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Medpaid

Merchants: Create an Engaging Landing Page to Educate Your Customers

Including a HSA/FSA landing page is one of the most effective ways to boost conversions and help shoppers realize they can use pre-tax dollars. Showing HSA/FSA customers their options before checkout meaningfully increases purchase completion, while also reducing non-HSA/FSA customer confusion.

Create an HSA/FSA Education Landing Page

Estimated build time: ~1 hour Use URL: /hsa-fsa Add to top/bottom nav

Send ad, email, and social traffic here to educate customers and route them into the right purchase flow.

  1. 1
    Define goal, audience, and primary CTA
    Choose your outcome: Pay with HSA/FSA Reimbursement or A/B test both. Match the landing page CTA to your ad creative (“Start assessment”, “Shop eligible”, “Learn more”).
    Tip

    Keep one core action above the fold; repeat it after the “How it works” section.

  2. 2
    Gather & customize assets
    Use our templates and PDFs—swap in your headlines, proof points, and FAQs.

    Landing Page Copy (Google Doc)

    Ready-to-edit copy for hero, steps, benefits, FAQ & CTAs

    Business Image Assets (Google Drive)

    Badges, banners & illustrations for product and landing pages

    Note

    Include the “Save up to 40%*” footnote anywhere that claim appears.

  3. 3
    Create the landing page in Shopify
    Go to Online Store → Pages → Add page and create HSA/FSA Education (handle /hsa-fsa). Add sections in this order: Hero (value prop) How it works (3–4 steps) Benefits grid FAQs Proof & trust
    SEO

    Publish at /hsa-fsa and link it in top/bottom navigation and email footers.

Build, Track, and Launch

  1. 4
    Add Medpaid components & connect flows
    Place the HSA | FSA Accepted banner near your hero or first CTA. Include a concise “How it works” with: Pay with HSA/FSA or Reimbursement. Link CTAs to eligible product(s) or your assessment start.
    Heads up

    Use the exact Medpaid widget code from the product guide (Step 3 block). Keep the “Save up to 40%*” footnote wherever that claim appears.

  2. 5
    Tracking, QA, and launch
    Tracking: add UTM parameters, fire pixel events (ViewContent/Lead), and confirm conversion on the main CTA.
    SEO & navigation: publish at /hsa-fsa, link in top/bottom nav and email footers.
    QA: test mobile & desktop; modal overlays above content; smooth scrolling; Esc closes modals; visible focus states.

Quick Launch Checklist

  • Page created at /hsa-fsa and added to top/bottom navigation.

  • CTA aligned to flow (Pay with HSA/FSA vs Reimbursement) and repeated after “How it works”.

  • Medpaid banner/widget inserted; “Save up to 40%*” footnote present near claim.

  • Figma/PDF resources linked for download; FAQ and trust signals added.

  • UTMs/pixels configured; email footer links added; mobile/desktop QA complete.

Common 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.
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