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Payment by Results Guidance

SUS PbR Guidance is a reference resource designed to support SUS users with regard to National Tariff/Payment by Results and it's implementation in SUS. For general SUS user guidance on sending and accessing data, set-up help and system support please refer to the SUS Guidance page.

General SUS PbR Guidance

SUS PbR Reference Manual

Guidance on all aspects of SUS PbR, including concepts, functionality and policy implementation. This document has replaced release-specific Technical Guidance documents and consolidates applicable historical guidance.

Extract Specification

Data item details for each extract available via the Portal.

Indicators, Errors and Data Quality Rules

Derived data items applied and output in scheduled extracts.

Commissioner Assignment Method

Readmissions


Submission timetables

Submissions must be received by SUS+ before 5pm on the inclusion date.

SUS+ will endeavour to publish ahead of the delivery date.

Definitions

Inclusion Date: Deadline for data submissions to be included in the frozen views of data.

Publication Date: Guaranteed SUS+ publication date for all inclusion extracts run on the inclusion day, inclusion +1 day and inclusion +2 days, by 8am on the day.

Reconciliation and post-reconciliation (first-phase and second-phase)

SUS+ provides for a two phase reconciliation process to arrive at a final agreed position for each month's activity as defined in the NHS Standard Contract.

Reconciliation (first-phase)

In the first phase of reconciliation, providers submit initial calendar month activity data to SUS+. At a nationally determined deadline (Inclusion date), a snapshot of this data is taken. The point at which this first snapshot is taken is referred to in SUS+ as the Reconciliation point. The NHS Standard Contract uses the term First Reconciliation Date for the point at which this first snapshot is available from SUS+. Under the contract, providers will base the first reconciliation account they send to commissioners on the first-phase reconciliation data they submit to SUS+ by the Reconciliation Inclusion date above.

Post-reconciliation (second-phase)

In the second phase, providers and commissioners review and validate the data submitted in the first phase with the aim of agreeing the final level of payment to be made for the period. At a second nationally determined inclusion date a second snapshot of the data is taken. This second snapshot point is referred to in SUS+ as the Post-reconciliation point; the NHS Standard Contract uses the term Final Reconciliation Date for the point at which the data in this snapshot is processed and available. Under the contract, providers base the final reconciliation account they send to commissioners on this second-phase reconciliation data which they submit to SUS+ by the Post-Reconciliation Inclusion date. Once the provider has sent the final reconciliation account, the contract then allows the commissioner a brief period to validate the final data and contest any elements of the final reconciliation account which it believes are incorrect via the process set out in the contract.

2021- 2022 SUS+ submission timetable

2021-22 financial year timetable for Reconciliation, Post-Reconciliation, HES deadlines and Annual HES Refresh inclusion dates.

Activity month Reconciliation - inclusion Reconciliation - publication Post-reconciliation- inclusion Post-reconciliation-publication HES: APC/OP/A&E deadline Annual HES refresh - inclusion
April 2021  20 May 21 29 May 21 17 Jun 21  23 Jun 21 20 May 21  
May 2021 17 Jun 21 23 Jun 21 19 Jul 21 23 Jul 21  17 Jun 21  
June 2021  19 Jul 21 Fri 23 Jul 21 18 Aug 21 24 Aug 21 19 July21  
July 2021 18 Aug 21 24 Aug 21 17 Sep 21 23 Sep 21 18 Aug 21  
August 2021 17 Sep 21 23 Sep 21 19 Oct 21 25 Oct 21 17 Sep 21  
September 2021 19 Oct 21 25 Oct 21 17 Nov 21 23 Nov 21 19 Oct 21  
October 2021 17 Nov 21 23 Nov 21 16 Dec 21 22 Dec 21 17 Nov 21  
November 2021 16 Dec 21 22 Dec 21 20 Jan 22 26 Jan 22 16 Dec 21  
December 2021 20 Jan 22 26 Jan 22 17 Feb 22 23 Feb 22 20 Jan 22  
January 2022 17 Feb 22 23 Feb 22 17 March 22 23 March 22 17 Feb 22  
February 2022 17 March 22 23 March 22 21 April 22 27 April 22 17 March 22  
March 2022 21 April 22 27 April 22 19 May 22 25 May 22 21 April 22 19 May 22

You can also download this 2021-2022 SUS+ submission timetable.  

2020-21 SUS+ submission timetable

2020-21 financial year timetable for Reconciliation, Post-Reconciliation, HES deadlines and Annual HES Refresh inclusion dates.

