Need to update your business information, checking account details, email, phone, and other information for your zHealth Pay account? You can do this in just a minute or two within zHealth Software!

![]() 1. Navigate to your account photo located in the upper-right corner of the header and click the Facility Settings button. |
![]() 2. On the Facility Settings page, click on the zHealth Pay Edit Profile tab. |
![]() 3. On the zHealthPay Edit Profile, you will be on the Business Info section by default. Click on the fourth option - Checking Account - to start editing your checking account details. |
![]() 4. On the Checking Account tab, start editing your details, including: a. Click on the Checking button. b. Click to select if the new account is a Business Account. c. Enter the new Routing Number. Again, enter the routing number in the box next to it. d. Enter the Bank Account Number. Again, enter the bank account number in the box next to it. e. Click "Update". |
![]() 5. For the changes to the Checking Account details to take effect, you will need to send a test transaction to make sure the data was entered correctly. To do that, click on on link on "Click here to confirm your validation deposits" as shown in the screenshot on the right side. |
![]() 6. You have to enter the two amounts that were sent to your bank account to validate that account. To do this: a. Enter the First Bank Deposit* and Second Bank Deposit*. b. Verify the two bank deposits before clicking the Submit button. After this step, the sweep will be enabled, and funds will be transferred on a regular basis to your bank account. ![]() *Note: You have only one opportunity to verify the deposit amounts. Any incorrect response will require you to start the validation process over again. |

![]() 1. On the zHealth Pay Edit Profile, you will be on the Business Info tab by default. Click on the Business Info tab on the left side of the screen to refresh the page. Your business information will be shown. |
![]() 2. On the Business Info tab, start editing your details, including: a. Business name and legal business name. b. Tax Identification Number. Confirm the number again in the box below it. c. Edit your business phone number and select a time zone. d. Enter your business address. e. Click "Update". |
![]() 1. On the zHealth Pay Edit Profile, you will be on the Business Info tab by default. Click on the Address & Phone tab on the left side of the screen to refresh the page. Your address and phone number will be shown. |
![]() 2. On the Address and Phone tab, start editing your details, including: a. Physical Address of your business. b. Update Mobile and Home Phone Number. c. If you've a different mailing address, then click the checkbox. You will get options to add your mailing address. If the physical and mailing addresses are the same, don't click the checkbox. d. If your mailing address is different from the physical address, then start entering your mailing address. e. Click "Update". |
![]() 1. On the zHealth Pay Edit Profile, you will be on the Business Info tab by default. Click on the Update Email tab on the left side of the screen to refresh the page. Your email address and other details will be shown. |
![]() 2. On the Update Email tab, start editing your details, including: a. New Email Address* and confirm the new email address in the box below it. b. Update Your Social Security Number. c. Update your Date of Birth. d. Click "Update". ![]() *Note: You may only change your e-mail address twice within six months. |
