Dallas County Hospital District D/B/A Parkland Health and Hospital System v. Michael Ballew

CourtCourt of Appeals of Texas
DecidedMarch 26, 2024
Docket05-22-01358-CV
StatusPublished

This text of Dallas County Hospital District D/B/A Parkland Health and Hospital System v. Michael Ballew (Dallas County Hospital District D/B/A Parkland Health and Hospital System v. Michael Ballew) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dallas County Hospital District D/B/A Parkland Health and Hospital System v. Michael Ballew, (Tex. Ct. App. 2024).

Opinion

Reversed, Rendered, and Opinion Filed March 26, 2024

S In The Court of Appeals Fifth District of Texas at Dallas No. 05-22-01358-CV

DALLAS COUNTY HOSPITAL DISTRICT D/B/A PARKLAND HEALTH AND HOSPITAL SYSTEM, Appellant V. MICHAEL BALLEW, Appellee

On Appeal from the County Court at Law No. 1 Dallas County, Texas Trial Court Cause No. CC-20-04852-A

MEMORANDUM OPINION Before Justices Partida-Kipness, Reichek, and Breedlove Opinion by Justice Partida-Kipness Appellee Michael Ballew sued appellant Dallas County Hospital District d/b/a

Parkland Health and Hospital System (Parkland) for disability discrimination and

retaliation. Parkland filed a plea to the jurisdiction, which the trial court denied. In

this interlocutory appeal, Parkland argues the trial court’s order is erroneous. See

TEX. CIV. PRAC. & REM. CODE § 51.014(a)(8) (allowing appeal from interlocutory

order denying plea to the jurisdiction by governmental unit). We reverse the trial

court’s November 30, 2022 Order Denying Defendant’s Plea to the Jurisdiction and render judgment dismissing Ballew’s claims against Parkland for lack of subject-

matter jurisdiction.

BACKGROUND

This proceeding arises from the 2019 termination of Ballew’s employment,

which he contends was the result of disability discrimination. Ballew began working

at Parkland in 2001 as the Accounts Receivable Audit Supervisor. By 2008, he had

been promoted to the position of Director of Patient Financial Services (PFS

Director). At that time, Ballew was one of three directors of patient financial

services, each with different functional responsibilities. The PFS Directors report

directly to the Senior Vice President (SVP) of Revenue Cycle, who in turn reports

to the Chief Financial Officer (CFO). Ballew was the PFS Director over “billing and

collections for third parties and patients, and customer relations related to” those

activities. According to Ballew, from June 2018 forward his responsibilities included

“collections, customer service, cash posting, refunds, cashiers, bank reconciliation,

reporting department, insurance update team, and scanning team.” Between 2015

and 2017, Ballew reported to Rhonda Miller, the SVP of Revenue Cycle.

I. 2016 Integrity Line Complaints

In 2016, employees filed eleven complaints against Miller and Ballew (the

Integrity Line Complaints). Employees accused Miller and Ballew of: (1) displaying

favoritism and poor leadership; (2) retaliating against employees; and (3) engaging

in questionable billing and collection practices. Parkland’s human resources

–2– department, which is called the Officer of Talent Management (OTM), investigated

the Integrity Line Complaints. Art Ferrell, Parkland’s Director of Employee

Relations at the time, initially recommended Miller and Ballew be terminated. But

after discussions with senior leadership, the decision was made to administer a final

disciplinary action on Ballew rather than terminate him because “the general

consensus” was that Miller’s “domineering style” may have impacted Ballew. In

April 2017, Parkland terminated Miller. However, Ballew petitioned Parkland’s

President and Chief Executive Officer, Dr. Frederick Cerise, and he rescinded the

progressive discipline for Ballew.

II. November 6, 2017 – Miller Replaced by Gerry Baker

Between May 2017 and November 2017, Miller’s position remained vacant

as Parkland searched for a new CFO. In August 2017, Parkland hired Rick

Humphrey as CFO. On November 6, 2017, Humphrey hired Gerry Baker as SVP of

Revenue Cycle to replace Miller. According to Baker, he was hired to improve

Parkland’s revenue cycle management. Baker was also tasked with completing 2017

performance reviews for his direct reports, including Ballew. Those reviews covered

each employee’s performance between October 1, 2016, and September 30, 2017,

which was prior to Baker joining Parkland. Because he did not have firsthand

knowledge of the employees’ performance during that period, he largely adopted

Miller’s evaluation and ratings.

–3– Ballew received his 2017 performance review on December 19, 2017. He

received an overall rating of “Solid Contribution,” which was consistent with his

2013 and 2015 reviews in which he also received an overall rating of “Solid

Contribution.” Baker included the following comment on the review:

Overall, Michael has done a very good job managing the resources that he has had available to him. Focus areas for the upcoming year should be 1) developing staff[,] 2) updating policy and procedure documents so that they are relevant to how business is done today[,] 3) further improvement in key performance metrics (e.g., billed claims and DNB)[, and] 4) development of a formal Denials Management Program[.]

III. Ballew’s June 2018 Hospitalization

In June 2018, Ballew experienced symptoms of hypopnea, a severe arterial

obstruction. Ballew maintains he told Baker about his condition on June 30, 2018,

before beginning treatment at Parkland. Baker testified he did not know specifically

why Baker was hospitalized in June 2018. Ballew took paid time off (PTO) in June

and July 2018 to undergo treatment. According to Baker, Ballew did not seek

FMLA1 leave for that treatment and did not request an accommodation of any kind

or notify Parkland that he allegedly had a disability. Ballew also did not notify Baker

that his tasks were not complete due to taking leave.

IV. Ballew’s 2018 Performance Review

Ballew’s 2018 performance review covered the period between October 1,

2017, and September 30, 2018. Ballew received the review in December 2018. Baker

1 FAMILY MEDICAL LEAVE ACT OF 1993, 29 U.S.C. § 2601, et seq. (1993). –4– gave Ballew an overall rating of “Needs Improvement.” The performance review

addressed Ballew’s completion of performance goals assigned to him for the review

period and his leadership competencies. The three performance goals included in the

2018 review were:

 “Implement 2 process improvement initiative that originate from line staff through a new initiative to be developed to foster positive exchanging of ideas between leadership and staff.”

 “Implement quarterly huddle meetings to share organization updates and solicit new and innovative ideas to opportunities from all levels of the departments.”

 “Develop job descriptions and retain staff in areas of span of control--Denials Unit, Collections, Customer Service.”

Baker rated Ballew as “Needs Improvement” on each goal based on Ballew’s

implementation of one or fewer initiatives, implementation of three or less

documented huddle meetings, and developing 75% of job descriptions and

completing 75% of retraining. Baker made the following comments concerning his

review of the performance goals:

Michael has several areas that need improvement as he lacks follow through and being responsive to internal and external requests for information or requests. One of his primary goals this year was to create a Denials Unit. It took many months to recruit and hire staff and deadlines were not met. He also has not followed through on engaging employees and being responsive to their development needs.

The performance review also rated Ballew on three leadership competencies: (1)

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Dallas County Hospital District D/B/A Parkland Health and Hospital System v. Michael Ballew, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dallas-county-hospital-district-dba-parkland-health-and-hospital-system-texapp-2024.