Lone Shepherd Systems Lone Shepherd Systems

Quality & V&V · 8 min read

Verification and Validation Planning for Medical Software

How to plan V&V for regulated software — test strategy, traceability, clinical scenarios, and release evidence.

Verification vs. validation — and why both matter

Verification asks: did we build the software correctly against specifications? Validation asks: does the software meet user needs and intended use in real or simulated clinical conditions? Regulated submissions require both, with traceable evidence.

Poor V&V planning is one of the most common causes of delayed releases, audit findings, and expensive rework in medical software programmes.

Building the test strategy

A test strategy document aligns the team on scope, environments, responsibilities, and acceptance criteria before test execution begins.

  • Test levels defined: unit, integration, system, regression, acceptance.
  • Entry and exit criteria for each test phase documented.
  • Test environment parity with production (OS, integrations, load).
  • Responsibility matrix: dev, QA, independent V&V, clinical evaluator.
  • Defect severity classification and release blocking rules.

Traceability-driven test design

Every requirement worth shipping should have at least one test that proves it — and high-risk requirements should have several.

  • Requirements traceability matrix links IDs to test case IDs.
  • Risk controls with software mitigation have explicit test coverage.
  • Boundary and negative tests included, not only happy path.
  • Regression suite automated where feasible for core safety functions.
  • Test results stored with version, environment, and approver metadata.

Clinical scenario testing

Medical software must be validated against how clinicians actually work — not only against technical specs.

  • Clinical use scenarios derived from intended use and user needs.
  • Simulated workflows include interruptions, handoffs, and concurrent users.
  • Alarm and alert pathways tested for timeliness and clarity.
  • Integration tests use realistic HL7/FHIR messages or device data feeds.
  • Usability observations captured during validation sessions.

Independent V&V

Independent verification — by a team not responsible for building the feature — strengthens credibility with regulators and hospital customers.

For connected products integrating with hospital systems, independent V&V should include interface testing, data integrity checks across system boundaries, and regression on every release candidate.

Release evidence package

The goal of V&V is a defensible release decision. Package evidence so reviewers can follow the thread from claim to proof.

  • V&V summary report with pass/fail statistics and open issues.
  • Traceability matrix export showing coverage completeness.
  • Known anomalies documented with risk acceptance rationale.
  • Release checklist signed by engineering and quality.
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Lone Shepherd Systems Lone Shepherd Systems

We help regulated medical product teams design, build, validate, secure, and launch connected medical technologies with engineering, quality, usability, safety, cybersecurity, and regulatory-readiness support.

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Information on this website is for general consulting-service communication only. Regulatory requirements vary by product, claim, market, and risk profile.