Rx Collect

Overview Set up Rx Collect to gather prescription and provider details by sending beneficiaries a secure portal link via email or text. Customize the portal with disclosures and...

Overview Use Rx Collect to gather prescription and provider information directly from beneficiaries. After activating Rx Collect, send them a secure portal link by email, text m...

Overview Preview the Rx Collect portal from the beneficiary’s perspective and learn to resolve common issues. This article guides you through expired portal links, passcode erro...

Overview Edit the default email template for Rx Collect requests sent from Individual or Sales Records. Personalize the subject line, body, and signature with your agency’s bran...

Overview This article shows you how to access the Rx Collect Requests Dashboard and resend portal links. You’ll learn to view all outstanding requests (completed ones drop off a...

Overview Customize the Rx Collect portal’s Cover Page so beneficiaries immediately see your portal name, description, agency name, and logo when they open the link. Clear brandi...

Overview Add a Profile Information section to the Rx Collect portal to gather beneficiaries’ personal and contact details during the process. This article walks you through sett...

Overview Add a Disclosures section to the Rx Collect portal so beneficiaries see all required information upfront. You can customize the page title, disclosure text, and SOA det...

OverviewAdd a dedicated Appointment Scheduler to the Rx Collect portal so beneficiaries can book directly during the process. It uses the same setup, features, and user experien...

Overview Add a Prescription Information section to the Rx Collect portal so beneficiaries can enter their medication details. This section comes with pre-configured fields for d...

Overview Add a Providers Information section to the Rx Collect portal so beneficiaries can enter their provider details. This section includes pre-configured fields for provider...

Overview Customize the confirmation message on the Rx Collect portal’s Confirmation Page. You can add a thank-you note, set expectations for follow-up timing, and include agent ...