Deana A. Pollard Sacks v. Thomas F. Hall and Thomas F. Hall, D.D.S., M.S. P.A.

481 S.W.3d 238, 2015 Tex. App. LEXIS 10991, 2015 WL 6492296
Court of Appeals of Texas·Decided October 27, 2015·No. NO. 01-14-00301-CV·Published·Cited by 16 cases

Opinions

OPINION

Evelyn V. Keyes, Justice

Deana Pollard Sacks.sued her former orthodontist, Dr. Thomas F. Hall, and his professional association, Thomas F. Fall, D.D.S., M.S. P.A. (collectively, “Dr.Hall”) for breach of contract, negligent misrepresentation, fraud, and violations of the Deceptive Trade Practices Act arising from Dr. Hall’s alleged failure ,'to give her a refund for an ineffective orthodontic treatment. Dr. Hall counterclaimed for breach of contract. After a jury found in favor of Dr. Hall, the trial court entered judgment in the amount- of $1,220 in actual damages, $35,000 in trial-level attorney’s fees, and $45,000 in conditional appellate attorney’s fees. In six issues, Sacks contends that (1) the trial court erroneously awarded attorney’s fees to Dr. Hall because he failed to plead or prove that he presented his breach of contract claim to Sacks; (2) the trial court erroneously awarded attorney’s fees to Dr. Hall because he failed to segregate recoverable from unrecoverable fees; (3) the jury’s finding that Dr. Hall suffered $1,220 in damages was’ not supported by legally or factually sufficient evidence; (4) the trial court erred in submitting' the damages question to the jury because there was legally insufficient evidence- of the value of the orthodontic treatment performed; (5) the trial court erred in entering judgment on the damages question because the finding was against the -great weight and preponderance of the evidence; and (6) the trial court erred in awarding damages to Dr. Hall because he failed to satisfy, a condition precedent to recovery.

We modify the judgment of the trial court and affirm as modified.

Background

Sacks first visited Dr. Hall on May 10, 2006, séeking to have her teeth straightened.- Dr. Hall discussed treatment options with Sacks, advised her to see her regular dentist before starting orthodontic treatment, and scheduled her for X-rays .with a third-party company, and a followup appointment with him to determine the treatment to be used. Sacks obtained X-rays of her teeth, but she, was unable to visit her dentist prior to seeing Dr. Hall for the second time. -

Sacks next visited Dr. Hall on June' 6, 2006. At this visit, Sacks agreed that Dr. Hall would'install a combination of metal [242]*242and ceramic braces on her lower teeth and OrthoClear trays on her upper teeth. Sacks met with Glenda Johnson, Dr. Hall’s

office manager at the time, and signed a Financial Contract. This contract broke down the pricing as follows:

Orthodontic Regular Fee $5995.00

Insurance/Plan +2000.00

Adjusted Treatment Fee 7995.00

-2000.001

Less Initial Payment 4775.00

Less Estimated insurance Benefits Assigned -1220.00

Balance Due 0

Prepay Fee

Payment Plan Fee

Total Amount Due $0

All of these amounts were handwritten on the contract, and next to the “-2000.00” amount, which did not have a preprinted blank indicating the purpose of that amount, was another handwritten notation that stated “Insurance [discount].” The contract included a statement, in- all capital letters, that “Patient is responsible for any cost not covered by insurance.”

The contract also included the following clause: ■

INSURANCE ASSIGNMENT: In order for our office to accept insurance assignment, we must have your completed, signed insurance form BEFORE the braces are placed. If insurance has been assigned and is part of this contract but insurance payments ceasé for any reason, a new contract will need to be signed for the remaining account balance. If you are on a dental plan you must remain active during the treatment, if the dental plan terminates for any reason, the fee will change to the orthodontic regular fee and a new contract will be required. ([A]ny discounts or special fee[s] are canceled[]) Past due amounts will be charged a collection fee in addition to late fees.

Sacks did not sign a form assigning insurance benefits. Sacks and Dr. Hall agreed that after Dr. Hall installed the appliances on Sacks’ teeth, he would provide mainte[243]*243nance services for twenty-four months plus a twelve-month retention period beyond that. Sacks paid $4,775 on June 6, 2006, and Dr. Hall applied the braces to her lower teeth and took the impressions of Sacks’ upper teeth that would form the basis for the OrthoClear trays .that she would wear.2

. Sacks had several follow-up appointments over,the next few months, during which Dr. Hall adjusted her braces and distributed some of her OrthoClear trays. In September 2006, Sacks visited her regular dentist because of pain in her upper teeth, and her dentist identified several teeth that had problems, including two teeth that needed root canal treatment. Sacks subsequently visited several dentists and endodontists in an effort to resolve these problems, and she had root canal treatments and new crowns placed on some of her teeth. Sacks stopped wearing the OrthoClear trays on her upper teeth, first because of the pain from her underlying dental problems and then because the additional dental work that she had done slightly changed the shape of her teeth, which meant that the prefabricated Ortho-Clear trays, made from'the impressions of her teeth taken in June 2006, no longer fit her teeth. Sacks last saw Dr. Hall on November 27, 2006.

On January 17, 2007, Sacks called Dr. Hall’s office and informed him that she wanted to pick up her records and transfer her orthodontic care elsewhere. The next day, Glenda Johnson informed Sacks that Aetna refused to pay the remaining $1,220 for her treatment. Sacks testified that Johnson “did not say that [Sacks] owe[s] money” to Dr. Hall’s office, but Johnson did ask Sacks to contact Aetna in an attempt to resolve the issue. Aetna then informed Sacks that her insurance plan provided a twenty-five percent discount for treatment, which had already been applied in this case, and that it would not pay any additional amounts. According to Sacks, neither Dr. Hall nor Johnson ever said, “You now have to pay us $1,220,” they never asked her to sign a second contract concerning payment of the remaining $1,220, and she “never heard about the [$]1[,]220 supposedly owing, until [she] got the counterclaim in this lawsuit.” Dr. Hall agreed that he “never asked [Sacks] for the money, or sent her a collection letter.” Sacks stated that Dr. Hall never asked her to pay more than $4,775 and. that she never did pay more than $4,775.

Dr. Hall’s chart for Sacks indicated that he offered her a refund in the amount of $1,820 on January 24, 2007.- Sacks testified that during this conversation, Dr. Hall “refused to treat [her] any. longer, unless [she] paid him more money.” Sacks requested and received a copy of her records from Dr. Hall in mid to late-March 2007. The records contained two internal ledgers, dated two minutes apart on March 20, 2007. The first ledger,. for “Contract # 6330,” listed Sacks as the sole party responsible for payment, stated that the “Original contract amount” was $6,775 and the “[i]nitial charge amount” was $4,775, and indicated that Sacks’ “Remaining commitment” was $0. The second ledger, for “Contract # 6372,” listed the responsible party as Sacks with the.notation “Texas Southern University/Aetna Healthcare,” stated that the “Original contract amount” was $1,220, the . “Remaining commitment”

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Deana A. Pollard Sacks v. Thomas F. Hall and Thomas F. Hall, D.D.S., M.S. P.A., 481 S.W.3d 238, 2015 Tex. App. LEXIS 10991, 2015 WL 6492296 (Tex. Ct. App. 2015).

481 S.W.3d 238 (Deana A. Pollard Sacks v. Thomas F. Hall and Thomas F. Hall, D.D.S., M.S. P.A.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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