> This page is for version v1 (default). > For other versions, use one of these documentation indexes: > - v1 (default): https://developers.truemed.com/v-1/llms.txt > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://developers.truemed.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://developers.truemed.com/_mcp/server. # Dashboard overview for payment API merchants > A tour of the Truemed Dashboard for merchants on the payment API integration, covering Home, Payment Sessions, Products, Support, Developers, and Settings. The Truemed Dashboard at [app.truemed.com](https://app.truemed.com) is where you monitor performance, review payment sessions and payouts, manage your product catalog, and manage your API integration. This guide walks through each section for merchants on the Truemed payment API integration. > **Note** > > This overview is for merchants on the Truemed **payment API** integration. If you use the Shopify app, see the [Shopify](/guides/dashboard/shopify) dashboard overview. --- ## Home When you sign in at [app.truemed.com](https://app.truemed.com), you land on the **Home** page. It shows the most important revenue and transaction data for your Truemed account. At the top of the page you can set the **Date Range**, choose a period to **Compare to**, and set the **Date Granularity**. A banner shows your all-time totals (Revenue, Transactions, and Average Order Value), and a set of cards shows the metrics for the period you selected, each with the change from the comparison period: * **Revenue** * **Transactions** * **AOV** (average order value) * **LMN Approval Rate** A Revenue chart plots your current period against the comparison period. > **Note** > > LMN approval rates are provided for your team's internal use only. Because they relate to a telehealth process, please keep them internal. ![Truemed Dashboard Home page showing date controls, all-time totals, period metrics, and the revenue trend chart](/_fern-img/5f616cf62233a333e0411acee62d32460163c10b87202e6bf38b9ce9c059634e.webp) --- ## Payment Sessions The **Payment Sessions** page has two tabs: **Payments** and **Payouts**. ### Payments The **Payments** tab lists every payment session processed through the Truemed payment API. For each payment you can see: * **ID** (with a copy button to grab the full ID) * **Created At** * **User** (customer email) * **Transaction Type** (for example, Immediate Capture) * **Total** * **Status** Use the search box to find a specific payment, or click **Download Report** to export the list. ![Truemed Dashboard Payment Sessions Payments tab](/_fern-img/ba99e3e097239084bae1d91f32e83293ad4c4dbeeefc6ed5832d50086f1b4984.webp) Each payment carries one of the following statuses: | Status | What it means | | -------------- | ---------------------------------------------------- | | **Incomplete** | The customer did not enter their credit card details | | **Processing** | The order has been authorized but not yet captured | | **Captured** | The funds have been captured successfully | | **Refunded** | Part or all of the order has been refunded | #### Order details Each payment is clickable. Selecting one opens its **Order Details** page, which shows: * **Payment Details**: the payment ID, customer email, customer name, and status * **Amount**, **Truemed Fee**, and **Net** * **Refunds**: if the payment has been refunded, the refund date, the amount refunded to the customer, and the Truemed fee returned * **Order Items** with their individual amounts ![Truemed Dashboard Order Details page for a payment session](/_fern-img/5ed601734899298472917832335e6065b998141d069c3911ec9f924b23877403.webp) > **Note** > > On the payment API integration, you can issue refunds directly through the API (`POST /payments/v1/refund`). Once a refund is processed, the payment shows a **Refunded** status and the refund details appear on its Order Details page. ### Payouts The **Payouts** tab lists the payouts deposited to your account. Filter by **Start Date** and **End Date**, and use **Export CSV** to download the list. Each row shows the **Date**, the **Payout ID**, and the **Amount**. ![Truemed Dashboard Payment Sessions Payouts tab](/_fern-img/7094fe1d7293f2b5025eb010dcf70ee84f4792ceef0c49343cdc747496c66734.webp) --- ## Products The **Products** section lists every product you have added to your Truemed account. For each item you can see the SKU, the product name, the status, and when it was created. You can search and filter by status, add new products individually or via CSV, and export your full list. ![Truemed Dashboard Products page with eligibility statuses](/_fern-img/bf97add1e879918c088a84b234c3a24e5785289e80db17fb54daff535e899d4f.webp) Each product is assigned an eligibility status, such as **Approved (requires LMN)**, **Pre-approved**, **Ineligible**, or **Partial eligibility**. > **Note** > > **Partial eligibility** means only a portion of an item's price may qualify for HSA/FSA reimbursement. This applies to products that can serve both a general-use and a medical purpose. To determine the qualifying amount, Truemed identifies a comparable general-use product and treats its price as the non-eligible baseline; the remaining amount is the portion that may qualify as a medical expense. ### Keeping your SKUs current Truemed uses your SKU as the primary identifier to verify eligibility, so keeping this list current is the most important thing you can do to make sure customers see accurate eligibility. Products that have not been categorized default to ineligible until the compliance team reviews them. See [Products and SKUs](/guides/dashboard/products-and-skus) for how to upload, add, and export products, and what each eligibility status means. --- ## Support **Support** is a menu in the top navigation with quick links to the resources you need as a Truemed merchant: * **All Resources** * **Marketing Resources** * **Account Management Support** * **About Truemed** Each link opens in a new tab. --- ## Developers The **Developers** section is where you manage your API integration. It has four tabs: **API Keys**, **Webhooks**, **Logs**, and **Docs**. ### API Keys The **API Keys** tab lists your keys with their **Name**, a masked **Key**, when each was **Last Used**, when it was **Created**, and whether it is **Disabled**. ![Truemed Dashboard Developers API Keys tab](/_fern-img/489abcecc911a1cbef638e29e0a590e31de1707e91c1d2d3c8227f7259d79fc7.webp) > **Warning** > > Treat your API keys like passwords. Keep them secret, never expose them in client-side code, and disable any key you believe has been compromised. ### Webhooks The **Webhooks** tab is where you configure endpoints to receive event notifications from Truemed, so your systems can react to events like a completed payment or a refund. ### Logs The **Logs** tab shows every API request your integration has made, with the **Status**, **Endpoint**, and **Time**. Filter by Date, Status, Method, or Endpoint, or search for a specific key. Selecting a log entry opens the full **API Request** detail, including the status, time, user name and email, idempotency key, associated payment session, and the request body. ![Truemed Dashboard Developers Logs tab with request detail](/_fern-img/64bc506719ae6bd384f10bc1b059b5c6f4b001dd49a02c2e6e3d96d1225029ae.webp) ### Docs The **Docs** tab opens the Truemed developer documentation in a new tab. --- ## Settings Click **My Account** in the top right corner and select **Settings** to manage account details. Settings has two tabs: * **Members**: everyone who has access to your Truemed Dashboard, along with their name, email, and role. * **Public ID**: view and copy your public qualification ID when you need to share it. ### Updating account details * **Card on file.** In the Truemed Dashboard, select **Settings** in the top right, click **Payment Method**, and update it. Only account Owners can update payment methods. * **Linked bank account.** Your payout bank account is managed in your Truemed-linked Stripe account. Click the profile icon, select **Payout Details**, click the edit icon next to your current bank account, then enter and save your new details. Only users with admin access to your Stripe account can update payout information. * **Business details.** Business information like your industry or EIN is managed in your Truemed-linked Stripe account, under **Platform Settings** in the **Business Details** section. --- ## Need Help? For any dashboard or account questions, contact [merchants@truemed.com](mailto:merchants@truemed.com).