California 2023-2024 Regular Session

California Senate Bill SB957 Compare Versions

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1-Senate Bill No. 957 CHAPTER 868An act to amend Section 8310.8 of the Government Code, and to amend Section 120440 of, and to add Division 122 (commencing with Section 152000) to, the Health and Safety Code, relating to data collection. [ Approved by Governor September 28, 2024. Filed with Secretary of State September 28, 2024. ] LEGISLATIVE COUNSEL'S DIGESTSB 957, Wiener. Data collection: sexual orientation, gender identity, and intersex status.(1) Existing law, the Lesbian, Gay, Bisexual, and Transgender Disparities Reduction Act, requires the State Department of Public Health, among other specified state entities, in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, to collect voluntary self-identification information pertaining to sexual orientation, gender identity, and intersexuality.This bill would replace the term intersexuality with the term variations in sex characteristics/intersex status and would make conforming changes to related provisions.Existing law, as an exception to the provision above, authorizes those state entities, instead of requiring them, to collect the demographic data under either of the following circumstances: (a) pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey; or (b) demographic data are collected by other entities, including other state agencies, surveys administered by third-party entities and the state department is not the sole funder, or third-party entities that provide aggregated data to a state department.This bill, notwithstanding the exception above, would require the State Department of Public Health to collect the demographic data from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. To the extent that the bill would create new duties for local officials in facilitating the departments data collection, the bill would impose a state-mandated local program.The bill would specify that the provisions above do not require (1) the State Department of Public Health to collect demographic data from an individual under 18 years of age, as specified, or (2) health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).Existing law requires the above-described state entities to report to the Legislature the data collected and the method used to collect the data, and to make the data available to the public, except for personally identifiable information. Existing law deems that personally identifiable information confidential and prohibits its disclosure. Existing law sets forth different deadlines, depending on the specified state entity, for complying with those requirements.This bill would require the State Department of Public Health, for purposes of the data collected by the department on SOGISC, to comply with the above-described requirements as early as possible but no later than March 28, 2029.(2) Existing law authorizes local health officers and the State Department of Public Health to operate immunization information systems. Existing law requires health care providers and other certain agencies, including schools and county human services agencies, to disclose specified immunization and other information about the patient or client to local health departments and the State Department of Public Health. Existing law authorizes local health departments and the State Department of Public Health to disclose most of that same information, as specified, to each other and to other entities. Existing law authorizes a patient or a patients parent or guardian to refuse to permit recordsharing, as specified.Under existing law, the information that is subject to disclosure under those provisions includes, among other things, certain data on immunizations received, the patients or clients date of birth, race and ethnicity, and gender.This bill would add the adult patients or clients SOGISC and sex assigned at birth to the list of information subject to disclosure. Under the bill, a health care provider would only be required to disclose SOGISC information that is voluntarily provided by the patient or client. The bill would prohibit a health care provider from disclosing that information as it relates to any patient or client who is under 18 years of age. The bill would make conforming changes to the above-described provisions on data sharing. By expanding the duties of local officials with regard to disclosing demographic information to certain entities, the bill would impose a state-mandated local program.(3) The bill would require the State Department of Public Health to prepare an annual report concerning SOGISC data collected by the department. The bill would require the department to annually post and make available the report on the departments internet website and to annually submit the report to the Legislature, excluding any personally identifiable information.The bill would require the annual report to include, among other certain information, the departments efforts to collect, analyze, and report SOGISC data and, until fully implemented, the progress that the department has made in implementing recommendations set forth in a related 2023 report by the California State Auditors Office.(4) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.This bill would provide that, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.(5) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest.This bill would make legislative findings to that effect.Digest Key Vote: MAJORITY Appropriation: NO Fiscal Committee: YES Local Program: YES Bill TextThe people of the State of California do enact as follows:SECTION 1. Section 8310.8 of the Government Code is amended to read:8310.8. (a) (1) This section shall only apply to the following state entities:(A) The State Department of Health Care Services.(B) The State Department of Public Health.(C) The State Department of Social Services.(D) The California Department of Aging.(E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).(F) The Commission on Teacher Credentialing.(G) The Civil Rights Department.(H) The Labor and Workforce Development Agency.(I) The Department of Industrial Relations.(J) The Employment Training Panel.(K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.(L) The State Department of State Hospitals.(M) The Department of Rehabilitation.(N) The State Department of Developmental Services.(O) The Department of Community Services and Development.(2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.(b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).(2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:(A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.(B) Demographic data are collected by other entities including:(i) State offices, departments, and agencies not included in subdivision (a).(ii) Surveys administered by third-party entities and the state department is not the sole funder.(iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.(3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:(A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.(B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.(c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.(2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.(3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.(d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).(2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.(e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.(f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.SEC. 2. Section 120440 of the Health and Safety Code, as amended by Section 1 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.(ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.SEC. 3. Section 120440 of the Health and Safety Code, as added by Section 2 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall become operative on January 1, 2026.SEC. 4. Division 122 (commencing with Section 152000) is added to the Health and Safety Code, to read:DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.(2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:(A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.(B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.(b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.(c) The annual report described in subdivision (a) shall include all of the following information:(1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.(2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.(3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.(4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.(5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.SEC. 5. If the Commission on State Mandates determines that this act contains costs mandated by the state, reimbursement to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code.SEC. 6. The Legislature finds and declares that Section 1 of this act, which amends Section 8310.8 of the Government Code, imposes a limitation on the publics right of access to the meetings of public bodies or the writings of public officials and agencies within the meaning of Section 3 of Article I of the California Constitution. Pursuant to that constitutional provision, the Legislature makes the following findings to demonstrate the interest protected by this limitation and the need for protecting that interest:Due to the sensitive general nature of data relating to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and the need to protect the safety of those who would provide voluntary self-identification information pertaining to their SOGISC, it is necessary to prohibit the public disclosure of personal identifying information that would allow the identification of an individual who provided voluntary self-identification information pertaining to SOGISC.
