How to capture Profile Information in the Rx Collect portal

Overview

Add a Profile Information section to the Rx Collect portal to gather beneficiaries’ personal and contact details during the process. This article walks you through setting up and configuring the section to streamline your data collection.

IN THIS ARTICLE

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Available section items

You can customize the following in the Profile Information section of the portal:

• Profile Input Field

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How to add and delete input fields

You can add input fields by selecting the ‘Add Item’ button in the section header and choosing ‘Profile Input Field’. You’ll then be prompted to select the input field you want to include.

The following input fields can be added to the Rx Collect portal and will appear in the Profile Information section. If a beneficiary updates any of these fields in the portal, the changes will be automatically updated in their corresponding Sales or Individual Record in AMS+ after the portal is fully completed.

• Address
• Cellphone
• City
• County
• State
• Date of Birth
• Email
• Gender
• First Name
• Last Name
• Phone
• Zip
• Nickname
• MBI
• Custom Fields - If you add a Custom Field and later edit it (ex: change the field name), you must remove and re-add it in Rx Collect for those changes to show up in the portal.

To remove an input field from the portal, select the ‘Delete’ button next to it.

Note: Any changes to the input fields will immediately update in all new and existing portals.

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How to make an input field required

If there’s certain information you always want to collect from beneficiaries, you can make those fields required.

To do this, check the ‘Required’ box next to each field you want to make mandatory. Select the 'Save Sort Order' button to apply the changes.

Note: These changes only apply to new portal links sent out after the changes have been made. Beneficiaries who already received a portal link and started filling out the portal will not see the updated required fields.

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How to reorder input fields

You can reorder input fields in the Profile Information section by clicking and dragging a field to your desired position. Once placed, be sure to select the ‘Save Sort Order’ button to apply the changes.

Note: Any changes to the field order will immediately update in all new and existing portals.