ActiveSOP: Action needed

Sam Okonkwo

LMFT candidate · Working in NC · 4 months in · Started Jul 25, 2026

s.okonkwo@example.com

3 overdue tasks · No hours logged in 3 weeks · Hours projection misses the final milestone

Durham Community Behavioral Health · DurhamHPSA 22

Hours pace

107%

On track

Hours logged

487

of 3,000 req'd · 354 direct

$ paid

of $9,550 total

Last hours log

Oct 12

13 weeks logged

Projected finish

Dec 10, 2028

23.3 hrs/wk, last 8 wks · misses final milestone

Hours by week

Candidate's hours log ↗

Week of

Direct

Indirect

Nov 2this wk

not logged

Oct 26

not logged

Oct 19

not logged

Oct 12

Oct 5

Milestones

Milestone 1: 3 months of employment

Due Oct 25, 2026 · 0 of 3 tasks done, 3 overdue

13 days overdue

Milestone 2: 9 months of employment

Due Apr 25, 2027 · 0 of 3 tasks done

in 6 months

Milestone 3: 15 months of employment

Due Oct 25, 2027 · 0 of 3 tasks done

in 12 months

Milestone 4: Clinical licensure achieved

Due Jun 25, 2028 · 0 of 3 tasks done

in 20 months

Recent comms

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Dates and extensions

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Milestone 1

Milestone due datedue Oct 25, 2026
Webinar: Clinical Documentation Foundationscloses Oct 25, 2026overdue
Webinar: Ethics in Behavioral Health Practicecloses Oct 25, 2026overdue
Licensure Hours Progress Surveycloses Oct 25, 2026overdue

Milestone 2

Milestone due datedue Apr 25, 2027
Webinar: Clinical Documentation Foundationscloses Apr 25, 2027
Webinar: Ethics in Behavioral Health Practicecloses Apr 25, 2027
Licensure Hours Progress Surveycloses Apr 25, 2027

Milestone 3

Milestone due datedue Oct 25, 2027
Webinar: Clinical Documentation Foundationscloses Oct 25, 2027
Webinar: Ethics in Behavioral Health Practicecloses Oct 25, 2027
Licensure Hours Progress Surveycloses Oct 25, 2027

Milestone 4

Milestone due datedue Jun 25, 2028
Webinar: Clinical Documentation Foundationscloses Jun 25, 2028
Webinar: Ethics in Behavioral Health Practicecloses Jun 25, 2028
Licensure Hours Progress Surveycloses Jun 25, 2028

Payments

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	Eligible	Past due · still on pace
M1	stipend	$2,000	Eligible	Past due · still on pace
M2	stipend	$2,000	Locked	Window not yet open
M3	pd funds	$500	Locked	Window not yet open
M3	stipend	$2,000	Locked	Window not yet open
M4	pd funds	$250	Locked	Window not yet open
M4	stipend	$2,300	Locked	Window not yet open

Why Sam is doing this

“I work with kids in foster care. The wait for a licensed therapist is months long. Getting licensed is how I cut that wait time for the families I serve.”

Where Sam wants to be in 5 years

Splitting my time between direct practice and program leadership at a community mental health center.

AI insight

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Direct messages

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Internal notes

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Admin actions

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Profile

Preferred name: Not set
Phone: (555) 980-7863
Mailing address: 1980 Grant Ave · Durham, NC · 27701
Employer: Durham Community Behavioral Health
Job title: Associate Therapist
Verification contact: Dana Whitfield · hr@durhamcommunitybehavioralhealth.example
Employment confirmed: Oct 22, 2026
Target exam date: May 16, 2028
Exam prep: 7% complete

Agreement and W-9

Participation agreement (e-signature)

Signed Aug 3, 2026

W-9 (financial form)

Received Aug 8, 2026

Tax ID and bank details stay in the financial form. Only the status is stored here.

Employer verification

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 27, 2026	Verified Aug 2, 2026

Documents

PDF, JPG or PNG, up to 5 MB each. The candidate sees these on their profile.

Supervision agreement.pdf
Supervision agreement · 193 B · added by program staff · Oct 28, 2026
Associate license.pdf
License or registration · 193 B · uploaded by candidate · Sep 5, 2026