LPCC candidate · Working in NM · 24 months in · Started Nov 4, 2024
p.mendoza@example.com
3 overdue tasks · Milestone 34 days past due · No hours logged in 3 weeks
Hours pace
123%
Ahead of pace
Hours logged
3,864
of 3,000 req'd · 2,837 direct
$ paid
$7,000
of $9,550 total
Last hours log
Oct 12
102 weeks logged
Projected finish
Done
hours requirement met
Milestone 1: 3 months of employment
Due Feb 4, 2025 · 3 of 3 tasks done
Milestone 2: 9 months of employment
Due Aug 4, 2025 · 3 of 3 tasks done
Milestone 3: 15 months of employment
Due Feb 4, 2026 · 3 of 3 tasks done
Milestone 4: Clinical licensure achieved
Due Oct 4, 2026 · 0 of 3 tasks done, 3 overdue
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Move one date for this candidate, or everything from a date onward. Completed and skipped items are not listed.
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 | Paid | Approved· sent to finance in a batch | |
| M3 | stipend | $2,000 | Paid | Approved· sent to finance in a batch | |
| M4 | pd funds | $250 | Locked | Milestone past due and not complete | |
| M4 | stipend | $2,300 | Locked | Milestone past due and not complete |
Why Pilar 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 Pilar wants to be in 5 years
Specializing in trauma-focused work. Doing supervision for new associates.
Get an AI-generated summary of why Pilar 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 Nov 13, 2024
W-9 (financial form)
Received Nov 18, 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 |
|---|---|---|---|---|
| Albuquerque Community Behavioral Health | hr@albuquerquecommunitybehavioralhealth.example | At onboarding | Nov 6, 2024 | Verified Nov 12, 2024 |
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