What is the recommended order of obtaining assessment information regarding ethnicity, race, and language?

The recommended order of obtaining assessment information regarding ethnicity, race, and language is from the patient first, then a proxy, and finally the medical record. This approach is grounded in the principle that the patient is the most reliable and direct source of their personal information, including their cultural and linguistic background. Gathering this information directly from the patient allows healthcare providers to capture their self-identified ethnicity, race, and preferred language accurately, ensuring that the assessment reflects the patient’s perspective.

Following the patient, information from a proxy can be useful, especially in cases where the patient may be unable to provide complete or accurate information, such as in situations involving cognitive impairments or language barriers. Proxies can include family members or caregivers who know the patient well and can provide additional context.

Finally, consulting the medical record can provide corroborative details but is generally considered less reliable because it may not reflect the most current information as reported by the patient. Medical records can sometimes contain outdated or inaccurate information, particularly if the data was recorded without the patient's direct input.

This systematic approach prioritizes the patient's voice, ensuring that the assessment process is respectful of their identity and needs, which is crucial in delivering culturally competent care.