LMHC candidate · Working in MA · 16 months in · Started Jul 27, 2025
l.odonnell@example.com
3 overdue tasks · Hours pace below payment threshold · No hours logged in 3 weeks · Hours projection misses the final milestone
Hours pace
25%
Behind pace
Hours logged
506
of 3,000 req'd · 371 direct
$ paid
$4,500
of $9,550 total
Last hours log
Oct 12
65 weeks logged
Projected finish
Jun 28, 2037
4.5 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Oct 27, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Apr 27, 2026 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Oct 27, 2026 · 0 of 3 tasks done, 3 overdue
Milestone 4: Clinical licensure achieved
Due Jun 27, 2027 · 0 of 3 tasks done
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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 | Blocked · pace | Coming up · pace below threshold | |
| M3 | stipend | $2,000 | Blocked · pace | Coming up · pace below threshold | |
| M4 | pd funds | $250 | Locked | Window not yet open | |
| M4 | stipend | $2,300 | Locked | Window not yet open |
Why Liam is doing this
“I believe access to mental healthcare is a right. Licensure is the credential that lets me practice independently and stop turning people away.”
Where Liam wants to be in 5 years
Running a small private practice with a sliding-scale option. Working with my community on my own terms.
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Demo build · Leave actions write to the database and shift dates immediately.
Participation agreement (e-signature)
Signed Aug 5, 2025
W-9 (financial form)
Received Aug 10, 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 |
|---|---|---|---|---|
| Worcester Community Behavioral Health | hr@worcestercommunitybehavioralhealth.example | At onboarding | Jul 29, 2025 | Verified Aug 4, 2025 |
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