This article explains where to view, add, and manage prescription and provider information for a beneficiary in AMS+, whether submitted through the Rx Collect portal or entered manually by a user.
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 or Agent CRM User.
- To view and edit Rx Collect data on Individual Records:
- 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 be assigned to a Security Group with the Sales Enablement Visible and Individual Visible and Edit permissions.
- To view and edit Rx Collect data on Sales Records:
- You must have user account Sales permissions to View and Edit Sales Records. Learn more.
Pharmacies and prescriptions
- View and manage pharmacies and prescriptions under:
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Sales Record > Rx Collect > Prescriptions
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Individual Record > Rx Collect > Prescriptions
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Sales Record > Rx Collect > Prescriptions
- You can add, edit, or remove prescriptions and preferred pharmacies.
- Use the Preferred Pharmacies search bar to find pharmacies within 15 miles of the entered ZIP Code.
- Specify the dosage and whether generic alternatives are acceptable when adding prescriptions.
- If a pharmacy isn't listed, try adjusting the ZIP Code.
Providers
- View and manage providers under:
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Sales Record > Rx Collect > Providers
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Individual Record > Rx Collect > Providers
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Sales Record > Rx Collect > Providers
- Use the Doctors search bar to find doctors, specialists, nurse practitioners, physician assistants, and health systems within 25 miles of the entered ZIP Code.
- If a provider isn't listed, try adjusting the ZIP Code.