LPC candidate · Working in NJ · 25 months in · Started Oct 7, 2024
l.vitale@example.com
No hours logged in 3 weeks · Hours pace below target · Hours projection misses the final milestone
Hours pace
72%
Watch your pace
Hours logged
2,345
of 3,000 req'd · 1,830 direct
$ paid
$9,550
of $9,550 total
Last hours log
Oct 12
106 weeks logged
Projected finish
Sep 12, 2027
15 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Jan 7, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Jul 7, 2025 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Jan 7, 2026 · 3 of 3 tasks done
Milestone 4: Clinical licensure achieved
Due Sep 7, 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 Lorenzo is doing this
“I'm doing this because my own mental health journey gave me empathy I couldn't have learned in a classroom. I want to use that to help others.”
Where Lorenzo 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 Lorenzo 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 Oct 16, 2024
W-9 (financial form)
Received Oct 21, 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 |
|---|---|---|---|---|
| Newark Community Behavioral Health | hr@newarkcommunitybehavioralhealth.example | At onboarding | Oct 9, 2024 | Verified Oct 15, 2024 |
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