Recipe Name

Identify eligible patients who haven't had a Shingles vaccine


The National Shingles Vaccination Program will provide free shingles vaccination to all people aged 70 years old, with a five-year catch‑up program for people aged 71-79 years old until 31 October 2021. Those who are not eligible for a free vaccine can purchase it with a prescription from their vaccination provider.


Patients aged 70-79 years old who haven't been vaccinated against shingles

CAT Starting Point

  1. CAT Open – CAT4 view (all reports) loaded.
  2. Population extract loaded and extract pane "hidden".
  3. Optional Only (star): Filter Pane Open and under the 'General' tab, "Active Patients (3x < 2 years)" selected.

    *The decision to select either "Active" or "All" patient is left to the practice to make

Patients aged 70 – 79 years old
In the Filters Pane

Select General tab then under Age enter "70" in the Start Age box and "79" in the End Age box

Click Recalculate.
Click Hide Filter.
In the Reports Pane

Select Immunisations/Adults/Shingles tab. The graph shows the number of patients who are between 70 and 79 years old and their shingles immunisation status.

You can now double click on those patients with "nothing recorded" as they are the ones without the shingles vaccine given at your practice. To further refine this search you can add filters around visits and patient status, i.e. only patients who have visited in the last 12 months or are regular patients.

The patient Reidentify report will show a list of your patients and will allow you to export and/or to create Topbar prompts or send a SMS/Voicemail recall.

Create a prompt to display in Topbar

Remember you need to be in the CAT4 Daily View to be able to create prompts. Other pre-requisites are:

  • Topbar is installed
  • CAT4 is linked to Topbar via Edit/Preferences/Topbar - check here for details: Linking CAT to Topbar

To start click on the 'Daily View' icon on the top of your CAT4 screen:

Once you have applied the filter(s) and displayed the patients of interest as described above, you can create a prompt that will be shown to all clinicians using Topbar if a patient meeting the prompt criteria is opened in their clinical system. The full guide is available at CAT PLUS PROMPTS and a short guide on how to create prompts in CAT4 can be found at  Creating a Prompt in CAT4

To start you have to use the drop-down menu at the bottom of the patient details report and select "Prompt at Consult - Topbar" then click on "Go" to give the new prompt a name.

The name you enter is the prompt text displayed in Topbar, so choose a simple but clear name that tells the clinician seeing the prompt what should be done.

To Export Patient List to Microsoft Excel:

1.  Click on the “Export Icon”  at the top of the Patient Reidentification window.

2.  Click on “Excel”

3.   Choose a file name and a location to save to (eg. Create a folder C:/ClinicalAudit/CAT Patient FollowUp)

4.  Click “Save”

The steps above will produce a list of patients with contact details in MS Excel which can then be used to:

1.   Go back through the individual patient records in the GP Clinical Desktop System (CDS) and update known records

2.  Phone patients to update their record

3.  Produce a mail merge to recall patients for follow up