How to cancel TherapyNotes

Before you cancel

Export first

• A patient's notes and files: Open Patients, the patient's name, then the Documents tab; click Download Multiple below the list, select the notes (or Select All) and click Download Selected Documents (A single PDF). One patient at a time support.therapynotes.com
• The practice's records (a full data export): TherapyNotes strongly recommends starting a data export before leaving; its public help doesn't publish the steps. For extra data during the retention period after termination, contact support@therapynotes.com. After the retention period, data is deleted and can't be recovered support.therapynotes.com

What happens to your data

TherapyNotes keeps the practice's data for a Data Retention Period consistent with applicable law, still under HIPAA and the BAA, then deletes it for good. The practice remains responsible for its own records-retention requirements.

What you lose

• Access to patient records, notes and billing history once the account is terminated
• The data itself after the retention period: it cannot be recovered

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.

• Pause Storage keeps read-only access to existing records and billing history for $9/month for the first user and $3/month per additional user, with no data altered or deleted. New appointments, notes and patients, e-claims, eligibility checks, ERAs, reminders and the client portal are off. A Practice Administrator clicks Settings, TherapyNotes Subscription, Put Account in Storage; to reactivate, call Sales at (215) 658-4550 x1 support.therapynotes.com
• Fewer seats Group plans cost $79/month for the first clinician and $50/month for each additional one. A Practice Administrator can deactivate users who no longer need access (Staff, staff name, edit User Information, Disable User, Save Changes): inactive users don't count toward the monthly subscription support.therapynotes.com support.therapynotes.com

For AI agents

• The person signs in and handles any two-factor code; an agent should never ask for a password.
• Export patient records before terminating: deleted data can't be recovered, and the practice must meet its own records-retention rules
• Stopping payment isn't cancelling: after 60 days of non-payment the account is deemed abandoned, terminated, and its data disposed of
• If the practice only needs to look up old records, storage costs far less than a full subscription and keeps everything read-only
• Card payments include accrued usage charges (claims, reminders) on the renewal date, so expect a final usage charge
• An unused free trial ends by itself: a trial with no logins for 30 days is terminated 61 days after sign-up

Get this plan as data: get_exit_plan on the Stackcut MCP (stackcut.io/mcp), or /exits/therapynotes.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. Account Termination & Account Abandonment Prior to leaving TherapyNotes, we strongly recommend initiating a data export so you still have access to your records after canceling your account. (export before cancelling)
2. Account Termination & Account Abandonment Please contact TherapyNotes at support@therapynotes.com with any questions about this FAQ. (the support address for termination questions)
3. Account Termination & Account Abandonment An "Abandoned Account" means a Customer has discontinued service but has failed to formally terminate its account by non-payment of fees for a period of sixty (60) days. (non-payment is not a formal termination)
4. Download and Print Notes click the Download Multiple link below the list of notes and files (downloading several notes)
5. Download and Print Notes Click the Download Selected Documents button. The selected notes will download as a single PDF. (the download format)
6. TherapyNotes Subscription Payment Options TherapyNotes automatically deducts the monthly subscription fee and accrued charges (electronic claims, electronic-by-paper claims, and text/voice appointment reminders) on the designated renewal date. (how card payers are charged)
7. TherapyNotes Subscription Payment Options TherapyNotes charges the monthly subscription fee and accrued charges (electronic claims, electronic-by-paper claims, and text/voice appointment reminders) one month in advance. (how check payers are billed)
8. TherapyNotes Pricing and Subscription Options Enterprise: Our Enterprise plan uses the same rates as our Group plan but requires at least 30 users on the account. (the plans this route covers)
9. TherapyNotes Pricing and Subscription Options Storage option for just $9/month for the first user and $3/month per additional user. (the storage price)
10. TherapyNotes Pricing and Subscription Options Users will still be able to access existing records and billing history according to their user roles, and none of your data will be altered or deleted. (what storage keeps)
11. TherapyNotes Pricing and Subscription Options electronic claims, real-time eligibility verification, electronic remittance advice, patient appointment reminders, and your client portal will be disabled. (what storage turns off)
12. TherapyNotes Pricing and Subscription Options Only Practice Administrators can place their practice's account in storage. (who can choose storage)
13. TherapyNotes Pricing and Subscription Options To put your account in storage, click Settings > TherapyNotes Subscription and click the Put Account in Storage link. (how to choose storage)
14. TherapyNotes Pricing and Subscription Options call our Sales team at (215) 658-4550 x1 to change your subscription. (reactivating from storage)
15. TherapyNotes Pricing and Subscription Options Group: $79/month for the first clinician, $50/month per additional clinician, and unlimited non-clinical users. (Group plan pricing per clinician)
16. Deactivate a User Inactive users cannot log in to TherapyNotes, are hidden from your Staff list by default, and do not count toward your monthly TherapyNotes subscription. (inactive users aren't billed)
17. Deactivate a User Scroll to the bottom of the page and click the Disable User link on the right (how to deactivate a user)
18. Account Termination & Account Abandonment TherapyNotes will continue to retain the Customer's data for an additional period of time consistent with applicable law (Data Retention Period). (data kept after termination)
19. Account Termination & Account Abandonment Once this data is deleted, it cannot be recovered. (deletion is permanent)
20. Account Termination & Account Abandonment Please contact TherapyNotes at support@therapynotes.com for assistance. (getting more data during the retention period)
21. Account Termination & Account Abandonment Customer will solely be responsible for complying with all records retention requirements. (the practice keeps its own records)
22. Account Termination & Account Abandonment a trial account will also be deemed "Abandoned" and terminated 61 days after sign-up if there have been no logins for 30 consecutive days after sign-up. (unused trials end by themselves)
23. Account Termination & Account Abandonment After the account is deemed abandoned and terminated, TherapyNotes will properly dispose of Customer Data (abandoned accounts lose their data)

Not confirmed yet

• TherapyNotes' public help center doesn't explain how to cancel or terminate a subscription; it only gives support@therapynotes.com for questions about termination
• The notice period, when a termination takes effect, and any refund or final-bill rules aren't on TherapyNotes' public help pages; they would be in its Terms of Service
• The steps for a full practice data export aren't published in the help center
• How long the Data Retention Period lasts isn't stated; it is set by applicable law

Independent re-check, 2026-10-05

A second reviewer re-read the official pages and corrected what was wrong or missing; some facts couldn't be re-checked (listed above). The JSON lists what changed.

Partly confirmed (see what's unverified), 2026-10-05. Cancel flows change: if this one did, tell us at support@stackcut.io. Stackcut Exits is open data (CC BY 4.0).