Opinion issued February 12, 2026
In The
Court of Appeals For The
First District of Texas ———————————— NO. 01-25-00427-CV ——————————— IN RE TYPHOON TEXAS WATERPARK, TYPHOON WATERPARK OF TEXAS, LLC, WP VENTURES, LLC, AND WP VENTURES #2, LLC, Relators
Original Proceeding on Petition for Writ of Mandamus
MEMORANDUM OPINION
Relators Typhoon Texas Waterpark, Typhoon Waterpark of Texas, LLC, WP
Ventures, LLC, and WP Ventures #2, LLC (collectively, Typhoon Texas) seek
mandamus relief concerning the trial court’s May 19, 2025 order, granting their Rule
204.1 request for an independent neurological and neuropsychological examination but ordering the examination audio recorded.1 See TEX. R. CIV. P. 204.1(a). Real
party in interest Glorietta Viera Perez has filed a response.
Background
This case arises from a personal injury case filed by real party in interest,
Glorietel Viera Perez, alleging that while she was visiting the Typhoon Texas
Waterpark in Harris County, Texas, she was hit in the face by an outdoor umbrella
and suffered injuries. Typhoon Texas filed a motion to compel a Rule 204.1
examination of Perez and a motion to compel Perez to produce the
neuropsychological testing data from her physicians.
Medical records indicated Perez was hit by a large outdoor umbrella and
claimed to have been rendered unconscious. She stated that, when she woke up, her
jaw was bleeding, and she was being attended by medical services. Claiming pain
in her face and jaw, shoulder pain and numbness, Perez was referred to a neurologist
and for neuropsychological testing if conservative treatment failed.
Neuropsychological testing revealed a traumatic brain injury, post-concussive
syndrome, and generalized anxiety disorder, but test scores were primarily in the
average range, with some word-finding difficulties (anomia).
1 The underlying case is Glorietel Viera Perez v. Typhoon Texas Waterpark, Typhoon Waterpark of Texas LLC, WP Ventures, LLC, and WP Ventures #2, LLC, cause number 2021-35074, pending in the 281st District Court of Harris County, Texas, the Honorable Christine Weems presiding. 2 Typhoon Texas’s expert neuropsychologist, Dr. Corwin Boake, Ph.D.,
submitted an affidavit in support of Typhoon Texas’s motion to compel independent
neuropsychological and neurological exams. Also submitted was the unsworn
declaration of Madhureeta Achari, M.C., a neurologist.
Perez agreed to the independent examinations but requested certain
parameters, including audio and video recording, that testing last no longer than one
hour, and an order that Dr. Boake share his raw data with Perez within three business
days of testing. Typhoon Texas responded, opposing recording, the one-hour testing
limit, and claimed that limiting Dr. Boake’s testing to less than eight hours would
render him unable to properly test her, defeating the purpose of the Rule 204 exam.
Further medical records produced by Perez indicated that Perez described
developing an “epileptic aura” followed by a nonconvulsive seizure, which involved
weakness, and loss of consciousness for approximately one minute during which she
lost bladder control. Based on the medical records, Typhoon Texas argued that
nothing indicated that Perez had memory problems as testing revealed average
memory performance and thus, Perez established no special circumstances
supporting recording of the examinations.
The trial court held a hearing on May 16, 2025. Because there was no
opposition to the independent exams, the trial court stated that the only issue was
what testing parameters to impose. The trial court signed a written order on May
3 19, 2025, granting Typhoon Texas’s motion to compel the Rule 204.1 examinations
and to compel production of Perez’s neuropsychological testing data. The trial court
ordered Perez to make herself available to Dr. Boake within sixty days of the date
of the order with testing to be audio recorded, the neuropsychological examination
to include a one-hour interview and testing lasting no longer than eight hours, and
plaintiff’s counsel to provide the raw data from their neuropsychologist to Dr.
Boake. Perez was also ordered to make herself available for a neurological exam
with Dr. Achari within sixty days of the date of the order, with Dr. Achari’s exam to
be audio recorded and to last no longer than ninety minutes.
