We understand that organizations have varying needs when it comes to collecting demographic information including sex for medical purposes, gender identity, and pronouns. We currently offer three options to choose from to accommodate your participants’ preferences and your organization’s reporting needs.
In this article:
- Sex Field Included in Participant Profile Setup
- Sex Field AND Custom Questions Collected in Health Profile Forms
- Sex Field Disabled in Participant Profile Setup
Sex Field Included in Participant Profile Setup
Sex is collected when a participant first creates their profile. This Sex field refers to sex assigned at birth and is designed to be used for medical purposes. Once entered within the Demographic Information section of the Participant Profile, sex will appear in the participant's main profile as well as in the eMAR and Health Log.
Sex Field AND Custom Questions Collected in Health Profile Forms
Your Client Success Team can set up gender identity and pronoun questions customized to your organization’s account (via a drop down menu or as open text) in addition to collecting sex.
Tip: You can report on this information within the Custom Reports feature and set up tags for easy list building.
Sex Field Disabled in Participant Profile Setup
Your Client Success Team can remove the Sex field and, if desired by your organization, set up custom questions to capture gender identity and pronoun information in the Health Profile forms.
Important: If you disable the Sex field in the Demographic Information section of our application, you cannot restrict registration capacity by sex, filter for it with the List Builder, or include it in Standard Reports.
Additionally, if you have any participants who have previously answered the Sex field question, their answers will not be removed. This will only apply to NEW participants in the system. If you want to clear historical answers, reach out to your Client Success Team to consider possible solutions.
Tip: You can report on gender identity and pronoun information with Custom Reports and/or you can set up tags for easy list building.
Please reach out to your Client Success Manager for more information on navigating these features for sex and gender identity.
We hope that by offering these options, we are able to accommodate your organizational and participant preferences, and provide a resource to support the health and wellbeing for all participants.