1+Enrolled September 03, 2024 Passed IN Senate August 29, 2024 Passed IN Assembly August 28, 2024 Amended IN Assembly August 22, 2024 Amended IN Assembly August 19, 2024 Amended IN Assembly June 20, 2024 CALIFORNIA LEGISLATURE 20232024 REGULAR SESSION Senate Bill No. 957Introduced by Senator Wiener(Coauthor: Assembly Member Haney)January 22, 2024An act to amend Section 8310.8 of the Government Code, and to amend Section 120440 of, and to add Division 122 (commencing with Section 152000) to, the Health and Safety Code, relating to data collection.LEGISLATIVE COUNSEL'S DIGESTSB 957, Wiener. Data collection: sexual orientation, gender identity, and intersex status.(1) Existing law, the Lesbian, Gay, Bisexual, and Transgender Disparities Reduction Act, requires the State Department of Public Health, among other specified state entities, in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, to collect voluntary self-identification information pertaining to sexual orientation, gender identity, and intersexuality.This bill would replace the term intersexuality with the term variations in sex characteristics/intersex status and would make conforming changes to related provisions.Existing law, as an exception to the provision above, authorizes those state entities, instead of requiring them, to collect the demographic data under either of the following circumstances: (a) pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey; or (b) demographic data are collected by other entities, including other state agencies, surveys administered by third-party entities and the state department is not the sole funder, or third-party entities that provide aggregated data to a state department.This bill, notwithstanding the exception above, would require the State Department of Public Health to collect the demographic data from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. To the extent that the bill would create new duties for local officials in facilitating the departments data collection, the bill would impose a state-mandated local program.The bill would specify that the provisions above do not require (1) the State Department of Public Health to collect demographic data from an individual under 18 years of age, as specified, or (2) health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).Existing law requires the above-described state entities to report to the Legislature the data collected and the method used to collect the data, and to make the data available to the public, except for personally identifiable information. Existing law deems that personally identifiable information confidential and prohibits its disclosure. Existing law sets forth different deadlines, depending on the specified state entity, for complying with those requirements.This bill would require the State Department of Public Health, for purposes of the data collected by the department on SOGISC, to comply with the above-described requirements as early as possible but no later than March 28, 2029.(2) Existing law authorizes local health officers and the State Department of Public Health to operate immunization information systems. Existing law requires health care providers and other certain agencies, including schools and county human services agencies, to disclose specified immunization and other information about the patient or client to local health departments and the State Department of Public Health. Existing law authorizes local health departments and the State Department of Public Health to disclose most of that same information, as specified, to each other and to other entities. Existing law authorizes a patient or a patients parent or guardian to refuse to permit recordsharing, as specified.Under existing law, the information that is subject to disclosure under those provisions includes, among other things, certain data on immunizations received, the patients or clients date of birth, race and ethnicity, and gender.This bill would add the adult patients or clients SOGISC and sex assigned at birth to the list of information subject to disclosure. Under the bill, a health care provider would only be required to disclose SOGISC information that is voluntarily provided by the patient or client. The bill would prohibit a health care provider from disclosing that information as it relates to any patient or client who is under 18 years of age. The bill would make conforming changes to the above-described provisions on data sharing. By expanding the duties of local officials with regard to disclosing demographic information to certain entities, the bill would impose a state-mandated local program.(3) The bill would require the State Department of Public Health to prepare an annual report concerning SOGISC data collected by the department. The bill would require the department to annually post and make available the report on the departments internet website and to annually submit the report to the Legislature, excluding any personally identifiable information.The bill would require the annual report to include, among other certain information, the departments efforts to collect, analyze, and report SOGISC data and, until fully implemented, the progress that the department has made in implementing recommendations set forth in a related 2023 report by the California State Auditors Office.(4) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.This bill would provide that, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.(5) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest.This bill would make legislative findings to that effect.Digest Key Vote: MAJORITY Appropriation: NO Fiscal Committee: YES Local Program: YES Bill TextThe people of the State of California do enact as follows:SECTION 1. Section 8310.8 of the Government Code is amended to read:8310.8. (a) (1) This section shall only apply to the following state entities:(A) The State Department of Health Care Services.(B) The State Department of Public Health.(C) The State Department of Social Services.(D) The California Department of Aging.(E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).(F) The Commission on Teacher Credentialing.(G) The Civil Rights Department.(H) The Labor and Workforce Development Agency.(I) The Department of Industrial Relations.(J) The Employment Training Panel.(K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.(L) The State Department of State Hospitals.(M) The Department of Rehabilitation.(N) The State Department of Developmental Services.(O) The Department of Community Services and Development.(2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.(b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).(2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:(A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.(B) Demographic data are collected by other entities including:(i) State offices, departments, and agencies not included in subdivision (a).(ii) Surveys administered by third-party entities and the state department is not the sole funder.(iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.(3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:(A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.(B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.(c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.(2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.(3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.(d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).(2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.(e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.(f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.SEC. 2. Section 120440 of the Health and Safety Code, as amended by Section 1 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.(ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.SEC. 3. Section 120440 of the Health and Safety Code, as added by Section 2 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall become operative on January 1, 2026.SEC. 4. Division 122 (commencing with Section 152000) is added to the Health and Safety Code, to read:DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.(2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:(A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.(B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.(b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.(c) The annual report described in subdivision (a) shall include all of the following information:(1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.(2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.(3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.(4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.(5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.SEC. 5. If the Commission on State Mandates determines that this act contains costs mandated by the state, reimbursement to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code.SEC. 6. The Legislature finds and declares that Section 1 of this act, which amends Section 8310.8 of the Government Code, imposes a limitation on the publics right of access to the meetings of public bodies or the writings of public officials and agencies within the meaning of Section 3 of Article I of the California Constitution. Pursuant to that constitutional provision, the Legislature makes the following findings to demonstrate the interest protected by this limitation and the need for protecting that interest:Due to the sensitive general nature of data relating to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and the need to protect the safety of those who would provide voluntary self-identification information pertaining to their SOGISC, it is necessary to prohibit the public disclosure of personal identifying information that would allow the identification of an individual who provided voluntary self-identification information pertaining to SOGISC.
22
3- Senate Bill No. 957 CHAPTER 868An act to amend Section 8310.8 of the Government Code, and to amend Section 120440 of, and to add Division 122 (commencing with Section 152000) to, the Health and Safety Code, relating to data collection. [ Approved by Governor September 28, 2024. Filed with Secretary of State September 28, 2024. ] LEGISLATIVE COUNSEL'S DIGESTSB 957, Wiener. Data collection: sexual orientation, gender identity, and intersex status.(1) Existing law, the Lesbian, Gay, Bisexual, and Transgender Disparities Reduction Act, requires the State Department of Public Health, among other specified state entities, in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, to collect voluntary self-identification information pertaining to sexual orientation, gender identity, and intersexuality.This bill would replace the term intersexuality with the term variations in sex characteristics/intersex status and would make conforming changes to related provisions.Existing law, as an exception to the provision above, authorizes those state entities, instead of requiring them, to collect the demographic data under either of the following circumstances: (a) pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey; or (b) demographic data are collected by other entities, including other state agencies, surveys administered by third-party entities and the state department is not the sole funder, or third-party entities that provide aggregated data to a state department.This bill, notwithstanding the exception above, would require the State Department of Public Health to collect the demographic data from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. To the extent that the bill would create new duties for local officials in facilitating the departments data collection, the bill would impose a state-mandated local program.The bill would specify that the provisions above do not require (1) the State Department of Public Health to collect demographic data from an individual under 18 years of age, as specified, or (2) health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).Existing law requires the above-described state entities to report to the Legislature the data collected and the method used to collect the data, and to make the data available to the public, except for personally identifiable information. Existing law deems that personally identifiable information confidential and prohibits its disclosure. Existing law sets forth different deadlines, depending on the specified state entity, for complying with those requirements.This bill would require the State Department of Public Health, for purposes of the data collected by the department on SOGISC, to comply with the above-described requirements as early as possible but no later than March 28, 2029.(2) Existing law authorizes local health officers and the State Department of Public Health to operate immunization information systems. Existing law requires health care providers and other certain agencies, including schools and county human services agencies, to disclose specified immunization and other information about the patient or client to local health departments and the State Department of Public Health. Existing law authorizes local health departments and the State Department of Public Health to disclose most of that same information, as specified, to each other and to other entities. Existing law authorizes a patient or a patients parent or guardian to refuse to permit recordsharing, as specified.Under existing law, the information that is subject to disclosure under those provisions includes, among other things, certain data on immunizations received, the patients or clients date of birth, race and ethnicity, and gender.This bill would add the adult patients or clients SOGISC and sex assigned at birth to the list of information subject to disclosure. Under the bill, a health care provider would only be required to disclose SOGISC information that is voluntarily provided by the patient or client. The bill would prohibit a health care provider from disclosing that information as it relates to any patient or client who is under 18 years of age. The bill would make conforming changes to the above-described provisions on data sharing. By expanding the duties of local officials with regard to disclosing demographic information to certain entities, the bill would impose a state-mandated local program.(3) The bill would require the State Department of Public Health to prepare an annual report concerning SOGISC data collected by the department. The bill would require the department to annually post and make available the report on the departments internet website and to annually submit the report to the Legislature, excluding any personally identifiable information.The bill would require the annual report to include, among other certain information, the departments efforts to collect, analyze, and report SOGISC data and, until fully implemented, the progress that the department has made in implementing recommendations set forth in a related 2023 report by the California State Auditors Office.(4) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.This bill would provide that, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.(5) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest.This bill would make legislative findings to that effect.Digest Key Vote: MAJORITY Appropriation: NO Fiscal Committee: YES Local Program: YES
