This article explains how to test the Rx Collect portal by sending a request to a test Sales Record or Individual Record, allowing you to preview changes and confirm correct configuration.
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.
- To set up test records for Rx Collect:
- 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 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, Add, and Edit Sales Records. Learn more.
- To modify Rx Collect settings:
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Users and Sales Enablement Visible permissions.
- You must be logged into AMS+ as an Agency User.
- If the Rx Collect portal includes a Scope of Appointment (SOA):
- You must add your phone number, signature, and sales rep ID to the My Account > SOA/ACA Consent tab. Learn more.
How to set up a test record
To preview how your Rx Collect portal appears to clients:
- Create a fake Individual Record or Sales Record.
- Add your email address to the record.
Each time you update your Rx Collect settings, send a portal request to this record to test your changes.
How to send a test request from a Sales Record
- Open the Sales Record.
- Select the RX COLLECT button, then choose to email or text the request.
- Check your email for the Rx Collect request and open the portal link.
- Enter the one-time code sent to your email when prompted.
- Review the portal carefully to ensure it displays as expected.
To make changes, update your settings in Rx Collect, then send a new test request to verify.
How to send a test request from an Individual Record
- Open the Individual Record.
- Select the Sales link in the record’s top-right corner, then choose Send Rx Collect from the dropdown.
- Check your email for the request and open the portal link.
- Enter the one-time code sent to your email when prompted.
- Review the portal carefully to ensure everything is correct.
If you update any settings, send another test request to confirm the changes.