Your customers will hear from you that they might qualify to use HSA/FSA funds at your business. They may hear about this through an email, a flyer, social post, or maybe through an “HSA/FSA eligible” widget installed on your product/service pages of your website.
How you opt to market this offering to your customers is totally up to you!
However you decide to promote, you will embed your custom qualification survey link in your CTA (call to action), that will allow your customer to determine their eligibility.
Samples of a few of our favorite CTAs can be found below:
When they click on the link/scan the QR code, etc., your customer will be prompted to start this HSA/FSA evaluation form to determine eligibility for HSA/FSA reimbursement. At the end of the form, if your customer is eligible they will be prompted to pay a fee to receive their Letter of Medical Necessity.
Once your customer has been pre-approved, one of our independent licensed providers will review their form and will create and send over the Letter of Medical Necessity (generally within 24-48 hours). Your customers will receive their LMN in an email that looks like this, along with instructions on how to reimburse themselves.
In the email, we link to this guide that walks them through the entire reimbursement process.
Your customer will continue paying you as they always have with their normal credit/debit card, and can submit their receipts for reimbursement (the LMN will last 12 months!). If your customer ever has trouble with reimbursement, or has any questions about the process, you can direct them to our team at [email protected]. We also have an FAQ that you can reference if you ever need a quick answer for a customer.