Trial, which had been set for November 17, 2025, has been reset to April 6,
2026. Although relators have requested a stay, none has been imposed.
Standard of Review
To show entitlement to mandamus relief, a relator must show that the trial
court abused its discretion and that there is no adequate remedy by appeal. See
Prudential Ins. Co. of Am., 148 S.W.3d 124, 135–36 (Tex. 2004). To establish that
the trial court abused its discretion, relator must show that the trial court reached “a
decision so arbitrary and unreasonable as to amount to a clear and prejudicial error
of law.” Walker v. Packer, 827 S.W.2d 833, 839 (Tex. 1992). As to the resolution
of factual issues or matters committed to the trial court’s discretion, we may not
4 substitute our judgment for the trial court’s unless relator establishes that the trial
court could reasonably have reached only one decision. Id. at 840.
Analysis
Typhoon Texas contends that the trial court abused its discretion in imposing
a recording requirement because Perez failed to present proof of special
circumstances required for recording independent medical examinations. Typhoon
Texas further complains that the recording requirement deprives them of the
opportunity for a fair trial.
Texas Rule of Civil Procedure 204 sets out the procedures for court-ordered
physical and mental examinations, which requires a party seeking an independent
medical examination to show good cause and that the party’s mental or physical
condition is in controversy. See TEX. R. CIV. P. 204.1(c); In re Soc’y of Our Lady of
the Most Holy Trinity, 622 S.W.3d 1, 11 (Tex. App.—Corpus Christi–Edinburgh
2019, orig. proceeding).
If the trial court decides to grant the motion to compel the independent
examination, Rule 204 requires the order to be in writing and to specify “the time,
place, manner, conditions, and scope of the examination and the person or persons
by whom it is to be made.” TEX. R. CIV. P. 204.1(d). Although a trial court may
place conditions on an examination, the limitations and conditions the trial court
imposes must be reasonable. See In re Kirby Inland Marine, LP, No. 01-18-00383-
5 CV, 2018 WL 3468476, at *3 (Tex. App.—Houston [1st Dist.] July 18, 2018, orig.
proceeding) (mem. op.).
The first Texas appellate court to address the recording of an independent
medical examination acknowledged a lack of Texas cases on the subject and
reviewed the federal courts’ construction of analogous Federal Rule of Civil
Procedure 35. See Soc’y, 622 S.W.3d at 12 (citing FED. R. CIV. P. 35). The court
noted that a majority of federal courts reject “the notion that a third party should be
allowed, even indirectly through a recording device, to observe a Rule 35
examination.” Soc’y, 622 S.W.3d at 13. The reason for this rejection is that an
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Opinion issued February 12, 2026
In The
Court of Appeals For The
First District of Texas ———————————— NO. 01-25-00427-CV ——————————— IN RE TYPHOON TEXAS WATERPARK, TYPHOON WATERPARK OF TEXAS, LLC, WP VENTURES, LLC, AND WP VENTURES #2, LLC, Relators
Original Proceeding on Petition for Writ of Mandamus
MEMORANDUM OPINION
Relators Typhoon Texas Waterpark, Typhoon Waterpark of Texas, LLC, WP
Ventures, LLC, and WP Ventures #2, LLC (collectively, Typhoon Texas) seek
mandamus relief concerning the trial court’s May 19, 2025 order, granting their Rule
204.1 request for an independent neurological and neuropsychological examination but ordering the examination audio recorded.1 See TEX. R. CIV. P. 204.1(a). Real
party in interest Glorietta Viera Perez has filed a response.
Background
This case arises from a personal injury case filed by real party in interest,
Glorietel Viera Perez, alleging that while she was visiting the Typhoon Texas
Waterpark in Harris County, Texas, she was hit in the face by an outdoor umbrella
and suffered injuries. Typhoon Texas filed a motion to compel a Rule 204.1
examination of Perez and a motion to compel Perez to produce the
neuropsychological testing data from her physicians.
Medical records indicated Perez was hit by a large outdoor umbrella and
claimed to have been rendered unconscious. She stated that, when she woke up, her
jaw was bleeding, and she was being attended by medical services. Claiming pain
in her face and jaw, shoulder pain and numbness, Perez was referred to a neurologist
and for neuropsychological testing if conservative treatment failed.
