--000000000000af76cb064c3c1962 Content-Type: multipart/alternative; boundary="000000000000af76ca064c3c1961" --000000000000af76ca064c3c1961 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Max, has there been an answer to why this is happening yet? The woman who is a past prospect received another invoice from us. Please let me know next steps so we can get this fixed. On Fri, Feb 27, 2026 at 11:54=E2=80=AFAM Will Reid wrote= : > Thanks Megan. > > Max and Laura, what are the next steps to getting our arms around this? > > Thanks, > > > *Will Reid* > > Partner | TheKey > > Mobile: 513.707.2304 > > > > > > On Thu, Feb 26, 2026 at 10:56=E2=80=AFAM Megan Panko > wrote: > >> No I did not deactivate it >> >> On Thu, Feb 26, 2026 at 10:51=E2=80=AFAM Maximiliano Ib=C3=A1=C3=B1ez > maximiliano.ibanez@thekey.com> wrote: >> >>> [image: image.png] >>> I found that it was deactivated the 17th. It says created by Megan, so = I >>> don't know if she deactivated it. Maybe we could ask someone from CC to >>> confirm >>> >>> On Thu, Feb 26, 2026 at 11:53=E2=80=AFAM Laura Horval >>> wrote: >>> >>>> Is there a way to see how that happened- because the Diane W client ha= s >>>> the proper address, emergency contact, etc=E2=80=A6 for Diane Kavpil. = It says she >>>> was deactivated 2/17 but to my knowledge nobody in my office deactivat= ed >>>> her. >>>> >>>> On Thu, Feb 26, 2026 at 9:32=E2=80=AFAM Maximiliano Ib=C3=A1=C3=B1ez >>> maximiliano.ibanez@thekey.com> 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 Wellsk= y 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 wit= h >>>>>> Diane=E2=80=99s original information? >>>>>> >>>>>> https://homecareassistance.lightning.force.com/lightning/r/Opportuni= ty/006UH00000a0waPYAQ/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 m= ake >>>>>> sure Diane 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 thi