Case Study

Improving Data Driven Decision Making in Orthodontics

Generative AI Insights Chatbot for KLOwen Orthodontics

Background

AI-Powered Data Insights

KLOwen Orthodontics, a leading innovator in customized braces systems, recognized a recurring challenge: dentists and practice administrators struggled to quickly access actionable insights from scattered data sources such as LabOS databases, HubSpot CRM, spreadsheets, and ERP systems.

Traditional dashboards and reporting tools often required manual queries, technical know-how, or long waits for analysts. This slowed decision-making, delayed patient care improvements, and limited operational efficiency.

To tackle these challenges, KLOwen set out to build a Generative AI Insights Chatbot enabling users to interact naturally with data using plain language.

Problem Statement

Unlocking Insights Hidden Behind Fragmented Data

Despite having robust data infrastructure, insights were locked behind technical barriers

Scattered Data Sources

Data scattered across multiple platforms (LabOS, HubSpot, ERP, spreadsheets).

Limited Data Access

Non technical staff (dentists, admin teams) couldn’t query data easily.

Manual Reporting Delays

Manual report generation slowed down clinical and business workflows.

Poor Data Visualization

Lack of visualization made trends hard to interpret at a glance.

Poor Data Visualization

Lack of visualization made trends hard to interpret at a glance.

Solution Approach

Building the Generative

AI Insights Chatbot

The product team designed the Generative AI Insights Chatbot with 4 core pillars:

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Natural Language Processing (NLP)

Empowered clinicians and staff to ask questions in plain language and instantly receive actionable insights.

Leveraged fine-tuned LLMs (e.g., GPT, Claude) to interpret domain specific queries.

Provided user friendly explanations of generated SQL queries.

Natural Language Processing (NLP)

Empowered clinicians and staff to ask questions in plain language and instantly receive actionable insights.

Leveraged fine-tuned LLMs (e.g., GPT, Claude) to interpret domain specific queries.

Provided user friendly explanations of generated SQL queries.

Seamless Data Access

Enabled real-time access to clinical, operational, and business data without requiring technical expertise.

Connected to multiple data sources (PostgreSQL, HubSpot, ERP, spreadsheets).

Performed Text to SQL transformation to fetch relevant data in real time.

Interactive Data Visualization

Transformed raw query outputs into intuitive, dynamic visualizations that made insights easy to understand at a glance.

Converted retrieved data into clear, customizable visualizations (bar, pie, scatter, line charts).

Used libraries like D3.js, Plotly, Matplotlib, Seaborn for rich, exportable visuals (CSV, PDF, images).

Automation & Workflow Integration

Streamlined routine clinical and admin workflows by integrating automation features directly into the insights engine.

Enabled voice driven case creation via Azure Speech to Text.

Auto-populated forms based on dentist patient conversations.

Data Security

Security & Compliance

Given the sensitivity of healthcare data, the solution emphasized secure design:

Data isolation

Patient data protected with row level security.

Encryption

End to end encryption for data in transit and at rest.

RBAC & OAuth2

Strict authentication and access control.

OWASP Top-10 LLM Safeguards

LLM safeguards against prompt injection & data leaks.

Data isolation:

Patient data is protected through row-level security, ensuring that users can only access the specific data rows they are authorized to view. This strict separation helps prevent unauthorized access and data leakage between different users or tenants within system.

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Data Security

Security & Compliance

Given the sensitivity of healthcare data, the solution emphasized secure design:

Data isolation

Patient data protected with row level security.

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Encryption

End to end encryption for data in transit and at rest.

RBAC & OAuth2

Strict authentication and access control.

OWASP Top-10 LLM Safeguards

LLM safeguards against prompt injection & data leaks.

Outcomes

Key Takeaways

Frictionless data access can transform decision making for clinical teams.

Generative AI-driven NLP + Visualization bridges the gap between technical data and frontline users.

Security and governance are as critical as usability when deploying AI in healthcare.

Faster runtime of queries

Reduces dashboard development time

Accuracy in query generation

CTA

Ready to Get Started?

Empower your business with cutting-edge AI technology that transforms raw data into actionable insights.

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CTA

Ready to Get Started?

Empower your business with cutting-edge AI technology that transforms raw data into actionable insights.

Book a Demo