Neuropsychological testing revealed a traumatic brain injury, post-concussive
syndrome, and generalized anxiety disorder, but test scores were primarily in the
average range, with some word-finding difficulties (anomia).
1 The underlying case is Glorietel Viera Perez v. Typhoon Texas Waterpark, Typhoon Waterpark of Texas LLC, WP Ventures, LLC, and WP Ventures #2, LLC, cause number 2021-35074, pending in the 281st District Court of Harris County, Texas, the Honorable Christine Weems presiding. 2 Typhoon Texas’s expert neuropsychologist, Dr. Corwin Boake, Ph.D.,
submitted an affidavit in support of Typhoon Texas’s motion to compel independent
neuropsychological and neurological exams. Also submitted was the unsworn
declaration of Madhureeta Achari, M.C., a neurologist.
Perez agreed to the independent examinations but requested certain
parameters, including audio and video recording, that testing last no longer than one
hour, and an order that Dr. Boake share his raw data with Perez within three business
days of testing. Typhoon Texas responded, opposing recording, the one-hour testing
limit, and claimed that limiting Dr. Boake’s testing to less than eight hours would
render him unable to properly test her, defeating the purpose of the Rule 204 exam.
Further medical records produced by Perez indicated that Perez described
developing an “epileptic aura” followed by a nonconvulsive seizure, which involved
weakness, and loss of consciousness for approximately one minute during which she
lost bladder control. Based on the medical records, Typhoon Texas argued that
nothing indicated that Perez had memory problems as testing revealed average
memory performance and thus, Perez established no special circumstances
supporting recording of the examinations.
The trial court held a hearing on May 16, 2025. Because there was no
opposition to the independent exams, the trial court stated that the only issue was
what testing parameters to impose. The trial court signed a written order on May
3 19, 2025, granting Typhoon Texas’s motion to compel the Rule 204.1 examinations
and to compel production of Perez’s neuropsychological testing data. The trial court
ordered Perez to make herself available to Dr. Boake within sixty days of the date
of the order with testing to be audio recorded, the neuropsychological examination
to include a one-hour interview and testing lasting no longer than eight hours, and
plaintiff’s counsel to provide the raw data from their neuropsychologist to Dr.
Boake. Perez was also ordered to make herself available for a neurological exam
with Dr. Achari within sixty days of the date of the order, with Dr. Achari’s exam to
be audio recorded and to last no longer than ninety minutes.
Trial, which had been set for November 17, 2025, has been reset to April 6,
2026. Although relators have requested a stay, none has been imposed.
Standard of Review
To show entitlement to mandamus relief, a relator must show that the trial
court abused its discretion and that there is no adequate remedy by appeal. See
Prudential Ins. Co. of Am., 148 S.W.3d 124, 135–36 (Tex. 2004). To establish that
the trial court abused its discretion, relator must show that the trial court reached “a
decision so arbitrary and unreasonable as to amount to a clear and prejudicial error
of law.” Walker v. Packer, 827 S.W.2d 833, 839 (Tex. 1992). As to the resolution
of factual issues or matters committed to the trial court’s discretion, we may not
4 substitute our judgment for the trial court’s unless relator establishes that the trial
court could reasonably have reached only one decision. Id. at 840.
Analysis
Typhoon Texas contends that the trial court abused its discretion in imposing
a recording requirement because Perez failed to present proof of special
circumstances required for recording independent medical examinations. Typhoon
Texas further complains that the recording requirement deprives them of the
opportunity for a fair trial.
Texas Rule of Civil Procedure 204 sets out the procedures for court-ordered
physical and mental examinations, which requires a party seeking an independent
medical examination to show good cause and that the party’s mental or physical
condition is in controversy. See TEX. R. CIV. P. 204.1(c); In re Soc’y of Our Lady of
the Most Holy Trinity, 622 S.W.3d 1, 11 (Tex. App.—Corpus Christi–Edinburgh
2019, orig. proceeding).
