Merchant Resource Hub

One place for your HSA/FSA rollout. Browse step-by-step install guides, landing-page best practices, and ready-to-use campaign copy. All pages are mobile-friendly and scoped so they won’t conflict with your theme.

Start Here — Onboarding Steps

Book • pay • forms • install

Your first stop. Numbered steps with in-page form modals (payment, ACH + W-9 for Plus), booking links, and a shortcut to the Resource Center & Staff Training.

Open onboarding

Add the Medpaid Widget to Product Pages

No-code section • modal

Copy-paste Custom Liquid blocks in brand purples/greys, fully mobile-optimized. Includes both flows: Pay with HSA/FSA and Reimbursement, with LMN workflow and accessibility built in.

Open guide

Add HSA/FSA Badge to Product Cards & Pages

Badges • PDP • collections

Step-by-step snippets for adding a Medpaid-approved HSA/FSA badge to product cards, PDPs, and collections.

Open badge guide

HSA/FSA Landing Page Guide

Hero • steps • FAQ

Visual, high-converting sections with links to copy docs and image packs. Clear CTAs and compliance notes so shoppers qualify with pre-tax dollars (save up to 40%).

Open guide

Marketing & Ads Copy Kit

SMS • Email • Ads

Copy-ready templates for both flows with “Copy” buttons, UTM helpers, and brand-safe claims. LMN is part of the process; approvals in seconds; savings with pre-tax dollars.

Open kit

Staff Training: HSA/FSA Processes & Support

Scripts • flows • policies

Team-ready training: customer scripts, Flow A & B steps, subscriptions & repeat purchases, LMN access, disclaimers, and support language—everything to speak confidently about the process.

Open training

Servicing Customer Requests & Issues

Support workflows

Route customers quickly: reimbursement questions, “Pay with HSA/FSA” how-to, LMN access via portal, HIPAA boundaries, retroactive guidance, and where to escalate (support@medpaid.com).

Open support guide

Medpaid Contacts

Not sure who to reach? Start with Support & Onboarding and we’ll route you to the right teammate.

Lisa Hunt

Chief Marketing Officer

Best for:
  • Brand collaborations & co-marketing
  • Graphic/design support & marketing guides
  • Product page (PDP) widget customizations & badges
lhunt@medpaid.com Cell: 435.375.1428

Elena Hadnot

VP of Sales Acceleration

Best for:
  • Referring merchants to Medpaid
  • Partner & channel introductions
ehadnot@medpaid.com

Grant Mickle

Developer

Best for:
  • Development & technical questions
  • Plugin and extension support
  • Reporting bugs or technical issues
  • Integration & implementation support
gmickle@medpaid.com
Create Support Ticket

FAQ: Common Consumer HSA/FSA Questions

Short, plain-English answers your shoppers need—organized by what they’re most likely to ask first.

How does using HSA/FSA save me money? ⌄
HSA/FSA funds are pre-tax. Paying with these accounts (or reimbursing after purchase) uses dollars that aren’t subject to income tax—often resulting in up to 40% savings depending on your tax situation. Always check your plan rules.
Which products are eligible? ⌄
Eligibility is determined for each shopper via a quick online assessment, and a Letter of Medical Necessity (LMN) is part of the process to qualify for payment or reimbursement with pre-tax HSA/FSA dollars. Products that commonly qualify are labeled to help you find them faster.
What is a Letter of Medical Necessity (LMN)? ⌄
An LMN is a provider’s letter stating a product is medically necessary for your condition. Complete our brief assessment; if approved, your LMN is issued digitally and typically valid for 12 months. You’ll receive it by email and can access it anytime in your Medpaid portal.
How do I get a copy of my Letter of Medical Necessity (LMN)? ⌄
Log in to the Medpaid patient portal. Your username is the email you used at checkout. If you haven’t set up your account yet—or need to reset—select “Forgot password” to create or reset your password. Once signed in, you can download your LMN anytime.
Pay with HSA/FSA vs. Reimbursement—what’s the difference? ⌄
Pay with HSA/FSA: Complete the quick assessment to obtain an LMN and, once qualified, pay at checkout with your HSA/FSA card.
Reimbursement: Pay with any card, complete the assessment to obtain an LMN, then submit your receipt and LMN to your HSA/FSA administrator for repayment.
Step-by-step help: How to reimburse with HSA/FSA.
How fast is the approval process? ⌄
The assessment takes less than 1 minute, and determinations are typically made in seconds. Approved LMNs are emailed immediately.
What information do I need for the assessment? ⌄
Basic contact info, a short description of your symptoms or goals, and (optionally) relevant history. No lengthy medical records are required for most shoppers.
Can I use a regular credit card and get reimbursed later? ⌄
Yes. Keep your receipt and LMN. Submit both to your HSA/FSA provider for reimbursement according to your plan’s rules and timelines.
Are there any fees or extra costs? ⌄
The LMN is complimentary when taken with an associated purchase. If you prefer an individual LMN without a product purchase, a marginal fee may apply.
How long does my LMN last? ⌄
LMNs are typically valid for 12 months from the date of approval unless your plan specifies otherwise.
I don’t have an HSA or FSA. Can I still purchase? ⌄
Absolutely. You can purchase with any card. If you later open an HSA/FSA and your item qualifies with an LMN, reimbursement may be possible per plan rules.
HSA and FSA accounts are U.S. benefit types; availability may differ outside the U.S.

Customer Service

Mon-Sat, 10am-4pm MST

Get in Touch

support@medpaid.com

1575 S River Rd, St. George, UT 84790

Home Cart Products
PP-DEBUG: Current path: /pages/business-resources