Mutually Exclusive Plan Rules

You can enforce mutually exclusive plan rules in the Configure Plan Type Grouping Display page.

You can enforce mutually exclusive plan rules in the Configure Plan Type Grouping Display page. For example, your enterprise has the Health Care FSA and Health Savings Account plan where employees can enroll only in one of the plans at a time. They need to disenroll from one plan to enroll in the other plan. Participants can enroll in one mutually exclusive plan at a time by using the rules. For the mutually exclusive plan rules to work well, all such plans must be in the same plan type grouping.

To use this enhancement, you need to:

  1. Create and enable a profile option.
  2. Enable the profile value.
  3. Set up the mutually exclusive plan rules.