LMFT candidate · Working in NY · 4 months in · Started Jul 7, 2026
u.petrov@example.com
3 overdue tasks · Milestone 31 days past due · No hours logged in 3 weeks · Hours projection misses the final milestone
Hours pace
106%
On track
Hours logged
562
of 3,000 req'd · 409 direct
$ paid
$0
of $9,550 total
Last hours log
Oct 12
15 weeks logged
Projected finish
Oct 22, 2028
24.1 hrs/wk, last 8 wks · misses final milestone
Milestone 1: 3 months of employment
Due Oct 7, 2026 · 0 of 3 tasks done, 3 overdue
Milestone 2: 9 months of employment
Due Apr 7, 2027 · 0 of 3 tasks done
Milestone 3: 15 months of employment
Due Oct 7, 2027 · 0 of 3 tasks done
Milestone 4: Clinical licensure achieved
Due Jun 7, 2028 · 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 1
Milestone 2
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 | Locked | Milestone past due and not complete | |
| M1 | stipend | $2,000 | Locked | Milestone past due and not complete | |
| 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 Ursula 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 Ursula 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 Ursula 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 Jul 16, 2026
W-9 (financial form)
Received Jul 21, 2026
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 |
|---|---|---|---|---|
| Bronx Community Behavioral Health | hr@bronxcommunitybehavioralhealth.example | At onboarding | Jul 9, 2026 | Verified Jul 15, 2026 |
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