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 the Provider Information section in the Rx Collect portal so beneficiaries can enter their provider details.
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 Provider Information section
The Provider Information section allows beneficiaries to enter the names and locations of their healthcare providers. It uses pre-configured fields to ensure consistent data collection.
Note: This section can't be customized.
How to enable and configure the Provider Information section
- Go to My Agency Settings.
- Find and open the Rx Collect setting.
- In the Your Provider Information section, make sure the section is enabled (the button should show 'Disable').
This section is enabled by default.
Where provider data is stored
Provider data entered in the portal is automatically saved to the beneficiary's Individual Record. Each record can store up to 10 providers at a time.
-
Individual Records > Rx Collect > Providers
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 Record provider storage — accounts using Sales Records
- Sales Enablement Visible permission — accounts using Sales Records
Sales Record provider storage
For accounts still using Sales Records, provider data entered by the beneficiary is also saved to their Sales Record.
-
Sales Records > Rx Collect > Providers
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.