How to download a list of Rx Collect requests from the dashboard in AMS+

This article explains how to download lists of Rx Collect requests from the 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 Sales Enablement Visible permission.
• For the Rx Collect request download to include Sales Records:
  • You must also have user account Sales permissions to View Sales Records. Learn more.
• For the Rx Collect request download to include Individual Records:
  • Your assigned Security Group must also have the Individual Visible permission.
    • If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.

How to download a list of Rx Collect requests

Go to the Rx Collect Requests Dashboard.

Select the Download Requests button.

Choose from: All Requests, Pending Requests, or Complete Requests.

Select the folder location on your computer and save.

All files download in a CSV format.

Each file includes:

• Record ID
• Record Type
• Recipient Name
• Servicing Agent
• Status
• Sent Date
• Sent By
• Complete Date