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Z-Tests in Healthcare Research: Types and Applications

Levi Cheptora

Tue, 21 Oct 2025

Z-Tests in Healthcare Research: Types and Applications

Z-tests are parametric statistical tests based on the standard normal (Z) distribution, commonly used to compare sample statistics (means or proportions) under certain assumptions. In general, a one-sample Z-test evaluates whether a sample mean differs from a known population mean (when population standard deviation is known), a two-sample Z-test compares means of two independent groups (assuming known and equal variances), and Z-tests for proportions compare one or two sample proportions in large samples. These tests assume normality (or large-sample normality via the central limit theorem) and known variances[1][2]. In practice, healthcare researchers often substitute t-tests or chi-square tests when variances are unknown, but the Z-test framework remains important for large samples and hypothesis tests.

Types of Z-Tests

One-Sample Z-Test (Means)

A one-sample Z-test compares the mean of a single sample to a specified population mean μ₀, under the assumption that the population standard deviation (σ) is known[1][2]. The null hypothesis is usually H₀: μ = μ₀ versus H₁: μ ≠ μ₀ (two-sided) or one-sided alternatives. The test statistic is  . Key conditions for validity are: the data are approximately normal (especially for small n) and σ is known[1][2]. In reality, knowing σ is rare; thus one-sample Z-tests are often taught as theoretical cases. In large samples (n ≥ 30), the central limit theorem justifies normal approximation even if σ is estimated, making the Z-test similar to the one-sample t-test[2][3].

·         Assumptions: Independent, continuous data from a normal population (or large n); known population variance.

·         Use case: Testing if a measured average (e.g. blood pressure, lab value) differs from a target or known norm.

Two-Sample Z-Test (Means)

A two-sample Z-test compares the means of two independent groups, assuming each population variance is known (often assumed equal)[4]. It tests H₀: μ₁ = μ₂ versus alternatives, with statistic  . This is akin to comparing treatment and control group means in a clinical trial if variances were known. In practice, the two-sample t-test is more common when σ is unknown. However, for very large samples or when σ is known from prior data, the Z-test form applies. The NCSS reference notes the two-sample Z-test “is used in situations such as the comparison of … the effectiveness of two drugs”[5].

·         Assumptions: Both groups’ data are (approximately) normal, variances known and equal[4].

·         Use case: Theoretical comparisons of two independent group means. (See Applications below for examples.)

Z-Test for Proportions

A Z-test for proportions compares one or two sample proportions in large-sample settings. In a one-proportion Z-test, one tests if an observed proportion (p̂) equals a hypothesized value p₀ (H₀: p = p₀), with statistic  . A two-proportion Z-test examines the difference between two independent proportions (p̂₁ – p̂₂). For large samples (typically each np≥5–10), the sampling distribution of proportions is approximately normal by the central limit theorem[6][7]. The two-proportion Z-test statistic is


where
 is the pooled proportion[7]. LibreTexts notes: “The Z-test is a statistical test for comparing the proportions from two populations. It can be used when … the samples are independent” and the usual large-sample conditions hold[7].

·         Assumptions: Independent binomial samples, large sample sizes (np and n(1–p) ≥10)[6][7].

·         Use case: Comparing rates or percentages (e.g. infection rates, cure rates) between groups.

Relation to Chi-Square and T-Tests

For categorical data, a two-proportion Z-test yields the same p-value as Pearson’s chi-square test when sample sizes are large[8]. In fact, when one or more expected counts are small, Fisher’s exact or chi-square with corrections are preferred, but when the normal approximation is valid, the Z-test “is justified”[9]. Similarly, if population variances are unknown and sample sizes are moderate, one uses t-tests rather than Z-tests. As Investopedia explains, “Z-tests are closely related to t-tests, but t-tests are best performed when an experiment has a small sample size. Also, t-tests assume the standard deviation is unknown, while Z-tests assume it is known”[2]. When n ≥ 30, the central limit theorem ensures the sampling distribution of the mean is approximately normal, justifying the Z-test or its approximation[3].

Applications in Medical and Healthcare Research

In medical and public health research, Z-tests (especially for proportions) frequently appear in large-sample analyses. Below are examples from recent peer-reviewed studies illustrating the use of each major type of Z-test.

  • Two-Sample Z-Test (Proportions) in Clinical Studies: A recent phase-3 vaccine trial used a one-sided, two-sample Z-test to compare proportions of participants reaching an immune response endpoint between a heterologous booster group and a control group[10]. In this non-inferiority study, the difference in seroresponse rates was tested via a two-sample Z statistic at α=0.025[10]. This reflects how modern vaccine studies may specify Z-tests (with known significance levels) for large-sample comparisons of efficacy endpoints.
  • Two-Sample Z-Test (Proportions) in Epidemiology: A hospital epidemiology study compared proportions of patients receiving prophylactic antibiotics in two time periods. They state: “Differences in the proportions of … patients who received antibiotics … between the two periods were assessed using the two-sample Z-test for proportions, which is an equivalent of the Chi-square test”[11]. In other words, the study compared two independent proportions (antibiotic use rates) over time in two patient groups, using the large-sample Z-test approximation[11]. This is a common approach in outbreak investigations and quality-improvement studies.
  • One-Sample Z-Test (Proportions) for Benchmarks: Some public health studies compare an observed rate to a target value. For example, in an England primary care study, researchers used one-proportion Z-tests to examine whether the observed referral rate equaled a hypothesized value (p=0.90)[12]. They describe performing “two-tailed, one-proportion Z-tests … to determine whether referral rates … were equal across time as well as across different regions” against a fixed proportion[12]. This shows how one-sample Z-tests for proportions can check if a healthcare process meets a goal rate (e.g. screening or referral targets).
  • One- and Two-Sample Z-Tests (Means) in Clinical Research: While t-tests are often used for comparing means (e.g. blood pressure, biomarker levels) when variance is unknown, a Z-test form can appear in sample-size calculations or theoretical discussions. For instance, Tian et al. (2025) describe using a weighted Z-test combining onsite/offsite data for decentralized trials[13]. In neurocognitive research, one study converted correlation coefficients to Z-scores (via Fisher’s z-transformation) and used a two-sample Z-test to compare these across groups[14]. Although not as common as t-tests, these examples illustrate the flexibility of Z-tests in large-data contexts (e.g. large trials or high-throughput studies) where normal-approximation methods are appropriate.

