Overview
Rx Collect is a tool that enables your agents to collect prescription and provider information directly from beneficiaries. It sends a portal link to the beneficiary via email, which they can then open and complete. This article will guide you through the process.
Want to customize the Rx Collect portal? Visit this article to learn how.
IN THIS ARTICLE
How to send an Rx Collect portal link
Rx Collect data on Sales Records and Individual Records
Common questions
How to send an Rx Collect portal link
Emailing Rx Collect portal links for Individual and Sales Records
Sales Record
- Go to the beneficiary’s Sales Record in AMS+.
- At the top of the record, select the “Rx Collect” button, then choose ‘Email Rx Collect Form’.
- The record must have a valid cell phone number for you to text the Rx Collect portal link.
Individual Record
- Go to the beneficiary’s Individual Record in AMS+.
- In the top right corner of the record, select the 'Sales' link, 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 portal link.
Note: The portal link will be valid for up to 48 hours. After 48 hours have elapsed, the portal link will expire, and you will need to send a new link to the beneficiary.
Texting Rx Collect portal links for Individual and Sales Records
Sales Record
- Go to the beneficiary’s Sales Record in AMS+.
- At the top of the record, select the “Rx Collect” button.
- The record must have a valid cell phone number for you to text the Rx Collect portal link.
- Write the text message.
- A unique link Rx Collect portal link will be automatically added to the end of this text message.
- Send the message.
Individual Record
- Go to the beneficiary’s Individual Record in AMS+.
- In the top right corner of the record, select the 'Sales' link, then choose 'Rx Collect Form' under the Send Text section of the dropdown menu.
- The record must have a valid cell phone number for you to text the Rx Collect portal link.
- Write the text message.
- A unique Rx Collect portal link will be automatically added to the end of this text message.
- Send the message.
Note: The portal link will be valid for up to 48 hours. After 48 hours have elapsed, the portal link will expire, and you will need to send a new link to the beneficiary.
Mass sending Rx Collect portal links with Sales Workflows
You can mass send Rx Collect portal links using Sales Workflows, but this option is only available for Sales Records and certain AMS+ subscription packages. If you need to generate Rx Collect portal links for Individual Records, you must do so manually, one at a time.
How it works
- Create a Sales Workflow that triggers when the specified criteria are met.
- When triggered, the workflow automatically generates an Rx Collect portal link for all qualifying Sales Records.
- Once set up, any Sales Record that meets the workflow criteria will automatically receive a portal link.
Tip for Individual Records
If you need to generate Rx Collect portal links for Individual Records, consider creating Sales Records for them first. Use our mass creation feature to quickly create Sales Records for your Individual Records.
Workflow recipe example
Note: The ‘Enable Rx Collect’ workflow action is a premium feature and is only available to certain AMS+ subscription packages.
Triggers
- Record Type = ALL
- Tagged With = Send Rx Collect Portal Link
Actions
- Action 1: 1 Minute After Workflow is Triggered, Enable Rx Collect to send portal links to qualifying records
- Action 2: 1 Minute After Workflow is Triggered, Assign Activity to qualifying records for agents to follow up with beneficiaries who received a portal link
Rx Collect data on Sales Records and Individual Records
Prescriptions
You can add, edit, and remove preferred pharmacies and prescriptions on the beneficiary’s Sales Record and Individual Record.
- Use the Preferred Pharmacies search bar to find pharmacies within 15 miles of the entered ZIP Code. If the pharmacy you're looking for isn't listed, try a different ZIP Code.
- When adding or editing a prescription, you can specify the dosage and indicate whether generic alternatives are acceptable.
Sales Record > Rx Collect > Prescriptions
Individual Record > Rx Collect > Prescriptions
Providers
You can add or remove providers on the beneficiary’s Sales Record and Individual Record. Use the Doctors search bar to find doctors, specialists, nurse practitioners, physician assistants (PAs), and health systems within 25 miles of the entered ZIP Code. If the provider you're looking for isn't listed, try a different ZIP Code.
Sales Record > Rx Collect > Providers
Individual Record > Rx Collect > Providers
Common questions
Where is prescription and provider information stored in AMS+?
On Sales Records:
- Rx tab
- Prescriptions
- Providers
On Individual Records:
- Rx tab
- Prescriptions
- Providers
What happens to prescription and provider information on a Sales Record when the record is converted or merged to an Individual Record?
There are Rx and Providers tabs on Individual Records. When a Sales Record is converted or merged, its prescription data will populate in the Rx tab and provider data will populate in the Providers tab.
Can I mass-send Rx Collect portal links to consumers?
Yes, via Sales Workflows.
How long until an Rx Collect portal link is disabled?
The beneficiary has 48 hours to complete the Rx Collect portal after it has been sent. After this period, the link will expire, and they will receive an error message if they attempt to access it through their email.
Will I be notified when an Rx Collect portal is completed?
Yes, the assigned or servicing agent on the record will receive an email notification when the portal is completed. No additional setup is required.