Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators

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Digital Service Performance and Usage

Digital performance metrics and usage data from across the NHSBSA services

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Open Government Licence 3.0 (United Kingdom) [Open Data]

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  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
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    {'id': 'f5dffb58-4e89-48a5-80f3-e6fec2884ad5', 'timestamp': '2026-03-18T11:23:04.262137', 'user_id': '73783dc8-f5e5-461f-b56e-94ecedd6046c', 'object_id': '15fc45bf-5ae9-4700-9331-aaaaba771ff3', 'activity_type': 'changed issue', 'data': {'__extras': {'author_id': '73783dc8-f5e5-461f-b56e-94ecedd6046c'}, 'comment': 'KN UAT Testing - will be deleted ASAP', 'user_id': '73783dc8-f5e5-461f-b56e-94ecedd6046c', 'issue_id': 11917, 'issue_number': 2, 'comment_id': 175, 'package': {'author': 'NHSBSA Data Services support team', 'author_email': 'DataServicesSupport@nhsbsa.nhs.uk', 'creator_user_id': 'e9b706be-ee4e-4dc5-b915-6beb8290cb40', 'id': '15fc45bf-5ae9-4700-9331-aaaaba771ff3', 'isopen': True, 'license_id': 'OGL-UK-3.0', 'license_title': 'Open Government Licence 3.0 (United Kingdom)', 'license_url': 'https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/', 'maintainer': None, 'maintainer_email': None, 'metadata_created': '2024-07-09T06:43:39.676360', 'metadata_modified': '2025-11-18T08:55:59.351941', 'name': 'immigration-health-surcharge-ihs-health-and-care-reimbursement-scheme-performance-data', 'notes': '##Dataset Description \r\n\r\nIn compliance with [Standard 10 of the Central Digital and Data Office (CCDO)]( https://www.gov.uk/service-manual/measuring-success/data-you-must-publish), this dataset provides the performance data for the Immigration Health Surcharge - \'Health and Care’ Service. \r\n\r\nThis dataset comprises information on Completion Rate and Digital Take-Up which relates specifically to the digital application process which customers use to submit their applications. \r\n\r\nThe dataset also includes the Customer Satisfaction Survey data which is relates to the full end-to-end service journey for IHS reimbursement scheme Health & Social Care. \r\n\r\nTo see the IHS performance data for \'Students\', please go to the [Immigration Health Surcharge (IHS) ‘Students’ reimbursement scheme performance data.]( https://opendata.nhsbsa.net/dataset/immigration-health-surcharge-ihs-students-reimbursement-scheme-performance-data) \r\n\r\n\r\n**Total Transactions** – The total number of submitted applications. \r\n**Digital Take-Up** – Number of ‘digital’ transactions divided by Total Transactions from all channels. \r\n**Customer Satisfaction** – Based on responses from Customer Satisfaction Surveys with responses from 1-10. Responses between 7-10 are considered satisfied. \r\n**Completion Rate** – Calculated Percentage of Digital Applications ‘Completed’ over Digital Applications ‘Started’. \r\n**Cost Per Transaction** – N/A. \r\n\r\n<h2>Overview of Service</h2>\r\n<p>More information about the full end to end service can be found at <a href="https://www.gov.uk/government/publications/immigration-health-surcharge-applying-for-a-refund/immigration-health-surcharge-guidance-for-reimbursement-2020" target="_blank" rel="nofollow noopener">https://www.gov.uk/government/publications/immigration-health-surcharge-applying-for-a-refund/immigration-health-surcharge-guidance-for-reimbursement-2020</a>.</p>\r\n\r\n<h2>Dataset Details</h2>\r\n<!-- Expander 1 -->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Data Source</span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n<p><strong>Total Transactions</strong>&nbsp;&ndash; Excel doc for manual applications and Microsoft Dynamics 365 for digital applications.<br /><strong>Digital Take-Up</strong>&nbsp;&ndash; Microsoft Dynamics 365.<br /><strong>Customer Satisfaction</strong>&nbsp;&ndash; NHSBSA Customer Insight database.<br /><strong>Completion Rate</strong>&nbsp;&ndash; Google Analytics.<br /><strong>Cost Per Transaction</strong>&nbsp;&ndash; N/A.</p>\r\n</div>\r\n</details>\r\n\r\n<!-- Expander 2 -->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Data Collection</span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n <p><strong>Digital Take-Up</strong>&nbsp;&ndash; Collected from transactions via the digital application form.<br /><strong>Customer Satisfaction</strong>&nbsp;&ndash; Data is derived from CSAT surveys which are sent 2 months after an application has been completed.<br /><strong>Completion Rate</strong>&nbsp;&ndash; Data is derived from the completion of the digital journey through Google Analytics.<br /><strong>Cost Per Transaction</strong>&nbsp;&ndash; N/A.</p>\r\n </div>\r\n</details>\r\n\r\n<!-- Expander 3 -->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Time Periods</span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n <p>The data will be reported on per Month but published in quarterly instalments, e.g. FY 2023-2024 Q1.<br /><strong>Digital Take-Up</strong>&nbsp;&ndash; From April 2022.<br /><strong>Customer Satisfaction</strong>&nbsp;&ndash; From April 2022.<br /><strong>Completion Rate</strong>&nbsp;&ndash; From September 2023.