Priority Date Tracking

This guide walks you through how to track and update priority dates for beneficiaries within an immigration case in the NEUTRINET system. Priority Date tracking is critical for managing long-pending applications like AOS or consular processing cases subject to visa bulletin availability.

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📍 Where to Access Priority Date Tracking

1. Navigate to a specific case (e.g., Advance Parole, I-485, etc.).

2. Click on the “Reminders” tab at the top of the case navigation bar.

3. Scroll to the section titled “Priority Date Tracking”.

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✅ Step-by-Step Instructions

Step 1: Click “Apply Beneficiary”

Click the “Apply Beneficiary” button to begin setting up tracking for a beneficiary linked to this case.

Step 2: Enter Priority Date Details

From the dropdowns and fields provided:

• Select Profile: Choose the correct beneficiary profile.

• Category: Select the relevant preference category (e.g., F2A, EB3, etc.).

• Region: Select the applicable region (e.g., Mainland China).

• Priority Date: Enter the USCIS priority date for this case.

Step 3: Save

Click the blue “Save” button to confirm the priority date tracking entry.

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✅ Tracking Overview

Once saved:

• The beneficiary’s name, category, region, priority date, and status will appear in the tracking table.

• The status (e.g., Not Current) reflects the comparison between the priority date and current visa bulletin

You may also:

• Edit the entry if there's a mistake

• Remove the entry if tracking is no longer required

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⚙️ Tips：Default Setting: PD Assignee (Admin User Only)

For Admin Users Only. Pre-defining these settings ensures that notifications are automatically routed to the right person when dates are synced.

How to Configure Default Settings:

1. How to Configure:

   Go to Firm Setting -> Advance Setting -> Scroll to Priority Date Tracking

2. Set Notification Frequency:

• Under Default notification email frequency for new accounts, select your preferred interval from the dropdown (e.g., Immediately, Daily, No Email or No Notification).

3. Define Default Reminder Owners (PD Assignee):

Locate the Default reminder owners section under the Priority Date Tracking configuration. Select who should be assigned to these reminders by default:

• Case Assignee: Notifications will go to the specific attorneys or staff members assigned to the case.

• Admin User: Notifications will be sent to the system administrators.

• Case Opener (The person who created the case)

• Client Account: Notifications will be sent directly to the client’s linked email addresses.

4. Auto-Save & Sync:

• Auto-Save: The system will automatically save your selection once you make a choice from the dropdown.

• Refresh the Case: To apply these changes to an existing case, navigate back to the specific Case page and refresh your browser (F5). This ensures the updated logic is synced with the current case view.

  Note: If you don't see the updated assignee in the case reminders immediately after changing the Admin settings, a quick page refresh inside the case will resolve it.

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See Also: Set Email Notifications for Priority Date Updates

To receive email alerts when a Priority Date status changes (e.g., when it becomes "Current"), you can enable notifications in your profile settings.

📘 Refer to Section 3: Notification Settings in this guide:
👉 Set Email Notification for PD Update

This will help ensure that you or your clients are alerted in real time when a case becomes eligible to proceed, based on Visa Bulletin updates.