Re: Diane Kavpil

From
=?UTF-8?B?TWF4aW1pbGlhbm8gSWLDocOxZXo=?= <maximiliano.ibanez@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Will Reid <wreid@thekey.com>, Laura Horval <lhorval@thekey.com>, TheKey Billing <billing@thekey.com>, Megan Panko <megan.panko@thekey.com>
Date
hu, 26 Feb 2026 11
Folder
INBOX
--00000000000039f816064bbac964 Content-Type: multipart/alternative; boundary="00000000000039f815064bbac963" --00000000000039f815064bbac963 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I don't think so. This is the client https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000= 00kZ7AeYAK/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 wro= te: > 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 th= e >> 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 wro= te: >> >>> 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 unk= nown=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 tha= t >>>> 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 >>>> >>>> >>>> >>>> >>>> >>>> --00000000000039f815064bbac963 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I don&#39;t think so. This is the client=C2=A0 https://homecareassistance.lightning.force.com/lightning/r/= Account/001UH00000kZ7AeYAK/view In this image we see that the integ= ration (Prod Workato) updated the name. This indicates the client was modif= ied from wellsky, On Thu, Feb 26, 2026= at 10:45=E2=80=AFAM Timothy Thomas &lt; tt= @thekey.com &gt; wrote: Thanks Max.=C2=A0 Is it now resolved? On Thu, Feb 26, 2026 at 7:41= =E2=80=AFAM Maximiliano Ib=C3=A1=C3=B1ez &lt; maximiliano.ibanez@thekey.com &gt; = wrote: Hi everyone, From our investigatio

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