If the trial court decides to grant the motion to compel the independent
examination, Rule 204 requires the order to be in writing and to specify “the time,
place, manner, conditions, and scope of the examination and the person or persons
by whom it is to be made.” TEX. R. CIV. P. 204.1(d). Although a trial court may
place conditions on an examination, the limitations and conditions the trial court
imposes must be reasonable. See In re Kirby Inland Marine, LP, No. 01-18-00383-
5 CV, 2018 WL 3468476, at *3 (Tex. App.—Houston [1st Dist.] July 18, 2018, orig.
proceeding) (mem. op.).
The first Texas appellate court to address the recording of an independent
medical examination acknowledged a lack of Texas cases on the subject and
reviewed the federal courts’ construction of analogous Federal Rule of Civil
Procedure 35. See Soc’y, 622 S.W.3d at 12 (citing FED. R. CIV. P. 35). The court
noted that a majority of federal courts reject “the notion that a third party should be
allowed, even indirectly through a recording device, to observe a Rule 35
examination.” Soc’y, 622 S.W.3d at 13. The reason for this rejection is that an
“observer, court reporter, or recording device would constitute a distraction during
the examination and work to diminish the accuracy of the process . . . . [and]
interjects an adversarial, partisan atmosphere into what should be otherwise a wholly
objective inquiry . . . .” Romano v. II Morrow Inc., 173 F.R.D. 271, 274 (D. Or.
1997) (quoting Shirsat v. Mut. Pharm. Co., 169 F.R.D. 68, 70–71 (E.D. Pa. 1996)).
Thus, Texas courts addressing the issue of recording of an independent medical
examination have held that the party seeking recording has “the burden to show a
factual basis establishing special circumstances which constitute good cause for the
accommodation.” Soc’y, 622 S.W.3d at 14 (citing Ornelas v. S. Tire Mart, LLC, 292
F.R.D. 388, 396 (S.D. Tex. 2013)).
6 Requiring the party seeking recording to show special circumstances or a
particularized need is consistent with the emphasis given by federal courts and the
Texas Supreme Court on the importance of giving the moving party’s expert “the
‘same opportunity’ as the opposing party’s expert ‘to fully develop and present [his
or her] opinion, ensuring a fair trial.’” Soc’y, 622 S.W.3d at 17 (quoting In re H.E.B.
Grocery Co., 492 S.W.3d 300, 304–05 (Tex. 2016) (orig. proceeding)). In Society,
the court found no reason, consistent with the federal courts’ determination, “to
apply separate rules to determine whether a third party can be present at an
examination or whether the examination can be videotaped or recorded.” Soc’y, 622
S.W.3d at 16. “Courts have also reasoned that a recording undermines [Federal]
Rule 35 because it gives the plaintiff an evidentiary tool unavailable to the defendant
and thus thwarts the rule’s attempt to place parties ‘on a somewhat equal footing’ in
their efforts to appraise the plaintiff’s condition.” Reece v. Rubbermaid, Inc., No.
CV. 08-0051-PK, 2009 WL 10693911, at *2 (D. Or. Mar. 19, 2009); see also H.E.B.,
492 S.W.3d at 304 (citing Coates v. Whittington, 758 S.W.2d 749 (Tex. 1988) for
proposition that federal courts’ construction of FED. R. CIV. P. 35 is helpful in
analyzing Rule 204.1’s predecessor).
