Re: Diane Kavpil

From
=?UTF-8?B?TWF4aW1pbGlhbm8gSWLDocOxZXo=?= <maximiliano.ibanez@thekey.com>
To
Will Reid <wreid@thekey.com>
CC
Laura Horval <lhorval@thekey.com>, Timothy Thomas <tt@thekey.com>, TheKey Billing <billing@thekey.com>, Megan Panko <megan.panko@thekey.com>
Date
Thu, 26 Feb 2026 10:40:59 -0300
Folder
INBOX
--000000000000fdfd9c064bba458c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=80=AFPM Laura Horval = wrote: > >> Good Afternoon, >> >> I wrote Salesforce last week to let them know of an error where Diane >> Kavpil=E2=80=99s profile was somehow switched to a =E2=80=9CMother unkno= wn=E2=80=9D account from >> Salesforce associated with Stephanie Thomson. >> >> Stephanie reached out to our Care Manager, Megan Panko, to let us know >> she received Diane=E2=80=99s bill. >> >> We need to get this fixed ASAP and figure out how this happened so that >> it does not happen to any future clients. Can someone please get back to= me >> on next steps. >> >> Laura Horval MSW LSW >> >> >> General Manager | TheKey >> >> Office: 513-891-2273 >> >> Mobile: 513-535-0558 >> >> >> *Aging Life Care Professional=E2=84=A2; CDP=C2=AE* >> *PAC=C2=AE Consultant; **PAC=C2=AE Coach* >> * Please note my email has changed: * >> lhorval@thekey.com >> TheKey.com >> *Please review us on Facebook or Google!* >> h ttps://www.facebook >> .com/TheKeyCincinnati >> Click here >> for >> Google Review >> >> >> >> >> >> --000000000000fdfd9c064bba458c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi everyone, From our investigation, Salesf= orce shows that the name was changed by the integration. This indicates tha= t 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 &lt; wreid@thekey.com &gt; wrote: Tim, = Can you assist with this? Thanks Will Reid Partner | TheKe= y = Mobile: 513.707.2304 <d

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