Staff Links Hub

Open or copy any link—organized into color-coded sections. “Copy” grabs the URL only.

Quick Actions

Medpaid Demo Calendar (Elena)

Book demo time with sales.

Open

Onboarding Calendar

Schedule install & integration.

Open

Public Onboarding Guide (Start Here)

Numbered steps, forms & resource links.

Open

Core Tools & Programs

Medpaid Affiliate Program / Agreement

Agreement for approved partners to earn commission.

Open

Company CRM

Pipelines, opportunities, comms.

Open

Medpaid Merchant Resources

Public hub for merchant guides & assets.

Open

Sales Team Assets

Medical Approval Request Log

Track requests to clinical team.

Open

Medpaid Demo Slide Deck

Latest sales presentation.

Open

Medpaid Seller Tracker

Seller activity & outcomes.

Open

Shopify Medpaid Leads (NEW)

Inbound Shopify leads.

Open

“Pay with HSA/FSA” & Reimbursement — Demo Video

Short walkthrough of both flows for teams & merchants.

Open

Forms & Payments

W-9 Form (PDF)

Download & complete.

Open

ACH + W-9 Form (Plus)

Secure upload for ACH authorization & W-9.

Open

Onboarding Payment Form

Collect setup fees (receipt emailed).

Open

Guides & Training

Staff Training: HSA/FSA & Support

Customer scripts, flows, disclaimers.

Open

Merchant Resource Hub

Public landing-page & widget guides.

Open

Policies & Lists

SIGIS Eligible Product Criteria

Eligibility standards reference.

Open

Product Eligibility & Approval Policy

Internal policy document.

Open

Approved & Disapproved Product List

Keep current for sales & support.

Open

Company Stats

Latest metrics & proof points.

Open

Pattern Documents

Pattern Overview (PDF)

Company overview.

Open

Bosch Case Study (PDF)

Performance & outcomes.

Open

Iconic British Brand – China Expansion (PDF)

Market expansion case study.

Open

Why Pattern (PDF)

Value proposition summary.

Open

Health Case (Anonymized) (PDF)

Health category case study.

Open

Customer Service

Mon-Sat, 10am-4pm MST

Get in Touch

support@medpaid.com

1575 S River Rd, St. George, UT 84790

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