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FAQs about the Rx Collect portal in AMS+

This article answers common questions about configuring, using, and supporting the Rx Collect portal in AMS+.

For more on Rx Collect, including training and related resources, see this feature overview.

For questions about SOAs, see FAQs about SOAs in AMS+.

In this article

FAQs

Be careful when updating the Rx Collect portal after links have been sent. Any changes you make will immediately apply to all new and outstanding portal links.

What do I need to do to get started with Rx Collect?

  • Add your logo and agency name to My Agency Settings. Learn more.
  • Turn on and configure the Appointment Scheduler. Learn more.
  • Turn on and configure Scope of Appointment (SOA). Learn more.

Where is prescription and provider information stored in AMS+?

On Sales Records:

  • Rx Collect > Prescriptions
  • Rx Collect > Providers

On Individual Records:

  • Rx Collect > Prescriptions
  • Rx Collect > Providers

What happens to prescription and provider information when a Sales Record is converted or merged to an Individual Record?

Prescription and provider information from the Sales Record will transfer to the Prescriptions and Providers tabs on the Individual Record.

Yes.  See these articles on bulk sending:

Portal links are valid for 48 hours. After that, the link expires and will return an error message when accessed. The beneficiary can select Request A New Link on that message to have a new link sent, as long as it's still within the 60-day window.

Will I be notified when a beneficiary completes the Rx Collect portal?

Yes. The assigned or servicing agent on the record will receive an email notification when the beneficiary completes the portal. This requires that agent to be linked to a user account (see Linked Agents in AMS+).

Will the beneficiary’s AMS+ record update if they change their address in the portal?

Yes. Contact information entered or updated in the portal is automatically saved to the associated record when the beneficiary continues from the page where they entered it.

What is the search radius for pharmacies and providers?

  • Pharmacy search: 15-mile radius
  • Provider search: 25-mile radius

Does the beneficiary need to complete the entire portal for their information to save?

No. Information is saved as the beneficiary goes:

  • Profile and contact information is saved to the record each time the beneficiary continues to the next page.
  • Prescriptions and providers are saved as soon as the beneficiary adds, edits, or removes them.

If the beneficiary exits early, what they already entered stays on the record. They can reopen the link while it is still active, and it will start from the first page. The request is marked complete, and the agent is notified, only when the beneficiary reaches the final page.

What happens if two Individual Records share the same email address or cell phone number?

You can send an Rx Collect request to each of them, by email or text. Each person receives their own request with a unique link, and the information they submit is saved to their own Individual Record.

  • Verification codes are sent to the shared email address or phone number, so each person should enter the code they receive after opening their own link.
  • For texts, include each person's name in the message so they know which link is theirs.
  • Text opt-outs apply to the phone number. If anyone using a shared number replies STOP, Rx Collect texts to every Individual Record with that number will not be delivered.

Note: If people share a computer, each person should finish their Rx Collect form before the next person opens their link, or use separate browsers or private browsing windows. Opening a second link in the same browser while the first form is still in progress can cause the browser to show and save information for the wrong person.

Can Rx Collect information be imported?

No. Rx Collect does not support importing prescription or provider information from external sources.

  • Beneficiaries enter their prescription, pharmacy, and provider details directly into the Rx Collect portal.
  • The information is automatically transferred into AMS+ and stored in the Individual or Lead record under the Rx tab.
  • This eliminates the need for manual imports, since the data comes directly from the client.

Additionally:

  • When you send an Individual Record or a Sales Record from AMS+ to Connecture, the prescription and provider information is updated in its corresponding Connecture profile.
  • When you complete an enrollment in Connecture, the prescription and provider data is updated in AMS+.

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