Heather Smith v. BlueCross BlueShield of Tennessee

CourtTennessee Supreme Court
DecidedMarch 26, 2025
DocketE2022-01058-SC-R11-CV
StatusPublished

This text of Heather Smith v. BlueCross BlueShield of Tennessee (Heather Smith v. BlueCross BlueShield of Tennessee) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heather Smith v. BlueCross BlueShield of Tennessee, (Tenn. 2025).

Opinion

03/26/2025 IN THE SUPREME COURT OF TENNESSEE AT KNOXVILLE May 22, 2024 Session1

HEATHER SMITH v. BLUECROSS BLUESHIELD OF TENNESSEE

Appeal by Permission from the Court of Appeals Chancery Court for Hamilton County No. 21-0938 Jeffrey M. Atherton, Chancellor ___________________________________

No. E2022-01058-SC-R11-CV ___________________________________

In this appeal, we hold that the right to petition in the Tennessee Constitution is enforceable against governmental entities, not private parties, and that it cannot be the basis for a “public policy” exception to the employment-at-will doctrine as against private employers. Here, the plaintiff at-will employee emailed members of the Tennessee General Assembly expressing grievances about the COVID-19 vaccination mandate implemented by her employer, a private organization. After the employer told the plaintiff that the email violated the employer’s policies, the employee sent a second similar email to legislators. The defendant terminated the plaintiff’s employment. The plaintiff sued the defendant private employer for retaliatory discharge, asserting her employment was terminated for exercising the right to petition in Article I, Section 23 of the Tennessee Constitution. The trial court dismissed the complaint, and the Court of Appeals reversed. On appeal, our review shows that, for hundreds of years dating back to early England, the constitutional right to petition has been considered a bulwark against government oppression, not a constraint on private parties. No state in the nation has held that the right to petition applies to limit the ability of private employers to terminate the employment of at-will employees, and the language in Article I, Section 23 does not mandate such a holding. We hold that Article I, Section 23 is enforceable only against the government, not against private actors; consequently, private employers do not violate a clear public policy by terminating employees for exercising the right to petition. Thus, at-will employees may not base claims of retaliatory discharge against private employers on the right to petition in the Tennessee Constitution. Accordingly, we reverse the Court of Appeals and affirm the trial court’s dismissal of the plaintiff’s complaint.

1 Oral argument was heard in this case at Tennessee Tech University in Cookeville, Tennessee, as part of this Court’s S.C.A.L.E.S. (Supreme Court Advancing Legal Education for Students) project. Tenn. R. App. P. 11 Appeal by Permission; Judgment of the Court of Appeals Reversed; Judgment of the Chancery Court Affirmed; Remanded to the Chancery Court

HOLLY KIRBY, C.J., delivered the opinion of the Court, in which JEFFREY S. BIVINS, ROGER A. PAGE, SARAH K. CAMPBELL, and DWIGHT E. TARWATER, JJ., joined. SARAH K. CAMPBELL, J., filed a separate concurring opinion.

Robert E. Boston, Joshua T. Wood, and David J. Zeitlin, Nashville, Tennessee, for the appellant, BlueCross BlueShield of Tennessee, Inc.

Stephen S. Duggins and Colson Duggins, Chattanooga, Tennessee, for the appellee, Heather Smith.

Stella Yarbrough, Nashville, Tennessee, and Bridget Lavender, New York, New York, for the amici curiae, American Civil Liberties Union Foundation of Tennessee and American Civil Liberties Union Foundation.

OPINION

FACTUAL AND PROCEDURAL BACKGROUND

Plaintiff Heather Smith began her employment with Defendant BlueCross BlueShield of Tennessee, Inc. (“BlueCross”) in January 2014.2 BlueCross is a Tennessee non-profit corporation engaged in the business of providing health insurance.

