. 
  9. Roberts, T.K.; Fantz, C.R. (2014). "Barriers to quality health care for the transgender population". Clinical Biochemistry 47 (10–11): 983–7. doi:10.1016/j.clinbiochem.2014.02.009. PMID 24560655. 

Notes

This presentation is faithful to the original, with only a few minor changes to presentation and updates to spelling and grammar. In some cases important information was missing from the references, and that information was added.