{
 "id": "therapynotes",
 "name": "TherapyNotes",
 "category": "business_finance",
 "website": "https://www.therapynotes.com",
 "domains": [
  "therapynotes.com"
 ],
 "summary": "TherapyNotes' public help doesn't publish cancel steps: export your records first, then ask support@therapynotes.com how to terminate. For read-only access for less, a Practice Administrator can put the account in storage ($9/month). Stopping payment isn't cancelling: after 60 days unpaid the account is deemed abandoned.",
 "routes": [
  {
   "channel": "direct_web",
   "applies_to": "Solo, Group and Enterprise practice subscriptions billed by TherapyNotes (card or check)",
   "who": "The practice (TherapyNotes doesn't say which role can terminate)",
   "method": "email",
   "start_url": null,
   "steps": [
    {
     "do": "Before cancelling, export the practice's data: at least download each patient's notes (Patients, patient name, Documents tab, Download Multiple, Select All, Download Selected Documents)",
     "expect": "the selected notes as a single PDF"
    },
    {
     "do": "TherapyNotes' help doesn't publish termination steps: email support@therapynotes.com, the address its termination FAQ gives for questions, and ask how to terminate the practice's subscription",
     "expect": null
    },
    {
     "do": "Don't just stop paying: an account left unpaid for 60 days is treated as abandoned, terminated, and its data disposed of",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": null,
   "notice": null,
   "refund": null,
   "fees": "Card payers are charged the monthly fee plus accrued charges (electronic claims, paper claims, text and voice reminders) on the renewal date; check payers are billed a month in advance",
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s5",
    "s6",
    "s7",
    "s8",
    "s23"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "pause",
   "what": "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",
   "evidence": "documented",
   "source_ids": [
    "s9",
    "s10",
    "s11",
    "s12",
    "s13",
    "s14"
   ]
  },
  {
   "type": "seat_reduction",
   "what": "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",
   "evidence": "documented",
   "source_ids": [
    "s15",
    "s16",
    "s17"
   ]
  }
 ],
 "export": [
  {
   "data": "A patient's notes and files",
   "how": "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",
   "format": "A single PDF",
   "limits": "One patient at a time",
   "source_ids": [
    "s4",
    "s5"
   ]
  },
  {
   "data": "The practice's records (a full data export)",
   "how": "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",
   "format": null,
   "limits": "After the retention period, data is deleted and can't be recovered",
   "source_ids": [
    "s1",
    "s18",
    "s19"
   ]
  }
 ],
 "after_cancel": {
  "access_until": null,
  "data_kept": "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",
  "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"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": null,
  "tips": [
   "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"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "Prior to leaving TherapyNotes, we strongly recommend initiating a data export so you still have access to your records after canceling your account.",
   "supports": "export before cancelling"
  },
  {
   "id": "s2",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "Please contact TherapyNotes at support@therapynotes.com with any questions about this FAQ.",
   "supports": "the support address for termination questions"
  },
  {
   "id": "s3",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "non-payment is not a formal termination"
  },
  {
   "id": "s4",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661278579227-Download-and-Print-Notes",
   "title": "Download and Print Notes",
   "publisher": "vendor",
   "quote": "click the Download Multiple link below the list of notes and files",
   "supports": "downloading several notes"
  },
  {
   "id": "s5",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661278579227-Download-and-Print-Notes",
   "title": "Download and Print Notes",
   "publisher": "vendor",
   "quote": "Click the Download Selected Documents button. The selected notes will download as a single PDF.",
   "supports": "the download format"
  },
  {
   "id": "s6",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661428044699-TherapyNotes-Subscription-Payment-Options",
   "title": "TherapyNotes Subscription Payment Options",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "how card payers are charged"
  },
  {
   "id": "s7",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661428044699-TherapyNotes-Subscription-Payment-Options",
   "title": "TherapyNotes Subscription Payment Options",
   "publisher": "vendor",
   "quote": "TherapyNotes charges the monthly subscription fee and accrued charges (electronic claims, electronic-by-paper claims, and text/voice appointment reminders) one month in advance.",
   "supports": "how check payers are billed"
  },
  {
   "id": "s8",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "Enterprise: Our Enterprise plan uses the same rates as our Group plan but requires at least 30 users on the account.",
