Long Term Data Storage


We offer an option for clinicians who wish for us to store their data long-term after they stop using TherapyNotes. This is typically for retiring clinicians, or people who are starting a new position. We hold the data for 10 years for a nominal fee, which will be quoted as needed. During this time you will have access to view your information but will not have the ability to make any changes.

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  • Avatar
    Michael McKinney

    What is the fee for long term storage?
    Is it possible to export a client list with demographic info?

  • Avatar
    Sean Behan

    Hi Michael,

    If you are going into retirement or closing your practice and want TherapyNotes to maintain your patient records you can switch to the Storage option for $60/year. This option allows you to log in to access your notes, but does not allow you to create new notes, create new appointments, or perform any billing functions. Please contact us if you are interested in setting up this option or have any questions.

    To download notes:

    Click PATIENTS > Click patient > "Notes" tab > "Download Multiple" > "Select All" > "Download Selected Documents"
    This downloads the batch of notes as a single PDF in the "Downloads" folder of your computer.

    To export patient demographic information:

    Click PATIENTS > "Export Spreadsheet"

    To download a patient's billing information:

    Click PATIENTS > Click patient > "Patient Billing" tab > "All Items" > "Export Spreadsheet"

    Please let us know if you have any other questions. Thank you.