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 control which sections appear in your agency's 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 belong to a Security Group with the Manage Users and Sales Enablement Visible permissions.
How to show and hide sections in the Rx Collect portal
The Rx Collect portal can include up to eight sections. Some can be hidden, while others are always required.
Sections you can hide
- Profile Information
- Disclosures
- Appointment Scheduling
- Prescription Information
- Provider Information
Sections you can't hide
- Cover Page
- Consent Page
- Confirmation Page
After updating section visibility, send a test request to verify the portal displays as expected before sending it to a beneficiary.
How to hide a section
- Go to My Agency Settings.
- Find and open the Rx Collect setting.
- On the Rx Collect page, find the page you want to hide and select the Disable button.
How to show a section
- Go to the My Agency Settings > Rx Collect page.
- Locate the section you want to include and select the Enable button.
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.