CAP Pro Course - Laboratory Management - New Test Method Validation/Verification (2026 & 2027)

Author: DeRhonda Crawford, MLS(ASCP)
Reviewers: Laurie Bjerklie, MA, MLS(ASCP)CM and Julie Ann West, PhD, MLS(ASCP)CMSMCM

Continuing Education Credits

Objectives

  • Determine when a complete method validation is necessary and when performance verification is sufficient prior to implementing a new test method.
  • Choose an appropriate performance standard for the analyte being evaluated.
  • Determine the precision, accuracy, and total error of the test method and explain how to use this information to decide whether to accept the method.
  • Determine the reportable range and reference intervals.

Course Outline

  • Determine when a complete method validation is necessary and when performance verification is sufficient prior to implementing a new test method.
      • Validation versus Verification
      • Evaluation for a Qualitative Method
      • Method Validation for Specimens Other Than Those Approved by the Test Method Manufacturer
      • Other Situations When Method Verification is Required
      • Primary Responsibilities Related to Method Validation/Verification
      • A test system has been modified by the laboratory. What validation steps are required before the test is implemented for patient testing?
      • A particular laboratory wants to start performing body fluid testing on its chemistry analyzers. The manufacturer makes no claim that the method proce...
      • Several physicians have requested peritoneal fluid testing for amylase. The method manufacturer has only evaluated serum or plasma for amylase testing...
      • In the United States, regulatory agencies or organizations work together to ensure that clinical laboratories validate their nonwaived methods. Which ...
  • Choose an appropriate performance standard for the analyte being evaluated.
      • Recognizing Acceptable Analytical Performance
      • Total Error and Allowable Total Error
      • The proficiency testing (PT) requirement for creatinine has an allowable error of ± 0.3 mg/dL or 15%. What is the allowable error for the upper a...
      • What is the best description of a medical decision point when deciding whether to accept a new method or instrument validation?
      • What is the ultimate decision tool a laboratory should use in its acceptance and implementation of a new quantitative test method?
      • What does a "critical concentration" refer to in the context of method evaluation?
      • The laboratory is going to implement a new test method. Choose the correct order of steps in which they should occur in the process.
  • Determine the precision, accuracy, and total error of the test method and explain how to use this information to decide whether to accept the method.
      • Determining the Precision of a Test System
      • Determining the Accuracy of a Test System
      • Standard Deviation and Coefficient of Variation
      • Statistical Analysis of the Data Determines Acceptable Accuracy of the Method
      • Deciding Whether to Accept a New Method
      • How Can a Laboratory be Confident About the Decision to Accept or Reject the Method Being Evaluated?
      • Using the Method Decision Chart
      • Using the Method Decision Chart, continued
      • Documentation of Acceptance of the Validation/Verification Study
      • Which of the following is the best value to help the medical director determine the acceptability of a new method?
      • The slope from your glucose method comparison is 0.99 and the y-intercept is 2.54 mg/dL. What is the systematic error between the two glucose methods ...
      • Which test method validation requirement does the bullseye image represent?
      • While performing method verification for a new creatinine procedure, the precision data produces a standard deviation (SD) of 0.5 mg/dL. What does the...
      • A laboratory is performing method verification studies for a new potassium procedure by following CLIA guidelines. Which of the following represents t...
      • You are performing method verification studies for a new glucose procedure. Which of the following represents the best strategy for verifying the meth...
  • Determine the reportable range and reference intervals.
      • Reportable Range/Analytical Measurement Range (AMR) Verification
      • Reference Interval Verification
      • A laboratory uses CLIA guidelines for reference interval verification. Which of the following is not required for each reference range study?
      • During the validation process, a laboratory must verify the analytical measurement range (AMR) for each analyte. What samples are appropriate to verif...
      • What term best describes a set of limit values used to interpret patient test results?
      • The validation process for the drug digoxin is complete except for setting the reference interval (reference range). How would the laboratory evaluate...
      • Which of these best defines reportable range (analytical measurement range)?
      • The chemistry supervisor is evaluating a new creatine kinase (CK) method. According to the manufacturer, the lower limit of the reportable range is 2....
  • References
      • References

Additional Information

Level of Instruction: Intermediate
Intended Audience: This program is designed as an educational and training tool for MLS and MLT personnel, medical laboratory science students and interns, pathology residents, and practicing pathologists.
Author Information: DeRhonda Crawford, MLS(ASCP) is the chemistry supervisor at Gwinnett Medical Center in Lawrenceville, Georgia and the technical supervisor for the Gwinnett Medical Center in Duluth, Georgia. She holds a BS in Medical Technology from the Medical College of Georgia.
The author has no conflict of interest to disclose.
Reviewer Information:
Laurie Bjerklie, MA, MLS(ASCP)CM, is a Lead Education Developer. She earned a B.S. in Medical Laboratory Science from the University of North Dakota and an M.A. in Curriculum and Instruction from Saint Xavier University. She has over 15 years of experience in higher education and has held program director and faculty positions in both MLT and MLS programs.
Dr. Julie Ann West is certified by the American Society for Clinical Pathology (ASCP) as a Medical Laboratory Scientist (MLS) and as a Specialist in Microbiology (SM). In addition, Dr. West has earned a PhD in Public Health - Infectious Disease Epidemiology - and is Certified in Public Health (CPH) by the National Board of Public Health Examiners. Dr. West is experienced as a Technical Specialist, Safety Officer, Educator, and Lead in the Veterans Administration Healthcare System, and has prior experience as an Administrative Laboratory Director.

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