Medical device human factors usability study with representative intended users
HUMAN FACTORS • USABILITY • LAYPERSON • SELF-TESTING

Usability Evidence Built Around Real Users and Critical Tasks

Bioexcel supports medical device and IVD manufacturers with human factors strategy, formative usability studies, summative validation, layperson studies, self-testing evaluations and IFU comprehension.

Our approach focuses on whether intended users can perform critical tasks safely, correctly and consistently in the intended use environment.

HomeHuman Factors & Usability

Does Bioexcel Conduct Human Factors and Usability Studies?

Yes. Bioexcel supports human factors and usability studies for medical devices and IVDs, including formative and summative evaluation, intended-user recruitment, critical-task assessment, use-error analysis, IFU comprehension, layperson studies, data management, statistics and reporting.

Bioexcel Lifesciences & Research LLP supports human factors and usability studies for medical devices and IVDs, including formative and summative evaluation, critical-task assessment, use-error analysis, IFU comprehension, layperson and self-testing studies, data management, statistics and regulatory reporting.

Content Managed By: Bioexcel Human Factors, Clinical & IVD TeamReviewed By: Amandeep Kaur, Director – Clinical OperationsLast Updated: 27 August 2026
What Human Factors Should Prove

The Question Is Not Only “Can the Device Be Operated?”

Human factors evidence should help determine:

Medical device human factors usability study with representative intended users
  • Can intended users understand the device?
  • Can they perform critical tasks?
  • Can they recognize warnings?
  • Can they recover from errors?
  • Can they correctly interpret the output?
  • Does the interface create avoidable risk?
  • Is the IFU understandable?
  • Does the intended environment affect use?
  • Are residual use-related risks acceptable?
The Bioexcel Human Factors Model

From User Profile to Usability Validation

01

Intended User

  • Professional
  • Patient
  • Caregiver
  • Layperson
  • Technician

Output: User Profiles

02

Use Environment

  • Hospital
  • Laboratory
  • Clinic
  • Ambulance
  • Home
  • Public setting

Output: Use Context

03

Task Analysis

  • User steps
  • Critical tasks
  • Potential errors
  • Hazardous situations

Output: Task & Risk Map

04

Formative Evaluation

  • User interaction
  • Difficulty
  • Errors
  • Confusion
  • Interface issues

Output: Design Insights

05

Design Refinement

  • Device
  • Interface
  • Labels
  • IFU
  • Training

Output: Final Candidate Design

06

Validation Protocol

  • Users
  • Tasks
  • Environment
  • Success criteria
  • Data collection

Output: Usability Validation Plan

07

Summative Study

  • Evaluate intended users performing critical tasks

Output: Validation Dataset

08

Use-Error Analysis

  • Errors
  • Close calls
  • Root causes
  • Residual risk

Output: HF Conclusions

09

Regulatory Integration

  • Risk Management
  • IFU
  • Clinical evaluation
  • Technical documentation

Output: Usability Evidence Package

What Is a Human Factors Study for a Medical Device?

A human factors study evaluates how intended users interact with a medical device, whether they can complete critical tasks safely and correctly, what use errors occur and whether the device interface, labeling and instructions adequately control use-related risks.

What usability services does Bioexcel provide?

Bioexcel supports formative and summative usability studies, critical-task assessment, use-error analysis, IFU comprehension, layperson and self-testing studies, human factors reporting and Risk Management integration for medical devices and IVDs.

Can Bioexcel support both human factors and clinical performance?

Yes. For products such as self-testing IVDs, Bioexcel can support integrated programs evaluating both clinical performance and intended-user usability.

Can Bioexcel support professional and lay users?

Yes. Study populations can include healthcare professionals, patients, caregivers, technicians and representative lay users according to the intended-use profile.

IEC 62366-1-Oriented Usability Evidence

Usability Engineering Within the Risk-Management Process

User InterfaceUse-Related HazardsCritical TasksEvaluationUse ErrorsRisk ControlsResidual Risk

Bioexcel's approach is aligned with applicable usability engineering principles and study-specific regulatory requirements.