These examples demonstrate that Z-tests are applied whenever large-sample normal approximations hold: for comparing group means (with known σ) or especially proportions in epidemiology and clinical trials. They often coincide with chi-square tests for categorical outcomes when sample sizes are sufficient[8][11].

Key Points and Considerations

·         Assumptions: Z-tests assume large samples or known variances. For means, the population standard deviation must be known or the sample size must be large enough (n≥30) for the CLT to apply[3][15]. For proportions, each group’s sample size should satisfy  and  so that the normal approximation is valid[7].

·         Relevance: In modern medical research, datasets (e.g. national registries, large trials) are often large, making Z-tests viable for initial analysis or sample-size planning[13][3]. For example, sample-size formulas for trials are based on Z-tests and normal theory[13]. Even when Z-tests are not reported by name (for instance, t-tests or chi-square tests are used), the same statistical principles underlie the analysis in large samples.

·         Comparison to T- and Chi-Square Tests: When variances are unknown or samples are small, researchers typically use t-tests or exact tests instead. Nevertheless, a Z-test with large n is asymptotically equivalent to a t-test, and Z-tests for proportions are equivalent to chi-square tests for 2×2 tables[8]. Thus, understanding Z-tests helps interpret many common analyses in the literature.

In summary, one-sample and two-sample Z-tests (for means or proportions) provide the theoretical basis for many hypothesis tests in healthcare research. They are most appropriate under large-sample conditions or known variances[2][7]. Recent medical studies often use two-proportion Z-tests (or equivalently chi-square tests) to compare rates between groups[11][10]. By ensuring clarity about assumptions and context, researchers and students can correctly apply Z-tests or their equivalents in designing studies and interpreting results.

Sources: Definitions and properties of Z-tests are detailed in statistical references[1][4][7]. Applications are drawn from recent open-access medical studies (2021–2024)[10][11][14][12]. These sources are cited using APA-style markers with direct URLs.


[1] One-Sample Z-Tests

https://www.ncss.com/wp-content/themes/ncss/pdf/Procedures/PASS/One-Sample_Z-Tests.pdf

[2] [3] [15] What Is a Z-Test?

https://www.investopedia.com/terms/z/z-test.asp

[4] [5] Two-Sample Z-Tests Assuming Equal Variance

https://www.ncss.com/wp-content/themes/ncss/pdf/Procedures/PASS/Two-Sample_Z-Tests_Assuming_Equal_Variance.pdf

[6] [8] [9] Statistical notes for clinical researchers: Sample size calculation 2. Comparison of two independent proportions

https://rde.ac/journal/view.php?number=711

[7] 9.3: Two Proportion Z-Test and Confidence Interval - Statistics LibreTexts

https://stats.libretexts.org/Bookshelves/Introductory_Statistics/Mostly_Harmless_Statistics_(Webb)/09%3A_Hypothesis_Tests_and_Confidence_Intervals_for_Two_Populations/9.03%3A_Two_Proportion_Z-Test_and_Confidence_Interval

[10] A Phase 3, randomized, non-inferiority study of a heterologous booster dose of SARS CoV-2 recombinant spike protein vaccine in adults | Scientific Reports

https://www.nature.com/articles/s41598-023-43578-w?error=cookies_not_supported&code=2fa74a9f-0b5b-45e7-981e-53cb2e7f04a8

[11]  Assessing Changes in Surgical Site Infections and Antibiotic Use among Caesarean Section and Herniorrhaphy Patients at a Regional Hospital in Sierra Leone Following Operational Research in 2021 - PMC

https://pmc.ncbi.nlm.nih.gov/articles/PMC10458420/

[12]  Exploring the levels of variation, inequality and use of physical activity intervention referrals in England primary care from 2017–2020: a retrospective cohort study - PMC

https://pmc.ncbi.nlm.nih.gov/articles/PMC11822388/

[13] Sample-size determination for decentralized clinical trials - PubMed

https://pubmed.ncbi.nlm.nih.gov/40393699/

[14]  The population based cognitive testing in subjects with SARS-CoV-2 (POPCOV2) study: longitudinal investigation of remote cognitive and fatigue screening in PCR-positive cases and negative controls - PMC

https://pmc.ncbi.nlm.nih.gov/articles/PMC11638161/

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