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.
These tips will help case managers understand transgender patients' healthcare needs and ensure they are treated with respect.
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