Who handles cancellations?
Our Account Support team handles all cancellations, including:
Closing your whole Updox account
Removing an add-on (for example, Broadcast, Reminders, or Forms)
Changing to a smaller plan, such as storage only
Note: Support agents in chat can’t cancel your account or process billing changes themselves. They pass your request to Account Support.
How do I request a cancellation?
Use either option:
Chat with us and ask to cancel. We’ll send your request to Account Support.
Email billing@updox.com.
What do I need to include?
Include this | Why |
Your name and email | So we know who’s asking |
Your practice’s account name | To find your account |
Your Updox account number | To confirm the right account |
Your Support PIN | To verify you |
What you want to cancel | The whole account, or which add-on |
Tip: Your Updox account number is in the lower left of the Inbox.
Does turning off a feature cancel it?
No. Turning off a feature in your settings, such as turning off Reminders, doesn’t stop billing. To stop being charged for an add-on, you need to ask Account Support to cancel it.
What should I do before I cancel?
Keep your fax number? If you want to keep your Updox fax number, start porting it to your new carrier before you cancel.
Moving to a new EHR but keeping Updox? Don’t cancel. Contact us first. We can move your account or set you up with a standalone Updox account.
Can I get a refund or a credit?
Refund and credit requests also go to Account Support. Credits aren’t guaranteed.