Clients can request account deletion through their Client Portal by selecting "Edit Profile" and then "Delete My Account," if enabled by their practitioner. Deletion removes journal entries, uploaded documents, and secure messages within 30 days, while other client data remains with the practitioner for regulatory compliance. Practitioners are notified of deletion requests and can export client data before deletion.
Requesting Deletion as a Client
You can request account deletion directly from your Client Portal by clicking your name in your client portal and selecting Edit Profile.
From there, you can select Delete My Account and complete the subsequent steps.
📍 Please note: This option may not be available in your Client Portal depending on your practitioner's regulatory requirements. Your practitioner controls whether this deletion option appears in your Client Portal. If you don't see this option, we recommend contacting your practitioner directly to discuss your account deletion request. Learn more about how practitioners manage this setting in our article on Allowing Clients to Delete Their Accounts.
What Gets Deleted from Client Accounts
When a client requests account deletion, Practice Better removes specific content created by the client within 30 days of the request:
- Journal entries you created.
- Documents you uploaded through your Documents section (shared documents).
- Chat sessions and messages exchanged between you and your practitioner through Secure Messenger.
All other data stored as part of your client file remains available in your practitioner's records to support their regulatory and professional obligations.
For Practitioners Managing Client Deletion Requests
Practitioners will receive both an email and an in-portal notification alerting them of the client's deletion request. This email contains details confirming what will be deleted from the client account (as above).
We understand that you may need to maintain complete records of client information and communication to meet your regulatory requirements. If you need copies of journal entries, chat messages, and documents shared by your client before they are deleted, we recommend exporting your client's file using the instructions provided in our export help article.
You can control whether clients see the account deletion option in their Client Portal. Learn more about configuring this setting in our article on Allowing Clients to Delete Their Accounts.
📍 Please note: We retain database backups for 30 days for security and disaster recovery purposes. Your client's data may persist in a database backup for up to 30 days after the final deletion step, after which it will be completely purged from our system.