How to bulk send Rx Collect requests for Individual Records in AMS+ – Knowledge Base | AMS+

This article explains how to bulk send Rx Collect requests by email or text for Individual Records in AMS+.

For more on Rx Collect, including training and related resources, see this feature overview.

Requirements

Your agency’s AMS+ account must have the Accelerate or Elevate subscription package.
You must be logged into AMS+ as an Agency User or Agent CRM User.
You must be assigned to a Security Group with the Sales Enablement Visible and Individual Visible and Edit permissions.
- If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
You must have user account Sales permissions to View and Edit Sales Records. Learn more.
You must have added your phone number, signature, and sales rep ID to your My Account profile settings. Learn more.

Each Individual Record must include:

Go to the Individuals page.
Navigate to Advanced Search.
Set your search filters.: Use the Communication Methods filter in Advanced Search to identify records with the required contact information, or find records missing it so you can update them.
Select the Search button.
Review your results. When ready, select the Bulk Send Rx Collect Form button.
In the Bulk Send Rx Collect pop-up, choose your preferred send method: Email or Text.: If any records are missing an email address or cell phone number, have opted out of emails, or don't have a Servicing Agent linked to a user, a yellow banner will appear at the top of the pop-up.

This banner includes a button to download a list of affected records. Review the following columns in the list: User ID, Agent First & Last Name, Cell Phone, Email, and Email Opt-Out.
Select the Send button.: - Email requests will use the default Rx Collect email template at My Agency Settings > Marketing Templates > Rx Collect. Learn more.
- Text requests use a generic message you can customize in the pop-up. The portal link is added automatically. No need to paste it.

Requests are sent to each beneficiary using your selected method.
These records will appear on the Rx Collect Requests Dashboard, where you can monitor status and re-send if needed.
Records missing required contact info will not receive the request.

Tip: If you need to pause and fix missing info, save your search so you can re-run it later.