Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
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.
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 or Agent CRM User.
- You must be assigned to a Security Group with the Individual Visible permission.
- If you're an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
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
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.
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.
How to access change history
Open the Rx Collect tab on the Individual Record to display the dropdown, then choose Change History.
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)
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 request status — accounts using Sales Records
- Sales Record change history — accounts using Sales Records
- Sales Record permissions — accounts using Sales Records
- Sales Enablement Visible permission — accounts using Sales Records
Sales Record request status
The Rx Collect request status also appears on Sales Records. The status definitions are the same as for Individual Records.
Sales Record change history
Change history is also available on Sales Records. Open the Rx Collect tab on the Sales Record to display the dropdown, then choose Change History.
Sales Record permissions
To view Rx Collect request status and change history on Sales Records, you must have user account Sales permissions to View Sales Records. Learn more.
Sales Enablement Visible permission
To access Rx Collect request status and change history for Sales Records, you must be assigned to a Security Group with the Sales Enablement Visible permission.