The drop-down list box on this screen can be used to search for cases using any of the following variables.

• •

  Client Name – Enter at least the first two letters of the claimant’s last name.

• •

  Client SSN – Enter the claimant’s own SSN. Selecting this option will give the user every case available with that specific SSN.

• •

  Number Holder SSN – Enter the number holder’s SSN if the claimant is filing an auxiliary beneficiary claim (for example, CDB, DWB). Selecting this option will give the user every case available for that specific SSN.

• •

  EDCS Folder Number – A unique identifying number is assigned to a case when the Field Office (FO) creates it in EDCS. It appears on the EDCS routing form, which is automatically generated in the FO and mailed to the receiving component when a case is transferred successfully. Using this number to search for a case takes the user directly to the case.

The eView Case Selection screen remembers which option was selected on the most recent search and automatically defaults to that option the next time eView is accessed or when the New Case Search option is used.

The search results will include all cases meeting the selected search criteria, no matter where the case was first created. The search cannot be limited based on geographic area or office jurisdiction.

To help the user select the correct case, the eView Disability Folder Selection screen displays the following information:

1. 1. 

   Client Name - the name of the claimant;

2. 2. 

   DOB - the date of birth of the claimant;

3. 3. 

   Level - the adjudicative level of the case (i.e., Initial, Reconsideration, Hearing, Appeals Council or Federal Court) showing the most recent case based on the filing date, at the top of the list;

4. 4. 

   CEF Indicator

   1. a. 

      Y – certified electronic folder

   2. b. 

      N – electronic folder that is not certified, i.e., a paper folder is the official folder

5. 5. 

   Claim Type(s) –the applicable claim types (DIB, DWB, DI, etc.) for this claimant

6. 6. 

   Filing Date – the claim or appeal filing date

   1. a. 

      Title II, derived from Modernized Claim System (MCS):

      • •

        Initial claims level – the Protective Filing Date on the File Date Determination Screen (FDDS) screen shows as the filing date.

      • •

        Reconsideration level - the Date Recon Filed on the (RCN2) screen shows as the filing date.

      • •

        Hearing level - the Date Hearing Filed on the Hearing Request 2 (HNG2) screen shows as the filing date.

      NOTE: 

      The claim specialist keys the filing date for MCS exclusion cases (DWB, CDB) on the Number Holder Information screen in EDCS.

      b. Title XVI, derived from Modernized Supplemental Security Income Claims System (MSSICS):

      Initial claims – the Protective Filing Date on the SSI Claims Application (ACLM) screen is used. If it is not available, the Effective Filing Date is used.

      Initial Claim Appeal -

      When an initial case advances to a higher adjudicative level (reconsideration or hearing), the subsequent levels of the case are linked to the initial case. In eView, the level displayed represents the highest adjudicative level that the case has reached. The filing date displayed shows the filing date of the most recent appeal.

7. 7. 

   Status – there are four possible status codes

   • •

     Closed - Indicates that disability claims processing in the EF has been completed.

   • •

     Pending - Indicates that disability claims processing activity in the EF has not been completed.

   • •

     Transferred-

     • –

       Indicates that the disability claim was transferred to an office that does not participate in electronic Disability Claims processing. NOTE: When a case transfers to an office that cannot update the EF (for example, PC), the claim will be set to "Transferred" status in that office; or

     • –

       Indicates the Central Office intervened to close-out the case in EDCS/eView. Transferred equals “Closed” in this scenario. With these cases, the Claims Action History screen in eView shows “CO System Adjustment”. The Transferred status should not prevent new cases from being loaded for the associated SSN. NOTE: The office listed is always the last location of the case prior to the system intervention.

   • •

     Manually Cleared - Indicates that electronic disability claims processing was discontinued on this claim. See DI 81010.105 for manual clearance instructions.

8. 8. 

   Office Code – the office code with case jurisdiction

9. 9. 

   Office Type – the office type with case jurisdiction

10. 10. 

    Status Date – date of the last known status change