Intended Users

Recruit the People Who Will Actually Use the Device

Healthcare Professionals

SurgeonsPhysiciansNursesLaboratory staffTechnicians

Patients

Chronic-disease patientsElderly usersHome-monitoring users

Caregivers

Family membersHealthcare assistants

Lay Users

People without professional clinical training.

User groups should match the intended users stated for the product.

Can Bioexcel Recruit Intended Users for Usability Studies?

Yes. Bioexcel can support feasibility and recruitment of appropriate intended-user groups based on the device, use environment, professional experience, patient profile or layperson criteria.

Use Environment

Usability Depends on Where the Device Is Used

Potential environments:

Operating theatreCath labHospital wardLaboratoryEmergency roomPrimary-care clinicPharmacyHomeMobile environment

Environmental Factors

LightingNoiseDistractionsTime pressurePPESpace limitationsConnectivityStorage
User Profile Definition

User Characteristics Can Affect Safe Use

Potential characteristics:

  • Age
  • Education
  • Clinical training
  • Device experience
  • Digital literacy
  • Visual ability
  • Dexterity
  • Language
  • Prior training

Recruitment should reflect intended users rather than convenience samples.

Task Analysis

Break Device Use Into Observable Steps

Critical-task analysis for medical device usability validation
Open PackagePrepare DeviceCollect SampleApply SampleOperate DeviceWait Required TimeRead ResultInterpret ResultDispose Device

Each Step Can Be Assessed For

ErrorDifficultyConfusionHazard
Critical Tasks

Focus on Tasks Where an Error Could Cause Harm

A critical task may involve:

  • Dose selection
  • Device placement
  • Sample collection
  • Sterility
  • Interpretation of result
  • Responding to alarm
  • Device activation
  • Emergency action

What Is a Critical Task in Human Factors?

A critical task is a user action or sequence where incorrect performance or failure to act could cause or contribute to serious harm to the patient or user.

Use-Related Risk Analysis

Connect User Interaction to Risk Management

User ActionPotential Use ErrorHazardous SituationPotential HarmRisk ControlUsability Evaluation

This should connect to the device Risk Management File.

Formative Usability Studies

Learn Before Final Validation

Formative studies can evaluate early:

  • Interface concepts
  • Device prototypes
  • Labels
  • Packaging
  • Instructions
  • Workflow

Potential Methods

ObservationInterviewsThink-aloudTask analysisPreference comparison

Can Bioexcel Conduct Formative Usability Studies?

Yes. Bioexcel can support formative usability studies to identify use difficulties, interface problems, labeling issues and potential use errors before the final device design is validated.

Formative Study Output

Use Findings to Improve the Product

Potential Findings

  • User misses warning
  • Step order is unclear
  • Button labels are confusing
  • Device orientation is misunderstood
  • IFU image is unclear
  • Result interpretation is difficult

Possible Actions

Interface changeLabel changeIFU revisionTraining revisionWorkflow change
Summative / Usability Validation

Validate the Final User Interface

Summative validation should evaluate whether representative intended users can perform critical tasks using the final or production-equivalent interface under realistic conditions.

Summative usability validation study
  • Representative users
  • Representative environment
  • Critical tasks
  • Realistic workflow
  • Final labeling/IFU
  • Predefined observation criteria

Can Bioexcel Conduct Summative Usability Validation?

Yes. Bioexcel can support usability validation studies with representative intended users, predefined critical tasks, realistic use environments, use-error assessment and final reporting.

Use Error

Observe What the User Actually Does

Potential classifications:

Medical device use-error analysis
  • Use error
  • Close call
  • Difficulty
  • Correct task completion
  • Moderator assistance where applicable

Each Relevant Error Should Be Investigated For

Root causeRisk significanceDesign contributionLabeling contributionTraining contribution
Root-Cause Analysis

“User Error” Is Not the End of the Investigation

Potential root causes:

  • Interface ambiguity
  • Poor feedback
  • Similar controls
  • Inadequate warning
  • Confusing IFU
  • Unexpected workflow
  • User expectation
  • Training gap

Core message: Do not blame the user before evaluating the interface.

