Re: Diane Kavpil

From
Laura Horval <lhorval@thekey.com>
To
=?UTF-8?B?TWF4aW1pbGlhbm8gSWLDocOxZXo=?= <maximiliano.ibanez@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Will Reid <wreid@thekey.com>, TheKey Billing <billing@thekey.com>, Megan Panko <megan.panko@thekey.com>
Date
2026-02-26 09:53:31
Folder
INBOX
--0000000000007d7353064bbb4923 Content-Type: multipart/alternative; boundary="0000000000007d7352064bbb4922" --0000000000007d7352064bbb4922 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Is there a way to see how that happened- because the Diane W client has the proper address, emergency contact, etc=E2=80=A6 for Diane Kavpil. It says s= he was deactivated 2/17 but to my knowledge nobody in my office deactivated her. On Thu, Feb 26, 2026 at 9:32=E2=80=AFAM Maximiliano Ib=C3=A1=C3=B1ez wrote: > Hi Laura, > I see that the client from the link you sent me is deactivated in wellsky > https://hcacinci.clearcareonline.com/clients/8782702/ Name is Diane W > The client created as Mom Unknown, that then changed name to Diane Kvapil= , > is active https://hcacinci.clearcareonline.com/clients/8782630/ > > On Thu, Feb 26, 2026 at 11:22=E2=80=AFAM Laura Horval wrote: > >> We modified the client in Wellsky after she had a sudden name switch. >> >> We had worked a shift with Diane and then suddenly the next day in >> Wellsky her profile was completely changed to =E2=80=9Cmom unknown=E2=80= =9D who was an >> opportunity not yet converted from Salesforce. >> We quickly changed the information back to Diane=E2=80=99s in Wellsky to= not >> confuse the caregiver further until we had a resolution. >> >> Max, were you able to look at the link I sent you in chat Monday with >> Diane=E2=80=99s original information? >> >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000a0waPYAQ/view >> >> The concern now is that a prospect of ours received a bill for a current >> client. I want to make sure they receive no more bills and make sure Dia= ne >> is receiving hers as well. >> >> >> On Thu, Feb 26, 2026 at 9:17=E2=80=AFAM Maximiliano Ib=C3=A1=C3=B1ez > maximiliano.ibanez@thekey.com> wrote: >> >>> I don't think so. This is the client >>> https://homecareassistance.lightning.force.com/lightning/r/Account/001U= H00000kZ7AeYAK/view >>> In this image we see that the integration (Prod Workato) updated the >>> name. This indicates the client was modified from wellsky, >>> [image: image.png] >>> >>> On Thu, Feb 26, 2026 at 10:45=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Thanks Max. >>>> >>>> Is it now resolved? >>>> >>>> On Thu, Feb 26, 2026 at 7:41=E2=80=AFAM Maximiliano Ib=C3=A1=C3=B1ez >>> maximiliano.ibanez@thekey.com> wrote: >>>> >>>>> Hi everyone, >>>>> From our investigation, Salesforce shows that the name was changed by >>>>> the integration. This indicates that the client name was updated in >>>>> WellSky, which then synced to Salesforce. >>>>> Best regards, >>>>> Maximiliano Ib=C3=A1=C3=B1ez >>>>> >>>>> On Thu, Feb 26, 2026 at 9:51=E2=80=AFAM Will Reid = wrote: >>>>> >>>>>> Tim, >>>>>> Can you assist with this? >>>>>> >>>>>> Thanks >>>>>> >>>>>> >>>>>> *Will Reid* >>>>>> >>>>>> Partner | TheKey >>>>>> >>>>>> Mobile: 513.707.2304 >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> On Wed, Feb 25, 2026 at 4:52=E2

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