This court and other Texas courts have applied the requirement of a showing
of special circumstances or a particularized need for recording an independent
medical examination. See In re UV Logistics, 682 S.W.3d 612, 624 (Tex. App.—
7 Houston [1st Dist.] 2023, orig. proceeding); Soc’y, 622 S.W.3d at 14; In re Redbird
Trails Apts., No. 05-20-00284-CV, 2020 WL 3445811, at *4 (Tex. App.—Dallas
June 24, 2020, orig. proceeding) (mem. op.). “Special circumstances” supporting
the recording of an independent medical exam include where an examinee is a
minor,2 an examinee does not speak English or suffers from a disability that could
impair the ability to communicate with counsel about the testing experience,3 or for
safety reasons when evidence suggests the advisability of recording.4 See UV
Logistics, 682 S.W.3d at 624. These examples of special circumstances demonstrate
that a trial court should not permit recording of an independent medical exam unless
2 See, e.g., T.B. ex rel. G.B. v. Chico Unified Sch. Dist., No. CIV S-07-0926-GEB- CMK, 2009 WL 837468, at *2 (E.D. Cal. Mar. 26, 2009) (permitting recording of examination of autistic child because “with traumatized children, ‘a child’s facial expressions, body language, movements and behavioral enactments communicate medically significant information which can be captured on videotape,’” and video camera was small and placed in stationary location). 3 See Maldonado v. Union Pac. R.R. Co., No. 09-1187-EFM, 2011 WL 841432, at *3 (D. Kan. Mar. 8, 2011) (allowing recording of examination because plaintiff had third-grade education, was a non-English speaker, and evidence showed plaintiff suffered impaired memory and cognitive abilities hampering ability to communicate with counsel about examination); Di Bari v. Incaica Cia Armadora, S.A., 126 F.R.D. 12, 14 (E.D.N.Y. 1989) (permitting presence of stenographer at psychiatric examination because plaintiff lacked fluency in English and would have difficulty communicating with counsel about examination). 4 See, e.g., Greenhorn v. Marriott Int’l, Inc., 216 F.R.D. 649, 654 (D. Kan. 2003) (allowing recording of examination based on plaintiff’s proof that physician was abusive, had been disqualified in some previous cases, and had ignored prior court ordered examination conditions).
8 the party seeking recording proves “special circumstances, unique to that party’s
situation, supported by specific facts” that distinguish that party from others seeking
recording. See Soc’y, 622 S.W.3d at 14; UV Logistics, 682 S.W.3d at 623–24; In re
America’s Catch, No. 01-25-00045-CV, 2025 WL 2485685, at *5 (Tex. App.—
Houston [1st Dist.] Aug. 29, 2025, orig. proceeding) (mem. op.).
Typhoon Texas observes that Perez was evaluated by her neuropsychologist,
Dr. John Crum, and neurologist Dr. Miguel Pappolla, both of whom were designated
as testifying experts, and neither of these evaluations were audio or video recorded.
Dr. Crum’s evaluation revealed that, in addition to physical injuries from the
umbrella, Perez complained of arm pain radiating to her fingers, headaches, one
fainting episode, and post-concussive symptoms, including cognitive fog,
headaches, blurred vision, fatigue, apathy, and sleep disturbances. Dr. Crum also
noted that Perez continues to experience anomia (word-finding issues), impaired
concentration, distraction, forgetfulness, memory deficits, difficulty with sequence
of steps, multi-tasking, and slower processing speed. Perez reported mistakes at
work primarily with “her delegation pertaining to scheduling, managing, and
accounting,” and navigation challenges, as well as some emotional issues, including
low frustration tolerance, irritability, anxiety, apathy, crying spells, sadness, and
hypervigilance. However, Perez indicated she remained independent with activities
of daily living including hygiene, transportation, and managing finances.
9 Dr. Crum performed a number of standardized tests. Her intellectual level fell
in the high-average range, she displayed average processing speed and visual
scanning, average verbal reasoning in which her problems with anomia resulted in a
lower score, average range for perceptual reasoning skills, average to high-average
for recall of memorized list of words, average score on the Wechsler memory scale,
average score for recall of digit sequences, and low average score on cognitive
flexibility. Dr. Crum found that these scores were consistent with the diagnosis of
diffuse traumatic brain injury.
Dr. Pappola’s evaluation found that Perez had average scores in composite
memory, verbal memory, visual memory, psychomotor speed, cognitive attention,
cognitive flexibility, processing speed, executive function, reasoning, working
memory, sustained attention, simple attention, motor speed, and above-average
scores in reaction time, and social acuity. Dr. Pappola found that Perez does not
meet the criteria for mild cognitive impairment or dementia.
Perez complained of two occurrences in which she allegedly lost
consciousness for a minute or less, and Dr. Pappolla labeled these as non-convulsive
seizures. Dr. Pappolla stated that Perez reported no problems with memory or
confusion after the seizure episodes. Although Perez reported headaches, dizziness,
fatigue, mood abnormalities, and sleep disturbances, Dr. Pappolla found no basis for
diagnosing a neurocognitive disorder or mild cognitive impairment.
