Testing Guidelines with the Rule Test Rig
This area is available to users with guideline configuration access.
Opening the Rule Test Rig
The Rule Test Rig appears on the detail page of standard guidelines that have initiation or continuation rules to test. A standard guideline’s Matching Rules — prescriber taxonomy, route of administration, and dosage form — appear in the read-only Rules summary on the detail page, but they are not added to the clinical scenario fields in this rig. Matching rules are evaluated automatically during real evaluations from the patient’s medication and prescriber data; this rig tests initiation and continuation clinical criteria only. The rig is not available on Excluded Drugs, GoldCard, Therapeutic Interchange, or Legacy Therapy Discontinuation configs. GoldCard, Therapeutic Interchange, and Legacy Therapy Discontinuation run on a daily schedule instead of through manual Play / Run or Test Rules actions. On a Therapeutic Interchange detail page, the info banner explains its continuation-style source-authorization, clinical-information-request, and 30-day refill-block outcomes (there is no Test Rules button). A Legacy Therapy Discontinuation detail page carries the same kind of banner, with the difference that a member who fails the rules is taken off the therapy with no replacement drug. When the saved rules no longer match the guideline’s document, Regenerate document appears on this page. It opens a page where you enter the title, drug, indication, and any section seeds before the draft is written from the saved rules. When the current document can be previewed, that preview stays on the page until the new draft is rendered. The current document stays the guideline’s document until you accept the draft. To reach the Rule Test Rig on a supported guideline:
- From the Guidelines list, click a guideline row to open its detail page.
- In the upper right of the detail page, click Test Rules. The page scrolls down to the Testing section, which contains the Rule Test Rig card.
You can also navigate directly to #guideline-test-rig in the URL to jump to the section.
Selecting a Rule Set
At the top of the Rule Test Rig, use the Rule set dropdown to choose which rules to test:
- Initiation — tests whether a patient meets the criteria to start therapy
- Continuation — tests whether a patient meets the criteria to continue an approved therapy
Filling in the Scenario Fields
The test rig presents a set of clinical input fields derived from the guideline’s rule conditions. Fill in values that represent the patient scenario you want to simulate. Common fields include:
- Reference date — the date the evaluation should treat as “today” (defaults to the current date; change it to test time-based conditions)
- Clinical observation values (lab results, diagnoses, medications) as required by the guideline’s rules
Fields vary by guideline. Required fields are marked; the Run button remains disabled until all required inputs are valid.
If the record has no rule conditions to fill in, the rig tells you so.
Running a Test
Click Run to evaluate the scenario against the selected rule set. The rig sends the scenario to the evaluation engine and returns the result in the Results section below the form. You see:
- Outcome — whether the scenario passes or fails the rules
- Rule breakdown — which individual conditions passed, failed, or were not evaluated
- Reason text — a human-readable explanation of the determination
Saving a Test Case
After running a scenario you want to keep, click Save as test case. A dialog prompts you for a name for the case. Saved test cases appear in the list at the bottom of the Rule Test Rig.
Running All Saved Test Cases
Click Run all (N) to execute every saved test case for this guideline in sequence. The rig shows pass/fail results for each case side by side. Use this to verify that rule changes don’t break expected outcomes.