Roles and workflows
Record patient, provider, administrator, caregiver, and support roles, then map registration, appointments, messaging, forms, payments, and account recovery.
Healthcare mobile QA planning resource
Use this practical workbook to map patient and provider roles, critical workflows, devices, permissions, integrations, evidence needs, and release priorities before testing begins.

Plan the testing scope
The workbook helps product teams arrive with a clearer brief, so device coverage, critical workflows, exclusions, and evidence requirements can be scoped faster.
Record patient, provider, administrator, caregiver, and support roles, then map registration, appointments, messaging, forms, payments, and account recovery.
Plan coverage for permissions, notifications, interrupted sessions, background handling, offline recovery, synchronization, and device-specific behavior.
Define target devices, operating systems, browsers, integrations, environments, test data, screenshots, videos, defect details, and retesting expectations.
Inside the workbook
Complete only the information you already know. Our QA team can help refine the remaining scope after reviewing your product, release plan, and critical user journeys.
Privacy note: Do not add real patient information, credentials, production records, or protected health data to the workbook. Use synthetic or de-identified examples only.
Share the completed workbook with your target release date. We will review the workflows and recommend an evidence-led testing approach.