RetireFlo

This article covers how to set up the RetireFlo integration in AMS+ and how data from RetireFlo flows into your Individual Records.

RetireFlo is a client intake tool that lets agents collect prescription, provider, and pharmacy information before an appointment. The agent sends their client a RetireFlo link, the client fills out the form directly, and when the integration is active, that completed intake data flows automatically into AMS+ — eliminating manual re-entry before quoting. The data is written directly to the client's Individual Record.

Note: This integration currently only supports Medicare intake submissions.

Requirements

For AMS+

Package

• Your agency's AMS+ account must be subscribed to the Accelerate or Elevate package.

Activating the integration

• To activate this integration, you must be the Account Owner in AMS+ and be assigned to a Security Group with the Manage Users permission.
• To deactivate the integration, you must be an Administrator:
  • You must be logged into AMS+ as an Agency User.
  • You must be assigned to a Security Group with the Manage Users permission.

Viewing and editing records

• To view and edit Individual Records where RetireFlo data is written, 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.

For RetireFlo

Credentials

• Every AMS+ user who sends clients a RetireFlo intake link also needs their own RetireFlo account, which is a third-party subscription independent of AMS+.

In this article

• Data flow
• Limitations
• Setting up the integration
  • For the Account Owner
  • For users
• How records are matched and created
• Technical documentation
  • What data flows into AMS+
  • Demographic updates
• Troubleshooting

Data flow

The RetireFlo integration is one-way: data flows from RetireFlo into AMS+ only, triggered when a client completes a RetireFlo intake. AMS+ then matches the incoming record to an existing Individual Record or creates a new one, and writes the Rx Collect data to that record.

See What data flows into AMS+ for the full field list and replace behavior, and How records are matched and created for matching logic.

Limitations

• This integration currently only supports Medicare intake submissions.
• Bulk import of historical RetireFlo surveys is not supported. Only intake data submitted after the integration is activated flows into AMS+.

Setting up the integration

Setting up the integration involves two levels:

1. Agency level - The Account Owner activates the integration in AMS+.
2. User level - Each user connects their AMS+ account inside RetireFlo using their AMS+ login credentials once, and optionally selects a servicing agent to assign to newly created Individual Records.

For the Account Owner

Activate the integration for your agency

You must activate the RetireFlo integration before other users can connect their accounts. Administrators who aren't the Account Owner can deactivate the integration but can't activate it.

Go to My Agency Settings.

Find and open the Third Party Integrations setting.

Select RetireFlo from the integration list.

Select Add to AMS+.

Note: If you are not the Account Owner, the Add to AMS+ button is not shown.

The RetireFlo integration becomes active for your agency immediately.

Deactivate the integration

To deactivate the integration, select Deactivate from the same page. Any Administrator can deactivate the integration.

For users

Connect your AMS+ account in RetireFlo

Once the integration is activated in AMS+, each user must connect their AMS+ account inside RetireFlo. This is a one-time step done from within RetireFlo, not from AMS+.

In RetireFlo, select Add AgencyBloc.

If you are not already logged into AMS+, you will be taken to an AMS+ login screen.

Log in with your AMS+ credentials to authorize the connection.

If you are already logged into AMS+, the connection is established automatically.

Note: Your connection stays active as long as you are submitting intake data through RetireFlo regularly. If no data is submitted for 14 days, your connection will expire and you will need to reconnect by selecting Add AgencyBloc in RetireFlo again.

Select a servicing agent

Each user can optionally select a servicing agent to assign to any new Individual Records created from their RetireFlo activity. This is a per-user setting and defaults to no selection. If no servicing agent is selected, Individual Records are still created, just unassigned.

Go to My Account.

On the Integrations tab, select RetireFlo.

Start typing your name in the Servicing Agent field and choose it from the list of available options.

The list is limited to the agents you have access to. You can clear your selection at any time to return to no assignment.

Select Save.

Note: The servicing agent selection applies only to newly created Individual Records. If an incoming RetireFlo record matches an existing Individual Record, the existing servicing agent on that record is not changed.

How records are matched and created

When AMS+ receives intake data from RetireFlo, it attempts to match the incoming record to an existing Individual Record in your account. AMS+ matches on first name and last name. When the incoming record includes a date of birth, it must also match.

• If a match is found — AMS+ writes the Rx Collect data to the matched Individual Record and updates demographic fields as described in Demographic updates.
• If no match is found — AMS+ creates a new Individual Record and writes the Rx Collect data to it.

Note: If two Individual Records share the same first and last name and only one has a date of birth that matches the incoming record, AMS+ matches to the record with the matching date of birth.

Technical documentation

What data flows into AMS+

When a client completes a RetireFlo intake, the following information is written to the Rx Collect > Prescription and Providers tabs of their Individual Record in AMS+.

Prescriptions

• Medication Name
• Dosage Name
• Quantity
• Package size
• Refill Frequency
• Generic OK (Yes or No)

Pharmacies

• Pharmacy Name
• Pharmacy Address

Providers

• Doctor Name
• Provider Address

All pharmacies and providers from the RetireFlo intake are written to the record regardless of quantity.

If an Individual Record already has Rx Collect data from a previous RetireFlo intake, the existing data is fully replaced with the new intake data. When a match is found, demographic information may also be updated. See Demographic updates for details on what changes and what doesn't.

Note: Rx Collect data written by RetireFlo does not trigger Enhanced Automated Workflows.

Demographic updates

When an incoming RetireFlo record matches an existing Individual Record, AMS+ updates demographic information on that record. Because first name, last name, and date of birth are the match criteria, those fields are never changed by an update.

Troubleshooting

Data from a completed RetireFlo intake isn't appearing in AMS+.

Check the following:

• Confirm the integration is activated for your agency. Go to My Agency Settings > Third Party Integrations > RetireFlo to check. See Activate the integration for your agency.
• Confirm the submitting user's RetireFlo connection hasn't expired. See Connect your AMS+ account in RetireFlo.

Your RetireFlo connection has expired.

Connections expire after 14 days without a submitted intake.

In RetireFlo, select Add AgencyBloc again to reconnect. See Select a servicing agent if you also need to reset your servicing agent default after reconnecting.