In August 2021, in the midst of a global COVID-19 pandemic, BlueCross notified Ms. Smith that it had instituted a policy requiring public-facing employees to be vaccinated with the COVID-19 vaccine. Ms. Smith was not in a public-facing job position. But she reported to BlueCross director Allison Scripps, who told Ms. Smith that “as leaders, we are expected to follow the mandate.” Ms. Smith was also told by BlueCross vice-president Clay Phillips, “[W]e now have a directive from our leadership team, and you need to accept it as such.”

2 This case is on appeal from a Tennessee Rule of Civil Procedure 12.02(6) motion to dismiss the complaint for failure to state a claim. See Tenn. R. Civ. P. 12.02(6). In reviewing a trial court’s ruling on a motion to dismiss for failure to state a claim, we assume the truth of the factual allegations made in the complaint. See Mynatt v. Nat’l Treasury Emps. Union, Chapter 39, 669 S.W.3d 741, 745–46 (Tenn. 2023). Consequently, the facts recited in this opinion are from Ms. Smith’s complaint and are taken as true for purposes of our analysis.

-2- Ms. Smith did not get vaccinated with the COVID-19 vaccine. Instead, she sought to change job positions to avoid having BlueCross consider her—in Ms. Smith’s view, wrongfully—a public-facing employee.3 BlueCross denied Ms. Smith’s request to change job positions.

BlueCross required Ms. Smith to disclose her vaccination status and submit any requests for religious accommodations relating to the vaccine mandate. On about September 13, 2021, Ms. Smith timely submitted a request for religious accommodation. On approximately September 27, BlueCross told Ms. Smith her request for religious accommodation had been rejected because BlueCross could not substantiate it. BlueCross gave Ms. Smith thirty more days to get vaccinated.

About two days later, Ms. Smith contacted BlueCross to ask what information it needed to substantiate her request for religious accommodation. BlueCross told Ms. Smith they did not need any more information and “would give her the benefit of the doubt.” BlueCross then gave Ms. Smith a thirty-day extension to get vaccinated; it referred to the extension as an accommodation.

Ms. Smith offered BlueCross an alternative suggestion for accommodation, which was rejected. When she sought to appeal, she was told there was no right of appeal, so she accepted the thirty-day extension. Ms. Smith then applied for and obtained a new BlueCross job position that was not subject to the vaccination requirement.

Meanwhile, on October 27, 2021, the Tennessee General Assembly convened a special session for the purpose of addressing COVID-related issues. That same day, Ms. Smith emailed various Tennessee state legislators regarding her concerns and grievances about vaccine mandates and her requests for legislative action. On approximately October 28, one of the legislators read Ms. Smith’s email aloud to a legislative committee. In the same time frame, a member of the General Assembly forwarded Ms. Smith’s email to BlueCross. On November 3, BlueCross told Smith that her email to lawmakers violated BlueCross’s social media policy.

On November 4, BlueCross instituted a new vaccine policy requiring all of its employees to obtain the COVID-19 vaccine. That same day, Ms. Smith sent another email to legislators. This one asked for legislative protection from vaccine mandates, and it specified that she was expressing her own opinions and not those of BlueCross. A member of the General Assembly forwarded Ms. Smith’s second email to BlueCross.

3 The complaint is not clear as to what BlueCross considered to be a “public-facing” job position.

-3- The following day, BlueCross terminated Ms. Smith’s employment. BlueCross told Ms. Smith it was terminating her employment because the email she sent to legislators violated BlueCross’s social media policy.

On December 30, 2021, Ms. Smith filed a complaint against BlueCross for common-law retaliatory discharge in the Hamilton County Chancery Court. The complaint alleged that the termination of Ms. Smith’s employment violated Tennessee’s public policy, based on the right to petition in Article I, Section 23 of the Tennessee Constitution.

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Heather Smith v. BlueCross BlueShield of Tennessee, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heather-smith-v-bluecross-blueshield-of-tennessee-tenn-2025.