Rx Collect

OverviewRx Collect is a built-in AMS+ feature that automates Medicare prescription and provider data collection, saving agents time and reducing errors by syncing client informa...

This article explains which sections are included in the Rx Collect portal and which elements your agency can customize.For more on Rx Collect, including training and related re...

This article explains how to control which sections appear in your agency's Rx Collect portal.For more on Rx Collect, including training and related resources, see this feature ...

This article explains how to update the content, logo, and agency information displayed on the first screen beneficiaries see when opening the Rx Collect portal.For more on Rx C...

This article explains how to enable and configure the Profile Information section in the Rx Collect portal to collect personal and contact details from beneficiaries.For more on...

This article explains how to enable and configure the Disclosures section in the Rx Collect portal, including how to optionally include a Scope of Appointment (SOA) form.For mor...

This article explains how to enable and configure an Appointment Scheduler within the Rx Collect portal in AMS+.For more on Rx Collect, including training and related resources,...

This article explains how to enable the Prescription Information section in the Rx Collect portal so beneficiaries can enter their current medications.For more on Rx Collect, in...

This article explains how to enable the Provider Information section in the Rx Collect portal so beneficiaries can enter their provider details.For more on Rx Collect, including...

This article explains how to customize the Confirmation Page in the Rx Collect portal.For more on Rx Collect, including training and related resources, see this feature overview...

This article explains how to edit the default email template used for Rx Collect requests sent from Individual Records and Sales Records.For more on Rx Collect, including traini...

This article explains how to test the Rx Collect portal by sending a request to a test Sales Record or Individual Record, allowing you to preview changes and confirm correct con...

This article explains how to send an Rx Collect request by email from Sales Records and Individual Records in AMS+.For more on Rx Collect, including training and related resourc...

This article explains how to send an Rx Collect request by SMS text message from Sales Records and Individual Records in AMS+.For more on Rx Collect, including training and rela...

This article explains how to bulk send Rx Collect requests by email or text for Individual Records in AMS+.For more on Rx Collect, including training and related resources, see ...

This article explains how to bulk email Rx Collect requests for Sales Records using Sales Workflows in AMS+.For more on Rx Collect, including training and related resources, see...

This article explains how to use the Rx Collect Requests Dashboard to track outstanding requests and resend portal links individually or in bulk.For more on Rx Collect, includin...

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 tra...

This article explains where to view the status of Rx Collect requests and how to access the change history for prescription and provider data on Individual Records and Sales Rec...

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...

This article explains where to view, add, and manage prescription and provider information for a beneficiary in AMS+, whether submitted through the Rx Collect portal or entered ...

This article explains how to identify and resolve common issues beneficiaries may experience when using the Rx Collect portal.Note: Do not share this article with beneficiaries....

This article explains what the beneficiary sees when completing the Rx Collect portal. It is intended for internal use by AMS+ users only.Note: Do not share this article with be...

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, se...