Visiting Angels:

How Visiting Angels Benefits from Audit Protection and Increases Efficiency with Ally

Meet Kimberly, Office Manager at Visiting Angels

Kimberly has been with Visiting Angels for more than six years, working her way from recruiter to referral coordinator, and now office manager. She still handles both caregiver and client matching as well as overseeing payment coordination for their large 150-mile service territory in Florida, spanning from Ponte Vedra Beach to Edgewater.

Visiting Angels has been using Ally for about three and a half years, and Kimberly has been there through their transition. She’s seen firsthand how Ally helps registries maintain best practices while reducing operational headaches.

The Challenge: Audit Risks & Too Many Moving Parts

Before Ally, Visiting Angels was feeling the weight of running a nurse registry under constant watch from the Department of Labor (DOL).

“The DOL kind of has their head over our shoulders… sometimes running scared due to audit pressure”.

The Main Issues:

• Audit Risks: Handling caregiver payments directly meant maintaining an escrow account, cutting checks, and relying on accountants — all of which carried audit risk.

• Audit History: Years before Ally, the registry went through a DOL investigation. While they came through it, the process was stressful and unclear due to shifting rules.

• Administrative Overload: Payments, pre-billing, and extra documentation made day-to-day operations cumbersome.

• Multiple Systems: Using one platform for billing, another for caregiver and client matching, and others for communications made operations messy and inefficient.

Ultimately, a departing accountant pushed them to decide: hire a new one, or find a solution that removed their “hands from the money” entirely.

The Solution: Ally Takes Audit Risks Off Their Plate

Kimberly's team chose Ally for one core reason, audit protection. 

“As a form of audit protection, to be able to say we don’t pay the caregivers, the client pays Ally to pay the caregivers is a very big benefit for us."

Ally Provided:

• Full Payment Processing: Clients pay Ally, who pays caregivers under Ally’s entity, eliminating direct financial handling by the registry.

• Dedicated Account Management: Personalized onboarding support to ease the transition.

• All-in-One Platform: Caregiver and client matching, billing, and communication tools in one place.

• Automatic Visit Confirmation: GPS-verified visits are auto-confirmed, with client verification options.

The shift required letting go of old processes and embracing a new workflow, but Kimberly says that mindset change made all the difference.

“If we’re comparing it to something like our old system, it’ll never work out. You have to forget what you’re used to and move on to the new ship.”

The Results: Audit Readiness & Simplified Operations

Since adopting Ally, Visiting Angels has:

• Removed Direct Financial Risk: No escrow accounts, no manual caregiver payments. 

• Reduced Documentation Burden: No extra steps to prove rates and payment arrangements.

• Improved Efficiency: Consolidated systems save time and reduce confusion.

• Gained Peace of Mind:  Knowing payments and audit risks are handled correctly.

• Maintained Audit Readiness: Processes are aligned with DOL expectations.

Looking Ahead

For Visiting Angels, Ally is more than software. It’s the safeguard that allows them to focus on clients and caregivers without losing sleep over audit concerns.

“Keeping my hands off the money. That’s the biggest thing Ally has done for us.”