Overview of the Rx Collect portal in AMS+

Overview

Rx Collect is a built-in AMS+ feature that automates Medicare prescription and provider data collection, saving agents time and reducing errors by syncing client information directly into their AMS+ records. It offers clients a simple, secure, and pre-filled online survey, improving their experience and boosting retention.

By centralizing data and automating business processes, Rx Collect helps agencies scale efficiently without extra staffing or costly tools. Plus, it ensures full data ownership and compliance, so agents can focus on growing their business with confidence.

IN THIS ARTICLE

Before you begin

• Your agency must have the AMS+ Accelerate or AMS+ Elevate subscription package.
• Sales Records and Individual Records must be assigned to a Servicing Agent in AMS+ and:
  • A valid email address is required to send Rx Collect requests by email.
  • A valid cell phone number is required to send Rx Collect requests by SMS text message.
• Scope of Appointments (SOA) must be enabled to include in the Rx Collect portal.
  • If including an SOA, Agency Users and Agent CRM Users must add their phone number, signature, and sales ID to the My Account > SOA/ACA Consent tab.
  • If sending Rx Collect requests from Individual Records, the record’s Servicing Agent must be linked to a user account in My Agency Settings to include an SOA. Otherwise, the SOA will assign a user/agent based on setting defaults.

Key features

• Embedded in AMS+ - Prescription and provider data is captured and updated directly within client records in AMS+, eliminating manual entry.
• Pre-populated client surveys - Clients receive secure, user-friendly surveys with their existing information already filled in, making it easy to review and update.
• Automated task management - AMS+ automates the delivery of requests and reminders, streamlining data collection for agents.
• Complete data control and security - Client information is securely stored in AMS+ with HIPAA-compliant protections, giving your agency full ownership and oversight.
• Simplified compliance - Has the capability to automatically capture Scope of Appointment (SOA) forms and maintain audit trails to support regulatory compliance.

Related resources

In the Academy

1. Setting Up Rx Collect (opens in a new window) - Course
2. Sending and Monitoring Rx Collect (opens in a new window) - Course
3. Rx Collect Set Up Workshop (opens in a new window) - Live Training Session
4. Using Rx Collect Workshop (opens in a new window) - Live Training Session

In the Knowledge Base

Rx Collect portal sections and customization options in AMS+

1. Rx Collect portal sections and customization options in AMS+
   1. How to show and hide sections in the Rx Collect portal in AMS+
   2. How to customize the Cover Page of the Rx Collect portal
   3. How to capture Profile Information in the Rx Collect portal
   4. How to include Disclosures in the Rx Collect portal
   5. How to add an Appointment Scheduler to the Rx Collect portal
   6. How to capture Prescription Information in the Rx Collect portal
   7. How to capture Provider Information in the Rx Collect portal
   8. How to configure the Confirmation Page for the Rx Collect portal

Sending and testing

1. How to customize the Rx Collect email template in AMS+
2. How to test the Rx Collect portal in AMS+
3. How to email an Rx Collect request in AMS+
4. How to text an Rx Collect request in AMS+
5. How to bulk send Rx Collect requests for Individual Records in AMS+
6. How to bulk send Rx Collect requests for Sales Records in AMS+

Managing and troubleshooting

1. How to track and resend Rx Collect requests from the Dashboard in AMS+
2. How to cancel an Rx Collect request in AMS+
3. How to view the change history and status of Rx Collect requests in AMS+
4. How to download a list of Rx Collect requests from the Dashboard in AMS+
5. Where Rx Collect prescription and provider information is stored in AMS+
6. How to troubleshoot common Rx Collect portal issues for beneficiaries

Reference

1. What beneficiaries see in the Rx Collect portal
2. FAQs about the Rx Collect portal