Activity month Reconciliation - inclusion Reconciliation - publication Post-reconciliation - inclusion Post-reconciliation - publication HES: APC/OP/A&E deadline Annual HES refresh - inclusion
Apr 2020 Wed 20 May 2020 Wed 27 May 2020 Wed 17 Jun 2020 Tue 23 Jun 2020 Wed 20 May 2020  
May 2020 Wed 17 Jun 2020 Tue 23 Jun 2020 Fri 17 Jul 2020 Thu 23 Jul 2020 Wed 17 Jun 2020  
Jun 2020 Fri 17 Jul 2020 Thu 23 Jul 2020 Wed 19 Aug 2020 Tue 25 Aug 2020 Fri 17 Jul 2020  
Jul 2020 Wed 19 Aug 2020 Tue 25 Aug 2020 Thu 17 Sep 2020 Wed 23 Sep 2020 Wed 19 Aug 2020  
Aug 2020 Thu 17 Sep 2020 Wed 23 Sep 2020 Mon 19 Oct 2020 Fri 23 Oct 2020 Thu 17 Sep 2020  
Sep 2020 Mon 19 Oct 2020 Fri 23 Oct 2020 Wed 18 Nov 2020 Tue 24 Nov 2020 Mon 19 Oct 2020  
Oct 2020 Wed 18 Nov 2020 Tue 24 Nov 2020 Wed 16 Dec 2020 Tue 22 Dec 2020 Wed 18 Nov 2020  
Nov 2020 Wed 16 Dec 2020 Tue 22 Dec 2020 Wed 20 Jan 2021 Tue 26 Jan 2021 Wed 16 Dec 2020  
Dec 2020 Wed 20 Jan 2021 Tue 26 Jan 2021 Wed 17 Feb 2021 Tue 23 Feb 2021 Wed 20 Jan 2021  
Jan 2021 Wed 17 Feb 2021 Tue 23 Feb 2021 Wed 17 Mar 2021 Tue 23 Mar 2021 Wed 17 Feb 2021  
Feb 2021 Wed 17 Mar 2021 Tue 23 Mar 2021 Wed 21 Apr 2021 Tue 27 Apr 2021 Wed 17 Mar 2021  
Mar 2021 Wed 21 Apr 2021 Tue 27 Apr 2021 Thu 20 May 2021 Wed 26 May 2021 Wed 21 Apr 2021 Thu 20 May 2021

You can also download this 2020-21 SUS+ submission timetable as a PDF.

2019-20 SUS+ submission timetable

2019-20 financial year timetable for Reconciliation, Post-Reconciliation, HES deadlines and Annual HES Refresh inclusion dates.

Activity month Reconciliation - inclusion Reconciliation - publication Post-reconciliation - inclusion Post-reconciliation - publication HES: APC/OP/A&E deadline Annual HES refresh - inclusion
Apr 2019 Mon 20 May 2019 Fri 24 May 2019 Wed 19 Jun 2019 Tue 25 Jun 2019 Mon 20 May 2019  
May 2019 Wed 19 Jun 2019 Tue 25 Jun 2019 Wed 17 Jul 2019 Tue 23 Jul 2019 Wed 19 Jun 2019  
Jun 2019 Wed 17 Jul 2019 Tue 23 Jul 2019 Mon 19 Aug 2019 Fri 23 Aug 2019 Wed 17 Jul 2019  
Jul 2019 Mon 19 Aug 2019 Fri 23 Aug 2019 Wed 18 Sep 2019 Tue 24 Sep 2019 Mon 19 Aug 2019  
Aug 2019 Wed 18 Sep 2019 Tue 24 Sep 2019 Thu 17 Oct 2019 Wed 23 Oct 2019 Wed 18 Sep 2019  
Sep 2019 Thu 17 Oct 2019 Wed 23 Oct 2019 Tue 19 Nov 2019 Mon 25 Nov 2019 Thu 17 Oct 2019  
Oct 2019 Tue 19 Nov 2019 Mon 25 Nov 2019 Tue 17 Dec 2019 Mon 23 Dec 2019 Tue 19 Nov 2019  
Nov 2019 Tue 17 Dec 2019 Mon 23 Dec 2019 Mon 20 Jan 2020 Fri 24 Jan 2020 Tue 17 Dec 2019  
Dec 2019 Mon 20 Jan 2020 Fri 24 Jan 2020 Wed 19 Feb 2020 Tue 25 Feb 2020 Mon 20 Jan 2020  
Jan 2020 Wed 19 Feb 2020 Tue 25 Feb 2020 Wed 18 Mar 2020 Tue 24 Mar 2020 Wed 19 Feb 2020  
Feb 2020 Wed 18 Mar 2020 Tue 24 Mar 2020 Tue 21 Apr 2020 Mon 27 Apr 2020 Wed 18 Mar 2020  
Mar 2020 Tue 21 Apr 2020 Mon 27 Apr 2020 Wed 20 May 2020 Wed 27 May 2020 Tue 21 Apr 2020 Wed 20 May 2020

You can also download this 2019-20 SUS+ submission timetable as a PDF.

PbR Tariff Reference Data tables


Service Desk

Please report any service issues to the NHS Digital National Service Desk (NSD) via the NSD weblog tool (log in required), or call: 0300 303 5035.


Service announcements and outages

Find important SUS service announcements, information on planned outages and known issues.


Monthly trust reports

The latest monthly trust reports are available on the Operational Support page.

Last edited: 25 May 2021 8:16 am