All Case Studies

Healthcare & MedTech

CPD Management Platform for Optometrists

OptiPath

Timeline

4 mo

Team

3

Launch

Q4 2025

OptiPath — compliance dashboard and activity log views

OBA

Compliance Ready

30hr

CPD Requirement Tracked

1-click

Audit Pack Export

SaaS

Subscription Platform

Overview

The Challenge

Australian optometrists are required by the Optometry Board of Australia to complete 20–30 hours of CPD every year, with mandatory minimums in interactive and therapeutic categories. Most were tracking this in spreadsheets, email folders, or paper records — fragmented, difficult to audit, and easy to fall behind on without realising it until November was approaching.

The existing options were either membership-tied platforms bundled into association fees, or manual record-keeping with no smart tracking. Independent optometrists and small practices had no affordable, purpose-built tool to log activities, maintain a learning plan, and generate the audit pack the board actually expects — all in one place.

OptiPath — compliance dashboard with CPD category breakdown, progress tracking and recent activities

Solution

What We Built

A subscription SaaS platform purpose-built for OBA compliance. Optometrists log CPD activities with full detail — name, date, duration, type (Interactive, Therapeutic, Non-clinical), personal reflection, and evidence files. The platform tracks progress against the board's exact requirements in real time, showing exactly how many hours have been completed in each mandatory category and flagging any gaps before they become a problem.

Learning plans sit alongside the activity log — optometrists set professional development goals, track their planned activities, and record reflections on completion. When it's time to submit or face an audit, every activity, reflection, and piece of evidence exports as a compliant audit pack in one step. Stripe handles subscriptions, AWS Cognito handles secure login, and the whole platform runs on AWS serverless infrastructure.

Tech Stack

AngularNestJSPostgreSQLAWS ServerlessStripeAWS Cognito
OptiPath — activity log with detailed CPD entry, evidence attachment and linked learning plan

Key Features

What makes it work

01

Compliance Dashboard

A personalised view of CPD progress against the OBA's 20/30-hour requirement — broken down by Interactive, Therapeutic, and Non-clinical categories. Progress rings and hour tallies update the moment an activity is logged.

02

Activity Log

Log every CPD activity with full detail: name, date, duration, category type, personal reflection, and certificate evidence. Filter and search by date range, type, or completion status. Every entry is retained for the mandatory 5-year audit window.

03

Learning Plans

Create and manage professional development goals with planned activities, target hours, and completion reflections. Plans link directly to logged activities — progress rolls up automatically as activities are recorded.

04

Audit Pack Export

Generate a compliant audit-ready PDF or CSV containing all activities, reflections, evidence files, and a summary page by category — in one click. Exactly what the board requests, without manual assembly.

05

Subscription Management

Monthly and annual plans managed entirely through Stripe Billing — recurring invoices, credit card storage, dunning, and a free trial period built in. No manual billing administration for the platform operator.

06

Admin Panel

Administrators manage users, view activity across the platform, configure email reminder schedules for the November 30 CPD deadline, and control CPD activity type master data — all from a dedicated dashboard.

OptiPath — learning plans board with Planned, In Progress, and Completed columns

Integration

Subscription billing via Stripe

Rather than building billing logic into the platform, OptiPath delegates the entire subscription lifecycle to Stripe Billing. Monthly and annual plans, free trial management, credit card tokenisation, invoice generation, failed payment retries, and dunning sequences all run through Stripe — meaning the platform operator never touches card data and billing edge cases are handled by infrastructure built for exactly that purpose.

Recurring subscriptions

Monthly and annual billing cycles managed by Stripe. Upgrades, downgrades, and cancellations update immediately in both Stripe and the platform.

Free trial period

Configurable trial days with limited functionality before billing begins. Stripe handles the trial-to-paid conversion automatically — no manual intervention.

Dunning & retry logic

Failed payment retries, customer email reminders, and automatic subscription suspension follow Stripe's configurable dunning schedule — zero custom billing code.

Invoices & receipts

Stripe generates and delivers tax invoices automatically on each billing cycle. The platform operator has a complete audit trail of all payments in the Stripe dashboard.

Card storage & PCI compliance

No card data ever touches the OptiPath servers. Stripe's tokenisation ensures PCI DSS compliance out of the box — no scope expansion, no certification burden.

Webhook-driven access control

Stripe webhooks notify the platform in real time when subscriptions activate, renew, or lapse. Feature access gates update automatically — no polling, no delay.

OBA Compliance

Built around the board's actual requirements

The OBA mandates specific minimums by category — not just a total hour count. OptiPath tracks Interactive, Therapeutic, and Non-clinical hours separately, enforces the minimums, and shows exactly what's left to complete in each category before the November 30 deadline. There's no guesswork about whether the profile is compliant.

Activity records are retained for five years by default, matching the board's audit window. When an audit notice arrives, the export is ready in under a minute.

Category breakdown by type

Interactive (min 5h), Therapeutic (min 10h for endorsed), Non-clinical (max 5h) — tracked separately against OBA thresholds

Deadline countdown

Dashboard shows days remaining to 30 November and an on-track/behind status — visible from first login

5-year record retention

All activity entries, evidence files, and reflections are stored and searchable across the full audit window the board requires

Audit-ready export

PDF and CSV export includes all activities, evidence, reflections, and a compliant summary page — formatted to match what the board expects

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25+ Years Experience
5.0★ Google Rating
50+ Products Launched
100% Australian Owned