For Clinics Closing or Transitioning Out of Therabyte


We’re sorry to see you go! To ensure a smooth transition, please follow this offboarding checklist:


1. Confirm Your Cancellation

  • Notify us of your cancellation via support@therabyte.com.

  • Billing Reminder:

    • Cancellation takes effect at the end of your current billing period to avoid disruption during your paid term.

    • Example: If your billing cycle is on the 15th of each month and you notify us on the 2nd, your subscription remains active until the 14th.

2. Choose How to Manage Your Data


You have several options for preserving or exporting the client data stored in your Therabyte account:


A. Move to a Storage Account – $5/month

  • We will retain your clinic’s data in read-only mode for as long as needed.

  • You’ll still have secure access to your records without maintaining a full subscription.

B. Download Your Data Yourself

If you prefer to download your data directly, let us know. We’ll enable the necessary settings for you to export:

C. Request a PDF Data Bundle


If you need a PDF export (for migration to another EMR or your own records), contact us to schedule your export. We will require a Microsoft email address to securely share the file.


The PDF bundle will include:

  • Clinic Files (Images, Misc Files)

  • Client notes (Merged/Combined Notes)

Let us know the date you need the export completed so we can prepare it in advance.

D. Download Financial Data

You can generate a Raw Data Report to capture invoices and billing data in a customizable format.

How to Create a Raw Data Report ➔

E. Download Your Forms and Submissions

Don’t forget to download:

  • Clinic forms

  • Form submissions

How to Download Forms & Submissions ➔

3. Final Checks Before Closing

✔ Confirm that all the data you need has been exported or stored
✔ Confirm billing account closure or transition to storage
✔ Download any additional resources or documents needed for record-keeping

Need Help?

We’re here to support you through this transition.
Please reach out to support@therabyte.com if you have any questions.