How do I change billing plans?

Summary

The standard billing plans are set to bill in advance automatically on a monthly basis via a credit card. They calculate the amount to bill automatically based on the number of user logins within your organization. They bill on the anniversary date of the first signup.

• IF you want to transfer to a retirement account THEN see What_happens_when_I_retire?
• IF you want to cancel THEN see How_do_I_cancel?

Plans that are currently available are shown on the TherapyCharts Pricing

Updating the Credit Card?

If you only want to update your credit card then see How_do_I_update_your_system_with_my_current_credit_card_information?

Process To Change Your Billing Plan

Simply log into your TherapyCharts account and submit a feedback message requesting a billing plan change.

In most cases the change will be considered effective the day you submit the request even if it is processed at a later date.

Billing In Advance

All billing is done in advance

Frequency Options

For automatic credit card billing, you can request your billing plan be changed to:

• monthly;
• quarterly;
• semi-annual; or
• yearly.

Note: Billing frequency may effect site functionality. For example, only a monthly billing frequency allows for organizations to be able to create uses on demand.

Credit Card or Invoices

Billing is done automatically via credit card with rare exception. In the company history there are only 5 organizations with invoice and paper check billing.

Invoice and check based payment are available if your organization meets the following criteria:

• your organization pays one full year in advance;
• your organization provides proof of grant funding requiring an invoice and associated check based payment; or
• your organization invoice, on any basis, is greater than $10,000 per invoice.

In addition to the subscription fee, there is a $55/invoice handling fee for issuing the invoice, receiving, and processing the paper check based payment. Payments are credited to your account usually within 5 business days after the check is deposited into our account and the funds clear. If you would prefer immediate credit please setup your account for automatic credit card billing. If you have some other hardship that prevents credit card billing then you may submit a request for special accommodation or fee waiver which may be granted at TherapyCharts sole discretion.

Student Rate

Students need to submit transcripts each semester to maintain the student rate.

Non-Profit

A discount for non-profits might be available. Please submit a request to the community giving program.

Ways we will NOT take change requests

We do not take change requests over the phone, email, or through the regular web forms.

We must have an authenticated request tied back to the account to process it. This is also true for any other account modification that has the potential to change access to the records. We do this for security reasons in order to prevent anyone from impersonating our clinicians, canceling our clinicians accounts, and preventing access to the EHR records.

Any requests related to an active account sent via phone, email, or web forms will NOT be canceled, will be ignored, and no response given. Please submit an internal feedback message.