LMFT candidate · Working in WA · 26 months in · Started Sep 16, 2024
i.sorensen@example.com
No hours logged in 3 weeks · Hours pace below target · Hours projection misses the final milestone
Hours pace
71%
Watch your pace
Hours logged
2,377
of 3,000 req'd · 1,847 direct
$ paid
$9,550
of $9,550 total
Last hours log
Oct 12
109 weeks logged
Projected finish
Sep 5, 2027
14.5 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Dec 16, 2024 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Jun 16, 2025 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Dec 16, 2025 · 3 of 3 tasks done
Milestone 4: Clinical licensure achieved
Due Aug 16, 2026 · 3 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.
Nothing open to adjust.
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 | Paid | Approved· sent to finance in a batch | |
| M3 | stipend | $2,000 | Paid | Approved· sent to finance in a batch | |
| M4 | pd funds | $250 | Paid | Approved· sent to finance in a batch | |
| M4 | stipend | $2,300 | Paid | Approved· sent to finance in a batch |
Why Ingrid 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 Ingrid 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 Ingrid 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 25, 2024
W-9 (financial form)
Received Sep 30, 2024
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 |
|---|---|---|---|---|
| Tacoma Community Behavioral Health | hr@tacomacommunitybehavioralhealth.example | At onboarding | Sep 18, 2024 | Verified Sep 24, 2024 |
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