Medicare Rx Data Collection Tool

Finally, a tool to make prescription and provider data collection easier.

As a Medicare or senior insurance agency, your team has many responsibilities. One is collecting Rx data for both prescriptions and providers of Medicare beneficiaries. During Annual Enrollment Period (AEP), this task can be time-consuming and error-prone, costing your team time and money.

There are several ways to collect Medicare data, but is your process both efficient and secure? And, does it help you keep your data centralized, or does it create more data silos? Rx Collect, built directly within AgencyBloc's AMS+ solution, can help!

Rx Collect saves independent Medicare agents and senior insurance agencies valuable time and helps reduce errors with an easy-to-use process:

Customize the Rx Collect portal to reflect your agency’s brand (one-time setup)
Quickly send the secure Rx Collect portal from the contact’s profile in AMS+ for completion (includes contact/demographic information, prescription data, and provider information)
Once the client has completed the walkthrough, that data is securely saved and stored in AMS+

Then, when the beneficiary needs to make updates, they can revisit the portal and update the information quickly without having to start all over.

Medicare prescription and pharmacy data collection in Rx Collect from AgencyBloc

Improve Client Experience

Rx Collect is an easy-to-use online portal that allows you to efficiently and accurately gather data from your Medicare clients, like client demographic information, Rx and prescription drugs, providers, and pharmacies. Once the contact submits the information, their data will be securely stored in AMS+, keeping the information for easy reference year over year.

How to stay compliant and connected with AMS+ tools

Stay Compliant & Connected

Rx Collect works with the workflow automation, compliance, and scheduling tools within AMS+ to make client and prospect interactions even easier. Send compliance documents like Scope of Appointment with the Rx Collect portal, then include a scheduling link to simplify the entire process. Add Automated Workflows to ensure this process runs independently whenever you need it.

Create a completed Medicare data picture for each beneficiary

Centralize Data & Maintain Full Ownership of Your Data

Using multiple systems can create extra headaches and never fully give you complete ownership of your data. Streamline your Medicare data collection process and secure the data in a central location. Then, when you have questions, you can easily select the contact, see their entire data profile, and provide service without lifting a finger.

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FAQs About Rx Data Collection in AMS+

What is Rx data collection and why is it important for Medicare agencies?
Rx data collection is a requirement for Medicare agencies to gather prescription, provider, and pharmacy data from prospects and clients for accurate Medicare quoting. Rx Collect in AMS+ is a purpose-built online portal that Medicare and senior market agencies can send to beneficiaries and connect to their quoting and enrollment platform. Using a tool to gather Medicare Rx data is important because it reduces inefficiencies, errors, and compliance risk caused by manual entry or disparate data systems. A secure Rx data collection tool is critical to have year-round, but is especially helpful during peak busy seasons, like AEP.
How does Rx Collect work and integrate with the AMS+ system?
Rx Collect is a feature within AgencyBloc's AMS+ solution. Send the secure Rx Collect portal to clients and prospects to gather critical data for Medicare quoting. This data includes:
- Beneficiary demographic data
- Medicare prescription data
- Preferred pharmacy and provider(s) data
Once the beneficiary submits the portal, the data is automatically stored in AMS+ under their contact record and is saved year after year. Because it's embedded in AMS+, the information becomes part of your centralized data repository, no extra data silos.
What benefits does this tool offer for client experience, efficiency, and compliance?
A tool like Rx Collect from AMS+ offers Medicare insurance agencies:
- Improved data accuracy: Eliminates the inaccuracies from illegible writing and ensures your agency has the right data for each beneficiary
- The ability to provide a better client experience: Pre-filled forms and a modern portal reduce the time and hassle clients face.
- Greater agency efficiency: Eliminates repetitive manual data entry and lowers error risk, freeing up your team to focus on selling and service.
- Top-of-the-line compliance & security: Since data is collected securely and stored in one system, you can maintain audit-ready records and reduce regulatory risk.
Can Rx Collect handle data updates year-over-year and adapt to Medicare’s AEP?
Yes. The tool stores historical prescription and provider data, so each year, clients can simply update what has changed instead of starting over. This is especially useful during Annual Election Period (AEP) when time is limited and data accuracy is critical for quoting and plan recommendations.
How do I get started with Rx Collect in AMS+ for my agency?
Rx Collect is available in some AMS+ packages. To get started, follow these steps:
- Request a demo of AMS+.
- Pick a package that includes Rx Collect, sign the contract, and start your AMS+ account.
- Configure your branded portal, where beneficiaries fill out their information.
Monitor completion via the Rx Collect dashboard in AMS+, and integrate it into your agency's process. The sooner you integrate it, the more you’ll benefit from centralized data and streamlined operations.
How do I get started with Rx Collect in AMS+ for my agency?
Rx Collect is available in some AMS+ packages. To get started, follow these steps:
- Request a demo of AMS+.
- Pick a package that includes Rx Collect, sign the contract, and start your AMS+ account.
- Configure your branded portal, where beneficiaries fill out their information.
Monitor completion via the Rx Collect dashboard in AMS+, and integrate it into your agency's process. The sooner you integrate it, the more you’ll benefit from centralized data and streamlined operations.

Secure Online Medicare Rx Data Collection Tool