Audit resources
This page provides resources to support participation in NCAP. These materials are designed for anyone involved in NCAP audits across England and Wales.
Changes to data collection methodology
From 2025, NCAP has moved to a new methodology for collecting EIP audit data.
Instead of collecting data directly from local teams, NCAP now uses data extracted from the Mental Health Services Data Set (MHSDS) for English teams. Welsh teams submit their data through the tool created by the Quality, Safety and Improvement Division (QS&I) within NHS Wales. This change has been made to reduce audit burden for services.
We recognise that data quality may not yet be optimal, and we expect this to improve over time. The NCAP team will support services by:
- Providing resources to help improve data quality
- Offering quality improvement (QI) support through the NCAP QI programme
Please use the dropdown list below for more specific information for your country.
Early Intervention in Psychosis (EIP) England Routine Audit
This section contains information and resources for the EIP routine audit in England.
Other supporting resources
- Scoring Matrix
- NCAP Methodology: Eligibility & Sampling Guidance: A guidance document detailing NCAP's audit methodology, sampling criteria, and standard calculations
- NCAP Methodology: Eligibility & Sampling Guidance for the 2026 State of the Data Report: A guidance document detailing NCAP's audit methodology, sampling criteria, standard calculations, and survey methodology for data included in the 2026 State of the Data report
- NCAP Metrics 2025 - 2027: A detailed spreadsheet with all NCAP Early Intervention in Psychosis audit metrics, outlining definitions, data sources, and reporting requirements
- NCAP Egress datakey - England: The datakey which corresponds to datasets uploaded to the NCAP Routine Audit Egress platform for secure data sharing
Submitting data to the MHSDS
Teams should focus on regularly submitting accurate data to the MHSDS, as this is the data source used for the NCAP audit.
- Guidance on how to submit data is available on the MHSDS webpage
- The NCAP team is not directly involved in the data submission process
- NCAP can advise on how data appear after extraction from the MHSDS for audit purposes, but cannot resolve submission issues
For support with submissions, providers are advised to contact the NHS England Information Standards service desk.
| MHSDS performance month | Reporting period | NCAP dashboard publication |
|---|---|---|
| June 2025 | 1 July 2022 - 30 June 2025 | December 2025 |
| August 2025 | 1 September 2022 - 31 August 2025 | February 2026 |
| November 2025 | 1 December 2022 - 31 November 2025 | February 2026 |
| February 2026 | 1 March 2023 - 28 February 2026 | May 2026 |
| May 2026 | 1 June 2023 - 31 May 2026 | September 2026 |
| August 2026 | 1 September 2023 - 31 August 2026 | TBC |
Early Intervention in Psychosis (EIP) Wales routine audit
This section contains information and resources for the EIP routine audit in Wales.
Supporting resources
NCAP methodology: Eligibility and sampling guidance
| Data sent from NHS Wales QS&I | Dashboard publication |
|---|---|
| 28 May 2026 | Week commencing 29 June |
| 25 June 2026 | Week commencing 6 July |
| 30 July 2026 | Week commencing 10 August |
| 27 August 2026 | Week commencing 7 September |
| 24 September 2026 | Week commencing 5 October |
| 29 October 2026 | Week commencing 9 November |
Data tables for all NCAP audits - Casenote audit data by participating Trusts/Health Boards.
Audit tools
Casenote audit questionnaires
- Casenote Audit Questionnaire – Ireland 2025
- Casenote Audit Questionnaire – England 2024
- Casenote Audit Questionnaire – Wales and Ireland 2024
- Casenote Audit Questionnaire – England 2023
- Casenote Audit Questionnaire – England 2021/22
- Casenote Audit Questionnaire – Wales 2021
- Casenote Audit Questionnaire – England 2019/20
- Casenote Audit Questionnaire – Wales 2019/20
- EIP Spotlight Audit Casenote Questionnaire – 2018
Contextual audit questionnaires
- Contextual Audit Questionnaire – Ireland 2025
- Contextual Audit Questionnaire – England 2024
- Contextual Audit Questionnaire – Wales and Ireland 2024
- Contextual Audit Questionnaire – England 2023
- Contextual Audit Questionnaire – Wales and Ireland 2023
- Contextual Audit Questionnaire – England 2021/22
- Contextual Audit Questionnaire – Wales 2021/22
- Contextual Audit Questionnaire – England 2019/20
- Contextual Audit Questionnaire – Wales 2019/20
- EIP spotlight Contextual Audit Questionnaire – 2018
Analysis plans
- Analysis Plan – England 2024
- Analysis Plan – England 2023
- Analysis Plan – Wales and Ireland 2024
- Analysis Plan – Wales and Ireland 2023
- Analysis Plan – England 2021/22
- Analysis Plan – Wales 2021/22
- Analysis Plan – England 2020/21
- Analysis Plan – Wales 2020/21
- Analysis Plan - Ireland 2020/21
Guidance
