Rx Collect
Set up and send forms to gather prescription and provider details from beneficiaries.
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Overview of the Rx Collect portal in AMS+
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...
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Rx Collect portal sections and customization options in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to show and hide sections in the Rx Collect portal
Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscripti...
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How to customize the Cover Page of the Rx Collect portal
Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscripti...
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How to capture Profile Information in the Rx Collect portal
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to include Disclosures in the Rx Collect portal
Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscripti...
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How to add an Appointment Scheduler to the Rx Collect portal
Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscripti...
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How to capture Prescription Information in the Rx Collect portal
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to capture Provider Information in the Rx Collect portal
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to configure the Confirmation Page for the Rx Collect portal
Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscripti...
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How to customize the Rx Collect email template in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to test the Rx Collect portal in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to email an Rx Collect request in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to text an Rx Collect request in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to bulk send Rx Collect requests for Individual Records in AMS+
Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscripti...
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How to bulk send Rx Collect requests for Sales Records in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to track and resend Rx Collect requests from the Dashboard in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to cancel an Rx Collect request in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to view the change history and status of Rx Collect requests in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to download a list of Rx Collect requests from the dashboard in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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Where Rx Collect prescription and provider information is stored in AMS+
Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...
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How to troubleshoot common Rx Collect portal issues for beneficiaries
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....
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What beneficiaries see in the Rx Collect portal
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...
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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, se...