LMFT candidate · Working in CA · 17 months in · Started Jun 22, 2025
g.liu@example.com
No hours logged in 3 weeks · Hours pace below target · Hours projection misses the final milestone
Hours pace
99%
Watch your pace
Hours logged
2,148
of 3,000 req'd · 1,520 direct
$ paid
$7,000
of $9,550 total
Last hours log
Oct 12
70 weeks logged
Projected finish
Sep 26, 2027
18.6 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Sep 22, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Mar 22, 2026 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Sep 22, 2026 · 3 of 3 tasks done
Milestone 4: Clinical licensure achieved
Due May 22, 2027 · 0 of 3 tasks done
Heads up: Milestone 2 is coming up
email · Sep 29 · logged, not sent from the demo
Move one date for this candidate, or everything from a date onward. Completed and skipped items are not listed.
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 | Locked | Window not yet open | |
| M4 | stipend | $2,300 | Locked | Window not yet open |
Why Grace is doing this
“I'm doing this because my own mental health journey gave me empathy I couldn't have learned in a classroom. I want to use that to help others.”
Where Grace 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 Grace is at risk + a draft reminder email you can edit and send.
Hi Grace, just checking in. How's the new milestone going? Let me know if you're running into anything.
Oct 7
⌘+Enter to send
No notes yet. Anything you log here is visible to other admins but never to the candidate.
Demo build · Leave actions write to the database and shift dates immediately.
Participation agreement (e-signature)
Signed Jul 1, 2025
W-9 (financial form)
Received Jul 6, 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 |
|---|---|---|---|---|
| Oakland Family Counseling Center | hr@oaklandfamilycounselingcenter.example | At onboarding | Jun 24, 2025 | Verified Jun 30, 2025 |
PDF, JPG or PNG, up to 5 MB each. The candidate sees these on their profile.
License or registration · 193 B · uploaded by candidate · Oct 11, 2026
Supervision agreement · 193 B · added by program staff · Aug 19, 2026