Welcome to the Truemed family. This guide covers everything you need to know to get started with Truemed on Shopify.
Truemed partners with merchants to enable qualified customers to use their HSA/FSA funds on eligible health and wellness products. We connect customers with licensed healthcare providers who evaluate eligibility and issue Letters of Medical Necessity (LMNs) to qualifying individuals.
Because HSA/FSA accounts use pre-tax dollars, your customers can save an average of 30% on eligible purchases. That means more buying power, less price sensitivity, and stronger retention.
HSA/FSA tax savings vary. Learn more at truemed.com/disclosures.
Truemed drives measurable results for merchants across categories:
As a Shopify merchant, Truemed integrates directly into your checkout. Here’s the customer experience at a high level:
Watch the Shopify integration walkthrough video for a step-by-step overview.
Your onboarding process includes the following key steps:
To keep things moving, complete these steps ahead of time:
Export your full product list from Shopify as a Plain CSV file (Settings > Products > Export > All Products). Make sure every product variant has a SKU assigned. Our team needs the complete list, including samples, gift cards, and branded merch, to accurately categorize eligibility.
Pre-approved merchants: Ensure all variants have GTINs (barcodes) assigned. Items without GTINs cannot be ingested by our system and will take 1–2 extra days.
Complete the Stripe Express onboarding using the link provided in your onboarding plan. The green checkmark must appear for the payment app to function. See the Stripe Onboarding & Connection article for details.
You’ll need account owner or admin permissions in Shopify to install and manage third-party payment apps.
What is an LMN? A Letter of Medical Necessity is a document from a licensed provider explaining why a product is medically necessary. It’s required to use HSA/FSA funds on products that aren’t automatically IRS-eligible.
Do customers need a doctor’s prescription? No. Truemed’s network of licensed providers handles the evaluation and LMN issuance.
Does the customer’s checkout email need to match their HSA/FSA account? No, but the customer’s name should match across the order, their Truemed health survey, and their HSA/FSA account.
Can customers use a regular credit card and get reimbursed later? Yes. Customers can select the Truemed payment option and enter a non-HSA/FSA card. They’ll receive reimbursement instructions along with their LMN.
How does Truemed handle sales tax? Sales tax is still charged and is eligible to be paid by HSA/FSA funds.