Today, we released a change to how we collect information around sex and gender after speaking with customers who work with the LGBTQ+ population. We removed the old Gender dropdown on the Client Info page and replaced it with two fields, Sex and Gender Identity.
The Sex field is a dropdown used to populate Box 3 of the CMS-1500 claim form, since payers only accept Male or Female values in that box.
The Gender Identity field is a free text entry field where you can input a client’s gender identity, pronouns, and other information important to making them feel welcome in your practice. Your client’s Gender information (ex. Female, Trans M-to-F, Other) will populate to this field and can be updated at any time.
If you would like your clients to share their gender identity with you, go to your Client Portal settings, choose the Shared Documents & Files tab, and in the Demographic & Credit Card Forms section, check the Gender Identity box and that field will appear on the Demographic Intake Form for your clients to fill out themselves.
When it is checked, clients will be able to share their identity and pronouns with your practice: