LMHC candidate · Working in NJ · 15 months in · Started Aug 24, 2025
p.patel@example.com
No hours logged in 3 weeks · Hours projection misses the final milestone
Hours pace
103%
On track
Hours logged
1,939
of 3,000 req'd · 1,463 direct
$ paid
$4,500
of $9,550 total
Last hours log
Oct 12
61 weeks logged
Projected finish
Nov 21, 2027
19.8 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Nov 24, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due May 24, 2026 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Nov 24, 2026 · 0 of 3 tasks done
Milestone 4: Clinical licensure achieved
Due Jul 24, 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 | Coming up · on pace to qualify | |
| M3 | stipend | $2,000 | Eligible | Coming up · on pace to qualify | |
| M4 | pd funds | $250 | Locked | Window not yet open | |
| M4 | stipend | $2,300 | Locked | Window not yet open |
Why Priya 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 Priya 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 Priya 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 Sep 2, 2025
W-9 (financial form)
Received Sep 7, 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 |
|---|---|---|---|---|
| Newark Community Behavioral Health | hr@newarkcommunitybehavioralhealth.example | Employer changed | Oct 22, 2026 | Waiting |
| Newark Community Behavioral Health | hr@newarkcommunitybehavioralhealth.example | At onboarding | Aug 26, 2025 | Verified Sep 1, 2025 |
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