IFU Comprehension

Can Users Understand the Instructions Without Unintended Support?

Bioexcel can assess:

IFU comprehension study
  • Device preparation
  • Contraindications
  • Warnings
  • Sample collection
  • Procedure
  • Timing
  • Result interpretation
  • Troubleshooting
  • Disposal

Potential Measures

Correct comprehensionIncorrect answerMissing understandingTime to locate information

Can Bioexcel Conduct IFU Comprehension Studies?

Yes. Bioexcel can assess whether intended users can locate, understand and correctly apply important instructions, warnings, procedural steps and result-interpretation information in the device IFU.

Labeling Comprehension

Evaluate More Than the Instruction Manual

Potential materials:

  • Device label
  • Outer package
  • Symbols
  • Warnings
  • Quick-reference guide
  • Mobile/app instructions
  • On-screen instructions
Layperson Studies

Evidence for Users Without Professional Training

Layperson studies may assess:

Layperson self-testing IVD usability and result interpretation study
  • Product selection
  • IFU comprehension
  • Sample collection
  • Device preparation
  • Device operation
  • Timing
  • Result interpretation
  • Troubleshooting
  • Disposal

Relevant For

Self-testing IVDsHome-use devicesConsumer-facing digital devices

Can Bioexcel Conduct Layperson Studies?

Yes. Bioexcel can support layperson studies involving representative non-professional intended users, including participant recruitment, device-use observation, IFU comprehension, result interpretation, data management, statistics and reporting.

Self-Testing IVD Studies

Evaluate the Complete User Journey

Self-testing IVD usability study
Select ProductUnderstand IFUCollect SampleApply SampleRun TestRead ResultInterpret ResultTake Appropriate Next Step

Potential Endpoints

Successful test completionCorrect sample collectionCorrect result interpretationInvalid rateUser-error rate
Finger-Prick Studies

Capillary Blood Collection Adds Specific Usability Questions

Assess:

  • Lancet use
  • Blood collection
  • Sample volume
  • Transfer to device
  • Hygiene
  • User confidence
  • Failed collections
  • Repeat attempts
GlucoseHbAntibody testsSelf-testing diagnostics
Swab-Based Self-Tests

Swab-Based Self-Tests

  • Correct anatomical sampling
  • Swab handling
  • Extraction
  • Timing
  • Device application
  • Result interpretation

Sampling error can influence both usability and clinical performance.

Result Interpretation

Correct Testing Is Not Enough if the Result Is Misread

Assess:

  • Positive
  • Negative
  • Weak positive
  • Invalid
  • Faint line
  • Digital output
  • Alert/warning interpretation

Potential Metric

Correct Interpretation Rate

Weak-Positive / Borderline Results

Challenge the User With Realistic Difficult Cases

For visual rapid tests, usability may include:

  • Strong positive
  • Weak positive
  • Negative
  • Invalid

This can identify interpretation challenges not visible with only obvious results.

Professional-User Studies

Usability for Clinicians and Trained Operators

Medical device usability validation for professional users
SurgeonsPhysiciansNursesLaboratory technologistsRadiographersTechnicians
  • Device preparation
  • Workflow
  • Setup
  • Operation
  • Alarms
  • Result interpretation
  • Troubleshooting
Surgical Device Human Factors

Procedure-Based Devices Require Workflow Evaluation

  • Preparation
  • Assembly
  • Deployment
  • Orientation
  • Instrument interaction
  • Troubleshooting
  • Device retrieval
  • Emergency steps
Surgical instrumentsImplant systemsCathetersRobotic systems
Surgical Robotics

Human Factors for Complex User Interfaces

  • System setup
  • Console controls
  • Instrument selection
  • Alerts
  • Camera/navigation
  • Emergency stop
  • Team communication
  • System recovery

Consider

SurgeonNurseTechnicianSupport staff
Digital Health & SaMD Usability

The User Interface Is Part of the Clinical Risk

  • Login
  • Patient selection
  • Data entry
  • Result interpretation
  • Alert response
  • Override
  • Error recovery
Human-AI Interaction

Does the User Understand the Algorithm Output?

