Ingerson v. Healthsouth

CourtCourt of Appeals for the Tenth Circuit
DecidedFebruary 26, 1998
Docket96-6395
StatusUnpublished

This text of Ingerson v. Healthsouth (Ingerson v. Healthsouth) is published on Counsel Stack Legal Research, covering Court of Appeals for the Tenth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ingerson v. Healthsouth, (10th Cir. 1998).

Opinion

F I L E D United States Court of Appeals Tenth Circuit UNITED STATES COURT OF APPEALS FEB 26 1998 TENTH CIRCUIT PATRICK FISHER Clerk

MARILYN INGERSON,

Plaintiff-Appellant, No. 96-6395 v. (D.C. No. 96-CV-0020-R) (W.D. Oklahoma) HEALTHSOUTH CORPORATION,

Defendant-Appellee.

ORDER AND JUDGMENT*

Before BRORBY, Circuit Judge, McWILLIAMS, Senior Circuit Judge, and BLACK, District Judge. 1

This case involves Plaintiff/Appellant Ingerson’s appeal that the district court

erred in granting summary judgment on her claims under the Americans with Disabilities

Act (“ADA”), 42 U.S.C. §§ 12101 et. seq., and a related state law claim for wrongful

termination of employment in violation of public policy. See Burk v. K-Mart Corp., 770

P.2d 24, 28-29 (Okla. 1989). Specifically, Ingerson, a registered nurse, raises three

* This order and judgment is not binding precedent, except under the doctrines of law of the case, res judicata, and collateral estoppel. This court generally disfavors the citation of orders and judgments; nevertheless, an order and judgment may be cited under the terms and conditions of 10th Cir. R. 36.3.

The Honorable Bruce D. Black, United States District Judge for the District of 1

New Mexico, sitting by designation. questions, (1) whether she presented a factual question that “lifting” is not an essential

function of her job, thus rendering her “otherwise qualified” under the ADA; (2) whether

her employer, Healthsouth, could provide a reasonable accommodation, including

assistance with lifting by available staff, without undue hardship; and (3) whether the

district court erred in dismissing her state law claim under the Burk public policy

exception to Oklahoma’s employment at-will doctrine.

Healthsouth counters that the district court correctly followed Tenth Circuit

precedent, including White v. York Int’l Corp., 45 F.3d 357 (10th Cir. 1995), and Milton

v. Scrivner, Inc., 53 F.3d 1118 (10th Cir. 1995), in finding lifting was an essential

function of Ingerson’s job. Healthsouth claims the district court correctly held no

reasonable accommodation exists and under the ADA, it is not required to create a new

position for those with a handicap affecting an “essential function” of their job, factors

that also justified dismissal of the state law claim. We affirm the district court’s finding

that lifting is an “essential function” of Ingerson’s job. We reverse and remand with

instructions to dismiss the state law claim without prejudice because the issue remains

undecided under Oklahoma law.

I. Facts and Procedural History

On August 1, 1992, Ingerson began working for Healthsouth as a registered

nurse. Ingerson suffered a stress fracture to her pelvis while transferring a patient from a

wheelchair to a commode at work in June, 1993. As a result of the injury, she took sick

2 leave, then returned to work in September under the following restrictions: no lifting

more than 10 pounds, no squatting or crawling, and no prolonged standing or walking.

Her supervisor assigned her light duty jobs that complied with the medical restrictions. In

January 1994, Ingerson took a second medical leave of absence. On January 12, 1994,

Healthsouth, through its nursing director, notified Ingerson that she must return to work

by April 4, 1994 or she would be terminated. Before doing so, she received another

medical examination on March 25, 1994. The examining physician, Dr. J. Pat Livingston,

concluded that Ingerson had reached maximum medical benefit, authorized a 10%

permanent partial disability rating to her whole body, and recommended a permanent

medical restriction of not lifting repetitively or more than 20 pounds Livingston also

released her from his care.

Ingerson returned to work, but still experienced pain from her injury and

apparently aggravated it while working. On May 12, 1994, she saw another physician,

Dr. J. Patrick Evans. He concluded her injury was not permanent and expressed hope that

her injury would improve as long as Ingerson complied with the lifting restrictions.

Despite Dr. Evan’s diagnosis, Dr. Livingston assigned Ingerson a permanent and partial

disability rating for workers’ compensation benefits in June 1994. However, based on the

diagnosis by Dr. Evans, Ingerson remained hopeful that her injury was not permanent and

informed Healthsouth of her desire to remain on light duty.

As a result, Ingerson continued to work with the 20-pound lifting restriction

3 because Healthsouth’s policy allowed for light duty assignment as long as a medical

condition might improve. If lifting was required, a rehab technician and/or another

employee would assist her--a practice available because Healthsouth routinely assigned

all registered nurses one rehab technician. Under this “team” arrangement, a rehab

technician or other staff were usually available to provide assistance with heavy lifting.

While on light duty, however, Ingerson was “not counted” in Healthsouth’s records as a

nurse available for full patient care, and apparently just supplemented the existing staff.

While Ingerson acknowledged the lifting restriction affected her ability to perform

some tasks, she remained capable of performing a wide range of required jobs and

received satisfactory evaluations while on light duty. During this period, she spent much

of her time writing patient assessments, passing out medication, counting narcotics,

making rounds with physicians, reviewing care plans and filling in for the assistant nurse

manager. Healthsouth also continued to monitor the status of her injury under its policy of

allowing light duty from the date of injury until it became apparent the employee would

not be able to return to a permanent job.

In December 1994, Linda Warner became Healthsouth’s Human Resource

Manager and began to inquire about Ingerson’s light duty status. In 1995, Healthsouth

requested an update on Ingerson’s injury. On April 6, 1995, Ingerson saw Dr Evans,

who provided Healthsouth with a medical report indicating Ingerson could continue to

work with mild restrictions. Dr. Evans also indicated Ingerson’s disability was limited to

4 a two percent impairment to the body as a whole. Healthsouth’s physician, Dr.

Livingston, continued to recommend the 20-pound weight lifting restriction and that

Ingerson’s injury was permanent. Both doctors expressed concern that the injury might

reoccur if Ingerson engaged in heavy lifting. Finding both doctors now agreed that

Ingerson’s injury still impaired her ability to work, Healthsouth concluded the lifting

restriction was permanent. Finding no position existed within the hospital for an

employee with Ingerson’s qualifications and lifting restriction, Healthsouth then

proceeded to terminate her employment. On May 26, 1995, Warner met with Ingerson

and terminated her employment.

As a result, Ingerson brought claims under the Age Discrimination and

Employment Act (ADEA), 29 U.S.C.§§ 621-634, the ADA, and Oklahoma’s public

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