Brunson v. Liberty Mutual Insurance

92 So. 3d 90, 2012 WL 887472
CourtCourt of Civil Appeals of Alabama
DecidedMarch 16, 2012
Docket2110210
StatusPublished
Cited by3 cases

This text of 92 So. 3d 90 (Brunson v. Liberty Mutual Insurance) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brunson v. Liberty Mutual Insurance, 92 So. 3d 90, 2012 WL 887472 (Ala. Ct. App. 2012).

Opinion

MOORE, Judge.

Liberty Mutual Insurance Company petitions for a writ of mandamus directing the Mobile Circuit Court (“the trial court”) to vacate its November 21, 2011, order denying Liberty Mutual’s motion for a protective order and directing Liberty Mutual to produce personnel files, policy and procedure manuals relating to peer review, and information regarding other lawsuits filed against Liberty Mutual in Alabama and other specified states that alleged the tort of outrage or similar claims arising from Liberty Mutual’s handling of workers’ compensation claims. For the reasons stated below, we grant the petition in part, deny the petition in part, and issue the writ.

Procedural History

On September 9, 2010, Kenneth Wesley Brunson sued his employer, Big Ten Tires, [94]*94Inc., and Liberty Mutual, Big Ten Tires’ workers’ compensation insurance carrier. Brunson alleged that, on December 1, 2009, he was employed with Big Ten Tires and that, on that day, he sustained an injury to his lower back in the course and scope of his employment. Brunson asserted that, although Liberty Mutual and Big Ten Tires had authorized certain medical and compensation benefits pursuant to the Alabama Workers’ Compensation Act (“the Act”), Ala.Code 1975, § 25-5-1 et seq., they had refused to provide all the benefits to which he was entitled under the Act and had failed to pay for all reasonable and necessary medical treatment recommended by his authorized treating physician. More specifically, Brunson alleged that Big Ten Tires and Liberty Mutual had failed to approve a back surgery that had been recommended by his authorized treating physician.

In his complaint, Brunson asserted a claim for benefits under the Act. He also alleged that Big Ten Tires and Liberty Mutual were liable for the tort of outrage because their refusal to authorize the recommended surgery was “so outrageous in character and so extreme in degree as to go beyond all possible bounds of decency and [is] atrocious and utterly intolerable in a civilized society.” Along with his complaint, Brunson served interrogatories and requests for production. Among others, Brunson’s requests for production included:

“2. Please produce true and correct copies of the personnel files, excluding HIPAA [Health Insurance Portability and Accountability Act] information, but including resumes, continuing education, licenses, certificates, complaints and reprimands of Missy Thaxton.
“3. Please produce true and correct copies of the personnel files, excluding HIPAA information, but including resumes, continuing education, licenses, certificates, complaints and resumes of Cynthia Bridges.[1]
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“5. Please produce true and correct copies of any and all policy and procedure manuals that relate to or involve peer review.
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“13. Please produce a copy of all lawsuits filed against this defendant for the last ten years to the present alleging tort of outrage, conspiracy to commit the tort of outrage, fraud, breach of contract, or intentional infliction of emotional distress involving any aspect of a workers’ compensation claim, settlement, or medical treatment for an injured worker.”

Although Liberty Mutual responded to those requests, on September 8, 2011, Brunson moved the trial court to compel Liberty Mutual to supplement its responses. The trial court granted that motion the following day and ordered Liberty Mutual to answer all outstanding discovery within 14 days or “suffer sanctions.”

On September 12, 2011, Liberty Mutual filed a response to the motion to compel and moved the trial court to set aside its September 9, 2011, order. Liberty Mutual requested that the trial court conduct a hearing on its opposition to the motion to compel and in support of its motion to set aside the trial court’s September 9, 2011, order.

[95]*95On October 3, 2011, the trial court granted Liberty Mutual’s motion to set aside the September 9, 2011, order. In that same order, however, the trial court stated that “[t]he motion to compel is granted as to all requests except that the lawsuit[s] only have to have the name, case number and where they were filed.” In correspondence, Brunson subsequently agreed to limit his request for “other litigation” documents to those actions filed within the previous 12 years and alleging the tort of outrage or similar causes of action arising out of or related to the “delayed authorization or refusal to authorize medical treatment, prescription medications, etc.,” in the states of Alabama, Florida, Mississippi, Georgia, Texas, and Tennessee; Brunson also agreed that, if Liberty Mutual did not provide workers’ compensation insurance in any of the identified states, Liberty Mutual could substitute Maine or Arizona for that state.

On November 2, 2011, Liberty Mutual moved the trial court to issue an order protecting from disclosure, among other things, the personnel files of Liberty Mutual’s employees, Liberty Mutual’s policy and procedure manuals regarding peer review, information regarding Liberty Mutual’s employee-incentive program, and any information relating to other lawsuits filed against Liberty Mutual as sought in Brun-son’s requests for production.2

On November 21, 2011, the trial court denied Liberty Mutual’s motion for a protective order and ordered that it produce the requested documents to Brunson. As to the personnel files and policy and procedure manuals relating to peer review, the trial court stated that “the production of the personnel files shall be pursuant to a proposed protective order to be submitted by the parties which the Court will enter limiting the dissemination of the personnel file information as specified therein. The personnel files and Liberty Mutual’s policy and procedure manuals [relating to peer review] must be produced within fourteen (14) days of the issuance of this order.”3

With respect to Brunson’s request for production relating to other lawsuits filed against Liberty Mutual alleging the tort of outrage or similar claims, the trial court ordered Liberty Mutual to produce the requested information for the states of Alabama, Georgia, Mississippi, Florida, Texas, and Tennessee, covering the 10-year period preceding the date of Brun-son’s work-related injury. The trial court stated;

“The Court deems this requested information discoverable as it may lead to the discovery of admissible evidence, including but not necessarily limited to, evidence going to the issue of punitive damages. Furthermore, [Brunson] claims that Liberty Mutual[,] through the medical treatment approval process[,] is at[96]*96tempting to improperly dictate the course of an injured worker’s medical treatment contrary to the treatment recommended by the authorized treating physician. This requested information may also lead to the discovery of Liberty Mutual’s implementation of policies or goals, whether written or unwritten relating to the directing of the course of treatment of injured Alabama workers and injured workers in other states. The requested information is reasonably calculated to lead to the discovery of documents evidencing that Liberty Mutual improperly exercised medical judgment in place of the authorized treating physician....

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Cite This Page — Counsel Stack

Bluebook (online)
92 So. 3d 90, 2012 WL 887472, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brunson-v-liberty-mutual-insurance-alacivapp-2012.