Persons who require medical examination
Any person who intends to remain in the UK for more than 6 months should  normally be referred for a medical examination. If the person declines, he or she can be  refused. Longstanding policy has been for the  Immigration Officer to refer to the Port Medical Inspector on arrival anyone who  mentions health or medical treatment as a reason for their visit, appears to be  unwell or is seeking entry for more than 6 months and comes from a country with  high incidence of TB. Additionally, an ECO has discretion to refer any other  person for an examination if necessary.
A returning resident may not be refused entry on medical grounds,  although an Immigration Officer can require the person to undergo a medical  examination on arrival in the UK. 
The following should 
normally be referred for a medical  examination (subject to local practice decided by individual Posts - see below)  before you decide whether to issue an entry clearance.
- Work Permit holders and dependants, including those entering under the  Training and Work Experience Scheme or as seasonal workers, intending to stay  longer than six months.  
 
- All dependants of persons settled in the UK applying for settlement.  
 
- Long term students, i.e. those who intend a stay over 6 months, and their  dependants. 
 
The following applicants should 
always be referred for a  medical examination:
- Those who appear bodily dirty.  
 
- Those whose condition might interfere with their ability to support  themselves and their dependants. 
 
Adopting a policy on  medical referrals at Post
UK Border Agency, Visa Services Directorate recognise that many Posts will  not need to maintain strict adherence to these medical requirements e.g. where a  Post is satisfied that the health care system in the host country provides  adequate guarantees that applicants for entry clearance will be in good  health.
Each Post must have a clear policy on medical referrals which, if different  from those recommended below, should be defensible in the light of local and  (where appropriate) regional factors.
Where Posts consider that there are difficulties in following guidance in  this chapter on resource or other grounds, they should report the problem to UK  Border Agency, Visa Services Directorate.
The role of the Entry  Clearance Officer 
Where a medical referral is required for an  applicant, the ECO may not issue an entry clearance without medical  clearance.
An ECO is not expected to make any professional medical judgements. These are  matters for the Medical Officer and Medical Referee (see below).
The recommended medical  referral procedure 
The Medical Officer (or designated doctor)  undertakes a medical examination of an applicant when referred by an ECO.
Form PQ must be completed. The applicant completes  questions 1 - 3 and the Medical Officer signs at 4. The Medical Officer will  then complete the remaining questions 5 - 7. The applicant must supply two  photographs, one of which the Medical Officer endorses with the words "I certify  that this is a true likeness of ........". The Medical Officer then passes the  completed form PQ together with the photographs directly to the Medical  Referee.
The Medical Referee should enter a recommendation at the end of the form PQ,  complete form XY on which the decision should be noted in code, and sign the photograph already endorsed  by the Medical Officer. Both forms together with the photographs should then be  sent directly to the ECO by the Referee.
Form XY is specially textured and must be ordered from the FCO  catalogue. Copies must not be used.
Medical Officers, Medical  Referees and their responsibilities 
While the recommended  procedure for arranging medical clearance is for each Post to appoint a Medical  Officer (who does the medical examination) and a Medical Referee (who assesses  whether the applicant can be medically cleared and reports accordingly to the  ECO), Posts may adopt their own variants on this procedure provided that a  reputable doctor always recommends on the question of medical clearance to the  ECO.
For example, in Posts where large numbers of medical referrals are made,  separate Medical Officers and Medical Referees are normally appointed.  Elsewhere, however, the role of Medical Officer and Medical Referee can be  combined.
When appropriate, the Medical Referee may recommend that a person should not  be issued with an entry clearance until he/she has undergone a course of  treatment, or until after a stipulated length of time.
The Referee may also recommend that the person undergo a course of medical  treatment after arrival in the UK.
Medical Officers must not be asked to examine women to establish whether they  have had sexual intercourse or given birth to children. A chest X-ray is not  required for pregnant women nor for children aged under 11 years.
Who pays for the  examination for a medical referral 
