Best Practices for Socio-demographic Information Collection

This guide outlines best practices identified by CORE Participants for the collection and exchange of socio-demographic information. It emphasizes the importance of privacy, security, informed consent, and self-reporting in the collection process. The CORE Operating Rules have been developed to facilitate standardized practices while recognizing federal privacy regulations and industry variability. The guide details several best practices, including the use of opt-in consent processes, which enhance member engagement and privacy. It also discusses the significance of self-reporting for race, ethnicity, language, and gender identity, acknowledging that while self-reporting is preferred, administrative methods may also be utilized. Furthermore, the guide addresses the need for flexibility in recognizing changes in socio-demographic concepts over time and the importance of clear disclosure language regarding the collection and use of this information. These practices aim to support health plans in implementing the CORE Operating Rules effectively while maintaining member privacy and consent.