# PocketCM — Healthcare Management Platform > AI-powered healthcare management for disability service providers. (iPhone/iPad app by Pocket Case Manager, Inc..) - Source: https://appshunter.io/ios/app/pocketcm/id6738130528 (this page in markdown: same URL + `.md`) - Developer: [Pocket Case Manager, Inc.](https://appshunter.io/developer/1771759025) - Category: Health & Fitness, Medical - Price: Free - Rating: 4.20/5 from 5 App Store ratings · 1 written reviews indexed - Age rating: 12+ - Requires: iOS 15 · 91 MB - Languages: American English - Released: 2025-09-25 - Data updated: 2026-09-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/pocketcm/id6738130528/reviews.md ## What is PocketCM? 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. ## Key features - AI-generated case notes - Real-time attendance & EVV - Multilingual communication - Client progress tracking - Payroll & billing automation - HIPAA-compliant - Digital forms & task management ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/pocketcm/id6738130528/reviews.md ### 5/5 — Recommend for everyone - fantastic app *2025-09-25* PocketCM has made client interaction and documentation so much easier, highly recommend to anyone ## Frequently asked questions about PocketCM ### What is PocketCM? 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. It transforms complex workflows into simple, intuitive digital processes. ### How does PocketCM use AI? PocketCM's AI assistant helps generate professional-grade case notes, incident reports, forms, and progress summaries with just a few prompts. This dramatically reduces documentation time while improving consistency and quality, and AI responses can be translated for multilingual communication. ### Is PocketCM HIPAA-compliant? Yes, PocketCM is designed to be HIPAA-compliant. It ensures data is encrypted, safe, and accessible only to authorized team members, with AI-generated notes also being HIPAA-compliant. ### What devices does PocketCM support? PocketCM is available on iPhone, iPad, and iPod. It is a mobile-first platform designed for staff on the go. ### How often is PocketCM updated? The latest version of PocketCM is 6.3.0(133), which was last updated on April 28, 2026. Updates aim to improve functionality and ensure compliance. ### What is the user rating for PocketCM? PocketCM has a rating of 4.2 stars based on 5 ratings. This indicates a generally positive user reception. ### Does PocketCM have ads? No, PocketCM does not contain advertisements. It is a free application without any ad interruptions. ### What are the key benefits of using PocketCM for care teams? PocketCM significantly cuts down on documentation and administrative time, allowing caregivers and case managers to invest more energy in building relationships, responding to client needs, and delivering meaningful support. It also ensures real-time attendance tracking and EVV compliance. ## Version history (last 5 releases) ### 6.8.0 — 2026-08-31 Ask a Question & Progress Summary (Client Profile) Client profiles now feature an AI assistant to query uploaded documents and summarize recent forms. Includes file attachments and exact source citations. EVV Transfer Status on Service Logs Approved service logs now display state EVV aggregator status (e.g., Sandata) directly on the log row and within a new "Aggregator transfer" section in the details. Assign Caseloads Improvements (Admin) Staff and Client selectors now load and search incrementally, keeping large organizations fast and responsive while scrolling. Week View PDF Export for Schedule The weekly schedule view now includes a download button to export Assignments and Activities as a PDF. Location Permission Prompt for Shift Tracking Clearer prompts explain why background location tracking is needed before a shift starts, with direct links to device settings. Cross-App Navigation Case managers can now jump instantly between the mobile app drawer and the Admin Panel via matching sidebar links. Collapsible Calendar Summary The calendar summary section can be minimized to expand the main schedule view. Quick Actions Search (Admin) The dashboard's Quick Actions row now features a search field to filter modules and forms instantly. Bug Fixes Assignments & Scheduling: Fixed missing staff in dropdowns, corrected recurring assignment display windows, and ensured course details show fully. Assignment updates (adding/removing clients, deletions) now reflect immediately. Fixed "Other Schedules" visibility logic and preserved typed text when switching assignment views. Forms & Logs: Service logs and Case Notes now sort correctly by your chosen date criteria and respect staff filters immediately upon load. eSignature Workflows: Sent workflows can now be renamed. Fixed a bug where editing a draft silently wiped other fields. Timesheets: The "New