Prepare a clinical AI test plan from clinician-approved sample cases

A test plan, scoring sheet layout and tester instructions, signed off by a qualified clinician, with no test run.

Choose one of three approaches. The steps for that option appear below.

Choose an option above. On a phone, swipe the tabs left or right to see all options →

Claude: plan from your case list and rules

Claude drafts the test plan and tester instructions from your case details. You check every line and sign off.

  1. The clinician

    Write case details

  2. Claude

    Draft test plan

  3. The clinician

    Read against case details

  4. Claude

    Draft tester sheet

  5. The clinician

    Check, sign off

  1. Write the case details as plain text

    Use: The clinician

    Write down in plain text: intended use, approved cases labelled like CASE-01 with the finding you consider correct, your pass and fail rules.

    Check

    Check every sample case is approved for this test under local rules, and names, dates of birth, record numbers, scan files and anything identifying are removed before any pasting.

  2. Draft the test plan

    Use: Claude

    Ask Claude for a test plan draft with a scoring sheet layout and open questions, using only what you paste.

    Details

    What to paste into the tool

    Task: A draft test plan and a blank scoring sheet layout for checking a clinical AI tool against sample cases. Use only the packet below. Do not add cases, findings, accuracy figures or thresholds that are not in the packet. Write: purpose, what is in and out of scope, one row per case with the clinician's stated correct finding, the columns a tester fills in (tool output, match yes/no/partly, tester note), the pass and fail rules exactly as I wrote them, and a list of questions where my packet is unclear. State at the top that this plan does not permit use on patients or any clinical decision. Do not diagnose anything. Packet: [paste the test packet].

  3. Read the draft against your case details

    Use: The clinician

    Read the draft against your case details line by line, delete anything you did not write, answer the questions, add missing case types.

    Check

    Check no invented case, finding, number or threshold remains, the pass and fail rules are your own, and the plan is marked test only, not for patient use.

  4. Draft the tester instruction sheet

    Use: Claude

    Ask Claude for a one-page tester instruction sheet from the corrected plan, adding no new rules.

    Details

    What to paste into the tool

    Task: A one-page instruction sheet for a person who will record results in the scoring sheet. Use only the plan below. Say how to record each result, what to do when the tool output is unclear (write 'unclear' and stop, do not guess), and that nobody uses the tool on a patient or acts on its output. Add no new rules. Plan: [paste the corrected test plan].

  5. Check the sheet, sign off

    Use: The clinician

    Read the sheet against the plan, remove added rules, sign off the final plan yourself, and store it where the test team can read it.

    Check

    The clinician, not the assistant, approves the plan and decides whether and when a test is run.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Never paste credentials or full payment details.

Every assistant step is followed by your check of the output against the clinician's own material.

A qualified clinician signs the final plan. Nothing is run on patients.

Nothing is sent, signed, approved or deployed by the assistant.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Regulatory or ethics approval needs for the real test are outside this record and not yet checked.
  • Elicit's exact table columns, plan requirements and country/platform availability are not listed on the pages we checked.
  • The primary option is a judgement for a general user.
  • Existing evidence entries are historical source reads. New tool selections use listed descriptions; vendor requirements remain unchecked.

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