Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can check your account's subscription package on the Subscription page.
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 belong to a Security Group with the Manage Users and Sales Enablement Visible permissions.
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 record. Each record can store up to 10 providers at a time.
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Sales Records > Rx Collect > Providers
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Individual Records > Rx Collect > Providers