Case Management works on a phone or tablet — for a home visit, a community session or a quick look between appointments. There is no app to install and nothing separate to set up: open the same web address in the phone's browser and sign in as usual.
What changes is the layout. Knowing what to expect saves you hunting for a control that has simply moved.
Signing in
Exactly as on a computer, including Microsoft sign-in and two-factor codes where your organisation uses them. If you use an authenticator app on the same phone, switch between the two apps as normal — the sign-in survives it.
What changes on a small screen
The sidebar becomes a drawer. The menu is behind the ☰ button at the top left. Tapping a link opens the page and closes the drawer.
Tables become cards. Lists that are a table on a computer — clients, records, services and the rest — become one card per row, with the values labelled. This is why a column you rely on may look missing: on a card, less important columns are left out to keep the card readable.
Toolbars collapse. The controls you use most stay on screen; the rest go behind a Filters & options button, which shows a count when filters are active.
The search box stays. Client search is in the header on every screen size.
A tablet held in landscape is usually wide enough to get the full desktop layout, tables included. A tablet in portrait behaves like a phone.
What a phone is good for, and what it is not
Good on a phone:
looking a client up and reading their record,
adding a note or a record after a visit,
sending a message, or replying to one,
checking your tasks and today's appointments.
Better left for a computer:
the Dashboard and its charts, which need width to be readable,
the Calendar week view,
long consultation forms and structured returns such as WorkWell,
anything where you are comparing rows across many columns.
Practical notes
You need a connection. Case Management is a website, not an offline app: with no signal, nothing loads and nothing queues up to send later. Write anything you cannot save into your notes app and copy it over when you have signal.
Attaching files works. The Attach file control opens your phone's camera roll or files, so a photo of a form can go on a record — mind what else is in the picture.
Do not stay signed in on a shared or personal device you would not want a colleague to pick up. Sign out from the account menu when you have finished.