Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
This article explains how to cancel an Rx Collect request from an Individual Record or from the Rx Collect Requests Dashboard.
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.
When you can cancel an Rx Collect request
You can cancel an Rx Collect request if its status is:
- Requested - The beneficiary has not yet opened the portal.
- Incomplete - The beneficiary opened the portal but did not submit it.
Note: Canceling a request immediately deactivates the Rx Collect portal link. The beneficiary will no longer be able to open or complete the request.
How to cancel from an Individual Record
- Open the Individual Record.
- Select the Rx Collect button at the top of the page.
- If the current request is still active and incomplete, you'll see an option to cancel it.
- Select the Cancel Request button.
How to cancel from the Rx Collect Requests Dashboard
- Go to the Dashboard.
- Navigate to the Rx Collect Requests tab and make sure the view is set to "Pending".
- Find the request you want to cancel.
- Select the checkbox next to the request.
- Select the Cancel Requests button.
The portal link will be deactivated, and the record will no longer appear in the list after a short period.
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:
- How to cancel from a Sales Record — accounts using Sales Records
- Sales Record permissions — accounts using Sales Records
- Sales Enablement Visible permission — accounts using Sales Records
How to cancel from a Sales Record
The steps for canceling an Rx Collect request from a Sales Record are the same as from an Individual Record. Open the Sales Record, select the Rx Collect button at the top of the page, and select Cancel Request if the request is still active and incomplete. You can also cancel from the Rx Collect Requests Dashboard.
Sales Record permissions
To cancel an Rx Collect request for a Sales Record, you must have user account Sales permissions to View and Edit Sales Records. Learn more.
Sales Enablement Visible permission
To cancel Rx Collect requests, you must be assigned to a Security Group with the Sales Enablement Visible permission.