Overview
If you use Rx Collect, you can include a Profile Information section in the portal. This allows you to collect personal and contact details from beneficiaries during the Rx Collect process. This article will guide you through setting up the Profile Information section.
Available section items:
- Profile Input Field
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
- 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.
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.