TN 1 (05-05)
DI 80550.020 CPMS Case Search
From the CPMS Homepage, search for a case:
A summary of all cases meeting the search criteria will be displayed for [Query], [View], or [Edit] access. If no matches are found based on the SSN, the case has not been established in CPMS.
If you do not have the SSN, you can search by name:
However, because CPMS is a national database, a name search may require entry of additional identifying information to limit search results.
NOTE: Non-ODAR components only have access to the [Query] function. Further, [Find an SSN by name] is not available to non-ODAR users.
A. Query (all components)
From the search results, case processing staff from any SSA field component can obtain case summary information from an established CPMS case by selecting [Query] for the specific case.
NOTE: The CPMS Query Guide, a condensed version with CPMS instructions specifically for non-ODAR offices, is located at:
B. View (HO users only)
HO users may select [View] to display detailed case information on an established CPMS claim.
C. Edit (HO users only)
HO users may select [Edit] to add, change, or correct information on an established CPMS claim. Generally, the [Edit] function is available only to the owning office, i.e., the HO with current jurisdiction of the claim.