<br /><strong>Cost Per Transaction</strong>&nbsp;&ndash; N/A.</p>\r\n</details>\r\n\r\n<!-- Expander 4 -->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Geography</span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n <p>United Kingdom.</p>\r\n </div>\r\n</details>\r\n\r\n<!-- Expander Statistics -->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Statistical Classification</span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n<p>Management Information – This is not an official statistic.</p>\r\n </div>\r\n</details>\r\n\r\n<h2>Caveats</h2>\r\n<div class="nhsuk-inset-text">\r\n <h3 class="nhsuk-u-font-size-32">Cost Per Transaction</h3>\r\n <p>The service is currently not in a position to publish the cost per transaction metric. We are analysing the data to ensure that we are confident about the data that is published. We aim to update this dataset with the final metric in due course, we will provide updates when available.</p>\r\n</div>\r\n<div class="nhsuk-inset-text">\r\n <h3 class="nhsuk-u-font-size-32">Google Analytics</h3>\r\n <p>Google Analytics data is only captured for users that accept all cookies when arriving on the NHSBSA website it cannot collect data about a user\'s visit if they reject cookies. Therefore, the completion rate data will only be based on users who have accepted cookies.</p>\r\n</div>\r\n<div class="nhsuk-inset-text">\r\n <h3 class="nhsuk-u-font-size-32">Customer Satisfaction Survey</h3>\r\n <p>The customer satisfaction survey covers the service from the customer completing the digital application through to the initiation of the payment. We utilise a question which relates specifically to the NHSBSA service but this is impacted if the customer has not received their reimbursement in a timely manner which is not within the NHSBSA’s control.</p>\r\n</div>\r\n\r\n<h2>Enquiries</h2>\r\n<!---Who can I contact Section-->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Who can I contact if I have queries relating to the data?</span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n <p>If you have any queries regarding the data provided, or if you plan on publishing the data, please contact <a href="mailto:DataServicesSupport@nhsbsa.nhs.uk">DataServicesSupport@nhsbsa.nhs.uk</a> ensuring you quote the name of the dataset for reference. This is important to ensure that the figures are not misunderstood or misrepresented.</p>\r\n </div>\r\n</details>\r\n<h2>Citing and Reusing This Data</h2>\r\n<!---Reusing the data and copyright Section-->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Important information regarding reusing the data and copyright</span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n <p>If you plan on producing a press or broadcast story based upon the data, please contact <a href="mailto:communicationsteam@nhsbsa.nhs.uk">communicationsteam@nhsbsa.nhs.uk</a>. This is important to ensure that the figures are not misunderstood or misrepresented.</p>\r\n <p>The information supplied to you continues to be protected by the Copyright, Designs and Patents Act 1988 and/or other applicable law. You may use the data freely, provided that you attribute the source.</p>\r\n </div>\r\n</details>\r\n\r\n<!---Citation-->\r\n<details class="nhsuk-details">\r\n <summary class="nhsuk-details__summary">\r\n <span class="nhsuk-details__summary-text nhsuk-u-font-size-24">Citation\r\n </span>\r\n </summary>\r\n <div class="nhsuk-details__text">\r\n<p>NHS Business Services Authority. "Immigration Health Surcharge - \'Health and Care\' (digital application) key performance indicators.” NHS Business Services Authority Open Data. Accessed **[Date Accessed]**. URL: <a href="https://opendata.nhsbsa.net/dataset/immigration-health-surcharge-ihs-health-and-care-reimbursement-scheme-performance-data">https://opendata.nhsbsa.net/dataset/immigration-health-surcharge-ihs-health-and-care-reimbursement-scheme-performance-data</a></p>\r\n</div>\r\n</details> ', 'num_resources': 6, 'num_tags': 11, 'organization': {'id': '44d9035d-2a42-43da-89fa-7028adc6669d', 'name': 'digital-service-performance-and-usage', 'title': 'Digital Service Performance and Usage', 'type': 'organization', 'description': 'Digital performance metrics and usage data from across the NHSBSA services', 'image_url': 'https://storage.googleapis.com/dx-nhs-production/_assets/group/2023-03-30-095653.619972-performance-icon-png-24.jpg', 'created': '2023-03-29T14:58:20.509584', 'is_organization': True, 'approval_status': 'approved', 'state': 'active'}, 'owner_org': '44d9035d-2a42-43da-89fa-7028adc6669d', 'private': False, 'state': 'active', 'title': "Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators", 'type': 'dataset', 'upload_to_bigquery': 'true', 'url': 'NHS Business Services Authority (NHSBSA)', 'version': '1.0', 'resources': [{'bq_table_name': 'IHS_HC_KPI_2024_2025_Q1', 'cache_last_updated': None, 'cache_url': None, 'created': '2024-09-03T10:41:08.888003', 'datastore_active': False, 'description': '', 'dialect': '{u\'quoteChar\': u\'"\', u\'delimiter\': u\',\'}', 'encoding': 'utf-8', 'format': 'CSV', 'hash': '6517a38e35ceb7e5717af7c66995afd7396a4e3a90ff0847bd6b0550f3c65ab8', 'id': 'c2fc5067-65a5-484d-8a24-b3faa78e858a', 'last_modified': None, 'lfs_prefix': 