3+ Enrolled September 03, 2024 Passed IN Senate August 29, 2024 Passed IN Assembly August 28, 2024 Amended IN Assembly August 22, 2024 Amended IN Assembly August 19, 2024 Amended IN Assembly June 20, 2024 CALIFORNIA LEGISLATURE 20232024 REGULAR SESSION Senate Bill No. 957Introduced by Senator Wiener(Coauthor: Assembly Member Haney)January 22, 2024An act to amend Section 8310.8 of the Government Code, and to amend Section 120440 of, and to add Division 122 (commencing with Section 152000) to, the Health and Safety Code, relating to data collection.LEGISLATIVE COUNSEL'S DIGESTSB 957, Wiener. Data collection: sexual orientation, gender identity, and intersex status.(1) Existing law, the Lesbian, Gay, Bisexual, and Transgender Disparities Reduction Act, requires the State Department of Public Health, among other specified state entities, in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, to collect voluntary self-identification information pertaining to sexual orientation, gender identity, and intersexuality.This bill would replace the term intersexuality with the term variations in sex characteristics/intersex status and would make conforming changes to related provisions.Existing law, as an exception to the provision above, authorizes those state entities, instead of requiring them, to collect the demographic data under either of the following circumstances: (a) pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey; or (b) demographic data are collected by other entities, including other state agencies, surveys administered by third-party entities and the state department is not the sole funder, or third-party entities that provide aggregated data to a state department.This bill, notwithstanding the exception above, would require the State Department of Public Health to collect the demographic data from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. To the extent that the bill would create new duties for local officials in facilitating the departments data collection, the bill would impose a state-mandated local program.The bill would specify that the provisions above do not require (1) the State Department of Public Health to collect demographic data from an individual under 18 years of age, as specified, or (2) health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).Existing law requires the above-described state entities to report to the Legislature the data collected and the method used to collect the data, and to make the data available to the public, except for personally identifiable information. Existing law deems that personally identifiable information confidential and prohibits its disclosure. Existing law sets forth different deadlines, depending on the specified state entity, for complying with those requirements.This bill would require the State Department of Public Health, for purposes of the data collected by the department on SOGISC, to comply with the above-described requirements as early as possible but no later than March 28, 2029.(2) Existing law authorizes local health officers and the State Department of Public Health to operate immunization information systems. Existing law requires health care providers and other certain agencies, including schools and county human services agencies, to disclose specified immunization and other information about the patient or client to local health departments and the State Department of Public Health. Existing law authorizes local health departments and the State Department of Public Health to disclose most of that same information, as specified, to each other and to other entities. Existing law authorizes a patient or a patients parent or guardian to refuse to permit recordsharing, as specified.Under existing law, the information that is subject to disclosure under those provisions includes, among other things, certain data on immunizations received, the patients or clients date of birth, race and ethnicity, and gender.This bill would add the adult patients or clients SOGISC and sex assigned at birth to the list of information subject to disclosure. Under the bill, a health care provider would only be required to disclose SOGISC information that is voluntarily provided by the patient or client. The bill would prohibit a health care provider from disclosing that information as it relates to any patient or client who is under 18 years of age. The bill would make conforming changes to the above-described provisions on data sharing. By expanding the duties of local officials with regard to disclosing demographic information to certain entities, the bill would impose a state-mandated local program.(3) The bill would require the State Department of Public Health to prepare an annual report concerning SOGISC data collected by the department. The bill would require the department to annually post and make available the report on the departments internet website and to annually submit the report to the Legislature, excluding any personally identifiable information.The bill would require the annual report to include, among other certain information, the departments efforts to collect, analyze, and report SOGISC data and, until fully implemented, the progress that the department has made in implementing recommendations set forth in a related 2023 report by the California State Auditors Office.(4) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.This bill would provide that, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.(5) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest.This bill would make legislative findings to that effect.Digest Key Vote: MAJORITY Appropriation: NO Fiscal Committee: YES Local Program: YES
44
5- Senate Bill No. 957 CHAPTER 868
5+ Enrolled September 03, 2024 Passed IN Senate August 29, 2024 Passed IN Assembly August 28, 2024 Amended IN Assembly August 22, 2024 Amended IN Assembly August 19, 2024 Amended IN Assembly June 20, 2024
66
7- Senate Bill No. 957
7+Enrolled September 03, 2024
8+Passed IN Senate August 29, 2024
9+Passed IN Assembly August 28, 2024
10+Amended IN Assembly August 22, 2024
11+Amended IN Assembly August 19, 2024
12+Amended IN Assembly June 20, 2024
813
9- CHAPTER 868
14+ CALIFORNIA LEGISLATURE 20232024 REGULAR SESSION
15+
16+ Senate Bill
17+
18+No. 957
19+
20+Introduced by Senator Wiener(Coauthor: Assembly Member Haney)January 22, 2024
21+
22+Introduced by Senator Wiener(Coauthor: Assembly Member Haney)
23+January 22, 2024
1024
1125 An act to amend Section 8310.8 of the Government Code, and to amend Section 120440 of, and to add Division 122 (commencing with Section 152000) to, the Health and Safety Code, relating to data collection.
12-
13- [ Approved by Governor September 28, 2024. Filed with Secretary of State September 28, 2024. ]
1426
1527 LEGISLATIVE COUNSEL'S DIGEST
1628
1729 ## LEGISLATIVE COUNSEL'S DIGEST
1830
1931 SB 957, Wiener. Data collection: sexual orientation, gender identity, and intersex status.
2032
2133 (1) Existing law, the Lesbian, Gay, Bisexual, and Transgender Disparities Reduction Act, requires the State Department of Public Health, among other specified state entities, in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, to collect voluntary self-identification information pertaining to sexual orientation, gender identity, and intersexuality.This bill would replace the term intersexuality with the term variations in sex characteristics/intersex status and would make conforming changes to related provisions.Existing law, as an exception to the provision above, authorizes those state entities, instead of requiring them, to collect the demographic data under either of the following circumstances: (a) pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey; or (b) demographic data are collected by other entities, including other state agencies, surveys administered by third-party entities and the state department is not the sole funder, or third-party entities that provide aggregated data to a state department.This bill, notwithstanding the exception above, would require the State Department of Public Health to collect the demographic data from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. To the extent that the bill would create new duties for local officials in facilitating the departments data collection, the bill would impose a state-mandated local program.The bill would specify that the provisions above do not require (1) the State Department of Public Health to collect demographic data from an individual under 18 years of age, as specified, or (2) health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).Existing law requires the above-described state entities to report to the Legislature the data collected and the method used to collect the data, and to make the data available to the public, except for personally identifiable information. Existing law deems that personally identifiable information confidential and prohibits its disclosure. Existing law sets forth different deadlines, depending on the specified state entity, for complying with those requirements.This bill would require the State Department of Public Health, for purposes of the data collected by the department on SOGISC, to comply with the above-described requirements as early as possible but no later than March 28, 2029.(2) Existing law authorizes local health officers and the State Department of Public Health to operate immunization information systems. Existing law requires health care providers and other certain agencies, including schools and county human services agencies, to disclose specified immunization and other information about the patient or client to local health departments and the State Department of Public Health. Existing law authorizes local health departments and the State Department of Public Health to disclose most of that same information, as specified, to each other and to other entities. Existing law authorizes a patient or a patients parent or guardian to refuse to permit recordsharing, as specified.Under existing law, the information that is subject to disclosure under those provisions includes, among other things, certain data on immunizations received, the patients or clients date of birth, race and ethnicity, and gender.This bill would add the adult patients or clients SOGISC and sex assigned at birth to the list of information subject to disclosure. Under the bill, a health care provider would only be required to disclose SOGISC information that is voluntarily provided by the patient or client. The bill would prohibit a health care provider from disclosing that information as it relates to any patient or client who is under 18 years of age. The bill would make conforming changes to the above-described provisions on data sharing. By expanding the duties of local officials with regard to disclosing demographic information to certain entities, the bill would impose a state-mandated local program.(3) The bill would require the State Department of Public Health to prepare an annual report concerning SOGISC data collected by the department. The bill would require the department to annually post and make available the report on the departments internet website and to annually submit the report to the Legislature, excluding any personally identifiable information.The bill would require the annual report to include, among other certain information, the departments efforts to collect, analyze, and report SOGISC data and, until fully implemented, the progress that the department has made in implementing recommendations set forth in a related 2023 report by the California State Auditors Office.(4) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.This bill would provide that, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.(5) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest.This bill would make legislative findings to that effect.
