LPCC candidate · Working in OH · 16 months in · Started Jul 20, 2025
k.brennan@example.com
3 overdue tasks · No hours logged in 3 weeks · Hours projection misses the final milestone
Hours pace
100%
On track
Hours logged
2,050
of 3,000 req'd · 1,575 direct
$ paid
$4,500
of $9,550 total
Last hours log
Oct 12
66 weeks logged
Projected finish
Oct 17, 2027
19.6 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Oct 20, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Apr 20, 2026 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Oct 20, 2026 · 0 of 3 tasks done, 3 overdue
Milestone 4: Clinical licensure achieved
Due Jun 20, 2027 · 0 of 3 tasks done
No automated comms have been triggered for this candidate yet.
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 Kayla 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 Kayla wants to be in 5 years
Running a small private practice with a sliding-scale option. Working with my community on my own terms.
Get an AI-generated summary of why Kayla 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 Jul 29, 2025
W-9 (financial form)
Received Aug 3, 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 |
|---|---|---|---|---|
| Columbus Community Behavioral Health | hr@columbuscommunitybehavioralhealth.example | Employer changed | Oct 28, 2026 | Declined Nov 2, 2026 |
| Columbus Community Behavioral Health | hr@columbuscommunitybehavioralhealth.example | At onboarding | Jul 22, 2025 | Verified Jul 28, 2025 |
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