Re: Diane Kavpil

From
Will Reid <wreid@thekey.com>
To
Megan Panko <megan.panko@thekey.com>
CC
=?UTF-8?B?TWF4aW1pbGlhbm8gSWLDocOxZXo=?= <maximiliano.ibanez@thekey.com>, Laura Horval <lhorval@thekey.com>, Timothy Thomas <tt@thekey.com>, TheKey Billing <billing@thekey.com>
Date
2026-02-27 11:54:41
Folder
INBOX
--000000000000a69502064bd11804 Content-Type: multipart/alternative; boundary="000000000000a69501064bd11803" --000000000000a69501064bd11803 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 has >>> the proper address, emergency contact, etc=E2=80=A6 for Diane Kavpil. I= t says she >>> was deactivated 2/17 but to my knowledge nobody in my office deactivate= d >>> 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 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/Opportunit= y/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 ma= ke >>>>> 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 think so. This is the client >>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0= 01UH00000kZ7AeYAK/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 Tim

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