South African UHC Literature

Introduction

The South African Literature tier emphasises:

• The evolution of NHI policy since the 1990s.

• Strategic purchasing design and pilot studies.

• Health system equity analysis and financing reforms.

• Integration of private providers under UHC.

Use Cases:

• Months 7–8 of webinars focusing on South African policy and health system design.

• Master’s and PhD research focusing on implementation and financing challenges.

National Health Insurance Policy Framework

1. Department of Health (2011). National Health Insurance in South Africa: Policy Paper

• URL: https://www.gov.za/sites/default/files/nationalhealthinsurance.pdf
• Research Value: Foundational NHI policy framework and implementation roadmap

2. Department of Health (2015). National Health Insurance for South Africa: White Paper

• URL: https://knowledgehub.health.gov.za/elibrary/national-health-insurance-south-africa-white-paper
• Research Value: Detailed NHI implementation framework and benefit package design

3. Parliament of South Africa (2024). National Health Insurance Act, 2023

• Citation: Act No. 20 of 2023. Cape Town: Government of South Africa, 2024
• URL: https://www.parliament.gov.za/storage/app/media/Acts/2023/Act_20_of_2023_National_Health_Insurance.pdf
• Research Value: Legal framework for NHI Fund establishment and operations

4. National Treasury (2017). Davis Tax Committee Report on Health Financing

• URL: https://www.taxcom.org.za/docs/20171113%20Financing%20a%20NHI%20for%20SA%20-%20on%20website.pdf
• Research Value: Revenue generation and fiscal sustainability analysis for NHI

5. Results for Development (2015). Translating Health Financing for South Africa’s NHI Reforms

• URL: https://r4d.org/projects/translating-health-financing-south-africas-nhi-reforms/
• Research Value: Technical design recommendations for NHI Fund structure and strategic purchasing

Health System Performance and Equity Analysis

6. Coovadia, H., Jewkes, R., Barron, P., Sanders, D., & McIntyre, D. (2009). The Health and Health System of South Africa: Historical Roots of Current Public Health Challenges

• Citation: The Lancet, 374(9692), 817-834
• URL: https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(09)60951-X/fulltext
• Research Value: Comprehensive analysis of SA health system inequities and historical context

7. McIntyre, D., Obse, A., Barasa, E., Ataguba, J.,  (2018). Challenges in Financing Universal Health Coverage in Sub-Saharan Africa

• URL: https://oxfordre.com/economics/display/10.1093/acrefore/9780190625979.001.0001/acrefore-9780190625979-e-28
• Research Value: SA-specific financing challenges within SSA comparative context

8. Ataguba, J.E., & McIntyre, D. (2018). Financing Universal Health Coverage in South Africa Through a Hypothecated Tax: Possibilities and Limitations

• Citation: South African Medical Journal, 108(4), 270-276
• URL: https://www.samj.org.za/index.php/samj/article/view/12171
• Research Value: Revenue generation mechanisms analysis specific to SA context

9. Michel, J., Tediosi, F., Egger, M., et al. (2019). Universal Health Coverage Financing in South Africa: Wishes vs Reality

• Citation: Journal of Global Health Reports, 3, e2019040
• URL: https://www.joghr.org/article/13509-universal-health-coverage-financing-in-south-africa-wishes-vs-reality
• Research Value: Critical gap analysis between NHI proposals and implementation realities

Strategic Purchasing and Provider Payment

10. RESYST Consortium (2016). Strategic Purchasing for Universal Health Coverage: The South African Integrated Public System

• URL: https://resyst.lshtm.ac.uk/resources/strategic-purchasing-for-universal-health-coverage-the-south-african-integrated-public
• Research Value: Current purchasing arrangements analysis and strategic purchasing transition pathways

11. RESYST Consortium (2016). Strategic Purchasing for Universal Health Coverage: Medical Schemes in South Africa

• URL: https://resyst.lshtm.ac.uk/resources/strategic-purchasing-for-universal-health-coverage-medical-schemes-in-south-africa
• Research Value: Private insurance sector analysis and NHI integration mechanisms

12. Fusheini, A., & Eyles, J. (2016). Achieving Universal Health Coverage in South Africa Through a District Health System Approach: Conflicting Ideologies of Health Care Provision

• Citation: BMC Health Services Research, 16, Article 558
• URL: https://pmc.ncbi.nlm.nih.gov/articles/PMC5054620/
• Research Value: District-level implementation challenges and institutional arrangements

13. Gray, A., & McIntyre, D. (2018). Health Care Financing and Expenditure

• Citation: In South African Health Review 2018. Durban: Health Systems Trust, 2018
• URL: https://www.hst.org.za/publications/South%20African%20Health%20Reviews/SAHR%202018.pdf
• Research Value: Annual health financing performance analysis and trends

Private Sector Integration and Regulation

14. Council for Medical Schemes. Annual Reports

• URL: https://www.medicalschemes.co.za/category/annual-reports/
• Research Value: Medical schemes industry performance data and regulatory framework analysis

15. Ranchod, S., Adams, C., Burger, R., et al. (2017). South Africa’s Hospital Plan Inequities Signal Caution About National Health Insurance

• Citation: South African Medical Journal, 107(3), 226-229
• URL: https://www.researchgate.net/publication/319236440_South_Africa’s_hospital_sector_old_divisions_and_new_developments
• Research Value: Private hospital sector analysis and NHI integration challenges

16. Blecher, M., Kollipara, A., De Jager, P., & Zulu, N. (2011). Health Financing

• Citation: In South African Health Review 2011. Durban: Health Systems Trust, 2011
• URL: https://www.hst.org.za/publications/South%20African%20Health%20Reviews/3%20Health%20Financing%20SAHR%202011.pdf
• Research Value: Historical analysis of SA health financing evolution and private sector role

Implementation Research and Pilot Studies

17. Fusheini, A. (2016). The Politico-Economic Challenges of Ghana’s National Health Insurance Scheme Implementation

• Citation: International Journal of Health Policy and Management, 5(9), 543-552
• URL: https://pmc.ncbi.nlm.nih.gov/articles/PMC5010657/
• Research Value: Comparative implementation lessons from Ghana’s NHIS for SA NHI design

18. Doherty, J., & McLeod, H. (2002). Medical Schemes’ Future Role in the Financing of Health Care in South Africa

• Citation: In South African Health Review 2002 (pp.41-66) Chapter: 3. Publisher: Health Systems Trust
• URL: https://www.researchgate.net/publication/288324332_Medical_Schemes
• Research Value: Medical schemes transition pathways under NHI implementation

19. Cornell, J., Goudge, J., McIntyre, D., et al. (2020). National Health Insurance in South Africa: A Health System Perspective

• Research Value: Comprehensive health system analysis and NHI implementation requirements

20. Mayosi, B., & Benatar, S. (2014). Health and Health Care in South Africa — 20 Years after Mandela

• Citation: New England Journal of Medicine, 371(14), 1344-1353
• URL: https://www.nejm.org/doi/full/10.1056/NEJMsr1405012
• Research Value: Post-democracy health system transformation analysis and future reform directions