To generate Scope of Appointment (SOA) forms for Individual Records and Sales Records in AMS+, including those sent through the Rx Collect portal, agents must add the following to their user account profile: phone number, signature, and sales rep ID. This information appears on the SOA form itself.
For more on SOAs, including training and related resources, see this feature overview.
Requirements
- The Electronic Scope of Appointments setting must be enabled in My Agency Settings. Learn more.
- 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 permission.
How to add SOA information
- Go to My Account.
- Navigate to the SOA/ACA Consent tab.
- Add your phone number, then choose Save.
This phone number will appear on their SOAs.
- Upload or draw your signature, then choose Save Signature.
You can upload a signature file or sign it on the signature pad.
- Enter your sales rep ID.
You can add multiple IDs and designate one as the default. If needed, you can select different IDs when generating SOAs based on client/lead location.