How to Cancel TherapyNotes
Canceling TherapyNotes can be done through your account settings or by contacting their support team. The process takes about 5-10 minutes. TherapyNotes bills monthly with no long-term contracts, so you can cancel at any time. However, it's critical to export your clinical records and patient data before canceling, as access to notes and billing records will be restricted.
Quick Answer
To cancel TherapyNotes, Before canceling, export everything you need: patient demographics, clinical notes, treatment plans, billing records, and insurance claims. Go to your patient list and use the export options to download records. This is critical — you may lose access after cancellation. Then log into therapynotes, and navigate to account settings. The process takes about 12 minutes.TherapyNotes bills monthly with no refunds for partial billing periods.
How to Cancel TherapyNotes
Follow these steps to cancel your TherapyNotes subscription
Export all clinical and patient data
Before canceling, export everything you need: patient demographics, clinical notes, treatment plans, billing records, and insurance claims. Go to your patient list and use the export options to download records. This is critical — you may lose access after cancellation.
Log into TherapyNotes
Go to therapynotes.com and sign in with your credentials. If you're on a group plan, only the practice owner or admin can manage the subscription.
Navigate to Account Settings
Click on your name or the settings gear icon, then navigate to "Subscription" or "Billing" settings to view your current plan.
Select "Cancel Subscription"
Click "Cancel" or "Close Account" from the subscription page. TherapyNotes may ask why you're leaving and could offer a retention incentive. Review what happens to your data after cancellation.
Confirm and document cancellation
Confirm the cancellation and save any confirmation emails or reference numbers. Verify the effective cancellation date and ensure you have time to complete your data export.
Handle outstanding claims and patient records
Process any outstanding insurance claims before your account closes. Ensure you have copies of all clinical notes for your records retention requirements — most states require keeping therapy records for 7+ years.
TherapyNotes Refund Policy
TherapyNotes bills monthly with no refunds for partial billing periods. Your subscription remains active until the end of the current billing cycle. There are no early termination fees or long-term contracts.
Export Your Data First
Make sure to save your important data before canceling TherapyNotes
Export patient demographics and contact information as CSV
Print or export clinical notes, treatment plans, and intake assessments for each patient
Download billing reports, claims history, and payment records
Save copies of your practice settings, appointment types, and fee schedules
Export ERA/EOB records and any pending claims documentation
What Happens After You Cancel TherapyNotes
Your account is deactivated at the end of the billing period
Clinical notes, treatment plans, and assessments become inaccessible
Insurance billing and claims processing stops
Client portal and online booking are disabled
Telehealth sessions can no longer be conducted through the platform
Common Cancellation Issues
Need access to clinical notes after cancellation
TherapyNotes may retain data for a limited period after cancellation. Contact support immediately if you need access. To avoid this, thoroughly export all clinical records before canceling.
Outstanding insurance claims still processing
Process and follow up on all pending claims before canceling. Once your account is closed, you won't be able to manage claims through TherapyNotes. Save all claim details and EOB records.
State records retention requirements
Most states require therapists to retain clinical records for 7+ years (longer for minor patients). Export and securely store all clinical notes in a HIPAA-compliant manner before canceling TherapyNotes.
Looking for a Better Alternative to TherapyNotes?
If you're leaving TherapyNotes because of pricing, missing features, or poor support, SchedulingKit might be the upgrade you need. AI-powered scheduling, transparent pricing, and a free-forever plan.
Already decided to switch? Follow our migration guide from TherapyNotes →
Frequently Asked Questions About Canceling TherapyNotes
Can I cancel TherapyNotes at any time?
Yes. TherapyNotes is month-to-month with no long-term contracts. You can cancel anytime and retain access until the end of your billing period. There are no early termination fees.
What happens to my patient records when I cancel?
Patient records become inaccessible after your subscription ends. Export all clinical notes, treatment plans, and billing records before canceling. You're legally required to retain therapy records for years, so secure your exports.
Can I export my clinical notes from TherapyNotes?
Yes. TherapyNotes allows you to export patient demographics, clinical notes, and billing data. Export thoroughly before canceling — go through each patient's chart to ensure nothing is missed.
Will canceling TherapyNotes affect my patients' scheduled appointments?
Yes. Online booking and appointment reminders through TherapyNotes will stop. Set up SchedulingKit and share your new booking link with patients before canceling to ensure continuity.
Official Resources
- TherapyNotes Official Cancellation Page — TherapyNotes's own help documentation for account cancellation.
- G2: Scheduling Software Reviews — Compare scheduling platforms before choosing your next tool.