Re: Diane Kavpil

Is there a way to see how that happened- because the Diane W client has the
proper address, emergency contact, etc… for Diane Kavpil. It says she was
deactivated 2/17 but to my knowledge nobody in my office deactivated her.

On Thu, Feb 26, 2026 at 9:32 AM Maximiliano Ibáñez <
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 AM Laura Horval <lhorval@thekey.com> 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 “mom unknown” who was an
>> opportunity not yet converted from Salesforce.
>> We quickly changed the information back to Diane’s 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’s original information?
>>
>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/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 make sure Diane
>> is receiving hers as well.
>>
>>
>> On Thu, Feb 26, 2026 at 9:17 AM Maximiliano Ibáñez <
>> maximiliano.ibanez@thekey.com> wrote:
>>
>>> I don't think so. This is the client
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH00000kZ7AeYAK/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 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Thanks Max.
>>>>
>>>> Is it now resolved?
>>>>
>>>> On Thu, Feb 26, 2026 at 7:41 AM Maximiliano Ibáñez <
>>>> maximiliano.ibanez@thekey.com> wrote:
>>>>
>>>>> 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 Ibáñez
>>>>>
>>>>> On Thu, Feb 26, 2026 at 9:51 AM Will Reid <wreid@thekey.com> wrote:
>>>>>
>>>>>> Tim,
>>>>>> Can you assist with this?
>>>>>>
>>>>>> Thanks
>>>>>>
>>>>>>
>>>>>> *Will Reid*
>>>>>>
>>>>>> Partner | TheKey
>>>>>>
>>>>>> Mobile: 513.707.2304
>>>>>>
>>>>>> <http://www.thekey.com>
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Wed, Feb 25, 2026 at 4:52 PM Laura Horval <lhorval@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Good Afternoon,
>>>>>>>
>>>>>>> I wrote Salesforce last week to let them know of an error where
>>>>>>> Diane Kavpil’s profile was somehow switched to a “Mother unknown” account
>>>>>>> from Salesforce associated with Stephanie Thomson.
>>>>>>>
>>>>>>> Stephanie reached out to our Care Manager, Megan Panko, to let us
>>>>>>> know she received Diane’s 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™; CDP®*
>>>>>>> *PAC® Consultant; **PAC® Coach*
>>>>>>> * Please note my email has changed: *
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>>>>>>> TheKey.com <https://www.thekey.com/>
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