Hale v. Touro Infirmary

886 So. 2d 1210, 2004 WL 2709568
CourtLouisiana Court of Appeal
DecidedNovember 3, 2004
Docket2004-CA-0003
StatusPublished
Cited by59 cases

This text of 886 So. 2d 1210 (Hale v. Touro Infirmary) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hale v. Touro Infirmary, 886 So. 2d 1210, 2004 WL 2709568 (La. Ct. App. 2004).

Opinion

886 So.2d 1210 (2004)

Mary Anne HALE
v.
TOURO INFIRMARY.

No. 2004-CA-0003.

Court of Appeal of Louisiana, Fourth Circuit.

November 3, 2004.
Rehearing Denied December 10, 2004.

*1211 J. Courtney Wilson, Leonard A. Washofsky, Metairie, LA, for Plaintiff/Appellant.

Henry P. Julien, Jr., Sam Zurik III, The Kullman Firm, New Orleans, LA, for Defendant/Appellee.

(Court Composed of Chief Judge JOAN BERNARD ARMSTRONG, Judge MICHAEL E. KIRBY, and Judge MAX N. TOBIAS, JR.).

MAX N. TOBIAS, JR., Judge.

On 25 April 2002, Mary Ann Hale ("Hale") filed a petition for damages against Touro Infirmary ("Touro"), alleging that its supervisory employees "engaged in a pattern of supervisory harassment intentionally causing extreme emotional distress upon plaintiff...."[1] She further contends that Touro terminated her employment in violation of La. R.S. 23:967, Louisiana's "whistleblower statute" (hereinafter "Whistleblower Statute"). She alleges that she was harassed and eventually terminated from employment; thereafter, she became suicidal and had to be hospitalized. Touro contends, however, that Hale has failed to allege any "violation of law" sufficient to trigger the Whistleblower Statute[2]*1212 and therefore may not recover. Touro maintains that Hale exhibited poor performance and teamwork while in its employ and that her termination was necessitated by her inability to correct poor performance issues and follow instructions. Touro further asserts that Hale brought this litigation in bad faith and that it is entitled to recover attorneys' fees and costs that it has expended in this litigation.

Touro hired Hale as a part-time social worker in April 2000. She worked part-time until August 2000, when she began a full-time social worker position with Touro. Her duties as a social worker included completing psychological evaluations of patients, treating patients, and discharge planning for patients. Hale's direct supervisor at Touro was Mary Ann Catalanotto ("Catalanotto"), the Supervisor of Inpatient Social Workers, and Catalanotto's supervisor was Shawn McLaughlin ("McLaughlin"), the Director of Psychiatry at Touro. Touro maintains that after Hale obtained full-time status as a social worker, she exhibited "performance problems." According to Touro, from September 2000 until the end of December 2000, Catalanotto (1) received complaints from Hale's co-workers; (2) observed herself that Hale had problems working on a team; (3) noted Hale had "communication issues" with other employees; (4) found that Hale failed to follow discharge planning and implementation instructions in a timely and effective manner; (5) observed that Hale exhibited demeaning and unprofessional behavior toward a co-worker in front of other staff members; and (6) observed that Hale failed to timely complete patient psychosocial assessments. Catalanotto verbally counseled Hale on numerous occasions regarding the complaints about her work and demeanor.[3]

On 16 January 2001, Catalanotto issued a written warning to Hale. The warning stated that Hale had problems "effectively collaborating and communicating" as a team member and that she exhibited a "distortion of reality" in complaints regarding another team member and her own verbal abuse of that co-worker. The written warning also provided that "[a]nother violation of any of the above will result in further disciplinary action up to and including termination." According to Touro, Hale's performance did not improve, and she was issued another written warning on 14 February 2001, which essentially set forth similar complaints of poor team interaction, including failing to communicate with team members to resolve problems and using inflammatory language in the documentation of patient care "when referring to care by other team members or the institution." Hale was finally terminated on 27 April 2001, after failing to follow the orders of the Director of Psychiatry regarding her facilitation of patient groups and after continually failing to turn in group charges in a timely manner.

Hale, on the other hand, cites a number of improprieties at Touro that she brought to the attention of her supervisors, which she asserts caused them to fire her as a whistleblower. First, she alleges that Catalanotto gave an illegal order to the social workers on staff that they could override a physician's orders and refuse to admit a patient. Second, she asserts that the clinic violated one or more OSHA provisions, *1213 including having to use a copy room at the hospital to meet with patients' families; clutter in the copy room; and placing patient beds in the hallways. Hale also alleges without specificity that Touro acted in violation of the Louisiana Social Work Practice Act, La. R.S. 37:2701, et seq.

Touro filed a motion for summary judgment on 19 March 2003, maintaining that Hale could not carry her burden of proof under the Whistleblower Statute. In particular, Touro contends that there is no "violation of law" that Hale can point to that could have triggered her dismissal. Further, Touro argued that even if Hale claims that the violations of OSHA regulations or other professional guidelines are sufficient to trigger protection under the statute, the statute clearly provides protection for a whistleblower who reports violations of state law. The trial court entertained argument on the motion for summary judgment at a hearing on 26 September 2003, and judgment was rendered in favor of Touro on 30 September 2003, dismissing Hale's claims. The court further awarded Touro $11,520.00 in attorneys' fees and costs pursuant to the Whistleblower Statute. La. R.S. 23:967 D.

On 3 December 2003, the trial court issued written reasons for judgment in response to a request from Hale. The trial court found that Hale did not allege violations of law sufficient to trigger the Whistleblower Statute. Specifically, the trial court found that Hale's claims that Catalanotto instructed social workers that they could deny admission to psychiatric patients was not sufficient to satisfy her burden of establishing a violation of law, as Hale testified by deposition that she didn't know if Catalanotto's instruction was actually illegal, and further that she didn't know if any social worker had actually denied admission to any psychiatric patient.[4] With regard to Hale's assertion of various OSHA violations at Touro, the trial court found that Hale complained about the violations at least seven months prior to being terminated in April 2001, and that the time lapse belies a causal connection between the two events as maintained by Hale. The court also noted that Hale testified that the violations had been corrected after Hale made her supervisors aware of them prior to her termination. Finally, the trial court reiterated its award of $11,520.00 to Touro in attorneys' fees and costs, but did not elaborate on how it calculated this award.

Hale asserts that the trial court erred as a matter of law in its finding that she was required to prove a violation of law to prevail under the Whistleblower Statute. Further, she asserts that even if she were required to establish a violation of law, she does allege OSHA violations and supervisor "violations" that the court disregarded in error. Hale next asserts that the trial court erred in finding that she was terminated for "performance problems" when the parties stipulated that they were not at issue in the motion for summary judgment. Hale also appeals the trial court's failure to rule on a discovery motion prior to dismissing the case on summary judgment.[5]

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Bluebook (online)
886 So. 2d 1210, 2004 WL 2709568, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hale-v-touro-infirmary-lactapp-2004.