How to capture Profile Information in your Rx Collect forms

Overview

If you use Rx Collect, you can include a Profile Information section in your form. 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 your Rx Collect form and will appear in the Profile Information section. If a beneficiary updates any of these fields while reviewing their form, the changes will be automatically updated in their corresponding Sales or Individual Record in AMS+ upon form submission.

• Address
• Cellphone
• City
• County
• State
• Date of Birth
• Email
• Gender
• First Name
• Last Name
• Phone
• Zip
• Nickname
• MBI

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

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

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 forms.