2234
2335 (1) Existing law, the Lesbian, Gay, Bisexual, and Transgender Disparities Reduction Act, requires the State Department of Public Health, among other specified state entities, in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, to collect voluntary self-identification information pertaining to sexual orientation, gender identity, and intersexuality.
2436
2537 This bill would replace the term intersexuality with the term variations in sex characteristics/intersex status and would make conforming changes to related provisions.
2638
2739 Existing law, as an exception to the provision above, authorizes those state entities, instead of requiring them, to collect the demographic data under either of the following circumstances: (a) pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey; or (b) demographic data are collected by other entities, including other state agencies, surveys administered by third-party entities and the state department is not the sole funder, or third-party entities that provide aggregated data to a state department.
2840
2941 This bill, notwithstanding the exception above, would require the State Department of Public Health to collect the demographic data from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. To the extent that the bill would create new duties for local officials in facilitating the departments data collection, the bill would impose a state-mandated local program.
3042
3143 The bill would specify that the provisions above do not require (1) the State Department of Public Health to collect demographic data from an individual under 18 years of age, as specified, or (2) health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).
3244
3345 Existing law requires the above-described state entities to report to the Legislature the data collected and the method used to collect the data, and to make the data available to the public, except for personally identifiable information. Existing law deems that personally identifiable information confidential and prohibits its disclosure. Existing law sets forth different deadlines, depending on the specified state entity, for complying with those requirements.
3446
3547 This bill would require the State Department of Public Health, for purposes of the data collected by the department on SOGISC, to comply with the above-described requirements as early as possible but no later than March 28, 2029.
3648
3749 (2) Existing law authorizes local health officers and the State Department of Public Health to operate immunization information systems. Existing law requires health care providers and other certain agencies, including schools and county human services agencies, to disclose specified immunization and other information about the patient or client to local health departments and the State Department of Public Health. Existing law authorizes local health departments and the State Department of Public Health to disclose most of that same information, as specified, to each other and to other entities. Existing law authorizes a patient or a patients parent or guardian to refuse to permit recordsharing, as specified.
3850
3951 Under existing law, the information that is subject to disclosure under those provisions includes, among other things, certain data on immunizations received, the patients or clients date of birth, race and ethnicity, and gender.
4052
4153 This bill would add the adult patients or clients SOGISC and sex assigned at birth to the list of information subject to disclosure. Under the bill, a health care provider would only be required to disclose SOGISC information that is voluntarily provided by the patient or client. The bill would prohibit a health care provider from disclosing that information as it relates to any patient or client who is under 18 years of age. The bill would make conforming changes to the above-described provisions on data sharing. By expanding the duties of local officials with regard to disclosing demographic information to certain entities, the bill would impose a state-mandated local program.
4254
4355 (3) The bill would require the State Department of Public Health to prepare an annual report concerning SOGISC data collected by the department. The bill would require the department to annually post and make available the report on the departments internet website and to annually submit the report to the Legislature, excluding any personally identifiable information.
4456
4557 The bill would require the annual report to include, among other certain information, the departments efforts to collect, analyze, and report SOGISC data and, until fully implemented, the progress that the department has made in implementing recommendations set forth in a related 2023 report by the California State Auditors Office.
4658
4759 (4) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
4860
4961 This bill would provide that, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.
5062
5163 (5) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest.
5264
5365 This bill would make legislative findings to that effect.
5466
5567 ## Digest Key
5668
5769 ## Bill Text
5870
5971 The people of the State of California do enact as follows:SECTION 1. Section 8310.8 of the Government Code is amended to read:8310.8. (a) (1) This section shall only apply to the following state entities:(A) The State Department of Health Care Services.(B) The State Department of Public Health.(C) The State Department of Social Services.(D) The California Department of Aging.(E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).(F) The Commission on Teacher Credentialing.(G) The Civil Rights Department.(H) The Labor and Workforce Development Agency.(I) The Department of Industrial Relations.(J) The Employment Training Panel.(K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.(L) The State Department of State Hospitals.(M) The Department of Rehabilitation.(N) The State Department of Developmental Services.(O) The Department of Community Services and Development.(2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.(b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).(2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:(A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.(B) Demographic data are collected by other entities including:(i) State offices, departments, and agencies not included in subdivision (a).(ii) Surveys administered by third-party entities and the state department is not the sole funder.(iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.(3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:(A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.(B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.(c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.(2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.(3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.(d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).(2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.(e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.(f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.SEC. 2. Section 120440 of the Health and Safety Code, as amended by Section 1 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.(ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.SEC. 3. Section 120440 of the Health and Safety Code, as added by Section 2 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall become operative on January 1, 2026.SEC. 4. Division 122 (commencing with Section 152000) is added to the Health and Safety Code, to read:DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.(2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:(A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.(B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.(b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.(c) The annual report described in subdivision (a) shall include all of the following information:(1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.(2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.(3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.(4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.(5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.SEC. 5. If the Commission on State Mandates determines that this act contains costs mandated by the state, reimbursement to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code.SEC. 6. The Legislature finds and declares that Section 1 of this act, which amends Section 8310.8 of the Government Code, imposes a limitation on the publics right of access to the meetings of public bodies or the writings of public officials and agencies within the meaning of Section 3 of Article I of the California Constitution. Pursuant to that constitutional provision, the Legislature makes the following findings to demonstrate the interest protected by this limitation and the need for protecting that interest:Due to the sensitive general nature of data relating to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and the need to protect the safety of those who would provide voluntary self-identification information pertaining to their SOGISC, it is necessary to prohibit the public disclosure of personal identifying information that would allow the identification of an individual who provided voluntary self-identification information pertaining to SOGISC.
6072
6173 The people of the State of California do enact as follows:
6274
6375 ## The people of the State of California do enact as follows:
6476
6577 SECTION 1. Section 8310.8 of the Government Code is amended to read:8310.8. (a) (1) This section shall only apply to the following state entities:(A) The State Department of Health Care Services.(B) The State Department of Public Health.(C) The State Department of Social Services.(D) The California Department of Aging.(E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).(F) The Commission on Teacher Credentialing.(G) The Civil Rights Department.(H) The Labor and Workforce Development Agency.(I) The Department of Industrial Relations.(J) The Employment Training Panel.(K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.(L) The State Department of State Hospitals.(M) The Department of Rehabilitation.(N) The State Department of Developmental Services.(O) The Department of Community Services and Development.(2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.(b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).(2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:(A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.(B) Demographic data are collected by other entities including:(i) State offices, departments, and agencies not included in subdivision (a).(ii) Surveys administered by third-party entities and the state department is not the sole funder.(iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.(3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:(A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.(B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.(c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.(2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.(3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.(d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).(2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.(e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.(f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.
