This feature is feature flagged. Please contact your account representative or Echo support for more information.

Stages of Change is the only treatment plan configuration screen that is pre-populated with default values. The default Stage of Change names are Pre-contemplative, Contemplative, Preparation, Action, Maintenance, and Relapse.

Select the blue +NEW STAGE OF CHANGE button at the top of the list to add a new Stage of Change. The following screen opens.

1. Name – Name is the only required field when adding a Stage of Change.

   • This Name displays on the cards in the list to the left is also displayed on the Treatment Methods screen.

   • It can be up to 200 characters but must be unique from other Stage of Change Names.

   • It must be unique from other Stage of Change Names.

   • If the entered Name is not unique, SAVE fails and the following message displays.

     

2. Start Date – Entry of a Start Date is optional. If entered, it must be before the End Date.

3. End Date – Entry of an End Date is optional. If entered, it must be after the Start Date.

4. The form action buttons display across the bottom.

   • + SAVE AND ADD ANOTHER – Select this to save or add the current Stage of Change and then immediately begin adding another.

   • DELETE – Delete is enabled for saved Stages of Change that are NOT already used in a Treatment Method or Treatment Plan.

     • If a Stage of Change is already used, the DELETE button is disabled.

     • Click on the help button to the right of the disabled DELETE for more information. The following message displays - This Stage of Change cannot be deleted because it is already used in a Treatment Method or Treatment Plan.

       

   • CANCEL – Select cancel to exit without adding a new Stage of Change or saving updates to an existing stage.

   • SAVE – Save is enabled once the required field, Name, is populated.

     • Select to add a new record in txp.StagesofChange.

     • The Stage of Change is added to the bottom of the list.

 Selecting a Name from the left-hand list displays the details for that Stage of Change.

• Changes may be made to the Name, Start Date, and End Date for any Stage of Change, including the default values.

• Warnings display if the validation rules are triggered.

• The edits must be error-free before the SAVE button is enabled.

The list on the left-hand side may be reordered by selecting the 4 horizontal lines to the left of the + ADD NEW STAGE OF CHANGE button.

The Reorder Stages of Change screen opens. Drag and drop the cards to define the new order. Select SAVE to record the changes or select CANCEL to exit without changing the new order.