This article explains how to send an Rx Collect request by SMS text message from Sales Records and Individual Records in AMS+.
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.
- You must be assigned to a Security Group with the Sales Enablement Visible and 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 and Edit Sales Records. Learn more.
- You must have added your phone number, signature, and sales rep ID to your My Account profile settings. Learn more.
Before sending a request
Each record must include:
- A valid cell phone number
- A linked Servicing Agent (required for Individual Records)
- An assigned Agent/User (required for Sales Records)
How to text an Rx Collect request
Note: You must have at least one AMS+ phone number registered to send SMS messages. If you don’t, the message will not be sent successfully. Learn more.
From a Sales Record
- Go to the beneficiary’s Sales Record in AMS+.
- Select the Rx Collect button at the top of the record, then choose Text Rx Collect Form.
The record must have a valid cell phone number for you to text the Rx Collect request.
- Write and personalize the text message body.
A unique link Rx Collect link will be automatically added to the end of this text message.
- Send the message.
From an Individual Record
- Go to the beneficiary’s Individual Record in AMS+.
- Select the Sales link in the top right corner of the record, then choose Rx Collect Form under the Send Text section of the dropdown menu.
The record must have a valid cell phone number for the request to send.
- Write the text message.
A unique Rx Collect portal link will be added to the end of the message automatically.
- Send the message.
About expired or replaced portal links
The Rx Collect portal link is valid for 48 hours. If a beneficiary opens an expired link:
- They will see a message explaining the link is expired.
- AMS+ will automatically generate a new link (up to 60 days after the original request).
Note: After 60 days, or if a user cancels the link manually in AMS+, the system will no longer generate replacements. The beneficiary will need to request a new link from their agent or agency.