How to cancel Carepatron

Before you cancel

Export first

• Invoices, claims and payments (finance reconciliation exports): Open Billing, choose the Invoices, Claims or Payments tab, click Export, set the date range, status and staff filters (optionally Include line items), then save (CSV). The article covers billing data only; client records and notes aren't covered there help.carepatron.com
• Your User Data: Use the export feature in the service. After your account ends, access is limited to downloading your User Data. User Data is kept no more than 90 days after termination or expiration. A deleted workspace can't be restored carepatron.com help.carepatron.com

What happens to your data

No more than 90 days after termination or expiration of the agreement, then deleted. A deleted workspace doesn't go to the Trash and can't be restored.

What you lose

• Paid plan features once the billing period ends
• Access to the workspace as soon as you delete it
• Deleted workspace data, which can't be restored
• Any refund of amounts already paid

Cancel, by who bills you

Pick the route for whoever charges you: the name on your card statement or receipt tells you.

Questions people ask

Keep it for less

Before cancelling, check whether one of these does the job. Offers change and differ by account.

• Pay yearly Choose Pay yearly on the pricing toggle, shown with 20% off carepatron.com
• Cheaper plan Downgrade at any time if you don't use your current plan's features: in the Subscription Summary, select Manage Plan and choose a lower plan and billing cycle help.carepatron.com
• Free plan The Free plan, described as perfect for getting started at no cost. Cancelling moves the workspace to it at the end of the billing period help.carepatron.com

For AI agents

• Cancelling stops renewal. Access continues to the end of the billing period, then the workspace moves to the Free plan
• Each workspace is billed separately: cancel in every paid workspace
• Deleting the workspace removes access at once and can't be restored: export first
• Subscription payments are considered final, so check the renewal date before cancelling
• Refund questions go through the Help channel in your workspace

Get this plan as data: get_exit_plan on the Stackcut MCP (stackcut.io/mcp), or /exits/carepatron.json. After using a guide, send structured report_guide_feedback for matching or changed steps, missing billing routes or human handoffs; keep unknown language and market omitted. Confirm with the person before the final click, and report the outcome with report_action_outcome, using the exact packet_revision and route_id returned by the plan.

Or give your agent the stackcut-leave skill (a zip): it exports first, walks the steps, stops when the page doesn't match, and leaves the final click to the person.

Sources

1. Managing your subscription Subscription Summary (the section that holds the Cancel Subscription button)
2. Managing your subscription Workspace settings (the settings menu used to cancel)
3. Managing your subscription Subscriptions tab (the tab that holds the subscription)
4. Managing your subscription Cancel Subscription (the cancel button)
5. Managing your subscription Yes, cancel my subscription (the final confirm button)
6. Managing your subscription Choosing Cancel will stop your plan from renewing. (cancelling stops renewal)
7. Managing your subscription You will keep access until the end of your current billing period, (access continues to the end of the period)
8. Managing your subscription after which your account will automatically switch to the Free plan. (the Free plan after the period ends)
9. Delete your workspace Workspace Settings (the settings menu used to delete)
10. Delete your workspace Danger Zone (where the delete option sits)
11. Delete your workspace Delete workspace (the delete button)
12. Delete your workspace Yes, permanently delete workspace. (the final confirm button)
13. Delete your workspace If you delete a workspace, it won't appear in the Trash and can't be restored. (deletion can't be undone)
14. Managing your subscription If you choose to Delete a workspace, access is removed immediately, (access ends at once on deletion)
15. Carepatron pricing Pay yearly (the yearly billing option)
16. Carepatron pricing 20% off (the yearly discount)
17. Managing your subscription If you're not using the features in your current plan, you can downgrade your subscription at any time. (downgrading is allowed at any time)
18. Managing your subscription Perfect for getting started at no cost. (the Free plan is for starting at no cost)
19. How to export data for finance reconciliation Choose a tab: Invoices, Claims, Payments. (what can be exported)
20. How to export data for finance reconciliation The downloaded file will be in CSV format. (the export format)
21. Transferring ownership of your workspace If you are on a paid plan, adding another member will charge your account for an additional seat (adding members on a paid plan adds a seat charge)
22. Carepatron refund policy Annual subscriptions are non-refundable. (annual subscriptions get no refund)
23. Carepatron refund policy Payments already made for the current billing period are non-refundable. (monthly payments for the current period are not refunded)
24. Carepatron refund policy Subscription payments are considered final. (subscription payments are final)
25. Managing your subscription you will be prompted to cancel your subscription as part of the process. (deleting a workspace prompts cancelling the subscription)
26. How to export data for finance reconciliation Select the issue date, due date range, status, and staff. (the export filters)
27. Carepatron pricing No, you can cancel your subscription at anytime, and you won't be billed again. (cancel at any time, no further billing)
28. Carepatron Terms of Service You will not be entitled to any refund on termination or expiration of the Agreement. (no refund on termination)
29. Managing your subscription Credits are non-refundable (account credits aren't refunded)
30. Managing your subscription Manage Plan (where plan changes are made)
31. Delete your workspace choose one of the offered reasons (a reason is asked before deleting)
32. How to export data for finance reconciliation Include line items (the itemized export option)
33. Carepatron Terms of Service there is an export feature in the Service which will enable you to retrieve your User Data (an export feature exists for User Data)
34. Carepatron Terms of Service your access to the Service will be limited to downloading your User Data. (after the account ends, only downloading is allowed)
35. Carepatron Terms of Service all User Data in your Account will be retained no more than ninety (90) days after termination or expiration (90-day retention after termination)
36. Managing your subscription Each workspace is billed separately (billing is per workspace)

Not confirmed yet

• The help articles don't say which role (owner or admin) can cancel a subscription or delete a workspace
• No confirmation email or status page is documented for a cancellation
• The refund article sets no refund window and gives no request steps; it points to the Help channel in your workspace
• Where the general User Data export feature sits in the app, and its format, aren't described in the help articles checked
• Carepatron's help doesn't mention buying a plan through Apple or Google, so no app store route is included

Independent re-check, 2026-10-08

A second reviewer re-read the official pages and corrected what was wrong or missing. The JSON lists what changed.

Partly confirmed (see what's unverified), 2026-10-08. Cancel flows change: if this one did, tell us at support@stackcut.io. Stackcut Exits is open data (CC BY 4.0).