> 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. # Intro to Truemed on WooCommerce > Everything you need to know before getting started with Truemed on WooCommerce, from what the integration is to how checkout works. Welcome to the Truemed family. This guide covers everything you need to know before getting started so your launch goes smoothly. --- ## What is Truemed? Truemed partners with merchants to enable qualified customers to use their HSA/FSA funds on eligible health and wellness products. We connect customers with licensed healthcare providers who evaluate eligibility and issue Letters of Medical Necessity (LMNs) to qualifying individuals. Because HSA/FSA accounts use pre-tax dollars, your customers can save an average of 30% on eligible purchases. That means more buying power, less price sensitivity, and stronger retention. > HSA/FSA tax savings vary. Learn more at [truemed.com/disclosures](https://www.truemed.com/disclosures). --- ## Why merchants partner with Truemed Truemed drives measurable results for merchants across categories: * **Higher AOV:** Customers spend more when using pre-tax dollars * **Improved conversion:** HSA/FSA eligibility tips the scale for price-sensitive buyers * **Stronger retention:** Customers are less likely to churn when they're saving on every purchase --- ## How Truemed works on WooCommerce Truemed integrates with WooCommerce through a dedicated plugin that lets you accept HSA/FSA payments directly in your WooCommerce checkout. Once installed, Truemed appears as a payment option alongside your existing methods. ![Truemed WooCommerce checkout example](/_fern-img/2d54d76aaf16c13525e4c59332d8cd08f32a40601ea414b2ade948f5757ce097.webp) After a customer selects Truemed at checkout, they'll be redirected to a secure Truemed session to complete the required steps, including a health intake survey if applicable, and payment. Once the session is complete, they'll be returned to your order confirmation page, just like any other payment method. Here's the customer experience at a high level: 1. **Product page:** Customers see an HSA/FSA eligibility widget on your product pages, letting them know they may qualify. 2. **Checkout:** The customer selects "Truemed" as their payment method. 3. **Health intake:** After placing the order, the customer completes a health survey (\~2 minutes). 4. **Provider review:** A licensed provider reviews the intake. If eligible, an LMN is issued within 24-48 hours. 5. **Payment processed:** If the customer paid with their HSA/FSA card, they're all set. If they used a regular card, they receive reimbursement instructions along with their LMN. --- ## What to expect during onboarding Your onboarding process includes the following key steps: | Step | What happens | | ------------------------------- | ---------------------------------------------------------- | | Upload product catalog | You provide your product list so we can verify eligibility | | Connect bank account via Stripe | You complete Stripe Express onboarding to receive payouts | | Product review | Our compliance team categorizes your products | | Install the Truemed plugin | Install and configure the WooCommerce plugin | | Configure widgets | Add the product page widget and plan your launch | --- ## Before you get started Complete these steps ahead of time to keep things on track: ### 1. Upload your product catalog Provide your full product list as a CSV with the following columns: **Name**, **SKU**, and **Description**. Our team needs the complete catalog, including all product variants, to accurately categorize eligibility. ### 2. Connect your bank account Complete the Stripe Express onboarding using the link provided by your Truemed contact. See the [Stripe onboarding and payouts](/guides/get-started/stripe-onboarding) article for details. ### 3. Ensure admin access You'll need WordPress administrator access to install and configure the Truemed plugin on your WooCommerce store. --- ## Key contacts | Need | Contact | | -------------------------------------------- | ----------------------------------------------------- | | Customer support (your customers' questions) | [support@truemed.com](mailto:support@truemed.com) | | Merchant/account support | [merchants@truemed.com](mailto:merchants@truemed.com) | | Truemed Dashboard | [app.truemed.com](https://app.truemed.com) | --- ## Frequently asked questions **What is an LMN?** A Letter of Medical Necessity is a document from a licensed provider explaining why a product is medically necessary. It's required to use HSA/FSA funds on products that aren't automatically IRS-eligible. **Do customers need a doctor's prescription?** No. Truemed's network of licensed providers handles the evaluation and LMN issuance. **Does the customer's checkout email need to match their HSA/FSA account?** No, but the customer's name should match across the order, their Truemed health survey, and their HSA/FSA account. **Can customers use a regular credit card and get reimbursed later?** Yes. Customers can select the Truemed payment option and enter a non-HSA/FSA card. They'll receive reimbursement instructions along with their LMN. **How does Truemed handle sales tax?** Sales tax is still charged and is eligible to be paid by HSA/FSA funds. --- ## Next steps * [Stripe onboarding and payouts](/guides/get-started/stripe-onboarding) — Set up your bank account and Stripe connection * [SKU upload](/guides/troubleshooting/sku-upload) — Keep your product catalog up to date