Overview
Rx Collect helps agents gather prescription and provider information from beneficiary. It sends a form link by email for the beneficiary to open and complete.
You can customize the form to include key details like disclosures and appointment scheduling options. This article will guide you through setting up your Rx Collect form.
Ready to start collecting beneficiary information? Check out this article to learn how.
IN THIS ARTICLE
How to activate Rx Collect for your agency
Overview of Rx Collect form sections
First steps for getting started with Rx Collect
How to show and hide sections on your Rx Collect form
Common questions
How to activate Rx Collect for your agency
Rx Collect is an agency-wide feature available with select AMS+ subscription packages. If it’s not available in your account, ask your Account Owner to contact your dedicated Client Success Manager for a consultation.
Overview of Rx Collect form sections
Your Rx Collect form can have up to eight sections. Select a link for more in-depth details about each section.
| Section Type | Editable Form Fields | Description |
|---|---|---|
|
Cover Page (Required) |
|
Always the first section the beneficiary sees upon opening your Rx Collect form. You can customize the section name and add your agency’s name, logo, and a welcome message. Note: The beneficiary will be required to verify their identity with a one-time code. This code will be sent to their email address. |
|
Consent Page (Required) |
|
A section displaying consent language that the beneficiary must review and accept before continuing. |
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A section that allows the beneficiary to add and update their name and contact information. | |
|
A section that allows you to display custom disclosures for the beneficiary to review and accept before proceeding. You can optionally include a Scope of Appointment (SOA). Note: SOAs must be enabled at the agency level in order to add this item to the Disclosure Page. In addition, agents using Rx Collect must add their NPN, phone number, signature, and sales rep ID to their account profiles. Learn more. |
|
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A section for including a built-in Appointment Scheduler. The Appointment Scheduler is a calendar view that allows the beneficiary to schedule an appointment with the scheduler’s assigned agent/user. Learn more. | |
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A section that allows the beneficiary to add and update their preferred pharmacy locations and current prescriptions (includes generics and dosage). | |
|
A section that allows the beneficiary to add and update their preferred providers. | |
|
Confirmation Page (Required) |
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Always the last section that displays after the beneficiary has completed your Rx Collect form. You can add a custom message thanking the beneficiary for completing the form and optionally provide additional enrollment information. |
First steps for getting started with Rx Collect
Update the Cover Page and Disclosures settings
In the Cover Page section, update the Agency Name field. By default, this field shows "My Agency". If not updated, every page of the form will show "Prepared by: My Agency". We strongly recommend updating this field to reflect your actual agency name.
In the Disclosures section, update the Custom Agreement Terms field. By default, this field displays "Your Agency Name, Inc." In the screenshot below, we changed the text to “Medicare Best” as an example.
Have your agents add their SOA information
If you plan to use Scope of Appointments (SOAs), your agents must first add their phone number, National Producer Number (NPN), signature, and sales rep ID to their account profile. Learn how.
Set up a test record for your Rx Collect form
To ensure your Rx Collect form captures all necessary information and looks professional, add your email address to a fake Individual or Sales Record for testing. Whenever you update your Rx Collect settings, send a test form to this fake record to preview your changes and confirm everything is correct.
How to test from a Sales Record:
- On the Sales Record, select the ‘Rx Collect’ button to generate and send the form.
- Check your email for a link to the Rx Collect form and open it.
- Enter the unique code sent to the email address on the test record when prompted.
- Review the form carefully to ensure everything looks correct.
- To make changes, go to Rx Collect settings.
If you update anything, send another test form to verify the changes.
To email a test form from an Individual Record:
- On the Individual Record, select the ‘Sales’ link in the top-right corner. Then, select ‘Send Rx Collect’ from the dropdown menu.
- Check your email for a link to the Rx Collect form and open it.
- Enter the unique code sent to the email address on the test record when prompted.
- Review the form carefully to ensure everything looks correct.
- To make changes, go to Rx Collect settings.
If you update anything, send another test form to verify the changes.
How to show and hide sections on your Rx Collect form
You must belong to a Security Group with the ‘Manage Users’ Administrative permission to set up and modify Rx Collect settings.
By default, your Rx Collect form includes eight sections. Some sections can be hidden. Learn more about each one.
To hide a section:
- Go to Settings.
- Navigate to the Sales > Rx Collect setting.
- On the Rx Collect page, find the page you want to hide and select the ‘Disable’ button.
To show a section:
- Go to the Settings > Sales > Rx Collect page.
- Locate the section you want to remove and select the ‘Enable’ button.
After making changes, test the form to make sure everything is correct before sending it to a beneficiary.
Common questions
What happens if I make changes to the Rx Collect settings after forms have already been sent out?
Be careful when making changes to Rx Collect forms after they have been sent out. Any updates will immediately apply to all new and outstanding forms.
What do I need to do to get started with Rx Collect?
- Add your logo and agency name to the Rx Collect settings.
- Turn on and add your Appointment Scheduler.
- Turn on and add your SOA.