Jorge C. Zamora-Quezada, M. D. v. Amalia Mendoza

Court of Appeals of Texas·Decided April 12, 2018·No. 13-17-00302-CV·Published

Opinion

NUMBER 13-17-00302-CV

COURT OF APPEALS

THIRTEENTH DISTRICT OF TEXAS CORPUS CHRISTI – EDINBURG

JORGE C. ZAMORA-QUEZADA, M.D., Appellant,

v.

AMALIA MENDOZA, Appellee.

On appeal from the 93rd District Court of Hidalgo County, Texas.

MEMORANDUM OPINION

Before Justices Rodriguez, Contreras, and Hinojosa Memorandum Opinion by Justice Contreras

We issued our original memorandum opinion in this case on March 1, 2018.

Appellant, Jorge C. Zamora-Quesada, M.D., has filed a motion for rehearing. See TEX. R. APP. P. 49.1. We deny the motion for rehearing but withdraw our prior memorandum

opinion and judgment and substitute the following memorandum opinion and accompanying judgment in their place.

In this interlocutory appeal, appellant Jorge C. Zamora-Quezada, M.D., challenges the denial of his motion to dismiss the health care liability claim of appellee Amalia Mendoza. See TEX. CIV. PRAC. & REM. CODE. ANN. §§ 51.014(a)(9); 74.351(a), (b) (West, Westlaw through 2017 1st C.S.). By two issues containing multiple sub-issues, Dr. Zamora-Quezada argues that the trial court abused its discretion in not dismissing the health care liability claim because: (1) the first expert’s report was deficient, and (2) the second expert’s report was deficient. We affirm.

I. BACKGROUND

Mendoza filed suit against Dr. Zamora-Quezada alleging medical negligence for prescribing methotrexate (MTX) to her from July of 2013 until June of 2014. Dr. Zamora- Quezada, a rheumatologist, treated Mendoza for rheumatoid arthritis. Mendoza alleged that Dr. Zamora-Quezada prescribed her MTX despite knowing that she had been diagnosed with chronic renal failure and was undergoing kidney dialysis.

According to Mendoza’s expert reports, the MTX prescription resulted in Mendoza making multiple trips to the Emergency Department of the Valley Baptist Harlingen Hospital, until she was diagnosed with MTX toxicity on June 30, 2014. The reports explain that as a result of Dr. Zamora-Quezada prescribing Mendoza MTX—a medication which is removed from the body at a slower rate in patients with impaired renal function— Mendoza suffered from ulcers in her esophagus and mouth and a “life-threatening low blood count of white cells.” Mendoza’s petition states that as a result she suffered “mental depression, pain, and anguish.”

Mendoza filed suit on August 8, 2016. Pursuant to the medical liability statute, Mendoza filed an expert report authored by James M. Wheeler, M.D. See id. § 74.351(a). On December 29, 2016, Dr. Zamora-Quezada filed objections to the qualifications of Dr. Wheeler and a motion to dismiss. At a hearing on February 6, 2017, while stressing that Dr. Wheeler’s report was sufficient, Mendoza requested a thirty day extension “to be on the safe side” and file a second report. The trial court granted Mendoza the extension without ruling on the motion to dismiss or finding Dr. Wheeler’s report deficient, and Mendoza then filed a second expert report authored by Lige B. Rushing Jr., M.D. Dr. Zamora-Quezada again filed objections, which were overruled, and a second motion to dismiss, which was denied.1 This interlocutory appeal followed.

II. STANDARD OF REVIEW

We review a trial court’s decision on the sufficiency of an expert’s report and on a motion to dismiss under the expert-report rule for an abuse of discretion. Jelinek v. Casas, 328 S.W.3d 526, 539 (Tex. 2010). A court abuses its discretion if it acts in an arbitrary or unreasonable manner and without reference to any guiding rules or principles. Crawford v. XTO Energy, Inc., 509 S.W.3d 906, 911 (Tex. 2017). “When reviewing matters committed to the trial court’s discretion, ‘the reviewing court may not substitute its judgment for that of the trial court.’” Miller v. JSC Lake Highlands Operations, LP, __ S.W.3d __ , __ , 2017 WL 6391215, at *2 (Tex. Dec. 15, 2017) (quoting Walker v. Packer, 827 S.W.2d 833, 839 (Tex. 1992)).

