Resources for audit
HQIP reserves the right to make improvements, changes or updates to forms or tools at any time without notice.
As of 2025, NCAP has changed to new methodology for collecting EIP data. We have now shifted to pulling data from the MHSDS as opposed to collecting data directly from teams in order to reduce audit burden.
We know the data will not be perfect at the moment; we are hoping the data quality improves over time and the NCAP team will be supporting you in that process by providing you with resources to improve, and through our QI support.
Please see below a list of resources to support you with the audit:
Resources for data submission
- NCAP SNOMED Guidance (PDF)
Other resources
- Scoring Matrix (PDF)
Teams should now be focused on regularly submitting their data to the MHSDS. Guidance on submitting data can be found on the MHSDS webpage.
Please note that the NCAP team is not directly involved in the data submission process and is only able to advise on how the data looks when we extract it from the MHSDS for audit purposes.
Alongside the MHSDS submission guide, we recommend providers contact the NHSE Information Standards service desk for help with submissions.
NCAP was commissioned a contract variation to run a second Bespoke Audit in 2024. The NCAP EIP Bespoke Data Audit 2024 will function very similarly to the 2023 audit and will again focus on only those data items related to the scoring matrix. The purpose of this is to continue to demonstrate performance against the NHS Long Term Plan whilst the routine data becomes of good enough quality.
England
- Bespoke Audit Timeline (PDF)
- Sampling Guidance for 2024 (PDF)
- Analysis Plan 2024 (PDF)
- Scoring Matrix (PDF)
- Casenote Audit Questionnaire (editable) (DOC)
- Contextual Audit Questionnaire (editable) (DOC)
- Audit Question Guidance 2024 (PDF)
- List of Organisations 2024 (PDF)
Wales and Ireland
- Sampling Guidance (PDF)
- Analysis Plan 2024 (PDF)
- Casenote Audit Questionnaire (editable) (DOC)
- Contextual Audit Questionnaire (editable) (DOC)
- Audit Question Guidance 2024 (PDF)
- List of Organisations 2024 (PDF)
Online audit platform guidance
The National Clinical Audit of Psychosis (NCAP) was commissioned to conduct an audit which collects a reduced bespoke dataset in 2023. The audit will predominantly collect data that focuses on the questions used to calculate the scores associated with the scoring matrix to ensure that NHS England and Improvement can continue to evidence performance against the NHS Long Term Plan (LTP) whilst the 2024 EIP audit using routine data is in development.
England
- Scoring matrix 2023 (PDF)
- Scoring matrix question breakdowns (PDF)
- EIP 2023 analysis plan (PDF)
- Sampling guidance (PDF)
- Casenote audit questionnaire (editable) (DOC)
- Contextual audit questionnaire (editable) (DOC)
- Audit tool guidance (PDF)
- List of Organisations 2023 (PDF)
Ireland and Wales
Service user reference group 2021 - Rethink Mental Illness report (PDF)
England
- EIP 2021-22 analysis plan (DOC)
- EIP 2021-22 audit standards (PDF)
- Paper copy casenote audit tool (DOC)
- Paper copy contextual audit tool (DOC)
- Audit tool guidance (PDF)
- Data submission guidance (PDF)
- Sampling guidance (PDF)
- Scoring matrix (PDF)
Wales
- EIP 2021-22 analysis plan (DOC)
- EIP 2021-22 audit standards (PDF)
- Paper copy casenote audit tool (DOC)
- Paper copy contextual audit tool (DOC)
- Audit tool guidance (PDF)
- Data submission guidance (PDF)
- Sampling guidance (PDF)
Ireland
Information governance
Information governance and data sharing:
- 2020-21 Spotlight audit Data Flow for England (PDF)
- 2020-21 Spotlight audit Data Flow for Wales (PDF)
- 2020-21 Spotlight audit Data Protection Impact Assessment (PDF)
Information for service users:
- 2020-21 Spotlight audit Patient Information Sheet (PDF)
- 2020-21 Spotlight audit Patient Information Sheet for under 18s (PDF)
Information for sites:
Information for service users:
- EIP 2020-21 Patient Information Sheet (PDF)
- EIP 2020-21 Patient Information Sheet for under 18s (PDF)
- EIP 2020-21 Overview of NCAP (PDF)
- EIP 2020-21 How to opt-out (PDF)
- EIP 2020-21 How to opt-out for under 18s (PDF)
Information governance and data sharing:
- EIP 2020-21 Data Protection Impact Assessment (PDF)
- EIP 2020-21 Privacy Notice
- EIP 2020-21 Privacy Notice Ireland (PDF)
- (PDF)EIP 2020-21 Data Flow for England
- EIP 2020-21 Data Flow for Wales (PDF)
- EIP 2020-21 Data Flow for Ireland (PDF)
- Information on our data sharing process
Information for sites:
- EIP 2020-21 timeline (PDF)
- EIP 2020-21 standards - England (PDF)
- EIP 2020-21 standards - Wales (PDF)
- EIP 2020-21 analysis plan - England (PDF)
- EIP 2020-21 analysis plan - Wales (PDF)
- EIP 2020-21 analysis plan - Ireland (PDF)
- EIP 2020-21 Scoring Matrix (PDF)
- NCAP EIP 2020-21 Sampling Process (PDF)
Outlier policy:
- EIP 2019-20 Standards - England (PDF)
- EIP 2019-20 Standards - Wales (PDF)
- EIP 2019/20 case-note audit form - England (PDF)
- EIP 2019/20 contextual data questionnaire - England (PDF)
- EIP 2019/20 case-note audit form - Wales (PDF)
- EIP 2019/20 contextual data questionnaire - Wales (PDF)
- EIP Scoring Matrix 2019-2020 Final (PDF)*
- EIP 2019-20 Confirmed Outlier Trusts (PDF)
*Please note the addition of a CYP item to the sub-matrix, this will not contribute to the overall score.
The National Audit of Schizophrenia (NAS) ran for two rounds of audit, 2011-2012 and 2013-14. For further information, please head to the NAS website page.
The Lester Positive Cardiometabolic Health Resource provides practitioners with a simple assessment and intervention framework to protect the cardiovascular and metabolic health of patients with severe mental illness receiving antipsychotic medication.
Adapted for UK use from an original Australian resource, in a process led by the late Professor Helen Lester, this resource has been produced through collaboration between the Royal Colleges of General Practitioners and of Psychiatrists, supported by NCAP.
The Lester resource was further updated in 2023 with NHS England to reflect important changes to the NICE guidance on assessing and managing cardiovascular risk (NICE CG181).
Download the Positive Cardiometabolic Health Resource (PDF)
Improving the physical health of people with serious mental illness – a practical toolkit
Between 2014 and 2016, NHS England worked with staff and patients in four mental health trusts to improve cardiovascular (CVD) health outcomes and reduce premature mortality in people with serious mental illness. CVD is the biggest cause of premature death in this patient group.
This toolkit is designed to help other mental health trusts implement the Lester tool, using a combination of detailed case studies, short examples and supporting documents provided by each pilot site.
The toolkit is based on an earlier version of the Lester tool. However, much of it is transferable to the 2023 update.
Download the toolkit (PDF)
Data tables for all NCAP audits - Casenote audit data by participating Trusts/Health Boards.