6678
6779 SECTION 1. Section 8310.8 of the Government Code is amended to read:
6880
6981 ### SECTION 1.
7082
7183 8310.8. (a) (1) This section shall only apply to the following state entities:(A) The State Department of Health Care Services.(B) The State Department of Public Health.(C) The State Department of Social Services.(D) The California Department of Aging.(E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).(F) The Commission on Teacher Credentialing.(G) The Civil Rights Department.(H) The Labor and Workforce Development Agency.(I) The Department of Industrial Relations.(J) The Employment Training Panel.(K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.(L) The State Department of State Hospitals.(M) The Department of Rehabilitation.(N) The State Department of Developmental Services.(O) The Department of Community Services and Development.(2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.(b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).(2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:(A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.(B) Demographic data are collected by other entities including:(i) State offices, departments, and agencies not included in subdivision (a).(ii) Surveys administered by third-party entities and the state department is not the sole funder.(iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.(3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:(A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.(B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.(c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.(2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.(3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.(d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).(2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.(e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.(f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.
7284
7385 8310.8. (a) (1) This section shall only apply to the following state entities:(A) The State Department of Health Care Services.(B) The State Department of Public Health.(C) The State Department of Social Services.(D) The California Department of Aging.(E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).(F) The Commission on Teacher Credentialing.(G) The Civil Rights Department.(H) The Labor and Workforce Development Agency.(I) The Department of Industrial Relations.(J) The Employment Training Panel.(K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.(L) The State Department of State Hospitals.(M) The Department of Rehabilitation.(N) The State Department of Developmental Services.(O) The Department of Community Services and Development.(2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.(b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).(2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:(A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.(B) Demographic data are collected by other entities including:(i) State offices, departments, and agencies not included in subdivision (a).(ii) Surveys administered by third-party entities and the state department is not the sole funder.(iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.(3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:(A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.(B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.(c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.(2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.(3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.(d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).(2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.(e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.(f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.
7486
7587 8310.8. (a) (1) This section shall only apply to the following state entities:(A) The State Department of Health Care Services.(B) The State Department of Public Health.(C) The State Department of Social Services.(D) The California Department of Aging.(E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).(F) The Commission on Teacher Credentialing.(G) The Civil Rights Department.(H) The Labor and Workforce Development Agency.(I) The Department of Industrial Relations.(J) The Employment Training Panel.(K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.(L) The State Department of State Hospitals.(M) The Department of Rehabilitation.(N) The State Department of Developmental Services.(O) The Department of Community Services and Development.(2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.(b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).(2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:(A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.(B) Demographic data are collected by other entities including:(i) State offices, departments, and agencies not included in subdivision (a).(ii) Surveys administered by third-party entities and the state department is not the sole funder.(iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.(3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:(A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.(B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.(c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.(2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.(3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.(d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).(2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.(e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.(f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.
7688
7789
7890
7991 8310.8. (a) (1) This section shall only apply to the following state entities:
8092
8193 (A) The State Department of Health Care Services.
8294
8395 (B) The State Department of Public Health.
8496
8597 (C) The State Department of Social Services.
8698
8799 (D) The California Department of Aging.
88100
89101 (E) The State Department of Education and the Superintendent of Public Instruction, except this section shall not apply to the California Longitudinal Pupil Achievement Data System (CALPADS).
90102
91103 (F) The Commission on Teacher Credentialing.
92104
93105 (G) The Civil Rights Department.
94106
95107 (H) The Labor and Workforce Development Agency.
96108
97109 (I) The Department of Industrial Relations.
98110
99111 (J) The Employment Training Panel.
100112
101113 (K) The Employment Development Department, except this section shall not apply to the unemployment insurance program within the department.
102114
103115 (L) The State Department of State Hospitals.
104116
105117 (M) The Department of Rehabilitation.
106118
107119 (N) The State Department of Developmental Services.
108120
109121 (O) The Department of Community Services and Development.
110122
111123 (2) This section shall be known, and may be cited, as the Lesbian, Gay, Bisexual, Transgender, and Intersex Disparities Reduction Act.
112124
113125 (b) (1) Except as specified in paragraph (2), in addition to the duties imposed by Section 8310.5 and to the extent permissible by federal law, the state entities identified in subdivision (a), in the course of collecting demographic data directly or by contract as to the ancestry or ethnic origin of Californians, shall collect voluntary self-identification information pertaining to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC).
114126
115127 (2) The state entities identified in subdivision (a) may, but are not required to, collect demographic data pursuant to this section under either of the following circumstances:
116128
117129 (A) Pursuant to federal programs or surveys, whereby the guidelines for demographic data collection categories are defined by the federal program or survey.
118130
119131 (B) Demographic data are collected by other entities including:
120132
121133 (i) State offices, departments, and agencies not included in subdivision (a).
122134
123135 (ii) Surveys administered by third-party entities and the state department is not the sole funder.
124136
125137 (iii) Third-party entities, including, but not limited to, private employers, that provide aggregated data to a state department.
126138
127139 (3) Notwithstanding paragraph (2), the State Department of Public Health shall collect demographic data pursuant to this section from third parties, including, but not limited to, local health jurisdictions, on any forms or electronic data systems, unless prohibited by federal or state law. This section does not require either of the following:
128140
129141 (A) The State Department of Public Health to collect demographic data pursuant to this section from an individual under 18 years of age who is applying for, or participating in, the California Special Supplemental Nutrition Program for Women, Infants, and Children.
130142
131143 (B) Health care providers or other third parties to collect, disclose, or report information that is not voluntarily provided self-identification information pertaining to SOGISC.
132144
133145 (c) (1) The state entities identified in subdivision (a) shall report to the Legislature the data collected pursuant to this section and the method used to collect those data, and make the data available to the public in accordance with state and federal law, except for personal identifying information, which shall be deemed confidential and shall not be disclosed.
134146
135147 (2) The state entities identified in subdivision (a) shall not report demographic data that would permit identification of individuals or would result in statistical unreliability. Demographic reports on data collected pursuant to this section, to prevent identification of individuals, may aggregate categories at a state, county, city, census tract, or ZIP Code level to facilitate comparisons and identify disparities.
136148
137149 (3) The state entities identified in subdivision (a) may use information voluntarily provided about SOGISC only for demographic analysis, coordination of care, quality improvement of its services, conducting approved research, fulfilling reporting requirements, and guiding policy or funding decisions. All information about SOGISC collected pursuant to this section shall be used only for purposes specified in this section.
138150
139151 (d) (1) The state entities identified in subparagraphs (A) to (D), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2018, except as specified in paragraph (2).
140152
141153 (2) For purposes of data collected pursuant to paragraph (3) of subdivision (b), the State Department of Public Health shall comply with the requirements of this section as early as possible but no later than March 28, 2029.
142154
143155 (e) The state entities identified in subparagraphs (E) to (K), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following the effective date of this section, but no later than July 1, 2019.
144156
145157 (f) The state entities identified in subparagraphs (L) to (O), inclusive, of paragraph (1) of subdivision (a) shall comply with the requirements of this section as early as possible following January 1, 2025, but no later than July 1, 2026.
146158
147159 SEC. 2. Section 120440 of the Health and Safety Code, as amended by Section 1 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.(ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.