The costs of any examination  must be borne by the applicant. However, Medical Referees fees can be paid by  Posts and charged to the UK Department of Health. Agreement to pay these fees,  (or increase existing fees), must be approved by the UK Department of Health in  advance. Cases should be made to:
Department of Health
Aspects of Public Health Unit
Room 601A
Skipton  House
80 London Road
LONDON SE1 6LH
Tel: 020 7972 2000
Voluntary medical  clearance
There may be applications where the ECO will not  require an applicant to be medically cleared but is asked by the applicant  whether medical clearance is advisable.
Voluntary medical clearance may be encouraged for any person intending to  remain in the UK for longer than six months on the grounds that under the Rules  an Immigration Officer may require such evidence before admission.
Travellers who arrange their own medical clearance should be advised to take  evidence of this with them so that they can show it to the Immigration Officer  if required.
Issuing entry clearance  after medical recommendation
You may issue an entry clearance  once medical clearance has been received. The certified photo should be attached  to the XY form and authenticated so that the stamp covers a portion of both the  photo and the form.
Form XY may then be handed to the person concerned with an  instruction that it be produced to the Immigration Officer at the port of  arrival.
Additionally, and when issuing entry clearance to work permit holders, the  work permit/card should be endorsed "med/X-ray" (or "med", if no X-ray was  undertaken) and authenticated with the official stamp. The uncertified photo  should be attached to the permit/card and similarly authenticated.
Long term  students 
Many sponsored students are medically examined for the  sponsor before their award is confirmed. In such cases, you should ask to see  evidence that the student has been declared medically fit to accept the award.  If the evidence is satisfactory, you need not ask for further medical clearance.  In these circumstances, when the entry clearance is issued you should advise the  applicant to take the medical evidence when travelling to the UK so that it can  be produced to the Immigration Officer if required.
When there are  compassionate grounds 
When a Medical Referee recommends refusal  of admission to the UK but you consider there are compassionate aspects which  might outweigh any medical considerations, you should refer the case for a  decision to the Home Office, with copies of form PQ and XY together with all  related correspondence.
Referrals should be sent to Entry Clearance referrals, NCC2, UK Border  Agency, through the Home Office referrals mailbox. Supporting material should be  scanned and sent by email.
Refusal resulting  from medical recommendation 
When an ECO decides to refuse entry  clearance as a result of a recommendation by the Medical Referee, the  applicant’s passport should be endorsed "EC Applied For/Med" and Forms PQ and XY  retained.
Whether the refusal attracts a full right of appeal or a limited right of  appeal depends on the reason for entry to the UK. For example, a visitor cannot  appeal: a student can. When an appeal is made, the medical report must be annexed to the explanatory  statement. If the results of an X-ray examination have formed part of the  evidence in a refusal, the original X-ray(s) must be included with the  report.
If you refuse a work permit holder or a seasonal agricultural workers scheme  card holder after a medical referral, you should return the relevant permit/work  card together with an explanatory covering note to UK Border Agency, PO Box  3468, Sheffield, S3 8WA.
Refusal wording
The refusal wording should read "... I  have received confirmation from the Medical Referee that it is undesirable to  admit you to the United Kingdom for medical reasons and I am not satisfied that  there are strong compassionate reasons justifying your admission .."
Assessment of  age 
A physical examination by a doctor can be helpful in  establishing the age of persons from countries without reliable systems of birth  registration. But such assessments are approximations which need to be  considered along with other evidence of age.
The use of X-rays to assess age is not admissible. Medical Officers/Referees  should not be asked to use radiological data when giving age assessments.
Persons with a  serious (e.g. terminal) illness 
If an applicant for entry  clearance has a serious illness e.g. HIV/AIDS you should decide on the  application under the provisions of the Rules or, if in doubt, refer it to NCC2,  Home Office.
The fact that an applicant has a serious illness is not sufficient grounds in  itself for you to exercise discretion in issuing an entry clearance.  Where in any case it appears that public health may be at risk, advice  should be sought from the Department of Health. 
You must refer all such persons to the Medical Officer/Referee (see  above) for a medical examination which should contain a recommendation as to  whether the person is able to maintain himself/herself and, if relevant, any  dependants, during his or her stay in the UK (see the requirement above).  For instance, although a person who is HIV positive may be well enough to work,  study or undertake a visit, a person with full blown AIDS may not be  capable.
