Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
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 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 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 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.
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 Record prescriptions and pharmacies — accounts using Sales Records
- Sales Record providers — accounts using Sales Records
- Sales Record permissions — accounts using Sales Records
- Sales Enablement Visible permission — accounts using Sales Records
Sales Record prescriptions and pharmacies
View and manage pharmacies and prescriptions under Sales Record > Rx Collect > Prescriptions.
Sales Record providers
View and manage providers under Sales Record > Rx Collect > Providers.
Sales Record 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.
Sales Enablement Visible permission
To access Rx Collect data on Sales Records, you must be assigned to a Security Group with the Sales Enablement Visible permission.