  • Is AI confidence understandable?
  • Does user over-trust the recommendation?
  • Can user recognize uncertainty?
  • Can user override output?
  • Is alert fatigue a risk?
Home-Use Studies

Evaluate Devices Outside the Controlled Clinical Environment

Potential home-use issues:

  • Lighting
  • Distractions
  • Storage
  • Connectivity
  • Hygiene
  • User memory
  • Repeat use
  • Family involvement

Can Bioexcel Support Home-Use Medical Device Studies?

Yes. Bioexcel can support appropriate home-use study designs to evaluate device usability, adherence, user interaction and relevant clinical or performance outcomes in the intended use environment.

Simulated Use vs Actual Use

Select the Model According to the Risk Question

Simulated Use

Controlled but realistic environment.

Useful Where

  • Actual harm cannot be ethically induced
  • Rare scenarios must be tested
  • Emergency conditions need simulation

Actual Use

Device used in real clinical/home settings.

Useful Where

  • Potentially useful where real workflow itself is important
User Training

Validation Should Reflect the Intended Training Model

If intended users receive:

  • No training
  • IFU only
  • Short training
  • Formal training

The study should reproduce the expected commercial-use condition as closely as appropriate. Do not over-train participants if the marketed user will not receive equivalent training.

Moderator Role

Avoid Accidentally Helping the Participant

Study moderators should follow standardized instructions. They should avoid:

  • Coaching
  • Correcting
  • Hinting
  • Directing the user

unless required for participant safety.

Observation & Interview

Understand Both Behavior and Reason

Observation

What happened?

Post-Task Interview

Why did it happen?

Root-Cause Analysis

Was it caused by: Interface, IFU, Training, Environment, User expectation?

Sample Size

Usability Sample Size Depends on Study Purpose

Planning should consider:

  • Formative vs summative
  • Number of user groups
  • Device complexity
  • Critical tasks
  • Risk
  • Regulatory objective

For layperson clinical performance studies, sample size may also depend on statistical performance objectives.

User-Group Stratification

Multiple Intended Users May Require Separate Evaluation

User Group A

Experienced clinicians

User Group B

New clinicians

User Group C

Nurses/technicians

The study design should reflect meaningful differences in intended-user characteristics.

Data Management

Capture Every Critical Task and Observation

Potential eCRF fields:

  • User ID
  • User profile
  • Task
  • Task success
  • Use error
  • Close call
  • Difficulty
  • Assistance
  • Root cause
  • Interview response
Statistical Analysis

Quantify User Performance Where Appropriate

Potential outputs:

  • Task success rate
  • Use-error rate
  • IFU comprehension rate
  • Correct interpretation rate
  • Invalid-test rate
  • User-group comparison
  • Confidence intervals

Qualitative root-cause analysis remains important alongside percentages.

Human Factors Report

Document the Usability Evidence

Potential structure:

  • Device
  • Intended users
  • Environment
  • Study objective
  • User groups
  • Critical tasks
  • Methodology
  • Results
  • Use errors
  • Close calls
  • Root-cause analysis
  • Residual use-related risk
  • Conclusions
Risk Management Integration

Usability Findings Should Feed Back Into Risk Management

Use-Related HazardCritical TaskObserved Use ErrorRoot CauseRisk ControlResidual RiskRisk Management Update

Can Bioexcel Integrate Human Factors Findings With Risk Management?

Yes. Bioexcel can support traceability between use-related hazards, critical tasks, observed use errors, risk controls and residual-risk conclusions for integration into the broader Risk Management process.

Clinical Evaluation Integration

Usability Can Affect Clinical Safety and Performance

Relevant findings may support discussion of:

  • Intended user
  • Safe use
  • User-related adverse outcomes
  • Benefit-risk
  • Residual risk
  • Clinical claims
IVD Performance + Layperson Usability

Combine Performance and Usability Where Appropriate

Clinical Performance

Is the test result correct?