- Audit Question Guidance 2025 (Ireland)
- Audit Sampling Guidance 2025 (Ireland)
- SNAP Guidance 2025 (Ireland)
- Sampling Guidance Wales and Ireland 2024
- Audit Question Guidance Wales and Ireland 2024
- Sampling Guidance for 2024
- Audit Question Guidance England 2024
- Sampling guidance England 2023
- Audit tool guidance England 2023
- Sampling guidance Ireland and Wales 2023
- Audit tool guidance Ireland and Wales 2023
Other
- Rethink Mental Illness Service User Report – 2021
- Participating Organisations – 2024
- Participating Organisations – 2023
- NCAP outlier policy – 2021-22
- Confirmed Outlier Trusts/Health Boards – 2021-22
- Outlier Policy – 2020/21
- Confirmed Outliers – 2020/21
- Confirmed Outlier Trusts – 2019/20
- National Audit of Schizophrenia (NAS) – 2011-2014
- List of Organisations Wales and Ireland 2024
- Scoring Matrix England 2024
- List of Organisations England 2024
- Scoring matrix England 2023
- List of Organisations England 2023
- List of Organisations Ireland and Wales 2023
- EIP 2019-20 Standards - England
- EIP 2019-20 Standards - Wales
- EIP Scoring Matrix 2019-2020 Final*
- EIP 2019-20 Confirmed Outlier Trusts
- 2018 EIP Scoring Matrix Final
- EIP spotlight audit standards
- EIP CQUIN data collection
- NCAP EIP spotlight audit tool
- EIP 2020-21 Data Protection Impact Assessment
- EIP 2020-21 Data Flow for England
- EIP 2020-21 Data Flow for Wales
- EIP 2020-21 Data Flow for Ireland
- EIP 2020-21 standards - England
- EIP 2020-21 standards - Wales
- EIP 2020-21 Scoring Matrix
- NCAP EIP 2020-21 Sampling Process
- EIP 2020-21 Outlier Policy
- EIP 2020-21 Confirmed Outliers
- 2020-21 Spotlight audit Data Flow for England
- 2020-21 Spotlight audit Data Flow for Wales
- 2020-21 Spotlight audit Data Protection Impact Assessment
- 2020-21 Spotlight audit Patient Information Sheet
- 2020-21 Spotlight audit Patient Information Sheet for under 18s
- 2020-21 Spotlight audit timeline
- 2020-21 Spotlight audit standards
*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 is a clear, practical guide that supports healthcare professionals to assess and manage the physical health of people with severe mental illness who are taking antipsychotic medication. It outlines what to check and what actions to take to reduce cardiovascular and metabolic risk.
The resource was adapted for UK use with input from the Royal College of Psychiatrists, the Royal College of General Practitioners, and NCAP. It was updated in 2023 with NHS England to reflect the latest NICE guidance on cardiovascular risk assessment and management (CG181).
You can download the latest version of the tool here:
Download the Positive Cardiometabolic Health Resource
Improving the physical health of people with serious mental illness – a practical toolkit
To support services in putting the Lester tool into practice, NHS England worked with staff and patients in four mental health trusts between 2014 and 2016 to improve cardiovascular (CVD) health and reduce premature mortality in people with serious mental illness. CVD remains the leading cause of early death in this group.
The resulting practical toolkit shares what these trusts learned. It includes case studies, short examples and supporting documents to help other services implement the Lester approach in day-t-‑day practice.
The toolkit is based on an earlier version of the Lester tool, but much of the learning is still relevant and transferable to the 2023 update.
Disclaimer
These tools and documents were specifically developed for use within the National Clinical Audit of Psychosis (NCAP). These tools have been made publicly available and should you choose to download them for uses outside of the NCAP, you are free to do so, but are hereby agreeing to enter into a royalty free, non-exclusive, licence agreement with Healthcare Quality Improvement Partnership under the following terms and conditions:
All information, software, products and related graphics contained in the audit tool or data collection form are provided for non-commercial purposes "as is" without warranty, including but not limited to the implied warranties of satisfactory quality, fitness for a particular purpose, title and non-infringement of third-party intellectual property rights.
In no event shall HQIP be liable for any direct, indirect, incidental, special or consequential damages for loss of profits, revenue, data or use incurred by you or any third party, whether in action in contract, tort, or otherwise, arising from NCAPOP Provider technical manual v4 - 12 September 2025 Contents 71 your access to, or use of, the audit tool or form.
HQIP make no representations about the suitability, reliability, or timeliness, and accuracy of the information, software, products, and related graphics contained in the audit tool or forms. HQIP reserves the right to make improvements, changes, or updates to forms or tools at any time without notice.