This article explains where to view the status of Rx Collect requests and how to access the change history for prescription and provider data on Individual Records and Sales Records.
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 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 Sales Records. Learn more.
Rx Collect request statuses
You can track the status of each Rx Collect request directly on the record and on the Rx Collect Requests Dashboard. The status updates automatically as the beneficiary moves through the portal.
On the record
Individual Record
Sales Record
Each Rx Collect request can have one of these statuses:
- Requested - The request was sent to the beneficiary.
- Incomplete - The beneficiary opened the Rx Collect request link (from their email or text message) and reached the one-time code verification page in the Rx Collect portal.
- Completed - The beneficiary reached the confirmation page in the Rx Collect portal. This status remains on the record for 60 days or until a new request is sent.
On the dashboard
The Rx Collect Requests Dashboard only shows outstanding requests—those that are either Requested or Incomplete. Once a request is completed, it's automatically removed from the dashboard. You can resend requests directly from the dashboard.
You can resend requests directly from the dashboard.
How to view Rx Collect change history
The Rx Collect > Change History tab shows a detailed audit log of changes made to the Prescriptions and Providers tabs, whether submitted through the Rx Collect portal, entered manually by an AMS+ user, or updated via Connecture.
To view change history on an Individual Record, select the Rx Collect tab to display a dropdown and choose Change History from the list.
How to access change history
- On an Individual Record:
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Open the Rx Collect tab to display the dropdown, then choose Change History.
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- On a Sales Record:
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Open the Rx Collect tab to display the dropdown, then choose Change History.
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What the change history includes
Each entry in the table shows:
- Change Type - Added, Updated, or Deleted
- Changed To - Indicates the data point that was affected (e.g., Rx Collect Form, Pharmacy, Prescription, Provider)
- Changed Value - Shows the actual field or data that was changed
- Status - Sent, In progress, Completed, Canceled, or Expired
- Updated By - The AMS+ user, the beneficiary, or the integration (e.g., Connecture Integration: PlanCompare One & PlanCompare Edge for Agencies*)
*When an enrollment is completed in Connecture and synced to AMS+, any existing prescription or provider information on the Individual Record is replaced with the data from the enrollment. This means AMS+ clears out the existing data and replaces it with what it receives. As a result, the change history may show records being removed and re-added, even if some values haven’t actually changed.
You can export a spreadsheet of the record's change history by selecting the Download History button. The spreadsheet contains the above information.
Tips for searching change history
The Change History table is searchable by:
- Change Type
- Changed To
- Changed Value
- Updated By (searchable by name or date)