10 In the trial court and in this Court, Typhoon Texas claimed that Perez had not
demonstrated special circumstances justifying recording of the neuropsychological
or neurological examinations. Perez disagreed and asked the trial court to require
limitations on testing and to order recording of the testing based on UV Logistics and
In re Offshore Marine. In particular, Perez pointed to her seizures, her test results
showing partial amnesia of the event, and post-concussive syndrome. But all of her
test results indicated scores in the average range.
In response to Typhoon Texas’s petition, Perez argues that Typhoon Texas
attempts to impose a heightened burden, requiring evidence of “special
circumstances” that has not been adopted by the Texas Supreme Court. But the
requirement of a showing of special circumstances has been upheld by several
intermediate courts, including this Court. Perez also asserts that she is a Spanish-
speaker and her unique deficits of losing consciousness at the time of the event and
her non-convulsive seizures are proof of special circumstances.
A review of the record and the testing by Perez’s neuropsychologist and
neurologist indicate that Perez has no deficits that would prevent her from
communicating with her attorneys after the testing. Although Dr. Pappola indicated
that cross-language interference can occur with bilingual speakers, Perez displayed
average reading, verbal acquisition, and reasoning. Neither physician stated that
Perez had difficulty communicating. Indeed, the reports by both physicians indicate
11 that Perez was able to discuss her difficulties since the event and only suffered
amnesia concerning the event itself.
Because Perez has not established deficits or a disability that would prevent
her from communicating with her counsel, she failed to prove the existence of
special circumstances or a particularized need for recording of the independent
neuropsychological and neurological examinations. We hold that Texas Typhoon
has met its burden of establishing that the trial court abused its discretion in ordering
recording of the independent neuropsychological and neurological examinations
because Perez failed to provide proof of special circumstances justifying recording
of these independent examinations.
Adequate Remedy by Appeal
A relator must not only establish that the trial court abused its discretion; it
must also show that it lacks an adequate remedy by appeal. Prudential, 148 S.W.3d
at 135–36. The adequacy of the remedy by appeal is determined by balancing the
benefits and detriments of mandamus review. See id. “Mandamus review of
incidental, interlocutory rulings by the trial courts unduly interferes with trial court
proceedings, distracts appellate court attention to issues that are unimportant both to
the ultimate disposition of the case at hand and to the uniform development of the
law, and adds unproductively to the expense and delay of civil litigation.” Id. at 136.
But when considering significant rulings in exceptional cases, mandamus review
12 “may be essential to preserve important substantive and procedural rights from
impairment or loss, allow the appellate courts to give needed and helpful direction
to the law that would otherwise prove elusive in appeals from final judgments, and
spare private parties and the public the time and money utterly wasted enduring
eventual reversal of improperly conducted proceedings.” Id.
The issue in this case concerning the recording of an independent medical
examination arises often and, without Texas Supreme Court authority and only a few
cases from the intermediate appellate courts, the trial courts continue to struggle in
addressing special circumstances or a particularized need that justifies recording.
Typhoon Texas asserts that it lacks an adequate remedy because the order severely
compromises its ability to present a viable defense. Recording is disfavored by most
federal and Texas courts because it is a distraction that can diminish accuracy and
compromise the results of the testing. See Soc’y, 622 S.W.3d at 13. Moreover, it is
inconsistent with the purpose of Rule 204.1 to put the plaintiff’s and defendant’s
experts on the same footing. See id. An appellate remedy is inadequate when a
relator is deprived of the opportunity for its expert to “develop and present his
opinion, ensuring a fair trial.” H.E.B. Grocery Co., 492 S.W.3d at 304–05.
We find that the benefits of mandamus review outweigh the detriments in this
case and that Typhoon Texas has shown that it lacks an adequate remedy by appeal.
13 Conclusion
Having found that Typhoon Texas established that the trial court abused its
discretion and that the remedy by appeal is inadequate, we conditionally grant the
petition for writ of mandamus and order the trial court to vacate the portions of the
May 19, 2025 order requiring audio recording of the independent
neuropsychological and neurological examinations. We are confident that the trial
court will comply with this order. The writ will issue only if the trial court fails to
comply.
PER CURIAM Panel consists of Justices Riva-Molloy, Guiney, and Morgan.