1 Dr. Zamora-Quezada’s first motion to dismiss concerned only Dr. Wheeler’s report, while his second motion to dismiss primarily concerned Dr. Rushing’s report. The record contains no written ruling on the first motion to dismiss. However, both reports were considered at the hearing on the second motion to dismiss. Accordingly, we will also consider both reports in determining whether the Chapter 74 expert report requirements were met.

III. APPLICABLE LAW

Section 74.351 of the Texas Civil Practice and Remedies Code provides that a plaintiff in a health care liability suit must serve the defendant with a statutorily-compliant expert report accompanied by the expert’s curriculum vitae (CV). See TEX. CIV. PRAC. & REM. CODE. ANN. § 74.351. If a plaintiff fails to do so within 120 days of filing suit, the statute provides that the trial court must dismiss the claim with prejudice on the defendant’s motion. See id. § 74.351(a), (b)(2).

“A trial court must sustain a challenge to a report’s adequacy if the report does not represent an objective good faith effort to provide a fair summary of the applicable standard of care, the defendant’s breach of that standard, and how that breach caused the patient’s harm.” Miller, __ S.W.3d at __ , 2017 WL 6391215, at *2 (internal quotations omitted); see TEX. CIV. PRAC. & REM. CODE. ANN. § 74.351(l), (r)(6). “A good-faith effort must ‘provide enough information to fulfill two purposes: (1) it must inform the defendant of the specific conduct the plaintiff has called into question, and (2) it must provide a basis for the trial court to conclude that the claims have merit.’” Miller, __ S.W.3d at __ , 2017 WL 6391215, at *2 (quoting Bowie Mem’l Hosp. v. Wright, 79 S.W.3d 48, 52 (Tex. 2002) (per curiam)). Also, a trial court may read several reports in concert to determine whether a plaintiff has made a good-faith effort to comply with the expert-report requirements. Id.; see TEX. CIV. PRAC. & REM. CODE. ANN. § 74.351(i).

All information needed for this inquiry is found within the four corners of the expert report, which need not marshal all of the plaintiff’s proof. Jelinek, 328 S.W.3d at 539 (quoting Am. Transitional Care Ctrs. of Tex., Inc. v. Palacios, 46 S.W.3d 879, 879 (Tex. 2011)). However, the report cannot merely state the expert’s conclusions about the

elements, but instead must explain the basis of the expert’s statements and link his conclusions to the facts. Id.; see Samlowski v. Wooten, 332 S.W.3d 404, 409–10 (Tex. 2011) (plurality op.). In this inquiry, we are precluded from filling gaps in a report by drawing inferences or guessing as to what the expert likely meant or intended. Fulp v. Miller, 286 S.W.3d 501, 509 (Tex. App.—Corpus Christi 2009, no pet.).

IV. DR. WHEELER’S EXPERT REPORT By his first issue, which presents five sub-issues, Dr. Zamora-Quezada argues that Dr. Wheeler’s expert report was deficient because: (1) he did not have the qualifications to opine; (2) he did not satisfy the requirements to opine as to the standard of care; (3) he did not set forth a breach of the standard of care; (4) he did not set forth proximate cause; and (5) his report was “no report” because he failed to implicate appellant, and he was unqualified.

A. Qualifications to Opine To qualify as an expert on whether a physician departed from accepted standards of medical care, a person must be a physician who: (1) is practicing medicine at the time such testimony is given or was practicing medicine at the time the claim arose; (2) has knowledge of accepted standards of medical care for the diagnosis, care, or treatment of the illness, injury, or condition involved in the claims; and (3) is qualified on the basis of training or experience to offer an expert opinion regarding those accepted standards of medical care. TEX. CIV. PRAC. & REM. CODE. ANN. § 74.401(a) (West, Westlaw through 2017 1st C.S.).

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