Pocket Case Manager (PocketCM) is an AI-powered operating system designed to help disability service providers and care centers streamline operations, reduce administrative overhead, and deliver more coordinated, data-driven care at scale.
Built specifically for organizations that support individuals with disabilities, PocketCM transforms complex workflows into simple, intuitive digital processes—saving time, improving compliance, and empowering teams to focus more on people and less on paperwork.
Whether you're managing direct support staff, documenting daily activities, or tracking client progress, PocketCM provides a comprehensive suite of tools to modernize every aspect of care operations. Our AI assistant helps you generate professional-grade case notes, incident reports, forms, and progress summaries with just a few prompts—dramatically reducing documentation time while improving consistency and quality.
Key Features:
• AI-Generated Case Notes & Documentation
Use natural language to quickly create case notes, incident reports, and PDFs that are clear, consistent, and HIPAA-compliant.
• Real-Time Attendance & EVV Compliance
Track staff and client attendance with built-in GPS and time logs to stay compliant with Electronic Visit Verification (EVV) requirements.
• Multilingual & Accessible Communication
Support staff and families with multilingual prompts, translated AI responses, and intuitive visual tools.
• Client-Centered Dashboards & Data Tracking
Monitor progress toward goals, review behavioral trends, and gain actionable insights to support outcome-based care.
• Payroll & Billing Automation
Simplify timesheets, approvals, and billing cycles with tools built specifically for support programs and community-based services.
• Mobile-First, Secure & HIPAA-Compliant
Designed for staff on the go, PocketCM keeps your data encrypted, safe, and accessible only to authorized team members.
• Forms, Signatures & Task Management
Digitize your intake forms, consent documents, and workflows—all from a single platform.
Pocket Case Manager is more than just a digital clipboard—it’s a central nervous system for your care team. Whether you're supporting one client or hundreds, PocketCM scales with your organization to ensure staff have the tools they need to deliver consistent, high-quality care every day.
By dramatically cutting down on documentation and admin time, PocketCM allows caregivers and case managers to invest more energy in building relationships, responding to client needs, and delivering meaningful support.
PocketCM has made client interaction and documentation so much easier, highly recommend to anyone
Attendance Day View: New drill-down day view with By Client and By Shift tabs, color-coded attendance status, entry history, filters, and inline editing. Job Coaches can mark In/Out and undo entries, while Case Managers can also add, edit, and delete entries, including for past dates.
Full-Shift EVV Location Tracking: Optional background location tracking throughout a shift to support Electronic Visit Verification (EVV), with offline syncing, permission guidance, and automatic start/stop at clock-in/out for organization who want to opt in.
Bulk PDF Downloads: Export submitted form logs as a single ZIP of PDFs for a selected date range across supported forms.
Quick Actions Configuration: Configure, reorder, show/hide, and customize mobile dashboard quick actions by entity, with organization defaults and drag-and-drop management.
Schedule: Fixed issues creating activities, closing edit forms after saving, and deleting mileage logs from the calendar.
Client Documents: Resolved folder picker, sorting, pinning, document menu, and folder visibility issues, plus improved error handling.
Notifications & Assignments: Improved messaging when opening notifications or assignments that have been deleted.
Service Logs: Fixed incorrect location discrepancy calculations when GPS coordinates were unavailable.
Version 6.6.0
The developer, Pocket Case Manager, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Location
Contact Info
User Content
Identifiers
Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Pocket Case Manager, Inc.
Size
95 MB
Category
Health & Fitness
Compatibility
Requires iOS 13 or later.
iPhone Requires iOS 13 or later.
iPad Requires iPadOS 13 or later.
iPod touch Requires iOS 13 or later.
Mac Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
Apple Vision Requires visionOS 1.0 or later.
Location
This app may use your location even when it isn’t open, which can decrease device battery life.
