Leads, intake, family onboarding, coverage, funded hours, documentation and invoicing in one place — with clear next steps for your team.
Elena Rivera writes in about her daughter Maya on 22 October. Moment by moment from that morning to an invoice ready to issue — the same moments the BCBA and the technician see from their own chairs.
The enquiry arrives at 8:12 and is acknowledged four minutes later, before anyone has opened it. From then on it is a row with a status, a named owner and one next action — so it does not depend on whoever happened to read the inbox. Cue chases the dates it knows about; a person still makes the calls.
Open this in the demo →The owner walkthrough, on sample dataReceived Oct 22, 8:12 AM · web form · owner: R. Santos, intake coordinator
| Acknowledged to the family automatic · Oct 22, 8:16 AM · 4 minutes after it arrived | Sent |
| Call Elena Rivera back due today · R. Santos · reminder at 10:00 if not logged | Next action |
| Confirm the funding route the local authority or the family · funding route not yet confirmed | Waiting |
| Assessment funding decision cannot start until the funding route is confirmed | Blocked |
Elena works through her own checklist on her phone; your team sees the same intake against the funder’s clock. Both sides can see what is finished and what is still outstanding, so the one missing emergency contact is a visible item rather than a phone call somebody has to think to make.
Bringing families from another platform? →What migration looks likeDay 13 of intake · an education, health and care plan, or private · both views of the same record
Tuesday, 1:40 PM. K. Reyes calls out and Maya’s 3:30 has no technician. Cue lists who could take it with the reason beside each name, and ranks them — but assigns nobody. You confirm T. Alvarez at 1:44, and the schedule, her access, the care team channel and Elena’s portal move together. You see it land on your phone on the way into your next meeting.
See what lands on her phone →The technician’s side of this same afternoonMaya R. · 1:1, Room 2 · Tuesday Mar 3 · funded under a an education, health and care plan, or private decision
| Who could take it | Why | |
|---|---|---|
| T. Alvarez RBT · 24 h this week | Free 3:30–5:30 · credential current to April already assigned to Maya · 3 of 5 caseload slots | Best fit |
| J. Whitfield RBT · 31 h this week | Free 3:30–5:30 · credential current not assigned to Maya — would need a new assignment | Possible |
| D. Okafor BCBA · supervising | In a reassessment until 4:15 would overlap by 45 minutes | Not free |
| M. Bright RBT · 12 h this week | Free, but RBT credential lapsed Feb 28 renewal filed, not yet returned | Cannot bill |
T. Alvarez reviewed and submitted her note at 5:33; D. Okafor co-signed at 5:41. The invoice assembles from the documented session and then stops, because a person issues invoices. What is collected in the room, how long the session ran, what comes off the funded hours and what goes on the invoice are different numbers, and Cue keeps them apart.
See the clinical side →How D. Okafor reviews and co-signsSession complete · note co-signed 5:41 PM by D. Okafor, BCBA
| Numbers that are not the same number | |
|---|---|
| Clinical data collected 8 delay trials, waited on 5 · 2 elopements · 1 tantrum 4 m 12 s · 7 independent mands | In the note |
| Service duration started 3:31, ended 5:29 · 1 h 58 m of delivered care | Recorded |
| Funded hours drawn down 2.0 h against the 120 h granted · 46 h left · renewal due Mar 14 | Counted |
| Invoice line Peppol BIS, BS EN 16931 · 2.0 h at the agreed rate · practitioner and service taken from the assignment | Ready |
Across those moments Cue acknowledged the enquiry, set and chased the follow-up dates, asked the family for what was missing, tracked the funding decision against the funder’s own clock, held the assessment slot, ranked the cover, moved every surface that had to move from one confirmation, drafted the note and assembled the invoice.
A person still decided every one of these: who to call and what to say, which technician covers, whether the note is right, and whether the invoice goes out. Cue does the remembering and the preparation. It is not a member of staff, and it does not run the clinic.
Leads and follow-up, the parent portal, payroll built from delivered sessions, funded hours, staff credentials and reporting all read the connections this story used. The homepage overview names them; these pages go deeper.
The demo is the product on sample data — the owner walkthrough starts on the dashboard this story opens with. Cue is invite-only while we onboard clinics one at a time.
Coming from another platform? Start with full platform access and bring your team into Cue. How switching works →