Jean Herzog v. Waco Primary Care, P.A.

Court of Appeals of Texas·Decided February 2, 2022·No. 10-18-00089-CV·Published

Opinion

IN THE

TENTH COURT OF APPEALS

No. 10-18-00089-CV

JEAN HERZOG, Appellant

v.

WACO PRIMARY CARE, P.A., Appellee

From the 170th District Court McLennan County, Texas

Trial Court No. 2017-3626-4

MEMORANDUM OPINION

Chapter 27 of the Civil Practice and Remedies Code, also known as the Texas Citizens Participation Act (TCPA), is an anti-SLAPP statute, meaning that it was enacted to curb “Strategic Lawsuits Against Public Participation.” In re Lipsky, 411 S.W.3d 530, 536 n.1 (Tex. App.—Fort Worth 2013, orig. proceeding), mand. denied, 460 S.W.3d 579 (Tex. 2015); see TEX. CIV. PRAC. & REM. CODE ANN. § 27.002.

“The [TCPA] protects citizens who [associate,] petition or speak on matters of public concern from retaliatory lawsuits that seek to intimidate or silence them.” In re Lipsky, 460 S.W.3d 579, 584 (Tex. 2015). That protection comes

in the form of a special motion to dismiss, subject to expedited review, for “any suit that appears to stifle the defendant’s” exercise of those rights. Id.

Youngkin v. Hines, 546 S.W.3d 675, 679 (Tex. 2018).

In this accelerated appeal, Jean Herzog (Herzog) challenges the trial court’s interlocutory order denying her motion to dismiss under the TCPA. See TEX. CIV. PRAC. & REM. CODE ANN. § 51.014(a)(12). We will affirm.

Factual and Procedural Background Waco Primary Care, P.A. (WPC) sued Herzog, alleging as follows in its petition:

Dr. Karl M. Trippe (Trippe) established WPC in 2011 to provide family medical services to the McLennan County community. Herzog joined WPC as a nurse practitioner in August 2015, and during her employment with WPC, Herzog had access to and used WPC’s patient lists through the Athena Clinical Electronic Medical Records software. In October 2016, Herzog tendered her resignation letter to Trippe. Herzog indicated that she would be leaving the employ of WPC in four weeks’ time, and she departed WPC in November 2016. Trippe subsequently discovered that Herzog had misappropriated WPC’s trade secrets, confidential information, and patient lists during her employment with WPC, and Herzog had used the patient lists to “contact and procure” WPC’s patients for her new place of employment. WPC brought causes of action against Herzog for misappropriation of trade secrets, tortious interference with continuing and prospective business relations, and conversion.

Herzog answered WPC’s petition by generally denying all of WPC’s allegations.

Herzog also filed a counterclaim against WPC for misappropriation of her name.

Herzog v. Waco Primary Care, P.A. Page 2

Furthermore, Herzog filed a motion to dismiss WPC’s claims under the version of the TCPA in effect at that time. 1 Herzog provided the following basis for her TCPA motion to dismiss:

[P]ursuant to [Civil Practice and Remedies Code section] 27.003, this legal action is “based on, relates to, or is in response to a party’s exercise of the right of free speech . . . or right of association. . . .” As such, this case should be dismissed. Both Nurse Practitioner Jean Herzog and the patients have these rights. In fact, the fiduciary relationship owed the patient(s) would seem to call for disclosure of the very information related to them by Nurse Practitioner Jean Herzog.

In support of her TCPA motion to dismiss, Herzog attached her own affidavit, in which she stated as follows: Herzog has been in practice as a nurse practitioner in McLennan County for over twenty years. She began her practice at the Family Practice Clinic, where she worked for several years. She then moved her practice to work with two specific doctors. She then moved her practice once more to work with Dr. Pat Pryor (Pryor) at the White Rock Clinic, where she remained for about fourteen years. Many of Herzog’s patients followed her from the Family Practice Clinic to the White Rock Clinic, and most of Herzog’s patients at the White Rock Clinic saw only her and not Pryor. Herzog therefore essentially had her own patients and was not typically allocated Pryor’s patients.

Herzog stated in her affidavit that in 2011 Trippe began an office-sharing arrangement with Pryor. From 2011 to 2015, Herzog generally continued to see only her

1 The TCPA was substantially amended in 2019, but the 2019 amendments apply only to actions filed on or after September 1, 2019. See Act of May 17, 2019, 86th Leg., R.S., ch. 378, §§ 11–12. The underlying case was filed in October 2017; thus, the 2019 amendments to the TCPA do not apply to this case, and our discussion of the TCPA in this opinion is of the version of the TCPA in effect before September 1, 2019. See id.

Herzog v. Waco Primary Care, P.A. Page 3 own patients and did not see Trippe’s or other WPC providers’ patients, except in call- coverage or emergency situations. Pryor then retired in 2015. At that time, WPC and/or Trippe purchased the White Rock Clinic building. Herzog does not believe that WPC or Trippe purchased Pryor’s medical practice, records, or patient files. Nor does Herzog believe that WPC or Trippe purchased her records or patient files. Nevertheless, in August 2015, rather than change office locations, Herzog became employed by WPC and continued to see her own patients in the same location where she had seen them while she was with the White Rock Clinic. While employed by WPC, Herzog was not referred Trippe’s or any other WPC providers’ patients, except in very unusual situations. Similarly, Trippe did not see Herzog’s patients, except on an infrequent basis.

Herzog stated in her affidavit that on November 2, 2016, she provided Trippe notice that she would be leaving the employ of WPC in thirty days’ time. After providing her notice of resignation, Herzog then began telling her patients who came into the office to see her that she was leaving WPC, that she would be joining Providence Family Practice and working with a specific doctor, and that her patients could continue patient care through her at the new location if they wished. Additionally, for those of her patients whom she did not see during the thirty-day period before she left the employ of WPC, Herzog used their patient records to retrieve their home addresses so that she could send a letter to them that she was leaving WPC, that she would be working for the Providence Family Practice Clinic with a specific doctor, and that her patients could make appointments with her there if they chose to do so. Herzog did not tell any patients other than her own patients about her leaving WPC and joining the new practice. Furthermore, Herzog v. Waco Primary Care, P.A. Page 4

Herzog took no patient lists or files from the offices of Trippe or WPC. Herzog’s employment with WPC ended on November 29, 2016.

WPC thereafter filed a response to Herzog’s TCPA motion to dismiss. In its response, WPC first made objections to Herzog’s affidavit. WPC then argued, in part, that the commercial-speech exemption applies to this case. WPC then requested that it be awarded attorney’s fees under section 27.009(b) of the Civil Practice and Remedies Code because Herzog’s TCPA motion to dismiss was “patently frivolous and merely utilized as a tool to delay the proceedings.” See TEX. CIV. PRAC. & REM. CODE ANN. § 27.009(b). Finally, WPC attached Trippe’s affidavit to its response.

Herzog filed a reply and then a supplemental reply to WPC’s response. In part to address WPC’s objections to her affidavit that she had attached to her TCPA motion to dismiss, Herzog attached her own supplemental affidavit to her reply and her own amended affidavit to her supplemental reply. Herzog further attached her attorney’s affidavit to her supplemental reply to support her TCPA motion to dismiss. Finally, Herzog filed objections to Trippe’s affidavit.

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Jean Herzog v. Waco Primary Care, P.A., (Tex. Ct. App. 2022).

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