Self-reported data are the gold standard of demographic SDOH data. However, self-reported data rarely provide sufficient coverage, and typically need to be supplemented with data from health care providers, imputed data (e.g., census data) or other administrative data sources.   

Race/ethnicity data: To integrate self-reported data with non-self-reported sources for race/ethnicity, IBX created a Golden Rule that first identified race from self-reported data, if available; then from EMR and CMS data; and finally from imputation methods, based on accuracy by race group and level of coverage.  

Sexual orientation and gender identity data: To support the health of queer and gender-diverse members, IBX took a multi-pronged approach to improve the quality of our SOGI data, using medical and pharmacy claims to identify transgender and gender diverse members, and identified members who received gender-affirming care. This method enabled IBX to conduct a preliminary needs assessment and develop initiatives promoting LGBTQ health. 

Additional SDOH data sources: SDOH data capture is crucial, but limited. While self-reported data should be prioritized when available, using multiple sources, and prioritizing those with indications of need, may provide the most robust picture.  

IBX sourced SDOH data through enrollment records, medical claims, case management programs, provider-facing platforms and external data surveys.  Less directly, IBX created a proprietary algorithm called the Social Barrier Index that identifies SDOH risks in a member’s community.  

Relying on a combination of methods provides a more comprehensive view of members who may have SDOH barriers.