Changelog

Reconciliation data that used to live only in the payments export is now available via the API. We built it to end the wait on CSV reports, so merchants can sync settlement straight into their ERP and close their books on their own schedule. Start with the reconciliation guide to learn more.

Stand up a Truemed integration without a support ticket: create API keys, manage webhook endpoints, and rotate credentials yourself. Find it all under Settings → Developers. Webhooks guide.

Consumers can find relevant diagnoses without scrolling in the health intake. Search is flexible, with synonyms and fuzzy matching, to meet consumers where they are in their health journey and help them match previous diagnoses to clinical requirements.

The Truemed checkout is redesigned end to end for consumer clarity and confidence: a step-by-step progress indicator, refreshed visuals, and a cancel flow that reminds consumers they are leaving up to 30% in HSA/FSA savings behind. Live as the default for every merchant, with nothing to configure.

Catalog items from your Shopify store sync to Truemed automatically once you install the app extension, and stay current as you add or edit them. Replaces the CSV upload flow that went stale between exports and let outdated eligibility reach checkout. Always in sync while you manage your Shopify catalog. Shopify Payment App guide.

Get paid on orders you can’t ship right away. Authorizations now hold for up to 30 days, so pre-orders, made-to-order items, and subscription shipments stop expiring before you capture. Authorize the consumer at checkout, capture when you fulfill. Manual delayed capture guide.

Consumers see which cart items may qualify for HSA/FSA spending while they pay, with eligible and ineligible subtotals inline. Consumers want confidence and clarity at checkout, whether splitting payment between HSA/FSA or using a personal card and reimbursing later.

We rebuilt the Truemed Marketplace on a new content platform: refreshed design, cleaner navigation, faster browsing, and content that updates in real time. Discovery is sharper where it counts, since every item is checked for HSA/FSA eligibility, so shoppers find items that may qualify for HSA/FSA spending, not just keyword matches. Brands get more ways to stand out too, with product ordering, catalog priority, new promotional placements, and an affiliate program that turns partners into demand. All of it reaches shoppers already spending pre-tax dollars, something a general marketplace can’t replicate.

Manage your product catalog on Truemed straight from the API: create catalog items, check their eligibility, and update them as your business changes. Reach for it to query item eligibility and build eligibility-aware experiences without waiting on webhook backfill. Start with the Product Catalog guide.

Fewer taps mean fewer drop-offs at payment. API merchants can now offer Apple Pay and Stripe Link at the Truemed payment step, so buyers check out with a saved wallet instead of typing card details on their phone. No extra integration work, live for API merchants. Read more in the Payments overview.

In the health survey, shoppers pick from a short list of relevant risk factors instead of answering free-text questions. Those structured answers become a standardized medical-necessity basis in the LMN, more defensible in TPA review with fewer denials on prevention-category purchases. It applies automatically where clinically appropriate.

Shoppers who pay with pre-tax health funds save an average of 30%. But when the only reminder sits on the product page, it’s out of mind by checkout time. Shopify checkout widgets surface HSA/FSA eligibility and savings right inside the checkout flow when a shopper is making their decision. Add as many as you want to the Main or Order Summary sections, no code required. Each one shows only when the cart holds items that may qualify for HSA/FSA spending, so your standard checkout is untouched. Checkout page messaging guide.

The health survey and checkout now flow through grouped sections (customer info, medical details, then payment) instead of one question per screen. Fewer screens and a visible progress path mean shoppers always know where they are and how much is left, so more finish the flow. Live now across every checkout, with no setup required.