This article explains how to send an Rx Collect request by email from Sales Records and Individual Records in AMS+.
For more on Rx Collect, including training and related resources, see this feature overview.
Requirements
- Your agency’s AMS+ account must have the Accelerate or Elevate subscription package.
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Sales Enablement Visible and Individual Visible and Edit permissions.
- If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
- You must have user account Sales permissions to View and Edit Sales Records. Learn more.
- You must have added your phone number, signature, and sales rep ID to your My Account profile settings. Learn more.
Before sending a request
Each record must include:
- A valid email address
- A linked Servicing Agent (required for Individual Records)
- An assigned Agent/User (required for Sales Records)
How to email an Rx Collect request
From a Sales Record
- Go to the beneficiary’s Sales Record in AMS+.
- Select the Rx Collect button at the top of the record, then choose Email Rx Collect Form.
The request will be sent to the email listed on the record’s Detail tab. The record must have a valid email address for the request to be sent.
From an Individual Record
- Go to the beneficiary’s Individual Record in AMS+.
- Select the Sales link in the top right corner of the record, then choose Rx Collect Form under the Send Email section of the dropdown menu.
This automatically sends an email to the email address on the record’s Detail tab. The record must have an email address for you to send the Rx Collect request.
About expired or replaced portal links
The Rx Collect portal link is valid for 48 hours. If a beneficiary opens an expired link:
- They will see a message explaining the link is expired.
- AMS+ will automatically generate a new link (up to 60 days after the original request).
Note: After 60 days, or if a user cancels the link manually in AMS+, the system will no longer generate replacements. The beneficiary will need to request a new link from their agent or agency.