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 enable and configure the Disclosures section in the Rx Collect portal, including how to optionally include a Scope of Appointment (SOA) form.
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.
- To include a Scope of Appointment (SOA) form:
- Scope of Appointments must be enabled in My Agency Settings. Learn more.
- Each agent must add their phone number, signature, and sales rep ID in their My Account > SOA/ACA Consent tab. Learn more.
About the Disclosures section
The Disclosures section displays required legal content and optional SOA language. Use this section to ensure beneficiaries see important information before continuing the form.
You can customize the following elements:
- Custom Agreement Terms Title
- Custom Agreement Terms
- SOA (Scope of Appointment)
Note: The SOA language is fixed and can't be edited. However, you may choose to disable and hide the SOA if you do not wish to include it.
Disclosures Part 1 - Custom Agreement Title and Terms:
Disclosures Part 2 - SOA:
How to enable and configure the Disclosures section
- Go to My Agency Settings.
- Find and open the Rx Collect setting.
- In the Disclosures section, make sure the section is enabled (the button should show 'Disable').
This section is enabled by default.
- Select the Edit link next to the "Text: I authorize…" line item.
Update the agency name and terms to reflect your agency's branding.
- To include an SOA, select the Edit link next to the SOA Configuration line item.
- (Optional) In the SOA Configuration pop-up, add an agent/user to the Agents if Record is Unassigned field.
This ensures the SOA has valid agent info when sending requests for unassigned records. If no agent/user is selected, AMS+ will show an error when sending the portal link.
- Set the Initial Method of Contact.
- Add the Plan(s) the Licensed Sales Representative will Represent During the Meeting.
- Select the UPDATE button to save changes.
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.