This article covers Contact Information Changes in the Client Portal
After the client makes a change to their contact information, there are actions that must be processed by you, the Prevail User.
When a contact change is submitted, the Case Manager for that matter will receive a message in Prevail listing the requested change. Those options are:
Accept Change: Prevail will automatically update the contact details for the individual. A corresponding History entry will be made, indicating the old and new contact information.
Undo Change: If you click this button, the changes made to the client's Contact entry are rejected. A corresponding History entry will be made, noting that the change was submitted but rejected.
An email is sent to the client to notify them that the change was rejected.Cancel: Delays any decision, and closes the window.
Important: The contact information will not be updated in the matter until the case manager for the matter accepts those changes.