PocketCM

PocketCM

About this app

Pocket Case Manager (Pocket CM) 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.

What’s new

Attendance Day View: New drill-down day view with By Client and By Shift tabs, color-coded attendance status and entry history.
Full-Shift EVV Location Tracking: Optional background location tracking with offline syncing.
Bulk PDF Downloads: Export submitted form logs as a single ZIP of PDFs for a selected date range.
Quick Actions Configuration: Customize mobile dashboard quick actions by entity, with organization defaults and drag-and-drop management.