This guide walks you through setting up Truemed’s post-purchase reimbursement flow. This integration is for merchants who sell subscription products, want to offer HSA/FSA reimbursement alongside direct HSA/FSA card payments, or don’t have a storefront on Shopify, BigCommerce or WooCommerce.
Instead of paying directly with an HSA/FSA card at checkout, your customers:
Each LMN covers the customer’s eligible purchases for a full year, so they only need to qualify once annually.
Watch the reimbursement flow walkthrough video for a step-by-step overview.
Before you begin setup:
If you haven’t already, create your Truemed account using the link provided by your Truemed contact. This gives you access to the Truemed Dashboard, where you can:
Truemed charges a flat fee for each LMN issued through your qualification link. Fees are collected in batches every Thursday.
You are charged each time an LMN is issued. Do not place the qualification link on pre-purchase pages (landing pages, marketing emails, etc.). It should only appear after a customer has completed a purchase.
This is the most important touchpoint. Showing the qualification link immediately after purchase gives customers the smoothest path to reimbursement.
If your Shopify store uses Checkout Extensibility:
To show the qualification link only for subscription orders, toggle this setting within the checkout extension editor.
If you haven’t migrated to Checkout Extensibility:
Add a CTA on your post-purchase/order confirmation page:
This acts as a backup in case a customer misses the Thank You page. Add the link to your transactional order confirmation email template.
Example snippet:
The PDP widget informs customers about HSA/FSA eligibility directly on the product page. This is the highest-impact promotion you can implement.
The widget auto-detects your merchant profile and displays the appropriate messaging for the reimbursement flow.
If you sell subscriptions through Shopify, add a checkout banner so customers know about the reimbursement opportunity before completing their order.
Title: Save an average of 30% when you use your HSA/FSA funds through Truemed.
Content: Once you’ve purchased, fill out the Truemed health intake form on your order confirmation page to check if you qualify for HSA/FSA reimbursement. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures.
Track which customers are getting reimbursed and how they discover Truemed by adding query parameters to your qualification links.
Indicates where the customer clicked the link. Use a different value for each placement:
Common values: email_receipt, order_confirm, email_payment_reminder, reactivate_campaign
For more granular user-level attribution:
To tailor the health survey to specific purchased items (contact merchants@truemed.com to enable):
All parameter values should be URL-encoded. Source and user_id values are reflected in the Truemed Dashboard and CSV reports.