HSA/FSA Eligibility Guide

Healthcare Payments made simple

Awaken180° is a weight loss clinic, and many clients can use HSA, FSA, HRA and other tax advantaged accounts to pay for program costs if certain IRS requirements are met. This guide outlines eligibility and documentation requirements to ensure a smooth usage and reimbursement process.

Eligibility and Documentation Requirements

Eligible Medical Conditions

Patients must have a diagnosable disease or medical condition for which weight loss is prescribed as treatment. Common qualifying diagnoses include:

Obesity (e.g., BMI ≥ 30)
Supervised weight loss programs are eligible
Hypertension
High blood pressure requiring weight management
Type 2 Diabetes or Pre-Diabetes
Blood sugar management through weight loss
Heart Disease
Cardiovascular conditions improved by weight loss
Other Through Doctor Recommendation
  • Sleep apnea
  • High cholesterol / metabolic syndrome
  • PCOS, NAFLD/NASH (fatty liver disease)
  • Osteoarthritis or joint pain aggravated by weight

Required Documentation for Approval

Weight loss programs will only qualify if the program treats a specific disease diagnosed by a physician. Here's what you'll need to ensure that you're able to utilize your HSA/FSA funds for this specific expense

1
Letter of Medical Necessity
This is required to prove that the expense is for the treatment of a diagnosed condition.
2
Detailed Receipts or Invoices
Detailed payment records, including date of service, description of service, provider, and amount paid.
3
Claim Form (Required for Reimbursement)
Most administrators require their own version of a claim form for reimbursement. We can help you submit this information.

Need Documentation Support? Opus Can Help

Making healthcare payments simple with documentation support

Letter of Medical Necessity and Claims Support

We provide pre-populated templates so that you can simply submit to your healthcare provider with ease!

Documentation Package

We'll help organize all required documents for your HSA/FSA administrator

Reimbursement Support

Step-by-step guidance through the reimbursement process

Get Documentation and Reimbursement Support