Bartz, Michael v. Derus, Melinda

CourtDistrict Court, W.D. Wisconsin
DecidedJanuary 24, 2025
Docket3:24-cv-00398
StatusUnknown

This text of Bartz, Michael v. Derus, Melinda (Bartz, Michael v. Derus, Melinda) is published on Counsel Stack Legal Research, covering District Court, W.D. Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bartz, Michael v. Derus, Melinda, (W.D. Wis. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE WESTERN DISTRICT OF WISCONSIN

MICHAEL DONN BARTZ,

Plaintiff, OPINION AND ORDER v. 24-cv-398-wmc MELINDA DERUS, ERIN DUNAHAY, CHAD McCUNE, ERIC SPECKHART, AMANDA LUEBCHOW, and NICOLE TREVINO,

Defendants.

Plaintiff Michael Donn Bartz, who is incarcerated at Jackson Correctional Institution (“JCI”) and representing himself, was granted leave to proceed with Eighth Amendment and state-law negligence claims against members of JCI’s Special Needs Committee, including Melinda Derus, Erin Dunahay, Chad McCune, Erick Speckhart, Amanda Luebchow, and Nicole Trevino. (Dkt. #16.) More specifically, plaintiff suffers from degenerative disc disease and cervical radiculitis/radiculopathy and claims that defendants have wrongly refused to accommodate his medical needs by denying his requests for (1) an extra pillow to alleviate neck pain; (2) “button up” shirts that would enable him to dress more easily; and (3) a low-bunk restriction to avoid unnecessary falls and pain. Plaintiff has also filed motions for a preliminary injunction and temporary restraining order directing the defendants to reinstate his previous accommodations. (Dkt. #4, #15.) The court held a video hearing with both plaintiff and counsel for defendants on January 23, 2025, during which the court granted plaintiff’s motion for a temporary restraining order (dkt. #15) and directed defendants to immediately reinstate plaintiff’s lower-bunk restriction. For reasons set forth below and stated on the record at the hearing, plaintiff’s motion for a preliminary injunction is also granted. BACKGROUND1 After Bartz complained of persistent neck pain with numbness and weakness in his right arm, he was diagnosed by a physician with degenerative disc disease throughout his cervical spine in 2018. (Dkt. #7-2, at 23-24, 45-46.) He was prescribed a course of physical therapy,

including cervical traction, which the clinical notes show increased his neck pain and caused numbness in his arms and legs. (Id. at 27, 30, 37, 39-40.) In August of 2019, Bartz reported to the JCI Health Services Unit (“HSU”) that he was experiencing “worsening neck pain” that was “constant” and that he was also experiencing “decreased neck rotation” and “intermittent numbness down [his] right arm with weakness.” (Dkt. #7-2, at 23.) A physician ordered a cervical spine MRI with an offsite provider with consideration for a neurology consultation. (Id. at 24.) An MRI conducted at Black River Memorial Hospital in November of 2019, after which

a diagnostic radiologist, Dr. Todd Ebbert, found “severe degenerative” changes that were “most pronounced at C5-C6 and C6-C7” vertebrae. (Dkt. #7-2, at 49.) Specifically, after reviewing the MRI results, Dr. Ebbert observed “[s]evere foraminal narrowing” at C5-C6 and C6-C7,2 with “[d]isc osteophyte complex” and “uncinate spurring.” (Id.) The physician noted further that at C6-C7 there was a “[r]ight subarticular probable disc herniation component with superior migration.” (Id.)

