Douglas Wilson and Jane Wilson v. Shenandoah Medical Center

CourtCourt of Appeals of Iowa
DecidedJuly 24, 2024
Docket23-0509
StatusPublished

This text of Douglas Wilson and Jane Wilson v. Shenandoah Medical Center (Douglas Wilson and Jane Wilson v. Shenandoah Medical Center) is published on Counsel Stack Legal Research, covering Court of Appeals of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Douglas Wilson and Jane Wilson v. Shenandoah Medical Center, (iowactapp 2024).

Opinion

IN THE COURT OF APPEALS OF IOWA

No. 23-0509 Filed July 24, 2024

DOUGLAS WILSON and JANE WILSON, Plaintiffs-Appellees,

vs.

SHENANDOAH MEDICAL CENTER, Defendant-Appellant. ________________________________________________________________

Appeal from the Iowa District Court for Page County, Margaret Reyes,

Judge.

Shenandoah Medical Center appeals the district court’s denial of its motion

for summary judgment. AFFIRMED.

Jennifer E. Rinden, Vincent S. Geis, and Nancy J. Penner of Shuttleworth

& Ingersoll, PLC, Cedar Rapids, for appellant.

Jessica A. Zupp of Zupp and Zupp Law Firm, Denison, Gary T. Gee of Gary

Gee Law Office, Shenandoah, and Andrew D. Sibbernsen of Sibbernsen Law Firm,

PC, Omaha, Nebraska, for appellees.

Considered by Badding, P.J., Langholz, J., and Bower, S.J.*

*Senior judge assigned by order pursuant to Iowa Code section 602.9206

(2024). 2

BOWER, Senior Judge.

Shenandoah Medical Center appeals the district court’s denial of its motion

for summary judgment for failure to timely file an expert witness designation. Upon

review, we affirm.

I. Background Facts and Proceedings

In December 2021, Douglas and Jane Wilson filed suit against Shenandoah

Medical Center (SMC), alleging SMC committed medical malpractice in its care

and treatment of Douglas relating to a hip replacement. On January 20, 2022,

SMC filed an answer. On February 1, the Wilsons filed a certificate of merit under

Iowa Code section 147.140 (2021), in which registered nurse Jenny Beerman

opined “nurses, agents, and employees, working at [SMC] breached the standard

of care in caring for and treating Douglas Wilson following his December 30, 2019,

right hip replacement procedure.”

On March 1, the parties filed a trial scheduling and discovery plan. Among

other provisions, it stated the Wilsons would designate their expert witnesses by

“210 days before trial or by September 1, 2022,” and SMC would designate its

witnesses by “150 before trial or by December 1, 2022.” On March 8, SMC filed a

motion to “extend the trial scheduling time standards in this case to allow this case

to be scheduled beyond December 2023 and specifically for July 23–29, 2024.”

The motion further stated, “Defense counsel has communicated with Plaintiffs’

counsel in good faith. Plaintiffs’ counsel has indicated he intends to resist this

motion but he is available for trial July 23–29, 2024.” Following a hearing on SMC’s

motion to extend trial deadlines, the court entered an order finding “good cause for

the motion” and ordered the trial be scheduled in July 2024. The court set a status 3

hearing for December 8 to confirm the trial date and schedule a pre-trial

conference.

On November 30, SMC filed its designation of expert witnesses. On the

same date, SMC filed a motion for summary judgment based on the Wilsons’

failure to timely file its expert-witness disclosure. See Struck v. Mercy Health

Servs.–Iowa Corp., 973 N.W.2d 533, 539 (Iowa 2022) (“It is well settled that expert

testimony is required to prove professional negligence claims against healthcare

providers.”).1 On December 2, the Wilsons filed an expert-witness disclosure

naming Beerman as their expert. The Wilsons resisted SMC’s motion for summary

judgment, asserting substantial compliance and good cause for missing the expert-

designation deadline, as well as lack of prejudice to SMC.

