LMFT candidate · Working in NY · 18 months in · Started May 25, 2025
c.mendez@example.com
Hours pace
93%
Watch your pace
Hours logged
2,110
of 3,000 req'd · 1,515 direct
$ paid
$7,000
of $9,550 total
Last hours log
Aug 31
68 weeks logged
Projected finish
No rate yet
0 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Aug 25, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Feb 25, 2026 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Aug 25, 2026 · 3 of 3 tasks done
Milestone 4: Clinical licensure achieved
Due Apr 25, 2027 · 0 of 3 tasks done
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Milestone 4
Status updates as pace and milestones change. Approve or withhold eligibility here; Verbena LMS never moves the money. To approve several at once and send finance one file, use Payments.
| Milestone | Type | Amount | Status | Reason | |
|---|---|---|---|---|---|
| M1 | pd funds | $500 | Paid | Approved· sent to finance in a batch | |
| M1 | stipend | $2,000 | Paid | Approved· sent to finance in a batch | |
| M2 | stipend | $2,000 | Paid | Approved· sent to finance in a batch | |
| M3 | pd funds | $500 | Paid | Approved· sent to finance in a batch | |
| M3 | stipend | $2,000 | Paid | Approved· sent to finance in a batch | |
| M4 | pd funds | $250 | Paused · leave | Paused for leave | |
| M4 | stipend | $2,300 | Paused · leave | Paused for leave |
Why Carlos is doing this
“I want to bring trauma-informed care to the community I grew up in. Behavioral health saved my life as a kid; I want to be that person for someone else.”
Where Carlos wants to be in 5 years
Leading a team at an FQHC. Mentoring the next generation of clinicians.
Get an AI-generated summary of why Carlos is at risk + a draft reminder email you can edit and send.
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Demo build · Leave actions write to the database and shift dates immediately.
Participation agreement (e-signature)
Signed Jun 3, 2025
W-9 (financial form)
Received Jun 8, 2025
Tax ID and bank details stay in the financial form. Only the status is stored here.
A form goes to the employer contact at onboarding and whenever the employer changes. Sends are logged by the demo, not delivered.
| Employer | Sent to | Why | Sent | Status |
|---|---|---|---|---|
| Bronx Community Behavioral Health | hr@bronxcommunitybehavioralhealth.example | At onboarding | May 27, 2025 | Verified Jun 2, 2025 |
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