1 Unless otherwise indicated, the following facts are taken from medical records provided by plaintiff (dkt. #7-2) and declarations from the parties regarding plaintiff’s medical restrictions. 2 Foraminal narrowing is a type of spinal stenosis (narrowing of the one or more of the open spaces in the spine) that may be congenital or due to spinal degeneration, causing compression or encroachment of the vertebrae onto nerves in the vertebral canal, which can result in pain, paresthesia, and neurogenic claudication or weakness. Dorland’s Illustrated Medical Dictionary 1770 (32nd ed.). Bartz continued to experience neck pain with numbness and tingling with weakness in his right arm in 2020. (Dkt. #7-2, at 22.) He advised a nurse in September of 2020, that he had numbness and tingling in both arms with neck pain ranging from a level of “3-10,” depending on his level of movement. (Dkt. #7-2, at 43.) Bartz specifically advised the nurse

that getting up and down from his assigned top bunk increased his neck pain. (Id.) Bartz was again seen at the Black River Memorial Hospital in February of 2021, by a pain specialist with the Mayo Clinic, Dr. Stephen Endres, who found “significant” degenerative disease at his C5-C6 with foraminal narrowing at C6-C7, and “cervical radiculitis/radiculopathy” that was greater on his right side than the left.3 (Dkt. #7-2, at 52.) In particular, Dr. Endres was “very concerned” about the weakness on Bartz’s right side, as well as the “significant narrowing” of his spine, “particularly of C5-C7.” (Id.) When discussing treatment options, Bartz stated that he was not interested in an injection because any relief

would be “short-lived,” to which Dr. Endres agreed. (Id.) Due to the significant foraminal narrowing and his concerns about Bartz’s weakness, therefore, Dr. Endres concluded that seeing a neurosurgeon would be “the next obvious step for his care,” but Bartz wanted to “think things over” before surgery. (Id.) Ultimately, Bartz was not scheduled to see a neurosurgeon, nor has he received any other “definitive plan of care” from prison medical providers. (Bartz Decl. (dkt. #7) ¶ 14.) Given these findings, Bartz credibly alleges that he suffers from a chronic, degenerative condition causing him ongoing pain, weakness, and numbness in his neck, arms, and hands,

3 Radiculitis is defined as “inflammation of the root of a spinal nerve, especially of that portion of the root which lies between the spinal cord and the intervertebral canal.” Dorland’s Illustrated Medical Dictionary 1571 (32nd ed.) Cervical radiculopathy is a disease of the nerve roots, often with neck or shoulder pain, that is commonly caused by compression of the nerve roots. Id. which has impaired his physical abilities. Specifically, Bartz reports a loss of range of motion with sudden, unpredictable losses of strength, dexterity, and coordination of his arms and hands, particularly on his right side. Dr. Endres, who examined him in 2021, also confirmed that Bartz’s right grip strength was “very significantly weak.” (Dkt. #7-2, at 52.)

Because these impairments have affected his ability to grip objects, such as ladder rungs, the JCI HSU authorized him to have an extra pillow to stabilize his neck while sleeping and button-up shirts to enable him to dress and undress without raising his arms over his head. (Dkt. #7-2, at 1-2, 43-44.) Bartz was also granted a lower-bunk restriction on September 24, 2020, which expired on March 24, 2021. While maintaining this restriction temporarily, Bartz was then subjected to review by the Special Needs Committee January 8, 2022. (Luebchow Decl. (dkt. #23) ¶¶ 9, 10.) On February 24, 2022, the Special Needs Committee denied Bartz’s request to renew his lower-bunk restriction, and he was subsequently assigned to an

upper bunk. (Dkt. #7-2, at 9-10.) However, after Bartz reported falling twice in short succession from an upper bunk (dkt. #7-2, at 3), a nurse in the HSU again issued him another lower-bunk restriction on June 17, 2022, for a period of one year. (Luebchow Decl. (dkt. #23) ¶ 11.) This restriction was renewed on February 15, 2023, apparently by a nurse, for another one-year period expiring on February 15, 2024. (Id.) At the time Bartz was granted each of these accommodations, special needs restrictions based on medical necessity were governed by Health Services Policy and Procedure (“HS P/P”) 300.07. (Trevino Decl. (dkt. #22) ¶ 10.) Under this policy, a DOC prisoner could obtain a

lower bunk restriction for several conditions, including significant functional limitations secondary to arthritis, musculoskeletal disorders or neurological disorders. (Id. at ¶ 13.) Staff in the HSU also had the discretion to give a temporary restriction for a low bunk based on their judgment, provided it did not conflict with the medical judgment of an Advanced Care Provider (“ACP”). (Id.

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