   "supports": "the plans this route covers"
  },
  {
   "id": "s9",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "Storage option for just $9/month for the first user and $3/month per additional user.",
   "supports": "the storage price"
  },
  {
   "id": "s10",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "what storage keeps"
  },
  {
   "id": "s11",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "electronic claims, real-time eligibility verification, electronic remittance advice, patient appointment reminders, and your client portal will be disabled.",
   "supports": "what storage turns off"
  },
  {
   "id": "s12",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "Only Practice Administrators can place their practice's account in storage.",
   "supports": "who can choose storage"
  },
  {
   "id": "s13",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "To put your account in storage, click Settings > TherapyNotes Subscription and click the Put Account in Storage link.",
   "supports": "how to choose storage"
  },
  {
   "id": "s14",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "call our Sales team at (215) 658-4550 x1 to change your subscription.",
   "supports": "reactivating from storage"
  },
  {
   "id": "s15",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661380110747-TherapyNotes-Pricing-and-Subscription-Options",
   "title": "TherapyNotes Pricing and Subscription Options",
   "publisher": "vendor",
   "quote": "Group: $79/month for the first clinician, $50/month per additional clinician, and unlimited non-clinical users.",
   "supports": "Group plan pricing per clinician"
  },
  {
   "id": "s16",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661386735515-Deactivate-a-User",
   "title": "Deactivate a User",
   "publisher": "vendor",
   "quote": "Inactive users cannot log in to TherapyNotes, are hidden from your Staff list by default, and do not count toward your monthly TherapyNotes subscription.",
   "supports": "inactive users aren't billed"
  },
  {
   "id": "s17",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661386735515-Deactivate-a-User",
   "title": "Deactivate a User",
   "publisher": "vendor",
   "quote": "Scroll to the bottom of the page and click the Disable User link on the right",
   "supports": "how to deactivate a user"
  },
  {
   "id": "s18",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "TherapyNotes will continue to retain the Customer's data for an additional period of time consistent with applicable law (Data Retention Period).",
   "supports": "data kept after termination"
  },
  {
   "id": "s19",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "Once this data is deleted, it cannot be recovered.",
   "supports": "deletion is permanent"
  },
  {
   "id": "s20",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "Please contact TherapyNotes at support@therapynotes.com for assistance.",
   "supports": "getting more data during the retention period"
  },
  {
   "id": "s21",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "Customer will solely be responsible for complying with all records retention requirements.",
   "supports": "the practice keeps its own records"
  },
  {
   "id": "s22",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "unused trials end by themselves"
  },
  {
   "id": "s23",
   "url": "https://support.therapynotes.com/hc/en-us/articles/30661442725787-Account-Termination-Account-Abandonment",
   "title": "Account Termination & Account Abandonment",
   "publisher": "vendor",
   "quote": "After the account is deemed abandoned and terminated, TherapyNotes will properly dispose of Customer Data",
   "supports": "abandoned accounts lose their data"
  }
 ],
 "verification": {
  "level": "partial",
  "checked_on": "2026-10-05",
  "by": "stackcut-research",
  "unverified": [
   "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"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-10-05",
   "result": "partial",
   "notes": [
    "Re-checked every quote and the storage, user, payment and export facts against TherapyNotes' help center; all confirmed",
    "Route: the termination FAQ gives support@therapynotes.com for questions, not as the way to terminate, so the step now says to ask support how to terminate, and 'who' no longer names a role the pages don't give",
    "TherapyNotes' help center has no cancel or full-export article (its own search finds only the termination FAQ and pricing page), so how and when termination takes effect, notice and refunds stay unconfirmed"
   ]
  }
 },
 "page": "https://stackcut.io/cancel/therapynotes",
 "json": "https://stackcut.io/exits/therapynotes.json",
 "evidence": {
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  "docs_checked_on": "2026-10-05",
  "last_observed_success_on": null,
  "verification": "partial",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-10-05",
   "age_days": 4,
   "stale_after_days": 30,
   "next_check_on": "2026-11-04"
  },
  "routes": [
   {
    "route_id": "therapynotes--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-10-05",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-05",
     "age_days": 4,
     "stale_after_days": 30,
     "next_check_on": "2026-11-04"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}