Tips for Case Managers With Transgender Patients

• Ask what preferred name and pronoun the patient uses, and consistently use that pronoun;

• Do not assume sexual orientation or gender identity;

• Mirror the language the patients use for themselves, their partners, and their bodies;

• Modify medical forms to incorporate the range of gender, gender identity, and sexual orientation. Ask those questions only when necessary;

• Do not reveal a member’s gender identity or sexual orientation without permission;

• Provide referrals to healthcare professionals and facilities that provide transgender-sensitive care and expertise;

• Do not ask unnecessarily invasive questions. Make sure questions are related to the patient’s healthcare;

• Educate yourself and other healthcare providers on current transgender health protocols and standards of care;

• Inquire about what transition, gender-affirming surgery, and/or hormone treatment means to the patient;

• Encourage pursuit of regular preventive care visits;

• Monitor and make appropriate referrals for behavioral health issues.