Brief of March 2026
Google Cloud launches, New York event and B2B projects
In newsletter: Two case studies, MrBenny award and OPTI community.
See March BriefWe deliver:
Patient or Patient Portals
OPTI provides outsourcing software and technology products for the medical and pharmaceutical industry. Our experience is in pharmaceutical advertising, clinical trials, acute and chronic medical treatments, software integration and support.
- Interaction with patients and consumers
- Clinical trial data analysis
- Management and scheduling systems
- Device integration
- Medical ERP integration
- Database interconnection
- Patient flow tracking
Services for the Pharmaceutical Industry.
We know that the patient journey is delicate and that only the best tools matter.
Pharmaceutical advertising and sales tools.
Expand your network, sell medical products, and manage relationships with doctors.
Get important data faster.
CRM systems have been essential in supporting clinical trials
- optimizing questionnaires and tracking responses, improving data capture and analysis more efficiently
to uncover trends faster than ever.
Consulting in medical and pharmaceutical software.
We know that there is no room for error in medical and pharmaceutical practice, ensure that
all systems
remain reliable and that you don't miss anything.
Services for Medical Settings
Managing large patient groups.
Streamlining and easily tracking the entire patient journey from scheduling,
referral, and follow-up.
Tracking patient progress across multiple databases.
We help you gather key client information from multiple databases to
improve patient analysis and tracking, making it easier to access records
and seamlessly enter new relevant data.
Why OPTI?
- Focus on Business Processes & Automation – not just cloud, but operational results.
- Expertise in ERP/CRM (e.g. HubSpot) – clean pipelines for leads and sales, analytics in Google Cloud.
- AI as a Competitive Advantage – we design Gemini agents on your data (while respecting security and compliance).
- Security Culture – ISO 27001, SRE runbooks, “security-by-default” controls.
- International Experience – Romania, European Union, Israel, United States of America.
Success Stories
Case Study: Advanced Lead Tracking in HubSpot
October 2024
References
For our various landing page forms in Hubspot and Wordpress, OPTI treated our different sequences for each form to properly map all of our customer data and ensure nothing fell thorugh the cracks. Working with OPTI has been an absolute pleasure - they're always incredibly responsive and quick to address any requests we have. We highly recommend them.
Ethan Harris
US Marketing & Operations Manager, Spatz Medical
For our various landing page forms in Hubspot and Wordpress, OPTI treated our different sequences for each form to properly map all of our customer data and ensure nothing fell thorugh the cracks. Working with OPTI has been an absolute pleasure - they're always incredibly responsive and quick to address any requests we have. We highly recommend them.
Ethan Harris
US Marketing & Operations Manager, Spatz Medical
Steps Overview
Step 1: Consulting and Compliance Audit
We begin with a rigorous analysis of your requirements, prioritizing compliance with GDPR and HIPAA standards. We clearly define data flows and the necessary security measures.
Step 2: 'Security-First' System Architecture
We design the software architecture (e.g., patient portal, clinical trial system) applying the 'security-by-design' principle. We choose the right technologies to guarantee data confidentiality and integrity.
Step 3: Secure Development and Validation
We develop the software solution following the highest coding standards for the medical industry. Each module undergoes rigorous security and functionality testing.
Step 4: Integration with Medical Systems (EHR/ERP)
We perform the secure integration of the new platform with existing medical systems (EHR, EMR, ERP), ensuring a coherent and protected information exchange between different components.
Step 5: Implementation, Training, and Maintenance
We implement the solution in the production environment, train medical staff on its correct and secure use, and provide a maintenance plan to ensure constant security updates and technical support.
Quick Questions
Are the software solutions you develop compliant with GDPR and HIPAA?
Yes, all our medical software solutions are designed to be compliant with strict GDPR and HIPAA regulations, ensuring patient data security and confidentiality. We hold an ISO 27001 certification for information security management.
What features do you offer for a patient portal?
A patient portal can include online appointments, secure access to medical results, encrypted communication with doctors, treatment plan management, and educational resources, all within an intuitive and secure interface.
How can you support data management for clinical trials?
We develop custom CRM systems to optimize the collection and management of data from clinical trials. Our solutions allow for precise tracking of participant responses and facilitate rapid analysis of results.
Can you integrate the new software with the medical ERP system we already use?
Yes, we specialize in interconnecting databases and integrating new software with existing medical ERP systems. We ensure a unified and efficient data flow, eliminating information silos.
What technologies and methodologies are involved?
Technologies: Databases (GDPR & HIPAA compliant): Oracle, PL/SQL, Mongo, Amazon Aurora, Amazon RDS for PostgreSQL. Cloud: Google Cloud. Languages: Python, Golang, Java, C#.
Methodologies: Compliance - GDPR & HIPAA, Medical ERP integration, Clinical studies data analysis
Our
know-how
Technologies for medical and pharma software solutions.
- DB (HIPAA compliant): Oracle, PL/SQL, Mongo,
Amazon Aurora / Amazon RDS for PostgreSQL - Google Cloud
- custom APIs
- languages: Python, Golang, Java, C
Schedule a Meeting
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