Leads, intake, family onboarding, coverage, authorizations, documentation and billing 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 a claim ready to send — 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 |
| Verify benefits BCBS of TX · card not yet uploaded | Waiting |
| Assessment authorization cannot start until benefits are back | Blocked |
Elena works through her own checklist on her phone; your team sees the same intake against the payer’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 · BCBS of TX · 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 · authorized under BCBS of TX
| 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 claim assembles from the documented session and then stops, because a person sends claims. What is collected in the room, how long the service ran, what comes off the authorization and what goes on the claim 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 |
| Authorization drawn down 2.0 h against the 120 h grant · 46 h left · reauthorization due Mar 14 | Counted |
| Billing units 97153 · 8 units of 15 minutes · modifier and rendering provider 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 authorization against the payer’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 claim.
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 claim 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, authorizations, 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? Migration is white-glove, and your first 30 days run free at Cue Pro capability while your data moves. How switching works →