148160
149161 SEC. 2. Section 120440 of the Health and Safety Code, as amended by Section 1 of Chapter 582 of the Statutes of 2022, is amended to read:
150162
151163 ### SEC. 2.
152164
153165 120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.(ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.
154166
155167 120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.(ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.
156168
157169 120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.(ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.
158170
159171
160172
161173 120440. (a) For the purposes of this chapter, the following definitions shall apply:
162174
163175 (1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).
164176
165177 (2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.
166178
167179 (3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.
168180
169181 (4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.
170182
171183 (5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.
172184
173185 (6) Foster care agency means any of the county and state social services agencies providing foster care services in California.
174186
175187 (7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.
176188
177189 (b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:
178190
179191 (A) Separately within their individual jurisdictions.
180192
181193 (B) Jointly among more than one jurisdiction.
182194
183195 (2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.
184196
185197 (c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:
186198
187199 (1) The name of the patient or client and names of the parents or guardians of the patient or client.
188200
189201 (2) Date of birth of the patient or client.
190202
191203 (3) Types and dates of immunizations received by the patient or client.
192204
193205 (4) Manufacturer and lot number for each immunization received.
194206
195207 (5) Adverse reaction to immunizations received.
196208
197209 (6) Other nonmedical information necessary to establish the patients or clients unique identity and record.
198210
199211 (7) Results of tuberculosis screening.
200212
201213 (8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.
202214
203215 (9) Patients or clients gender.
204216
205217 (10) Patients or clients place of birth.
206218
207219 (11) Patients or clients race and ethnicity.
208220
209221 (12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.
210222
211223 (13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.
212224
213225 (d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:
214226
215227 (A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.
216228
217229 (B) To provide or facilitate provision of third-party payer payments for immunizations.
218230
219231 (C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.
220232
221233 (D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.
222234
223235 (2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:
224236
225237 (A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.
226238
227239 (B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.
228240
229241 (C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.
230242
231243 (D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.
232244
233245 (E) (i) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, for the COVID-19 public health emergency, to perform immunization status assessments of pupils, adults, and clients to ensure health and safety.
234246
235247 (ii) In the case of schools, this subparagraph only applies if the schools governing board or body has adopted a policy mandating COVID-19 immunization for school attendance and the school limits the use of the data to verifying immunization status for this purpose.
236248
237249 (e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:
238250
239251 (1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.
240252
241253 (2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).
242254
243255 (3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.
244256
245257 (4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.
246258
247259 (f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.
248260
249261 (2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.
250262
251263 (g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).
252264
253265 (h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:
254266
255267 (A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.
256268
257269 (B) Stop sharing the information in its possession after the date of the receipt of the request.
258270
259271 (2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.
260272
261273 (i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.
262274
263275 (j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.
264276
265277 (2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.
266278
267279 (3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.
268280
269281 (k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:
270282
271283 (1) Providing department records containing information about publicly funded immunizations.
272284
273285 (2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.
274286
275287 (l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).
276288
277289 (m) This section shall remain in effect only until January 1, 2026, and as of that date is repealed.
278290
279291 SEC. 3. Section 120440 of the Health and Safety Code, as added by Section 2 of Chapter 582 of the Statutes of 2022, is amended to read:120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall become operative on January 1, 2026.
280292
281293 SEC. 3. Section 120440 of the Health and Safety Code, as added by Section 2 of Chapter 582 of the Statutes of 2022, is amended to read:
282294
283295 ### SEC. 3.
284296
285297 120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall become operative on January 1, 2026.
286298
287299 120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall become operative on January 1, 2026.
288300
289301 120440. (a) For the purposes of this chapter, the following definitions shall apply:(1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).(2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.(3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.(4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.(5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.(6) Foster care agency means any of the county and state social services agencies providing foster care services in California.(7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.(b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:(A) Separately within their individual jurisdictions.(B) Jointly among more than one jurisdiction.(2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.(c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:(1) The name of the patient or client and names of the parents or guardians of the patient or client.(2) Date of birth of the patient or client.(3) Types and dates of immunizations received by the patient or client.(4) Manufacturer and lot number for each immunization received.(5) Adverse reaction to immunizations received.(6) Other nonmedical information necessary to establish the patients or clients unique identity and record.(7) Results of tuberculosis screening.(8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.(9) Patients or clients gender.(10) Patients or clients place of birth.(11) Patients or clients race and ethnicity.(12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.(13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.(d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:(A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.(B) To provide or facilitate provision of third-party payer payments for immunizations.(C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.(D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.(2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:(A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.(B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.(C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.(D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.(e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:(1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.(2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).(3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.(4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.(2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.(g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).(h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:(A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.(B) Stop sharing the information in its possession after the date of the receipt of the request.(2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.(i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.(j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.(2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.(3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.(k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:(1) Providing department records containing information about publicly funded immunizations.(2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.(l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).(m) This section shall become operative on January 1, 2026.
290302
291303
292304
293305 120440. (a) For the purposes of this chapter, the following definitions shall apply:
294306
295307 (1) Health care provider means any person licensed pursuant to Division 2 (commencing with Section 500) of the Business and Professions Code or a clinic or health facility licensed pursuant to Division 2 (commencing with Section 1200).
296308
297309 (2) Schools, childcare facilities, and family childcare homes means those institutions referred to in subdivision (b) of Section 120335, regardless of whether they directly provide immunizations to patients or clients.
298310
299311 (3) WIC service provider means any public or private nonprofit agency contracting with the department to provide services under the California Special Supplemental Nutrition Program for Women, Infants, and Children, as provided for in Article 2 (commencing with Section 123275) of Chapter 1 of Part 2 of Division 106.
300312
301313 (4) Health care plan means a health care service plan as defined in subdivision (f) of Section 1345, a government-funded program the purpose of which is paying the costs of health care, or an insurer as described in Sections 10123.5 and 10123.55 of the Insurance Code, regardless of whether the plan directly provides immunizations to patients or clients.
302314
303315 (5) County human services agency means a county welfare agency administering the California Work Opportunity and Responsibility to Kids (CalWORKs) program, pursuant to Chapter 2 (commencing with Section 11200.5) of Part 3 of Division 9 of the Welfare and Institutions Code.
304316
305317 (6) Foster care agency means any of the county and state social services agencies providing foster care services in California.
306318
307319 (7) Tuberculosis screening means an approved intradermal tuberculin test or any other test for tuberculosis infection that is recommended by the federal Centers for Disease Control and Prevention and licensed by the federal Food and Drug Administration.
308320
309321 (b) (1) Local health officers may operate immunization information systems pursuant to their authority under Section 120175, in conjunction with the Immunization Branch of the State Department of Public Health. Local health officers and the State Department of Public Health may operate these systems in either or both of the following manners:
310322
311323 (A) Separately within their individual jurisdictions.
312324
313325 (B) Jointly among more than one jurisdiction.
314326
315327 (2) This subdivision does not preclude local health officers from sharing the information set forth in paragraphs (1) to (13), inclusive, of subdivision (c) with other health officers jointly operating the system.