'digital-service-performance-and-usage/immigration-health-surcharge-ihs-health-and-care-reimbursement-scheme-performance-data', 'metadata_modified': '2025-11-12T15:26:14.258988', 'mimetype': 'text/csv', 'mimetype_inner': None, 'name': 'IHS_HC_KPI_2024_2025_Q1', 'package_id': '15fc45bf-5ae9-4700-9331-aaaaba771ff3', 'position': 0, 'resource_type': None, 'restricted': '{"level": "public"}', 'sample': {}, 'schema': {'fields': [{'title': 'MONTH', 'type': 'yearmonth', 'description': 'The relevant period for each of the below fields', 'name': 'MONTH', 'format': 'default'}, {'title': 'Completion rate percentage', 'type': 'string', 'description': 'Calculated Proportion of Digital Applications Completed during the period divided by Digital Applications Started during the period', 'name': 'COMPLETION_RATE', 'format': 'default'}, {'title': 'Total applications Received', 'type': 'integer', 'description': 'Count of applications received via all routes for this cohort during the period', 'name': 'TOTAL_TRANSACTIONS', 'format': 'default'}, {'title': 'Digital take-up percentage', 'type': 'string', 'description': "Calculated Proportion of Applications Received via digital routes during the period divided by 'Total applications Received'", 'name': 'DIGITAL_TAKE_UP', 'format': 'default'}, {'title': 'Survey Responses', 'type': 'integer', 'description': "Number of responses received from the 'customer satisfaction survey' during the period", 'name': 'SURVEY_RESPONSES', 'format': 'default'}, {'title': 'Satisfied Responses', 'type': 'integer', 'description': 'The number of responses rating their satisfaction with the service 7 or more out of 10 during the period', 'name': 'SATISFIED_RESPONSES', 'format': 'default'}, {'title': 'Percentage of Satisfied responses', 'type': 'string', 'description': "Calculated Proportion of 'Satisfied Responses' divided by 'Survey Responses' received", 'name': 'USER_SATISFACTION', 'format': 'default'}], 'missingValues': ['']}, 'sha256': '6517a38e35ceb7e5717af7c66995afd7396a4e3a90ff0847bd6b0550f3c65ab8', 'size': 1089, 'state': 'active', 'title': 'IHS health and care reimbursement scheme key performance indicators 2024-2025, Quarter 1', 'url': 'https://opendata.nhsbsa.net/dataset/15fc45bf-5ae9-4700-9331-aaaaba771ff3/resource/c2fc5067-65a5-484d-8a24-b3faa78e858a/download/ihs_hc_kpi_2024_2025_q1.csv', 'url_type': 'upload'}, {'bq_table_name': 'IHS_HC_KPI_2024_2025_Q2', 'cache_last_updated': None, 'cache_url': None, 'created': '2024-12-13T12:43:35.630687', 'datastore_active': False, 'description': '', 'dialect': '{u\'quoteChar\': u\'"\', u\'delimiter\': u\',\'}', 'encoding': 'utf-8', 'format': 'CSV', 'hash': '59fafca9e119ec5f8873ca677101db87c198192a472bc5bc849b7ab8c00560c2', 'id': '7344247c-3db3-45f1-ab24-c773955334aa', 'last_modified': None, 'lfs_prefix': 'digital-service-performance-and-usage/immigration-health-surcharge-ihs-health-and-care-reimbursement-scheme-performance-data', 'metadata_modified': '2025-11-12T15:26:36.212865', 'mimetype': 'text/csv', 'mimetype_inner': None, 'name': 'IHS_HC_KPI_2024_2025_Q2', 'package_id': '15fc45bf-5ae9-4700-9331-aaaaba771ff3', 'position': 1, 'resource_type': None, 'restricted': '{"level": "public"}', 'sample': {}, 'schema': {'fields': [{'title': 'Year and Month as YYYY-MM', 'type': 'yearmonth', 'description': 'The relevant period for each of the below fields. 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  • Gravatar Data Services Support created a new discussion board
    Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators 3 days ago
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    4 months ago
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    4 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    4 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    4 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    4 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    4 months ago
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    7 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    7 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    7 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    7 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    8 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    8 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    8 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    8 months ago
  • Gravatar Data Services Support created resource view Data Explorer
    8 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    8 months ago
  • Gravatar Data Services Support created resource view Data Explorer
    8 months ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    8 months ago
  • Gravatar Data Services Support created a new discussion board
    Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators 1 year ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    1 year ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    1 year ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    1 year ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    1 year ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    1 year ago
  • Gravatar Data Services Support updated the dataset Immigration Health Surcharge - 'Health and Care' (digital application) key performance indicators
    1 year ago