See each step that your customers will take to use their HSA/FSA with your business.

After reviewing, be sure to check out:

• FAQs: Questions your customers might ask

• Marketing Playbook: A Successful Launch

• Staff Resources: Introduction to Truemed

Your customers will love the chance to save an average of 30% on their purchases using pre-tax HSA/FSA funds!

You can choose how to market this, and we have templates available to help. Email remains the most effective platform for customer engagement. Check out our Marketing Playbook for more tips.

Remember to include your unique Qualification Survey link in your promotions so customers can check their eligibility. Find your link by logging in to app.truemed.com.

When your customers click on your unique Qualification link (or scan a QR code linking to the same page), they will be prompted to start a brief health survey to determine their eligibility for HSA/FSA reimbursement.

At the end of the form, eligible customers will be prompted to pay a one-time $30 fee to receive a review from a licensed practitioner.

After completing the survey and paying the $30 consultation fee, an independent licensed provider will review their answers. If eligible, they will issue the Letter of Medical Necessity within 24-48 hours. Customers will receive their LMN and instructions for submitting purchases for HSA/FSA reimbursement.

With the LMN, customers can receive HSA/FSA reimbursement for eligible products and services for 12 months. After that, they must qualify for a new Letter of Medical Necessity.

Note from Truemed: If a customer has difficulty submitting a claim for reimbursement, please have them reach out to support@truemed.com and our team will be ready to provide the information that their HSA/FSA administrator is requesting. In the event that Truemed is unable to assist in overturning a claim, the Truemed fee will be refunded.

After receiving their Letter of Medical Necessity, your customers are officially eligible to reimburse eligible purchases from your company with their HSA/FSA money!

Your customers will continue paying you as they always have with their normal credit/debit card.

Customers should NOT attempt to pay directly with their HSA/FSA card for compliance purposes.

When Truemed emails the signed LMN to the customer, we include tailored instructions for how to submit purchases to their HSA/FSA admin. Each admin has a different portal for reimbursement claim submission, but the process is generally the same:

You can also direct them to this Reimbursement Guide for a general walkthrough of the entire reimbursement process.

If for any reason the customer has any trouble with the the reimbursement process, please direct them to our support line: support@truemed.com.

We also have an FAQ that you can reference if you ever need a quick answer for a customer.

Next, head over to the Marketing Playbook to get started in sharing your unique qualifications link!