What happens when I retire?

From TherapyCharts


Retirement Account

A retirement account is designed for customers who want access to your data in read-only mode, but not actively use the system.

Accounts must be paid for one full year in advance and will be automatically billed on a yearly basis via the credit card on file. There is a $120 charge for each username that maintains read-only access.

What happens to record in a Retirement Account?

In those accounts all the data will be available read-only anytime and will be maintained on our systems. You must remember your username and password.

How to change to a Retirement Account?

If you wish to change your billing plan to a retirement account please submit a feedback message and include a note such as "please transition me to a retirement account" in your request.

Due to the change that need to take place in our systems, there are NOT options under Configuration->User Management to transition to a Retirement Account.

Transfer Record: Alternately, you could designate a new person who has a TherapyCharts account to receive your records. We will assist in transferring the records to that new account for the rate of $240/hr billed as needed for the staff to perform the transfer. This process usually takes 2-3 weeks to coordinate and perform and should be scheduled in advance with all parties involved.

Alternatives: Cancel Your Account

If you:

  • don't want TherapyCharts to hold your records any more; or
  • don't want to pay TherapyCharts anymore

Then you might consider Canceling ... See How_do_I_cancel?