Thank you so much for the help @monica
Joey Taylor
*Directeur Général/**General Manager*
514-907-5065
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Tue, Aug 26, 2025 at 4:04 PM Monica Johnston <johnstonm@thekey.com>
wrote:
> Joey, thanks for explaining. This is kind of a rare situation so hopefully
> you can understand the confusion. Here is the new clearcare profile -
> https://montreal.clearcareonline.ca/clients/1000000000097243/
> <https://montreal.clearcareonline.ca/clients/1000000000097243/> Once
> there are completed shifts for this new profile in Wellsky you should see
> the status in Salesforce on the new opportunity & client change to active.
> If you do not then please reach back out to us.
>
> Ofelia, FYI I reverted the ids and then re-triggered the integration to
> create the new profile. I think this is another use case for this
> enhancement that should help with these issues: INTEG-837
> <https://homecareassistance.atlassian.net/browse/INTEG-837> We can
> discuss more in Friday's meeting.
>
> On Tue, Aug 26, 2025 at 12:26 PM Joey Taylor <joey.taylor@thekey.com>
> wrote:
>
>> Hey Monica,
>>
>> This is considered a new SOC. It is the same client but they are having a
>> different service (House Manager) and will also have a caregiver (on the
>> current profile). The invoices need to be separated for tax purposes in
>> Quebec and therefore the client needs 2 separate ClearCare accounts.
>>
>> Let me know if you need additional information,
>>
>> On Tue, Aug 26, 2025 at 3:01 PM Monica Johnston <johnstonm@thekey.com>
>> wrote:
>>
>>> Joey,
>>>
>>> Can you please help me understand if you created the new client in
>>> Salesforce as a mistake? They both have the same contact information so it
>>> seems like a duplicate.
>>>
>>>
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00002CRUNQQA5/view
>>>
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH00000YkuZuYAJ/view
>>>
>>> It looks like the integration failed when the new (duplicate?) client
>>> got marked as closed won and Ofelia thought it was a restart of this same
>>> wellsky client:
>>> https://montreal.clearcareonline.ca/clients/1000000000061556/ But
>>> looking at their history it looks like that client has shifts back through
>>> beginning of last year.
>>>
>>> Would you please clarify if this is really a brand new client start? A
>>> little more background would help us to determine what to do to fix this.
>>>
>>> Thanks,
>>> Monica
>>>
>>> On Tue, Aug 26, 2025 at 10:56 AM Audra Williams <audraw@thekey.com>
>>> wrote:
>>>
>>>> @Monica Johnston <johnstonm@thekey.com> can you help us get this to
>>>> the correct person for us?
>>>>
>>>> On Tue, Aug 26, 2025 at 9:21 AM Joey Taylor <joey.taylor@thekey.com>
>>>> wrote:
>>>>
>>>>> Good Afternoon,
>>>>>
>>>>> This is still not showing up in ClearCare. Please resolve this ASAP.
>>>>>
>>>>> Thanks,
>>>>>
>>>>> On Mon, Aug 25, 2025 at 7:23 PM Ofelia Lopez Lopez Sanchez <
>>>>> workato-integration-support@thekey.com> wrote:
>>>>>
>>>>>> Hi JosephTaylor,
>>>>>>
>>>>>> Yes, it was done the update of the externalID in clearcare
>>>>>>
>>>>>>
>>>>>> Thanks,
>>>>>>
>>>>>> Ofelia Lopez Lopez Sanchez
>>>>>>
>>>>>>
>>>>>> 1184704:611100
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> Joey Taylor
>>>>>
>>>>> *Directeur Général/**General Manager*
>>>>>
>>>>> 514-907-5065
>>>>>
>>>>> TheKey.ca <https://thekey.ca/>
>>>>>
>>>>> [image: TheKey]
>>>>>
>>>>
>>>>
>>>> --
>>>>
>>>> *Audra N. Williams*
>>>>
>>>> Director, Divisional Operations | TheKey
>>>>
>>>> Mobile: 425.757.7027
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>
>> --
>>
>> Joey Taylor
>>
>> *Directeur Général/**General Manager*
>>
>> 514-907-5065
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>