316328
317329 (c) Notwithstanding Sections 49075 and 49076 of the Education Code, Chapter 5 (commencing with Section 10850) of Part 2 of Division 9 of the Welfare and Institutions Code, or any other law, unless a refusal to permit recordsharing is made pursuant to subdivision (e), health care providers, and other agencies, including, but not limited to, schools, childcare facilities, service providers for the California Special Supplemental Nutrition Program for Women, Infants, and Children (WIC), health care plans, foster care agencies, and county human services agencies, shall disclose the information set forth in paragraphs (1) to (13), inclusive, from the patients medical record, or the clients record, to local health departments operating countywide or regional immunization information and reminder systems and the State Department of Public Health. With respect to the information set forth in paragraph (13), a health care provider is only required to disclose information that is voluntarily provided by the patient or client. A health care provider shall not disclose any information set forth in paragraph (13) relating to any patient or client who is under 18 years of age. Local health departments and the State Department of Public Health may disclose the information set forth in paragraphs (1) to (13), inclusive, to each other and, upon a request for information pertaining to a specific person, to health care providers taking care of the patient and to the Medical Board of California and the Osteopathic Medical Board of California. Local health departments and the State Department of Public Health may disclose the information in paragraphs (1) to (7), inclusive, and paragraphs (9) to (12), inclusive, to schools, childcare facilities, county human services agencies, and family childcare homes to which the person is being admitted or in attendance, foster care agencies in assessing and providing medical care for children in foster care, and WIC service providers providing services to the person, health care plans arranging for immunization services for the patient, and county human services agencies assessing immunization histories of dependents of CalWORKs participants, upon request for information pertaining to a specific person. Determination of benefits based upon immunization of a dependent CalWORKs participant shall be made pursuant to Section 11265.8 of the Welfare and Institutions Code. The following information shall be subject to this subdivision:
318330
319331 (1) The name of the patient or client and names of the parents or guardians of the patient or client.
320332
321333 (2) Date of birth of the patient or client.
322334
323335 (3) Types and dates of immunizations received by the patient or client.
324336
325337 (4) Manufacturer and lot number for each immunization received.
326338
327339 (5) Adverse reaction to immunizations received.
328340
329341 (6) Other nonmedical information necessary to establish the patients or clients unique identity and record.
330342
331343 (7) Results of tuberculosis screening.
332344
333345 (8) Current address and telephone number of the patient or client and the parents or guardians of the patient or client.
334346
335347 (9) Patients or clients gender.
336348
337349 (10) Patients or clients place of birth.
338350
339351 (11) Patients or clients race and ethnicity.
340352
341353 (12) Patients or clients information needed to comply with Chapter 1 (commencing with Section 120325), but excluding Section 120380.
342354
343355 (13) An adult patients or clients sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and sex assigned at birth.
344356
345357 (d) (1) Health care providers, local health departments, and the State Department of Public Health shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other medical record information with patient identification that they possess. These providers, departments, and contracting agencies are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for the following purposes:
346358
347359 (A) To provide immunization services to the patient or client, including issuing reminder notifications to patients or clients or their parents or guardians when immunizations are due.
348360
349361 (B) To provide or facilitate provision of third-party payer payments for immunizations.
350362
351363 (C) To compile and disseminate statistical information of immunization status on groups of patients or clients or populations in California, without identifying information for these patients or clients included in these groups or populations.
352364
353365 (D) In the case of health care providers only, as authorized by Part 2.6 (commencing with Section 56) of Division 1 of the Civil Code.
354366
355367 (2) Schools, childcare facilities, family childcare homes, WIC service providers, foster care agencies, county human services agencies, and health care plans shall maintain the confidentiality of information listed in subdivision (c) in the same manner as other client, patient, and pupil information that they possess. These institutions and providers are subject to civil action and criminal penalties for the wrongful disclosure of the information listed in subdivision (c), in accordance with existing law. They shall use the information listed in subdivision (c) only for those purposes provided in subparagraphs (A) to (D), inclusive, of paragraph (1) and as follows:
356368
357369 (A) In the case of schools, childcare facilities, family childcare homes, and county human services agencies, to carry out their responsibilities regarding required immunization for attendance or participation benefits, or both, as described in Chapter 1 (commencing with Section 120325), and in Section 11265.8 of the Welfare and Institutions Code.
358370
359371 (B) In the case of WIC service providers, to perform immunization status assessments of clients and to refer those clients found to be due or overdue for immunizations to health care providers.
360372
361373 (C) In the case of health care plans, to facilitate payments to health care providers, to assess the immunization status of their clients, and to tabulate statistical information on the immunization status of groups of patients, without including patient-identifying information in these tabulations.
362374
363375 (D) In the case of foster care agencies, to perform immunization status assessments of foster children and to assist those foster children found to be due or overdue for immunization in obtaining immunizations from health care providers.
364376
365377 (e) A patient or a patients parent or guardian may refuse to permit recordsharing. The health care provider administering immunization and any other agency possessing any patient or client information listed in subdivision (c), if planning to provide patient or client information to an immunization system, as described in subdivision (b), shall inform the patient or client, or the parent or guardian of the patient or client, of the following:
366378
367379 (1) The information listed in subdivision (c) shall be shared with local health departments and the State Department of Public Health, except as prohibited by this section or other applicable law. The health care provider or other agency shall provide the name and address of the State Department of Public Health or of the immunization registry with which the provider or other agency will share the information.
368380
369381 (2) Any of the information shared with local health departments and the State Department of Public Health shall be treated as confidential medical information and shall be used only to share with each other, and, upon request, with health care providers, schools, childcare facilities, family childcare homes, WIC service providers, county human services agencies, foster care agencies, and health care plans. These providers, agencies, and institutions shall, in turn, treat the shared information as confidential, and shall use it only as described in subdivision (d).
370382
371383 (3) The patient or client, or parent or guardian of the patient or client, has the right to examine any immunization-related information or tuberculosis screening results shared pursuant to this section and to correct any errors in it.
372384
373385 (4) The patient or client, or the parent or guardian of the patient or client, may refuse to allow this information to be shared pursuant to this section or to receive immunization reminder notifications at any time, or both. After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.
374386
375387 (f) (1) The health care provider administering the immunization or tuberculosis screening and any other agency possessing any patient or client information listed in subdivision (c), may inform the patient or client, or the parent or guardian of the patient or client, by ordinary mail, of the information in paragraphs (1) to (4), inclusive, of subdivision (e). The mailing shall include a reasonable means for refusal, such as a return form or contact telephone number.
376388
377389 (2) The information in paragraphs (1) to (4), inclusive, of subdivision (e) may also be presented to the parent or guardian of the patient or client during any hospitalization of the patient or client.
378390
379391 (g) If the patient or client, or parent or guardian of the patient or client, refuses to allow the information to be shared, pursuant to paragraph (4) of subdivision (e), the health care provider or other agency may not share this information in the manner described in subdivision (c), except as provided in subparagraph (D) of paragraph (1) of subdivision (d).
380392
381393 (h) (1) Upon request of the patient or client, or the parent or guardian of the patient or client, in writing or by other means acceptable to the recipient, a local health department or the State Department of Public Health that has received information about a person pursuant to subdivision (c) shall do all of the following:
382394
383395 (A) Provide the name and address of other persons or agencies with whom the recipient has shared the information.
384396
385397 (B) Stop sharing the information in its possession after the date of the receipt of the request.
386398
387399 (2) After refusal, the patients or clients physician may maintain access to this information for the purposes of patient care or protecting the public health. After refusal, the local health department and the State Department of Public Health may maintain access to this information for the purpose of protecting the public health pursuant to Sections 100325, 120140, and 120175, as well as Sections 2500 to 2643.20, inclusive, of Title 17 of the California Code of Regulations.
388400
389401 (i) Upon notification, in writing or by other means acceptable to the recipient, of an error in the information, a local health department or the State Department of Public Health that has information about a person pursuant to subdivision (c) shall correct the error. If the recipient is aware of a disagreement about whether an error exists, information to that effect may be included.
