Content Library

Access our collection of resources designed with your business growth and compliance needs in mind.

Surveys don't have to be a mystery. . This playbook pulls back the curtain, with real insights from a Florida-based registry administrator who has been through the process and knows exactly where operators get caught off guard.

Inside, you'll find:

How to run a mock survey so your team's first real experience isn't the actual audit
What surveyors look for in caregiver files, from application end dates to discharge documentation
Why client files need to tell a story, not just check a compliance box
The required documents and language checks to verify before a surveyor walks in

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Are You Operating Like a True Registry-3

Most registry owners believe they're running their business the right way. But the line between true registry and accidental employer can blur without anyone noticing. This self-assessment gives you an honest, question-by-question look at where your model stands before a DOL audit forces the conversation.

Inside, you'll find:

How to evaluate your payment flow and caregiver classification practices
The language patterns that quietly create employer liability
10 questions covering the areas regulators actually look at
A scoring guide to help you know what to prioritize next

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LTCI is one of home care's biggest missed opportunities. Most registry owners know it exists. Few have built it into their growth strategy. This guide breaks down how LTCI billing actually works in the registry model, and how to turn it into a steady source of long-term clients.

Inside, you'll find:

How LTCI billing flows in the 1099 model
What documentation carriers typically require
A pre-intake checklist for new LTCI clients
Referral channels worth building intentionally

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Standing Out as a Registry How to Market Your Model with Confidence, Clarity and Heart

This guide helps you explain your registry model in a way that builds trust fast—without sounding like an agency. It’s full of straight talk and easy steps to show families why choice, control, and connection matter.

Inside, you’ll find:

Simple language that makes your model easy to understand
Tips for standing out in local searches and reviews
How to follow up without pressure
Words that keep you compliant and clear

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Standing Out as a Registry How to Market Your Model with Confidence, Clarity and Heart copy

This guide shares how one registry got through a DOL audit with zero penalties. Packed with lessons from real experience, it shows how smart tools and simple systems can protect your business and keep your role clear.

Inside, you’ll find:

Tips to keep caregiver and client roles legally separate
Red flags that make you look like an employer
Ways to document payments, hours, and communication
What the DOL looks for—and how to stay ahead of it

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Standing Out as a Registry How to Market Your Model with Confidence, Clarity and Heart copy 4

Ally & DOL Field Assistance Bulletin 2018-4

This guide walks through the best practices every registry needs to know. Built around the DOL’s Field Assistance Bulletin 2018-4, it shows how to stay independent while avoiding the common mistakes that can lead to reclassification.

Inside, you’ll find:

Clear examples of what to do (and what not to do)
Tech tips to keep caregiver, client, and registry roles separate
A breakdown of FAB 4-2025 and the companionship exemption
How Ally bakes best practices into your daily workflow

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Home Care Registry Compliance Hand Book

So you own (or you’re about to own) a home care registry, and of course, compliance is top of mind.

This ebook includes all you need to know about Registry Compliance:

General registry compliance best practices
Caregiver compliance
Client compliance
The role of technology in compliance

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Growing Your Caregiver Network

A Comprehensive Guide to Caregiver Recruitment and Retention

E-Book covers:

Caregiving can be both lucrative and rewarding if it is done in a manner that is beneficial for everybody involved. The patients, the caregivers, the patients’ families, and the rest of the company staff should all be considered important components; not only for the growth of the business but for the well-being of everyone involved and their loved ones. ‍We cover all of it in this comprehensive guide.

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Margin Optimization in Caregiver Registries: A Guide to Sustainable Growth

E-Book covers:

How to run your registry in a way that keeps costs in check, supports caregivers, and guilds value clients are happy to pay for.

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BEYOND COMPLIANCE: Upholding the Standards of a True Caregiver Registry

Compliance is key, but perception matters too. Learn how to align optics and compliance to protect your registry's reputation.

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Breaking Down the Different Methods of Home Care Delivery: Agencies, Registries, Virtual Marketplaces and Consumer-Direct Models

A Comprehensive eBook to Operating Multiple Models of Home Care Services

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Registry Resources & Templates

To get you started, or to keep you within registry best practices as you grow

What to Say When Families or Caregivers Ask About Payments

Stay professional, consistent, and within registry best practices with every conversation—this resource gives teams clear, ready-to-use answers for the most common payment questions families and caregivers ask.

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How a Registry Works: A Simple Guide for Families Hiring Care

We know families want more choice and connection in home care, so we created this guide to explain the registry model and give registries a simple way to share why it works.

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How a Registry Works Guide

DOL Audit Q&A: What Every Registry Should Know

“Inside the Audit” shares real questions from registry owners and lessons from a DOL audit survivor so you can understand what the DOL looks for and how to stay compliant if they ever come your way.

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DOL Audit Q&A

Caregiver Matching & Qualification Guide for Registries

We know you want to run your registry with confidence in best practices, so we created this guide to help protect your IC model and avoid audit risk.

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