

Industry
Healthcare / Diagnostics Operations
Team Size
Mid-sized facilities, 10–50 staff
Services
AWS Architecture, Serverless AI, Workflow Automation, Secure Patient Data
Milestones
AI Chatbot & Scheduler, Calendar Sync, Automated Reports, 24/7 Availability
Customer Background
3beam operates healthcare and diagnostic facilities where patient inquiries are frequent and repetitive. Staff struggled to manage high volumes of calls, schedule appointments manually, and provide timely access to patient reports.
To modernize patient interactions and streamline clinic operations, 3beam engaged Cognetiks Consulting to implement an AI-driven, end-to-end solution capable of automating customer conversations, appointment scheduling, and report retrieval—without disrupting internal workflows.
The Customer Problem
Clinics faced operational bottlenecks due to outdated systems. Manual appointment scheduling often caused delays and missed bookings, while high volumes of repetitive queries reduced staff efficiency and slowed response times.
The legacy process could not scale with growing patient demand, lacked 24/7 engagement, and offered no unified system for checking services, booking, or accessing reports. These issues directly impacted patient satisfaction and staff workload.
Challenge
Repetitive Customer Queries
- High volume of calls about services, pricing, and reports.
- Staff overwhelmed with routine tasks.
- Delays in response time frustrated patients.
- Limited scalability—more patients required more staff.
Manual Appointment Scheduling
- Booking errors were common.
- Rescheduling required significant human intervention.
- No automation for cancellations or follow-ups.
- Office hours limited patient access.
Fragmented Systems
- Separate systems for scheduling, reporting, and service lookup.
- No integration between calendars and patient data.
- Knowledge resources not centralized.
- Poor visibility into workflow efficiency.
Security & Compliance
- Patient records needed secure access.
- HIPAA-like or local data privacy requirements to meet.
- Risk of exposing sensitive patient information.
- Need for audit logging and monitoring.
Discovery & Assessment
Cloud & Workflow Readiness
- Assessed existing appointment workflows and customer support processes.
- Identified where AI could automate repetitive tasks and reduce manual load.
Risk Review & Automation Opportunities
- Evaluated data privacy, access control, and compliance requirements.
- Determined opportunities for AI-driven scheduling, knowledge-base integration, and real-time notifications.
Solution (Architecture & Implementation)
Cognetiks designed 3beam’s AI chatbot as a serverless, multi-tenant platform on AWS, integrating conversational AI, workflow orchestration, and secure patient interactions.
The solution supports appointment booking, rescheduling, FAQ responses, and patient report lookup with phone verification.
AWS services used include Amazon Bedrock for the conversational agent and workflow orchestration, Lambda for serverless execution, API Gateway and EC2 for secure endpoints, S3 for storage, IAM and KMS for security, CloudTrail for audit logging, and CloudWatch for observability.
CI/CD pipelines, multi-phase rollout, and zero-downtime deployment strategies enabled rapid, safe feature deployment across clinics.
Optimization & Ongoing Management
Post-deployment, Cognetiks equipped the 3beam team with operational processes, monitoring dashboards, and best practices for ongoing management.
Continuous monitoring, automated scaling, cost optimization, and quarterly architecture reviews ensure smooth operation.
Incident response runbooks cover outages, failed calendar syncs, and API issues, allowing the team to maintain full control over the AI platform.
Measurable Business Impact
The AI-driven platform reduced patient wait times by 99.9% and manual scheduling workload by 80%. Appointment booking success doubled, missed or duplicated bookings dropped by 70%, and customer satisfaction improved by 35%.
CI/CD deployment cycles accelerated by 60%, operational costs fell by 40%, and patient report delivery became faster and more reliable.
Feature releases achieved zero downtime, ensuring uninterrupted patient engagement.
Customer Experience Improvement
Patients benefit from 24/7 availability, instant responses for inquiries, and secure report lookup.
Appointments can now be booked, rescheduled, and verified automatically, creating a seamless and predictable experience.
Clinic staff can focus on value-added tasks rather than repetitive administrative duties, improving both operational efficiency and patient trust.
Why This Case Represents Innovation
This engagement integrates conversational AI, workflow automation, and secure scheduling into a single, scalable platform.
By transforming manual, error-prone processes into automated, AI-driven operations, 3beam now provides a modern, reliable, and secure patient experience—setting a benchmark for healthcare operations in emerging markets.
With Cognetiks’ AI-powered solution, 3beam automated its patient interactions, appointment scheduling, and report delivery, delivering 24/7 engagement, reducing errors, and improving overall clinic efficiency. The platform combines conversational AI, serverless architecture, and workflow orchestration to create a reliable, scalable, and patient-focused healthcare service.
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