A person with a serious illness who wishes to go to the UK for private  medical treatment will have to meet the usual requirements of the Rules (see  guidance in the 
Visits  chapter).
You need normally only refer such applications to the Home Office for a  decision when the circumstances are particularly difficult or sensitive.
If an applicant appears to be so ill that it is likely that he or she would  require medical treatment while in the UK and the person could not meet the cost  of the treatment privately, you should consider refusal under the general  provisions of the Rules. 
Paragraph 37 of the Rules covers those who suffer from a  disease or condition which would prevent them from supporting themselves or  their dependants. Where you believe that a person intends to travel to the UK as  a visitor in order to obtain free medical treatment, you may refuse entry  because you are not satisfied that the applicant is genuinely seeking entry as a  visitor. Visitors to the UK are not entitled to receive free National Health  Service hospital treatment on a visit to the UK unless they are considered  exempt from charge under NHS (Charges to Overseas Visitors) Regulations 1989, as  amended. See 
Visits chapter  for further details.
Surrogacy 
Applications from women to enter or remain in the UK  to act as surrogate mothers for friends or relatives should be rare.
There are no provisions in the Immigration Rules for a woman to be admitted  for the purpose of being a surrogate mother. Admission as a visitor under the  Immigration rules to act as a surrogate mother is inappropriate given the six  month limit, as is admission for private medical treatment since the applicant  would not be suffering from any medical condition.
An application on this basis should be considered according to the  applicant’s individual circumstances which are likely by the nature of the  application to involve particularly difficult compassionate factors. However,  because of the complex legal and difficult ethical and practical problems which  may arise the Government does not encourage the practice of surrogacy and  consequently the UK Border Agency does not operate a concession outside the  Rules to enable women to come to the UK for this purpose. An application from a  woman to enter or extend her stay in the UK to act as a surrogate should  normally be refused on the grounds that there is no provision in the Rules.
Tuberculosis (TB)  testing programme 
As part of the Five-year Strategy for Asylum  and Immigration published in February 2005, the Government stated that there  would be targeted health screening for tuberculosis (TB) in high-risk countries  at the entry clearance stage. The initial phase of the programme has been in  place since late 2005 in Bangladesh, Sudan, Tanzania and Thailand (Bangkok is  also the designated entry clearance post for nationals of Cambodia and Laos).  These countries were chosen as the first to be included in the programme as they  have a high incidence of TB and represent a variety of entry clearance  operations. The initial phase has allowed us to test the systems before further  roll out.
The main phase of the programme has already been rolled out in Ghana, Kenya  and Pakistan and may be extended to a further group of high risk countries.
Applicants from countries that are part of the programme applying for entry  clearance valid for a stay longer than six months are required to produce a  certificate showing that they are free from infectious TB. The testing procedure  is outlined below.
If an applicant is not issued with a certificate because they have been found  to have infectious TB, or refuses to produce one, but insists on making an  application, you should accept it. But the application should be refused unless  there are compelling compassionate circumstances. If you refuse the application,  any other applicable reasons for refusal should be included in your refusal  notice.
This requirement is in addition to the normal procedures for medical  referrals, but any refusal will be under 
Paragraph 320(8) of the Rules, not 320(17). The applicant is  refused for not producing a certificate, not for refusing to undergo a medical  examination - see below under Refusals.
Compelling Compassionate circumstances
We think it is  unlikely that there will be many applicants intending to come for more than six  months who will fall into this category. But if there are urgent and  compassionate reasons for them to travel, then it is at Posts' discretion  whether to allow the application to continue without a certificate being held.  If Posts do allow anyone to make their application without a certificate, they  will be referred to the PMI on arrival at the port.
Exemptions
The following are exempt from the  requirement:
- holders of diplomatic passports travelling on official business or on a  posting;  
 
