James v. Kloos

75 S.W.3d 153, 2002 Tex. App. LEXIS 2224, 2002 WL 464723
CourtCourt of Appeals of Texas
DecidedMarch 28, 2002
Docket2-00-283-CV
StatusPublished
Cited by48 cases

This text of 75 S.W.3d 153 (James v. Kloos) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
James v. Kloos, 75 S.W.3d 153, 2002 Tex. App. LEXIS 2224, 2002 WL 464723 (Tex. Ct. App. 2002).

Opinion

OPINION

LEE ANN DAUPHINOT, JUSTICE.

Billy James appeals a take-nothing jury verdict in the personal injury suit he prosecuted against Susan Kloos. In two issues on appeal, James contends that the trial court: (1) abused its discretion by permitting James’s treating physician to testify after he had an ex parte meeting with defense counsel and then by denying James the right to cross-examine the physician about the meeting; and (2) erred when it submitted a jury instruction on new and independent cause when no evidence had been admitted to support the submission. We affirm.

Background Facts

James had knee replacement surgery at Wichita General Hospital in Wichita Falls on September 1, 1995. The following day, Kloos, a registered nurse, responded when James called for assistance for getting to the bathroom. With the assistance of Kloos and a walker, James walked into the bathroom. James testified that after he was positioned in front of the toilet, Kloos stepped away and left him to sit without assistance; because he had trouble bending his knees, he fell onto the floor, striking the knee that had just been replaced. According to Kloos, James sat down hard on the toilet after his leg slipped. Kloos further testified that James never fell to the floor, but rather merely complained that he twisted his knee when he sat. James and Kloos agree that Kloos examined the incision and stopped the bleeding while in the bathroom.

James was released from Wichita General on September 12, and on September 15, his surgeon removed the staples from the incision. On September 19, however, James was readmitted to Wichita General after his incision reopened. An infectious disease specialist diagnosed James as having two infections in his knee at that time: proteus mirabilis and xanthomonas. James remained hospitalized until October 6.

*157 On December 5, James was admitted to Harris Methodist Hospital in Fort Worth after a specialist in orthopedic infections examined his knee and determined that the knee replacement needed to be removed. Surgeons removed the knee the following day and packed the knee joint with antibiotic mud, which remained in place until the knee was again replaced six weeks later. After the knee was removed, doctors determined that a staph infection had been inside the wound. Staph is caused by a bacterium distinct from both proteus mirabilis and xanthomonas, the bacteria that had previously been identified in James’s wound.

Propriety of Ex Parte Meeting With Physician

Kloos called Dr. Robert McBroom, the specialist who treated the initial infections in James’s surgical wound, as a defense witness at trial. Dr. McBroom testified that staph, the infection that caused the removal of the knee replacement, was not caused by the fall. During Dr. McBroom’s testimony, James learned for the first time that the doctor had met ex parte with defense counsel prior to trial. Dr. McBroom admitted that he neither saw nor asked to see a release giving him permission to discuss James’s treatment with Kloos’s attorneys. Upon learning of the meeting, James objected to the witness and requested that McBroom’s testimony be stricken. The trial court overruled the objection, denied the motion to strike, and refused to allow James to question Dr. McBroom in front of the jury about the ex parte meeting.

In his first issue, James contends that the trial court abused its discretion when it permitted Dr. McBroom to testify against him. According to James, the ex parte meeting between his doctor and defense counsel violated the rights to privacy guaranteed by both the federal and state constitutions. Texas courts have recognized that the medical records of an individual are within the zone of privacy protected by the United States Constitution. 1 Likewise, the Texas Constitution has been construed to recognize an individual’s right to privacy. 2

James also claims that the ex parte meeting violated the physician-patient privilege recognized in rule 509 of the Texas Rules of Evidence, which protects most communications between a doctor and patient from disclosure. Rule 509 provides;

(c) General Rule of Privilege in Civil Proceedings. In a civil proceeding:
(1) Confidential communications between a physician and a patient, relative to or in connection with any professional services rendered by a physician to the patient are privileged and may not be disclosed.
(2) Records of the identity, diagnosis, evaluation, or treatment of a patient by a physician that are created or maintained by a physician are confidential and privileged and may not be disclosed. 3

*158 Finally, James argues that the ex parte meeting was improper under the medical practices act, which provides: “A communication between a physician and a patient, relative to or in connection with any pror fessional services as a physician to the patient, is confidential and privileged and may not be disclosed except as provided by this chapter.” 4

Neither the Texas Supreme Court nor this court has directly addressed the propriety of a physician meeting ex parte with an attorney representing a party-opponent of the doctor’s patient. The supreme court recognized the specter of the dilemma, though, in Mutter v. Wood, a mandamus opinion wherein the court held that a trial court abused its discretion in ordering a plaintiff in a medical malpractice action to sign an authorization permitting the defendant-hospital’s attorney to discuss the treatment of the plaintiffs deceased son with the son’s physicians. 5 The court based its holding in part on the authorization’s failure “to properly balance the competing interests of the parties in the underlying case” inasmuch as it “provides no reasonable method to allow the Mutters to preserve whatever claims of privilege they might have because it would effectively allow defendant’s counsel to question the physicians outside the presence of plaintiffs’ counsel.” 6 Since Mutter, other courts have spoken directly on point with differing results. Two federal courts construing Texas law have held that ex parte meetings between a plaintiffs physician and defense counsel are prohibited unless specifically authorized by the patient. 7 Two Texas courts of appeals, though, have held that unauthorized ex parte meetings are not necessarily improper. 8

Refusal to Allow Questioning About Ex parte Meeting

James also contends that the trial court compounded the error of allowing Dr. McBroom to testify after the ex parte meeting by refusing to allow him to ask the doctor questions about that meeting. When James asked Dr. McBroom about his understanding of privacy laws, Kloos lodged a relevancy objection, which the trial court sustained.

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Cite This Page — Counsel Stack

Bluebook (online)
75 S.W.3d 153, 2002 Tex. App. LEXIS 2224, 2002 WL 464723, Counsel Stack Legal Research, https://law.counselstack.com/opinion/james-v-kloos-texapp-2002.