Entry" button instantly respects real-time permissions without needing a refresh. General & Admin: Restored visible text cursors in search fields. Fixed search fields losing typed text upon background loads and dropdowns failing to show newly loaded results. ### 6.7.0 — 2026-08-13 What's New in 6.7.0 Support for schedule management for academic setup We've expanded scheduling to better support course-based and academic programs, along with several assignment-related fixes: New scheduling options for course-based programs, including term-based setups Added a consolidated client/staff schedule view for course-based programs Other New & Improved Save-as-you-go on multi-page forms — Forms like the SIR now have a Save button on every page, so you don't lose progress. Assignments, timesheets, and mileage logs now show start and end times right on the card in day and week view Custom PDF templates — Organizations that need a custom SIR PDF format can now have one set up. More accurate location data — Improved how addresses are stored for more reliable location matching. Fixes Fixed a glitch in the client search bar under Other Schedules. Fixed sub-programs not picking up service code settings from their parent program. Fixed renaming an e-signature workflow without needing to also change recipients or documents. Fixed program assignment changes for clients and staff not saving correctly. Several onboarding fixes: service codes now appear correctly after being added, caseload lists scroll properly, active/deactivated filters work correctly, and staff search is easier to use. Polished cursor and pointer behavior across the Admin app. ### 6.6.0 — 2026-07-26 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. ### 6.5.0 — 2026-06-30 Schedule Create Activity is now available directly from the staff calendar FAB; the assigned staff member is pre-filled when creating from a staff schedule Approving or rejecting a mileage log from the schedule now updates its status immediately — no full-page refresh needed Timesheets Shift duration is now consistent across the Timesheet List, Edit Timesheet screen, and active clock-in bar Added "Unselect all" to the bulk selection bar Service Logs Service logs are now accessible directly from the client profile Mileage Mileage log chips now show the created time instead of arrival time Forms Save and Submit are now a single swipe button: tap to save as draft, swipe fully to submit; the swipe is locked while the form is invalid Custom PDF templates can be now be supported to generate a form PDF in specified format Fixed skill step fields not rendering when no skill was selected Client Profile Pinned documents now refresh automatically after pinning or unpinning — no need to leave and reopen the profile Pinned documents now have an actions menu (⋮) with Download and Remove from Quick Access options A new AI-powered Smart Client Briefing card is now available on the client profile The "About Client" section has been removed from the client profile and those documents are available through 'Documents' section ### 6.4.3 — 2026-06-08 What's New in 6.4.3 Release Improved Clock-In Experience for EVV Programs Staff using programs that require location for clock-in now get clear, actionable guidance when something goes wrong. If location access is denied or unavailable, a dialog explains exactly what needs to be fixed and makes clear that clock-in is blocked until resolved. More Accurate Service Log Discrepancy Alerts Discrepancy alerts in service log details are now more specific — instead of a generic warning, messages identify exactly what's mismatched or missing on the cards. Additionally, organizations that have certain discrepancy alerts disabled will now see them hidden correctly. Mileage Log Submission Bugfix Mileage logs submission will now be correctly enables as long as mandatory fields are entered in the log AI Form Summary for other forms AI Form Summary is now available for ISP and Behavior logs in addition to other forms like case notes ## Apps similar to PocketCM | App | Rating | Price | Category | | --- | --- | --- | --- | | [Healthnix](https://appshunter.io/ios/app/healthnix/id6677036529) | 5.0 (2) | Free | Health & Fitness | | [Formation Haus](https://appshunter.io/ios/app/formation-haus/id6760127771) | 5.0 (27) | Free | Health & Fitness | | [Greatness OS](https://appshunter.io/ios/app/greatness-os/id6761624399) | 5.0 (6) | Free | Health & Fitness | | [Solix Sculpt](https://appshunter.io/ios/app/solix-sculpt/id6759179701) | — | Free | Health & Fitness | | [Lumix Studio](https://appshunter.io/ios/app/lumix-studio/id6752722947) | 5.0 (1) | Free | Health & Fitness | | [FeelYou - Mental health](https://appshunter.io/ios/app/feelyou-mental-health/id1673720647) | — | Free | Health & Fitness | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-10.*