This article explains how to cancel an Rx Collect request from a Sales Record, 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 have the Accelerate or Elevate subscription 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 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.
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 a Sales Record or Individual Record
- Open the Sales Record or 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.