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 update the content, logo, and agency information displayed on the first screen beneficiaries see when opening 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 Cover Page
The Cover Page is the first section beneficiaries see when they access the Rx Collect portal. It displays your agency branding and a welcome message before identity verification.
You can customize the following elements:
- Header
- Text
- Downloadable File
Note: The order in which you arrange these items in My Agency Settings does not affect their display order in the portal.
How to customize the Cover Page
- Go to My Agency Settings.
- Find and open the Rx Collect setting.
- In the Cover Page section, you can edit and customize the section title (header), body text, agency name, and agency logo (uploaded file).
These fields control what the beneficiary sees when they first access the Rx Collect portal.
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.