Set up HSA and FSA reimbursement yourself

You can start setting up FSA and HSA reimbursement yourself through Burst's business check and online signup, without a sales call. You review your business details, verify your email, add a product or service, and choose where customers see your Burst link. The link goes live once a catalog item is approved. Burst handles the letter process and files the customer's reimbursement claim.

Doing the setup yourself doesn't mean deciding whether a customer has a medical need. A licensed provider reviews requests for a Letter of Medical Necessity and can decline. The customer's administrator makes the reimbursement decision.

Compare self-serve and sales-led setup

Self-serve describes who moves the account and placement tasks forward. It does not mean bypassing catalog approval or clinical review. A sales-led process starts with a conversation, but that conversation does not establish which payment changes or filing responsibilities apply. Ask for those details before treating the route as ready for customers.

The sales-led column is a set of questions for a card-checkout provider, not a claim that every provider has identical requirements. The comparison of checkout and reimbursement routes is useful if you have not yet decided whether changing the payment path is part of your goal.

What you do as the owner

Start by checking your business for FSA and HSA reimbursement. Enter your website and select products, services or both. Use the result as a starting point, not as permission to describe every item you sell as reimbursable.

Continue to signup with an email inbox you can access. The form asks for your website, looks up business details and lets you confirm or edit them. Check the business name and category, select where you sell, and accept the merchant terms. You can fill in the details yourself if the lookup doesn't find them.

Email verification uses a code sent to that inbox. Keep the inbox available while you complete the account steps. A business profile that already exists may need an ownership review, so reaching the confirmation screen isn't always the same as having dashboard access.

Add what the customer actually buys

The go-live checklist starts with a product or service. Your link becomes business-specific after an item is approved. Until then, a QR scan or badge tap leads to a general page. Sharing the link and getting an item approved are not interchangeable tasks.

Use the catalog task to describe the product or service you want customers to find. For a business with memberships, don't treat a customer who already pays you as a new buyer. Future payments from the letter's date forward can be considered for reimbursement, subject to the administrator's decision.

You choose the customer touchpoints

An in-person owner can print a QR placard and put it at the counter or front desk. An online owner can use a website popup or button. The checklist also supports placing a Burst link in booking confirmations, so customers can see it before they pay.

You can use your next client email to introduce the option. Where you have saved clients for outreach, review the message and start sending. A saved list with sending still waiting is not an email campaign that has already reached customers.

Website work doesn't have to be yours personally. The popup task includes an option to send setup to your web person. Delegating that placement is different from waiting for a sales appointment to create your account.

Prepare the materials you control

Keep the business website and the email inbox used for signup available. Identify the business name and category you want to confirm, and know whether customers buy in person, online or both. Those channels affect which placement tasks make sense. A front-desk business needs a different customer introduction from a store whose customers meet it through a product page.

Choose the product or service to add before you ask customers to use the link. A gym can use the membership reimbursement setup guide, while a practice can use the nutrition consultation reimbursement guide to think through its service description. These examples help you describe the purchase. They are not blanket approval of a customer's expense.

If you use email outreach, have the client list ready to review and check the dashboard's sending state. Saving names is different from sending the message. For an in-person introduction, print the QR placard and decide where it belongs at the payment counter. For an online introduction, choose a page or booking confirmation that customers actually see.

The guide to reimbursement at a retail store can help with the counter conversation. For an online shop, read about keeping store checkout separate from reimbursement. Owners using a hosted site can compare the customer-link route for site builders before asking someone to rebuild a payment flow that this setup does not replace.

Avoid confusing setup work with customer approval

A copied link is not proof that your business page is ready. Check catalog approval before sharing it broadly. An approved item is not a signed letter, and a customer starting a request is not a completed reimbursement. These distinctions give staff a way to describe the next step without promising the eventual decision.

Keep medical questions with the customer and reviewing provider rather than asking front-desk staff to judge them. Staff can explain where to start and that the administrator decides reimbursement. The guide to communicating FSA and HSA reimbursement to customers provides a broader communication framework. Your operational job is to make the route visible and keep purchase descriptions clear, not to turn account setup into a medical decision.

What stays with Burst and the customer

You introduce the reimbursement option. The customer starts their letter request through the link or QR code. Clinical review belongs to a licensed provider, not the person working your front desk. Burst files the reimbursement claim, and the administrator decides it.

For expenses needing a Letter of Medical Necessity, the document is part of the reimbursement process, not a checkout approval. Purchases before the letter's date can't be claimed through a later letter. For existing members, discuss future payments rather than suggesting that older dues can be recovered with a new request.

The first-customer milestone in the dashboard tracks a customer starting a letter. It doesn't mean the clinical review is complete or the reimbursement has been paid. Keep those events separate when explaining the process to staff.

Use the dashboard to find the unfinished task

If customers aren't reaching your business page, check the catalog approval milestone. If an item is approved but customers haven't started, check where you put the link and whether outreach has actually begun. A link tucked away in an internal note isn't a customer touchpoint.

For an ordered launch sequence, use the steps for a faster FSA and HSA setup. The guides to accepting HSA and FSA without an integration and accepting HSA and FSA payments explain the wider choices if you haven't settled on reimbursement yet.