Security & Compliance

Security and trust, built for the people you serve.

PocketCM helps I/DD and HCBS providers handle case management and documentation without putting client data at risk. Here is how we protect the information your teams rely on every day.

Built to support HIPAA

Documentation and case management workflows are designed to protect PHI at every step.

Data protection

Client and PHI data is protected in transit and at rest. Current controls are shown in our Trust Center.

Access controls

Role-based access keeps client information limited to the people who need it.

Continuous monitoring

Our security controls are monitored on an ongoing basis. See live status in our Trust Center.

Everything a security review needs, in one place.

Our Trust Center lets prospects and customers self-serve the security information they need, so reviews move faster and your team spends less time on questionnaires.

Open our Trust Center
  • Real-time control monitoring
  • Compliance frameworks and reports
  • Security and privacy policies
  • Documents available on request
  • Answers to common security questions