- children under 11 years old;  
 
- returning residents;  
 
- Certificate of Entitlement holders. 
 
Refusals
Any applicant who does not supply a certificate  at the time of their application and is refused should have their application  refused under Paragraph 320(8A) of the Immigration Rules, which states that:
where the person seeking leave is outside the United Kingdom, failure by  him/her to supply any information, documents, copy documents or medical report  requested by an Immigration Officer;
Suggested refusal wording (assuming there are no other reasons for  refusal):
You have applied for entry clearance for the UK as a [reason for period over  six months].
You intend to stay in the UK for more than six months and under Paragraph  320(8A) of the Immigration Rules you were requested to produce a certificate  issued by an approved clinic showing that you are free from infectious  tuberculosis. You have not produced such certificate. I therefore refuse your application.
Testing Procedure
The International Organisation for  Migration (IOM) run the testing programme in the initial phase countries.  Applicants must obtain a certificate from IOM before they make their entry  clearance application. IOM will be responsible for accrediting the clinics and  hospitals that do the testing and for ensuring that they meet the required  standards.
Only IOM will issue certificates and these will have safeguards to avoid  fraud. There will also be systems in place to stop applicants from submitting  forged certificates.
Applicants will be required to pay for the cost of testing themselves. For  exceptions please see below.
Any applicants found to have infectious TB will not be issued with a  certificate, and will be advised by IOM to seek medical treatment. A full course  of treatment would usually take around six months. After the treatment is  complete, the applicant can pay to undergo a further test and, if found to be  free from infectious TB, will be issued with a certificate.
Applicants issued with a visa are advised to carry the original certificate  in their hand luggage to present to an immigratiion officer on arrival in the  UK. Those not able to do so may be delayed, or referred to the Port Medical  Inspector (PMI).
Exceptions and gratis testing
EEA family permit  applicants are NOT exempt from the testing requirement.
Family Reunion applicants are required to undergo testing but they do not  have to pay for their own tests. The Home Office pays the costs of their tests.  Posts are responsible for ensuring that IOM staff are aware of what constitutes  a family reunion applicant.
Scholarship Students and others who may be entitled to gratis  testing
This guidance should be read in conjunction with the  general guidance on TB screening.
Some students applying to study in the UK under government sponsored  scholarship schemes (Chevening, Commonwealth Scholarship and Fellowship Plan -  CSFP, Dorothy Hodgkins postgraduate, Scottish International and Overseas  Research Student Award - ORSAS, are issued with gratis visas (sometimes at  Posts' discretion), or have the cost of their visas refunded by, for example,  the British Council or the awarding body. There may also be a limited number of  applicants in other categories who are entitled to gratis visas, for whom Posts  want also to provide gratis TB screening.
The introduction of TB screening will add an additional cost to some  students' visa applications. Please follow this guidance when dealing with  applicants under the various schemes.
Timing of TB testing
Scholarship students will not  normally need to be tested until just before they apply for their visa, leading  to a risk that any found to have TB may lose their scholarship because they are  not able to travel until they have finished a course of treatment (usually six  months). Posts may wish to consider advising potential scholarship applicants of  this requirement at the very beginning of the process, so that they have  sufficient time to be screened and treated, should they test positive.
We cannot, of course, enforce early testing and decision to do so lies with  the applicant. If they choose to test early and use IOM, timing needs to be  planned carefully, as a certificate is valid for only six months. Test too early  and those testing negative would need to take, and payfor, another test before  applying for their visa. Any testing positive would in any case need to be  tested again, so timing is not so critical. We shall advise the scholarship  awarding bodies along the same lines.
Who should pay for screening?
 The general principle  should be that the applicant pays for their test, but that if the scholarship  awarding body wants to cover the cost, they should either provide the applicant  with an advance of funds, or allow them to reclaim the fee. Posts may, at their  discretion, pay for the cost of the test for FCO funded scholars (e.g  Chevening).
UK Border Agency, Visa Services Directorate would expect the use of Posts'  discretion to cover the test fee on behalf of an applicant to be very limited.  This discretion also applies to those in other categories.