Recipe Name:

Identify patients with a chronic disease diagnosis of Diabetes, Asthma, COPD, CHD, Heart Failure, Stroke, Renal Impairment and CKD


Patients with chronic diseases are at high risk for Covid-19. This recipe will show you how to identify these patients.


Patients with diabetes, asthma, COPD, CHD, heart failure, stroke, renal impairment and/or CKD

Recipe Limitations:

This report relies on coded diagnoses in the patient record. As this is a requirement for accreditation and is also relevant for PIP-QI, we recommend to improve
coding of conditions for all clinicians. Here are some helpful links:

Data Cleansing Report Details

Bulk clean up of free text diagnosis - BP users

Bulk clean up of free text diagnosis - MD users

CAT Starting Point:

  1. CAT Open - CAT4 view (all reports) loaded
  2. Population Extract Loaded and Extract Pane "Hidden"

Filter Steps:

  • No filter steps required

Report Steps

  • Click on the 'Disease' report tab and select the 'Count' report
  • Click the condition labels to select 'Diabetes I', 'Diabetes II', 'Undefined Diabetes', 'Asthma', 'COPD', 'CHD', 'Heart Failure', 'Stroke', 'Renal Impairment', 'CKD', AF and 'Transplant'
  • Optional – select any other chronic conditions from the report to add them

  • Click 'Export' to see the list of patients selected

  • Optional, to add the assigned providers to your patient list open the 'Visits' tab and select the 'Assigned Providers' report tab and tick 'Select All'

  • Click 'Report' to add the assigned providers to your list of patients

For more information on Cross Tabulation - Next Level Reporting visit our website on

Using Recall CAT in Recipes

Optional: Use Recall CAT SMS and voice messages for patient recall

Full details are here: Recall CAT

After you have applied one or more filters and/or cross tabulations and have selected the group of patients of interest, you will see the choices for SMS Recall and other options at the bottom of the patient re-identification report. This can be applied to all of our CAT Recipes or any custom search you want to perform.

CAT Starting Point:
The Patient Reidentification window displays your list of filtered patients

Customising Steps

You can refine the selection manually by clicking the 'Refine Selection' button.

If you click on "SMS Recall", the "SMS Recall" window will be displayed with the name of your clinic. Enter a message that relates to the purpose of the notification. There are a number of options under the inclusion criteria:

  • Patients who have opted out of receiving SMS from your clinic are removed by default
  • Linking your online booking system to the SMS recall
  • Include the opt-out message in the SMS for patient to "STOP" receiving SMS notifications sent through CAT4

Clicking on "Send" will send the message to all patients with a valid mobile phone number in their record. A confirmation message will prompt you with the number of messages to be sent and the required credits. Click yes to send the SMS recall.

After sending a SMS or Voice Message you will see a message like this one (for SMS)

For full details on the prompt history, click on 'Prompts' and select 'SMS and Voicemail'

Recall CAT - Message History: