Joseph Morris McKellar, M. D. D/B/A O. B. Associates, Carter J. Moore, M. D. and Carter J. Moore, M. D., P. A. v. Maria Cervantes, Individually and as Next Friend of Alek Gonzalez

Court of Appeals of Texas·Decided April 18, 2012·No. 06-11-00120-CV·Published

Opinion

In The

Court of Appeals

Sixth Appellate District of Texas at Texarkana

No. 06-11-00120-CV

JOSEPH MORRIS MCKELLAR, M.D., D/B/A O. B. ASSOCIATES, CARTER J.

MOORE, M.D., AND CARTER J. MOORE, M.D., P.A., Appellants

V.

MARIA CERVANTES, INDIVIDUALLY AND AS NEXT FRIEND OF ALEK GONZALEZ, ET AL., Appellees

On Appeal from the 276th Judicial District Court Titus County, Texas

Trial Court No. 35,429

Before Morriss, C.J., Carter and Moseley, JJ.

Opinion by Justice Carter

OPINION

In this medical negligence case, Joseph Morris McKellar, M.D., d/b/a O. B. Associates, Carter J. Moore, M.D., and Carter J. Moore, M.D., P.A., appeal the trial court’s order denying their motion to dismiss the health care claims of Maria Cervantes and Omar Gonzalez, Individually and as Next Friend of Alek Gonzalez, for failure to file an expert report compliant with Section 74.351(r)(6) of the Texas Civil Practice and Remedies Code. See TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(r)(6) (West 2011). We affirm the judgment of the trial court as to McKellar. We reverse and remand for the trial court’s assessment of whether to grant a thirty-day extension to cure expert report deficiencies as to Moore. I. Factual and Procedural Background Cervantes was a patient of Dr. Moore and Dr. McKellar and saw them regularly for prenatal care of her high risk twin pregnancy. McKellar admitted Cervantes to Titus Regional Medical Center during the course of her pregnancy in August 2008 with suspicion of preeclampsia.1 When the babies were delivered via Caesarean section the day after Cervantes’ admission, the twin Alek was diagnosed with encephalopathy.2 Cervantes3 filed suit, asserting health care liability claims against her obstetricians, McKellar and Moore. Pursuant to Section

1 Preeclampsia is “a serious condition developing in late pregnancy that is characterized by a sudden rise in blood pressure, excessive weight gain, generalized edema, proteinuria, severe headache, and visual disturbances and that may result in eclampsia if untreated.” http://www.merriam-webster.com/dictionary/preeclampsia. 2 Encephalopathy is “a disease of the brain; especially: one involving alterations of brain structure.” http://www.merriam-webster.com/dictionary/encephalopathy. 3 Appellants will be identified as Cervantes.

74.351 of the Texas Civil Practice and Remedies Code, Cervantes timely served the expert reports and curricula vitae of Paul Douglas Gatewood, M.D., and Robert Atlas, M.D. McKellar and Moore timely filed their objections to the expert reports, as well as a motion to dismiss and for sanctions. See TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(b) (West 2011). The motion alleged that the expert reports failed to comply with Section 74.351(r)(6) of the Texas Civil Practice and Remedies Code because they did not include opinions regarding any negligent acts on the part of Moore and failed to provide sufficient opinions directly establishing that McKellar’s alleged negligent acts proximately caused Alek’s injuries. The qualifications of both physicians to render opinions on the issue of causation were challenged.

Cervantes filed her response to McKellar and Moore’s motion to dismiss and, following a hearing, the trial court overruled the physicians’ objections to the expert reports, as well as their motion to dismiss.

McKellar and Moore appropriately appeal this interlocutory order denying the motion to dismiss. TEX. CIV. PRAC. & REM. CODE ANN. § 51.014(a)(9) (West Supp. 2011) (appeal of interlocutory order from district court that “denies all or part of the relief sought by a motion” seeking to dismiss plaintiff’s claim for failure to meet expert report requirements); see Lewis v. Funderburk, 253 S.W.3d 204, 208 (Tex. 2008).

II. Analysis As a medical negligence case, this matter is governed by Chapter 74 of the Texas Civil Practice and Remedies Code. Section 74.351(a) provides that the plaintiff must “serve on each party or the party’s attorney one or more expert reports” not later than 120 days “after the date the original petition was filed. . . .” TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(a) (West 2011). The report must provide “a fair summary of the expert’s opinions as of the date of the report regarding applicable standards of care, the manner in which the care rendered by the physician or health care provider failed to meet the standards, and the causal relationship between that failure and the injury, harm, or damages claimed.” TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(r)(6). If the claimant’s report is timely filed but allegedly deficient, the trial court may grant a single, thirty-day extension to cure that deficiency. TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(c) (West 2011). Here, the trial court declined to find the expert reports deficient, and thus denied the physicians’ motion to dismiss.

McKellar and Moore complain that neither report met the statutory definition of an expert report. A trial court must grant a motion to dismiss if it appears the report does not amount to an objective good faith effort to comply with the statutory definition. Bowie Mem’l Hosp. v. Wright, 79 S.W.3d 48, 51 (Tex. 2002) (per curiam); Longino v. Crosswhite, 183 S.W.3d 913, 916 (Tex. App.—Texarkana 2006, no pet.). A trial court’s decision regarding the adequacy of an expert report is reviewed for an abuse of discretion. Wright, 79 S.W.3d at 51; Longino, 183 S.W.3d at

916. In order to reverse the trial court, we must find the court acted arbitrarily or unreasonably without reference to guiding rules or principles. Wright, 79 S.W.3d at 52. We may not, however, substitute our opinion for that of the trial court. Id. Nevertheless, “a clear failure by the trial court to analyze or apply the law correctly will constitute an abuse of discretion . . . .” Walker v. Packer, 827 S.W.2d 833, 840 (Tex. 1992).

A trial court must grant a motion to dismiss under Section 74.351 if it appears that the report does not represent a good faith effort to comply with subsection (r)(6) or is not sufficiently specific “to provide a basis for the trial court to conclude that the claims have merit.” Am. Transitional Care Ctrs. of Tex., Inc. v. Palacios, 46 S.W.3d 873, 875 (Tex. 2001); see TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(r)(6). A good faith effort further requires that the report discuss the standard of care and breach of that standard with sufficient specificity to inform each defendant of the conduct the plaintiff has called into question and to provide a basis for the trial court to conclude the claims have merit. Jernigan v. Langley, 195 S.W.3d 91, 94 (Tex. 2006) (per curiam). Here, the reports must provide notice of what conduct forms the basis of Cervantes’ complaints and provide a basis for the trial court to conclude that the claims have merit. Longino, 183 S.W.3d at 917. A report that merely states an expert’s conclusions about the standard of care, breach, and causation does not meet the statutory requirements. Id.; Wright, 79 S.W.3d at 52. Rather, the expert must explain the basis of his or her statements to link the expert’s conclusions to the facts. Wright, 79 S.W.3d at 52.

A. The Gatewood Report (1) Inadequate as to Moore The report of Paul Douglas Gatewood4 indicates that Cervantes was diagnosed with a twin monochorionic-diamnioctic pregnancy. According to Gatewood, Cervantes was admitted to the hospital for possible preeclampsia due to excessive edema and proteinuria at a fetal gestation age of thirty-four weeks. No nonstress test, fetal ultrasound, or biophysical profile was performed after admission until a nonstress test was started the following day. Gatewood indicates:

The fetal monitoring tracings demonstrate a reactive strip for one twin and a non-reassuring strip for the other by 17:54 (call A reactive, B non-reassuring).

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Joseph Morris McKellar, M. D. D/B/A O. B. Associates, Carter J. Moore, M. D. and Carter J. Moore, M. D., P. A. v. Maria Cervantes, Individually and as Next Friend of Alek Gonzalez, (Tex. Ct. App. 2012).

Joseph Morris McKellar, M. D. D/B/A O. B. Associates, Carter J. Moore, M. D. and Carter J. Moore, M. D., P. A. v. Maria Cervantes, Individually and as Next Friend of Alek Gonzalez (Joseph Morris McKellar, M. D. D/B/A O. B. Associates, Carter J. Moore, M. D. and Carter J. Moore, M. D., P. A. v. Maria Cervantes, Individually and as Next Friend of Alek Gonzalez) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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