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Is it possible to do plan dependencies? — Cloud Customer Connect
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Is it possible to do plan dependencies?

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edited Sep 18, 2020 10:56PM in Benefits 5 comments

Summary

is it possible to do plan dependencies?

Content

For example, lets say we have two medical plans called "Medical Plan A" and "Medical Plan B". For Medical Plan A, they are automically enrolled in a HSA plan. However, for Medical Plan B, HSA is not an option. 

I know how to create medical plans and HSA plans. But is there a way to have a dependancy where if someone enrolls in Medical Plan A then HSA plan is selected? For the HSA plan they have the option to enter a contribution amount as well.

Version

20B
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