Stop leaving FSA/HSA revenue on the table.
A 7-section readiness audit for wellness providers, plus a calculator that shows how much you're losing today.
- Website, FAQs, SEO, receipts, substantiation, front desk
- Tiered readiness score + remediation plan
- PDF report and shared Google Doc deliverables
Live calculator
Estimates update instantlyEnter the numbers you already know. Access-rate defaults reflect BLS 2025 data; decline and recovery defaults are planning estimates from the FSA/HSA audit SOP.
Patients you bill per month (A)
Per-visit revenue (B)
Sets a starting FSA/HSA access rate based on the patient mix. Adjust the slider below to fine-tune.
BLS 2025 NCS: 47% of private-sector workers have FSA access; 41% have HSA access. General mix default: 40%.
Your self-reported utilization (E)
Audit benchmark: 50%
Default 15% if unknown (F)
Default 30% if unknown (G)
Default 70%, share of lost sales recoverable
Likely monthly opportunity ÷ today's cash-pay revenue.
The Likely figure above is today's revenue plus two stackable lifts.
Paying patients × average ticket. The baseline we're growing from.
Moving FSA/HSA use from your current rate up to ~50% of eligible patients.
Recapturing ~70% of sales currently lost when an FSA/HSA card declines.
What the Likely scenario implies once both fixes are in place (+17% over today).
Access-rate defaults are anchored to BLS 2025 National Compensation Survey data. Decline and recovery defaults remain planning estimates. Re-test after 30 days of tracked FSA/HSA activity. Not tax or legal advice.
What you get
Every audit ships with the same three pieces: a tiered score, a fix-it plan, and the actual deliverables your TPA needs.
Website, FAQs, social/GBP, SEO, receipts, substantiation, and front desk, scored against IRS 213(d) best practices.
Sections 1–3 and 6 are automated. Sections 4–5 are manually reviewed for paying clients. Anything uncertain is flagged.
PDF report plus a shared Google Doc, emailed to the client and available in their portal.
Sample deliverable
Here's what a real audit looks like.
Full report for a fictional chiropractor: Bayview Family Chiropractic. Scroll through all 7 sections, the tiered verdict, and the prioritized remediation plan.
Estimated monthly opportunity: $4,820 (range $3,140–$6,510, annualized $57,840).
Section verdicts
- Section 1 · Website policy & payment readinessNeeds work
- Section 2 · FAQs & educationNeeds work
- Section 3 · Social & Google Business ProfileAdequate
- Section 4 · SEO (on-page + local)Needs work
- Section 5 · Receipts & documentationCritical gaps
- Section 6 · Substantiation workflow with TPANeeds work
- Section 7 · Front desk & calculator baselineAdequate
Solid bones, but typography and modernity drag down trust signals for a 2026 audience.
- No /fsa-hsa policy page, visitors can't confirm acceptance before booking.
- Homepage hero doesn't mention FSA/HSA acceptance.
- Accepts HSA card via Stripe terminal.
Recommended next step
Publish a 213(d)-aligned FSA/HSA policy page linked from the main nav.
- No FAQ covers "Is chiropractic care FSA/HSA eligible?" (high-intent query).
- Substantiation requirements not explained to patients.
Recommended next step
Add 4 FAQ entries answering eligibility, receipts, LMN, and substantiation.
- GBP claimed, NAP consistent, 4.7★ over 124 reviews.
- No GBP posts mention FSA/HSA in the last 90 days.
- Instagram bio links to booking page.
Recommended next step
Schedule a monthly GBP post explaining FSA/HSA acceptance and year-end timing.
- No page targets "chiropractor FSA HSA Seattle" (480/mo, KDI 24).
- Title tags miss the eligibility angle competitors are ranking with.
Recommended next step
Rewrite the services page targeting FSA/HSA + local intent; add a payments hub page.
- Receipts don't include itemized 213(d)-eligible service codes.
- No date-of-service field, auto-substantiation will reject.
Recommended next step
Replace receipt template with the SOP-approved 213(d) format (provided in deliverable).
- No documented LMN process for patients whose TPA flags a charge.
- Front desk doesn't capture FSA/HSA card type at booking.
Recommended next step
Stand up a 3-step LMN/substantiation playbook; train front desk on intake script.
- 82 paying patients/mo · $145 average ticket.
- Only 18% of eligible patients currently use FSA/HSA (target: 50%).
- Card-decline rate ~15%, likely losing ~$1,950/mo recoverable.
Recommended next step
Adopt the front-desk script + decline-recovery SOP from the deliverable.
How it works
- 1
Run the audit
Drop in your URL. We crawl your site, FAQs, GBP, and social, and flag every gap.
- 2
Review your report
Tiered readiness score, 7 section verdicts, and a remediation plan ordered by impact.
- 3
Book the follow-up
15-minute call to walk through fixes and the SOP receipt/LMN templates.
Book a demo
See it live in 15 minutes.
We'll walk through a real audit of your site, show the deliverables, and quantify the revenue you're missing today.
- Live scoring of your homepage and FAQs
- Lost-revenue estimate with your real ticket size
- Sample SOP receipt + LMN templates