Usability

Can the lay user perform the test correctly?

Interpretation

Can they understand the result?

= Intended-Use Evidence

This can be especially relevant for self-testing IVDs.

European Layperson Studies

Studies With European Intended Users

Bioexcel can support European feasibility for:

  • Layperson recruitment
  • Self-testing
  • IFU comprehension
  • Clinical performance
  • Home-use evaluation

using suitable European sites and local resources.

Can Bioexcel Conduct Layperson IVD Studies in Europe?

Yes. Bioexcel can support European layperson and self-testing studies through suitable local clinical resources combined with centralized study design, data management, statistics and reporting.

India Usability Studies

Human Factors & Intended-User Evaluation in India

Potential study populations:

  • Healthcare professionals
  • Laboratory users
  • Patients
  • Caregivers
  • Lay users

Can Bioexcel Conduct Medical Device Usability Studies in India?

Yes. Bioexcel can support suitable professional-user, patient, caregiver and layperson usability studies in India, subject to the device and intended-use requirements.

Formative-Only Support

Need Early Design Feedback?

Bioexcel can support:

  • Prototype evaluation
  • Task analysis
  • IFU review
  • User interviews
  • Formative testing

without conducting the final validation study.

Validation-Only Support

Already Completed Formative Work?

Bioexcel can review:

  • User profiles
  • Risk analysis
  • Critical tasks
  • Formative findings
  • Final design
  • IFU

and develop the final validation study.

Human Factors Gap Assessment

Already Have a Usability File?

Bioexcel can review for gaps involving:

  • Intended users
  • Environment
  • Use scenarios
  • Critical tasks
  • Use-related risks
  • Formative evidence
  • Validation evidence
  • IFU
  • Risk traceability

Why MedTech Sponsors Use Bioexcel for Human Factors & Usability

Medical Device & IVD Focus

Study designs reflect actual device-use risks.

Professional + Lay Users

Support across clinicians, technicians, patients and laypeople.

Clinical + Human Factors Integration

Usability evidence can connect with clinical performance.

Risk Management Linkage

Use errors are evaluated in the context of potential harm.

Data + Statistics

Quantitative and qualitative study outputs can be integrated.

India + Europe

Flexible intended-user recruitment models.

Deliverables

Human Factors & Usability Deliverables

Depending on scope:

  • Human factors strategy
  • User profile
  • Use-environment analysis
  • Task analysis
  • Critical-task identification
  • Use-related risk assessment support
  • Formative study protocol
  • Formative study report
  • IFU comprehension protocol
  • Layperson study protocol
  • Summative/usability validation protocol
  • Participant recruitment plan
  • eCRF
  • Data Management Plan
  • Statistical Analysis Plan
  • Usability Validation Report
  • Use-error analysis
  • Risk Management inputs
  • Regulatory response support
Client Success

Human Factors in Practice

Self-Testing IVD

Users: Laypersons — Tasks: Sample collection, testing, result interpretation

Outputs: Task success + interpretation + use-error analysis

Surgical Device

Users: Surgeons — Focus: Device preparation, deployment and troubleshooting

Output: Critical-task validation

Digital Health Tool

Users: Clinicians

Focus: Alert comprehension and workflow integration

Frequently Asked Questions About Human Factors & Usability

Yes. Bioexcel supports formative and summative usability studies for medical devices and IVDs.

HIPAA Compliant
ICH-GCP Compliant
FDA 21 CFR Part 11
ISO 9001
ISO 14155
ISO 27001 Certified
EU MDR 2017/745
EU IVDR 2017/746
US FDA Requirements
ISO 20916

Bioexcel evaluates whether real intended users can use medical devices safely and correctly under realistic conditions—and connects those findings to the product's clinical and risk evidence.

Intended UserUse EnvironmentUse ScenariosTask AnalysisUse-Related RisksCritical TasksFormative EvaluationDevice / IFU RefinementSummative ValidationUse-Error & Root-Cause AnalysisResidual RiskRisk Management / Clinical Evidence