LCSW candidate · Working in NC · 16 months in · Started Jul 13, 2025
j.wash@example.com
3 overdue tasks · No hours logged in 3 weeks · Hours projection misses the final milestone
Hours pace
105%
On track
Hours logged
2,164
of 3,000 req'd · 1,629 direct
$ paid
$4,500
of $9,550 total
Last hours log
Oct 12
67 weeks logged
Projected finish
Aug 22, 2027
20.6 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Oct 13, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Apr 13, 2026 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Oct 13, 2026 · 0 of 3 tasks done, 3 overdue
Milestone 4: Clinical licensure achieved
Due Jun 13, 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 3
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 | Eligible | Past due · still on pace | |
| M3 | stipend | $2,000 | Eligible | Past due · still on pace | |
| M4 | pd funds | $250 | Locked | Window not yet open | |
| M4 | stipend | $2,300 | Locked | Window not yet open |
Why Jamal is doing this
“I came from a family where talking about feelings was forbidden. I want to be the clinician I needed when I was 16.”
Where Jamal wants to be in 5 years
Splitting my time between direct practice and program leadership at a community mental health center.
Get an AI-generated summary of why Jamal is at risk + a draft reminder email you can edit and send.
No messages yet.
Start a conversation with this candidate.
⌘+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 22, 2025
W-9 (financial form)
Received Jul 27, 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 |
|---|---|---|---|---|
| Durham Community Behavioral Health | hr@durhamcommunitybehavioralhealth.example | At onboarding | Jul 15, 2025 | Verified Jul 21, 2025 |
PDF, JPG or PNG, up to 5 MB each. The candidate sees these on their profile.
No documents yet.