390402
391403 (j) (1) Any party authorized to make medical decisions for a patient or client, including, but not limited to, those authorized by Section 6922, 6926, or 6927 of, Part 1.5 (commencing with Section 6550), Chapter 2 (commencing with Section 6910) of Part 4, or Chapter 1 (commencing with Section 7000) of Part 6, of Division 11 of, the Family Code, Section 1530.6 of the Health and Safety Code, or Sections 727 and 1755.3 of, and Article 6 (commencing with Section 300) of Chapter 2 of Part 1 of Division 2 of, the Welfare and Institutions Code, may permit sharing of the patients or clients record with any of the immunization information systems authorized by this section.
392404
393405 (2) For a patient or client who is a dependent of a juvenile court, the court or a person or agency designated by the court may permit this recordsharing.
394406
395407 (3) For a patient or client receiving foster care, a person or persons licensed to provide residential foster care, or having legal custody, may permit this recordsharing.
396408
397409 (k) For purposes of supporting immunization information systems, the State Department of Public Health shall assist the Immunization Branch of the State Department of Public Health in both of the following:
398410
399411 (1) Providing department records containing information about publicly funded immunizations.
400412
401413 (2) Supporting efforts for the reporting of publicly funded immunizations into immunization information systems by health care providers and health care plans.
402414
403415 (l) Subject to any other provisions of state and federal law or regulation that limit the disclosure of health information and protect the privacy and confidentiality of personal information, local health departments and the State Department of Public Health may share the information listed in paragraphs (1) to (12), inclusive, of subdivision (c) with a state, local health departments, health care providers, immunization information systems, or any representative of an entity designated by federal or state law or regulation to receive this information. Information in paragraph (13) of subdivision (c) shall not be shared beyond the parties specified for sharing in subdivision (c). The State Department of Public Health may enter into written agreements to exchange confidential immunization information with other states for the purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). The written agreement shall provide that the state that receives confidential immunization information must maintain its confidentiality and may only use it for purposes of patient care, protecting the public health, entrance into school, childcare and other institutions requiring immunization prior to entry, and the other purposes described in subdivision (d). Information shall not be shared pursuant to this subdivision if a patient or client, or parent or guardian of a patient or client, refuses to allow the sharing of immunization information pursuant to subdivision (e).
404416
405417 (m) This section shall become operative on January 1, 2026.
406418
407419 SEC. 4. Division 122 (commencing with Section 152000) is added to the Health and Safety Code, to read:DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.(2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:(A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.(B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.(b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.(c) The annual report described in subdivision (a) shall include all of the following information:(1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.(2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.(3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.(4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.(5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.
408420
409421 SEC. 4. Division 122 (commencing with Section 152000) is added to the Health and Safety Code, to read:
410422
411423 ### SEC. 4.
412424
413425 DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.(2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:(A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.(B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.(b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.(c) The annual report described in subdivision (a) shall include all of the following information:(1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.(2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.(3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.(4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.(5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.
414426
415427 DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.(2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:(A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.(B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.(b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.(c) The annual report described in subdivision (a) shall include all of the following information:(1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.(2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.(3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.(4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.(5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.
416428
417429 DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection
418430
419431 DIVISION 122. Sexual Orientation, Gender Identity, and Intersex Status Data Collection
420432
421433 152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.(2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:(A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.(B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.(b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.(c) The annual report described in subdivision (a) shall include all of the following information:(1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.(2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.(3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.(4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.(5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.
422434
423435
424436
425437 152000. (a) (1) The State Department of Public Health (department) shall prepare an annual report, in accordance with subdivision (c), concerning sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) data collected by the department.
426438
427439 (2) It is the intent of the Legislature that the reports be utilized for the purpose of advancing both of the following objectives:
428440
429441 (A) Use of SOGISC data by different branches of the department in order to identify and address disparities in health outcomes.
430442
431443 (B) The departments use of an efficient mechanism to comply with its reporting requirements for SOGISC data.
432444
433445 (b) The department shall annually post and make available the corresponding report prepared pursuant to this section on the departments internet website. The department shall annually submit the corresponding report to the Legislature in accordance with Section 9795 of the Government Code. The annual report shall exclude any personally identifiable information.
434446
435447 (c) The annual report described in subdivision (a) shall include all of the following information:
436448
437449 (1) The departments efforts to collect, analyze, and report SOGISC data, including a comprehensive list of forms through which the collection of SOGISC data is required under existing law, the level of compliance with SOGISC data collection requirements through those forms, the forms exempt from those requirements, and the reasons for those exemptions.
438450
439451 (2) The status of any improvement or replacement of the California Reportable Disease Information Exchange (CalREDIE), the departments statewide database and surveillance system for reporting communicable diseases.
440452
441453 (3) The outcomes of data analyses that the department has performed, or has allowed other qualified researchers to perform, using SOGISC data that the department has collected.
442454
443455 (4) The steps that the department has taken, or has caused to be taken, to improve services or program outcomes for underserved lesbian, gay, bisexual, transgender, queer, or intersex, plus (LGBTQI+) populations.
444456
445457 (5) Until fully implemented, the progress that the department has made in implementing recommendations set forth in a report by the California State Auditors Office, dated April 27, 2023, and numbered 2022-102.
446458
447459 SEC. 5. If the Commission on State Mandates determines that this act contains costs mandated by the state, reimbursement to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code.
448460
449461 SEC. 5. If the Commission on State Mandates determines that this act contains costs mandated by the state, reimbursement to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code.
450462
451463 SEC. 5. If the Commission on State Mandates determines that this act contains costs mandated by the state, reimbursement to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code.
452464
453465 ### SEC. 5.
454466
455467 SEC. 6. The Legislature finds and declares that Section 1 of this act, which amends Section 8310.8 of the Government Code, imposes a limitation on the publics right of access to the meetings of public bodies or the writings of public officials and agencies within the meaning of Section 3 of Article I of the California Constitution. Pursuant to that constitutional provision, the Legislature makes the following findings to demonstrate the interest protected by this limitation and the need for protecting that interest:Due to the sensitive general nature of data relating to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and the need to protect the safety of those who would provide voluntary self-identification information pertaining to their SOGISC, it is necessary to prohibit the public disclosure of personal identifying information that would allow the identification of an individual who provided voluntary self-identification information pertaining to SOGISC.
456468
457469 SEC. 6. The Legislature finds and declares that Section 1 of this act, which amends Section 8310.8 of the Government Code, imposes a limitation on the publics right of access to the meetings of public bodies or the writings of public officials and agencies within the meaning of Section 3 of Article I of the California Constitution. Pursuant to that constitutional provision, the Legislature makes the following findings to demonstrate the interest protected by this limitation and the need for protecting that interest:Due to the sensitive general nature of data relating to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and the need to protect the safety of those who would provide voluntary self-identification information pertaining to their SOGISC, it is necessary to prohibit the public disclosure of personal identifying information that would allow the identification of an individual who provided voluntary self-identification information pertaining to SOGISC.
458470
459471 SEC. 6. The Legislature finds and declares that Section 1 of this act, which amends Section 8310.8 of the Government Code, imposes a limitation on the publics right of access to the meetings of public bodies or the writings of public officials and agencies within the meaning of Section 3 of Article I of the California Constitution. Pursuant to that constitutional provision, the Legislature makes the following findings to demonstrate the interest protected by this limitation and the need for protecting that interest:
460472
461473 ### SEC. 6.
462474
463475 Due to the sensitive general nature of data relating to sexual orientation, gender identity, and variations in sex characteristics/intersex status (SOGISC) and the need to protect the safety of those who would provide voluntary self-identification information pertaining to their SOGISC, it is necessary to prohibit the public disclosure of personal identifying information that would allow the identification of an individual who provided voluntary self-identification information pertaining to SOGISC.