Where Rx Collect prescription and provider information is stored in AMS+

Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can check your account's subscription package on the Subscription page.

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 be subscribed to the Accelerate or Elevate package.
• 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.
• To view and edit Rx Collect data on Sales Records:
  • You must also have user account Sales permissions to View and Edit Sales Records. Learn more.
• To view and edit Rx Collect data on Individual Records:
  • Your assigned Security Group must also have 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.

Pharmacies and prescriptions

• View and manage pharmacies and prescriptions under:
  • Sales Record > Rx Collect > Prescriptions
    
  • Individual 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:
  • Sales Record > Rx Collect > Providers
    
  • Individual 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.