Following a hearing, the district court entered an order denying SMC’s

motion. SMC filed an application for interlocutory appeal, which our supreme court

granted and transferred to this court for disposition.

II. Standard of Review

We review orders concerning summary judgment for correction of errors at

law. Banwart v. 50th St. Sports, L.L.C., 910 N.W.2d 540, 544 (Iowa 2018). Here,

however, the court denied SMC’s motion based on its finding good cause excused

the Wilsons’ deviation from the expert-witness deadline. When reviewing “good

cause” determinations under Iowa Code section 668.11 (2021), “[t]he scope of our

review is for abuse of discretion.” Hantsbarger v. Coffin, 501 N.W.2d 501, 505

1 The question of whether expert-witness testimony is required to substantiate the

Wilsons’ claims against SMC is not before us on appeal. Cf. Struck, 973 N.W.2d at 539 n.4 (noting two exceptions to the expert-witness requirement). 4

(Iowa 1993); see also McGrew v. Otoadese, 969 N.W.2d 311, 319 (Iowa 2022)

(reviewing the district court’s admission of expert testimony under Iowa Rule of

Civil Procedure 1.500(2) for abuse of discretion). The district court has “broad

discretion in ruling on whether to extend the time allowed for parties to designate

expert witnesses . . . , and the exercise of that discretion will not be disturbed

unless it was exercised on clearly untenable grounds or to an extent clearly

unreasonable.” Hill v. McCartney, 590 N.W.2d 52, 54–55 (Iowa Ct. App. 1998).

III. Discussion

In this interlocutory appeal, SMC challenges the district court’s denial of its

motion for summary judgment based on the Wilsons’ failure to timely file its expert-

witness disclosure. Iowa Code section 668.11(1)(a) requires a plaintiff alleging

medical malpractice to “certify to the court and all other parties the expert’s name,

qualifications and the purpose for calling the expert . . . within one hundred eighty

days of the defendant’s answer unless the court for good cause not ex parte

extends the time of disclosure.” Failure to timely designate an expert generally

bars the expert from testifying in the action “unless leave for the expert’s testimony

is given by the court for good cause shown.” Iowa Code § 668.11(2).

Because section 668.11 is a “procedural or remedial” statute, it is subject to liberal interpretation. Only substantial, rather than strict, compliance is required. “Substantial compliance is ‘compliance in respect to essential matters necessary to assure the reasonable objectives of the statute.’” The purpose of section 668.11 is “to require a plaintiff to have his or her proof prepared at an early stage in the litigation in order that the professional does not have to spend time, effort and expense in defending a frivolous action.”

Jackson v. Cath. Health Initiatives, Inc., No. 22-1911, 2023 WL 5602863, at *2

(Iowa Ct. App. Aug. 30, 2023) (internal citations omitted). 5

Here, the parties agreed to the deadlines in the trial scheduling and

discovery plan, which stated the Wilsons would designate their expert witnesses

by “210 days before trial or by September 1, 2022.” The Wilsons designated their

expert on December 2, 2022. The Wilsons’ disclosure was untimely. Accordingly,

the central question before the district court was whether the Wilsons established

good cause for their delay.

For purposes of section 668.11, “good cause” is a “sound, effective, truthful reason, something more than an excuse, a plea, apology, extenuation, or some justification for the resulting effect.

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Related

Jasper v. H. Nizam, Inc.
764 N.W.2d 751 (Supreme Court of Iowa, 2009)
Hantsbarger v. Coffin
501 N.W.2d 501 (Supreme Court of Iowa, 1993)
Nedved v. Welch
585 N.W.2d 238 (Supreme Court of Iowa, 1998)
Thomas v. Fellows
456 N.W.2d 170 (Supreme Court of Iowa, 1990)
Donovan v. State
445 N.W.2d 763 (Supreme Court of Iowa, 1989)
Moyer v. City of Des Moines
505 N.W.2d 191 (Supreme Court of Iowa, 1993)
Hill v. McCartney
590 N.W.2d 52 (Court of Appeals of Iowa, 1998)

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