Medpaid Onboarding Steps
Follow these steps in order. Book your calls and submit payment. Your Step 4 requirements depend on your plan.
For Medpaid SaaS clients
Secure forms
Takes ~10–15 minutes
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Start Here — Choose Your Plan
Pick the option that matches how customers use HSA/FSA on your site.
Next: Select a plan above to reveal your onboarding checklist and steps.
Quick Checklist (Numbered)
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Book your initial demo (Skip if you have already met with our team).
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Submit onboarding payment.
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Download the Medpaid app & submit your GID.
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Book your install & integration meeting.
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Step 1 — Book Your Initial Demo (Skip if you have already met with our team)
Meet our team to review the flow and confirm your onboarding requirements.
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Step 2 — Submit Onboarding Payment
Complete the payment form to kick off implementation. A receipt is emailed automatically.
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Step 3 — Download the Medpaid App & Submit Your GID
Install the Medpaid app in Shopify, then submit your store GID in the secure form below once you have it.
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Step 5 — Book Your Install & Integration Meeting
We’ll install the Medpaid app, configure your checkout flow, and set up your telemedicine integration (if applicable).
