Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
This article explains how to customize the Confirmation Page in the Rx Collect portal.
For more on Rx Collect, including training and related resources, see this feature overview.
Requirements
- Your agency's AMS+ account must be subscribed to the Accelerate or Elevate package.
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Users permission.
About the Confirmation Page
The Confirmation Page is the final screen beneficiaries see after submitting their Rx Collect portal. It provides a message of completion and lets you set expectations for next steps.
You can use this section to:
- Add a thank-you note
- Reassure the beneficiary that an agent will follow up
- Provide contact information and branding
Note: The Confirmation Page is required and can't be disabled. It displays the same agency name and logo as the Cover Page.
How to customize the Confirmation Page
- Go to My Agency Settings.
- Find and open the Rx Collect setting.
- In the Confirmation Page section, select the Edit link.
- Update the message content.
Use this space to set expectations, such as when an agent will follow up and how to get in touch if the beneficiary has questions.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Enablement Visible permission — accounts using Sales Records
Sales Enablement Visible permission
To access Rx Collect settings, you must be assigned to a Security Group with the Sales Enablement Visible permission in addition to Manage Users.