How to capture Profile Information in the Rx Collect portal

This article explains how to enable and configure the Profile Information section in the Rx Collect portal to collect personal and contact details from beneficiaries.

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 belong to a Security Group with the Manage Users and Sales Enablement Visible permissions.

About the Profile Information section

The Profile Information section allows you to collect beneficiary details, such as name, contact info, and other key data, as part of the Rx Collect process.

This section supports customizable Profile Input Fields. You can:

• Add fields
• Remove fields
• Reorder fields
• Make fields required

Note: When a beneficiary submits the Rx Collect portal, any updated information is automatically saved to the associated Sales Record or Individual Record.

How to enable and configure the Profile Information section

Enabling the section

Go to My Agency Settings.

Find and open the Rx Collect setting.

In the Confirm Your Profile Information section, make sure the section is enabled (the button should show 'Disable').

This section is enabled by default.

Adding input fields

In the section header, select the Add Item button.

Choose Profile Input Field.

Choose an Input Field from the dropdown.

Note: To add a Custom Field, you must first create it under My Agency Settings > Custom Fields.

Removing input fields

Locate the field in the list.

Select the Delete button next to it.

Reordering input fields

Drag and drop fields into your desired order.

Select the Save Sort Order button.

Note: Changes apply to all new and existing portal links.

Making input fields required

Check the Required box next to each applicable field.

Select the Save Sort Order button.

Note: Required field changes only apply to newly generated portal links. Previously sent links will not reflect the update.

Available input fields

You can add any of the following input fields:

• 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 settings for those changes to show up in the portal.