MEMORANDUM OPINION No. 04-12-00098-CV
LAUREL RIDGE TREATMENT CENTER, Appellant
v.
Merardo P. GARCIA and Carol Garcia on Behalf of The Estate of Steven Santos Garcia, Deceased, Appellees
From the 408th Judicial District Court, Bexar County, Texas Trial Court No. 2011-CI-04751 Honorable Janet P. Littlejohn, Judge Presiding
Opinion by: Catherine Stone, Chief Justice
Sitting: Catherine Stone, Chief Justice Karen Angelini, Justice Sandee Bryan Marion, Justice
Delivered and Filed: August 29, 2012
AFFIRMED
This is an accelerated, interlocutory appeal of the trial court’s order denying Laurel Ridge
Treatment Center’s motion to dismiss. The motion to dismiss challenged the adequacy of the
section 74.351 expert report filed in the underlying health care liability claim. Laurel Ridge
contends the trial court erred in denying its motion because the appellees’ expert report was
insufficient with regard to the standard of care, breach, and causation elements of their cause of
action. We affirm the trial court’s order. 04-12-00098-CV
BACKGROUND
On February 16, 2010, Steven Garcia was involuntarily admitted to Laurel Ridge after he
informed his mother that he wanted to kill himself and police located him at a Wal-Mart with
recent purchases of a knife and razor blades. The police took Garcia to an emergency room
where he told the mental health evaluator that he intended to kill himself and had a plan for
doing so.
On February 17, 2010, Dr. Alan Lloyd conducted a psychiatric evaluation of Garcia,
concluded Garcia was suffering from suicidal ideation, and diagnosed him with severe major
depressive disorder and anxiety disorder. Laurel Ridge staff observed that Garcia was isolating
himself and not attending group therapy sessions.
On February 18, 2010, Garcia attempted to cut his wrists with a piece of paper during a
group therapy session. He then stormed out of the session. Garcia was directed to a seclusion
room where he began violently hitting the wall with his fist, causing his wrist to become swollen
and red.
On February 19, 2010, Garcia informed Dr. Lloyd of a new plan to kill himself. Laurel
Ridge staff applied for a temporary commitment order, opining that Garcia was likely to cause
serious harm to himself and continued to express suicidal ideation on a daily basis.
On February 20, 2010, Garcia remained isolative, irritable, and anxious. Garcia denied
suicidal ideation in a self-report.
On February 21, 2010, Laurel Ridge staff described Garcia as having symptoms of
depression and anxiety. Garcia appeared sullen in a group therapy session before abruptly
leaving the session. Several hours later, Garcia attempted suicide by hanging himself with a
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sheet in the bathroom of his room. He was found unresponsive, without a pulse or respirations,
and subsequently died.
STANDARD OF REVIEW AND EXPERT REPORT REQUIREMENTS
We review the trial court’s decision regarding the adequacy of an expert report under an
abuse of discretion standard. Bowie Mem’l Hosp. v. Wright, 79 S.W.3d 48, 52 (Tex. 2002);
Stephanie M. Phillipp, P.A. v. McCreedy, 298 S.W.3d 682, 686 (Tex. App.—San Antonio 2009,
no pet.). An abuse of discretion occurs when a trial court acts arbitrarily or unreasonably and
without reference to any guiding rules or principles. Bowie Mem’l Hosp., 79 S.W.3d at 52;
McCreedy, 298 S.W.3d at 686.
A plaintiff asserting a health care liability claim is required to file an expert report
containing “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 (West
2011). To comply with the statutory requirements, the report need only 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. Am. Transitional Care Ctrs. of Tex. v. Palacios, 46 S.W.3d 873, 879
(Tex. 2001). The expert report is required to be adequate with regard to only one liability theory
within a cause of action in order for the claimant to proceed with the entire cause of action
against the defendant. Nexion Health at Duncanville, Inc. v. Ross, No. 05-11-01687-CV, 2012
WL 2783166, at *7 (Tex. App.—Dallas July 10, 2012, no pet. h.); Lopez v. Brown, 356 S.W.3d
599, 604-05 (Tex. App.—Houston [14th Dist.] 2011, no pet.), cf. Pedroza v. Toscano, 293
-3- 04-12-00098-CV
S.W.3d 665, 669 (Tex. App.—San Antonio 2009, no pet.) (testifying expert not limited to acts or
theories of negligence mentioned in 74.351 report).
ANALYSIS
The expert report in the instant case addresses two separate liability theories alleged by
the appellees: (1) Laurel Ridge was liable for breaching the standard of care applicable after
Garcia abruptly left the group therapy session on February 21, 2010; and (2) Laurel Ridge was
liable for breaching the standard of care applicable in providing a safe environment for patient
care. With regard to the first liability theory, Laurel Ridge contends: (1) the report is conclusory;
and (2) this court must consider the factual inconsistencies between the expert’s report of the
events that transpired on February 21, 2010 and the medical records’ documentation of the
events that transpired. With regard to the second liability theory, Laurel Ridge contends the
expert report is conclusory. Because we conclude the trial court did not abuse its discretion in
concluding the expert report satisfied the statutory requirements with regard to the second
liability theory, we need not address whether the report was adequate regarding the appellees’
first liability theory. See Nexion Health at Duncanville, Inc., 2012 WL 2783166, at *7; Lopez,
356 S.W.3d at 604-05.
A. Standard of Care
“The standard of care for a [treatment center caring for psychiatric inpatients with
suicidal ideations] is what an ordinarily prudent [treatment center] would do under the same or
similar circumstances.” Palacios, 46 S.W.3d at 880. A fair summary of the applicable standard
of care must “set out what care was expected but not given.” Id. (internal citations omitted). We
agree with the trial court that the expert report in this case provides such information.
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The report states that the standard of care required Laurel Ridge to do the following:
3. Provide a safe environment for the patient, devoid of the means to commit suicide, access to a hidden area in which to commit suicide, and an unsupervised opportunity to commit suicide.
Thus, the report summarizes that the expected care was for Laurel Ridge to provide a safe
environment. The report then describes the necessary components of such a safe environment as
including: (1) no means to commit suicide; (2) no hidden area where suicide could be
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MEMORANDUM OPINION No. 04-12-00098-CV
LAUREL RIDGE TREATMENT CENTER, Appellant
v.
Merardo P. GARCIA and Carol Garcia on Behalf of The Estate of Steven Santos Garcia, Deceased, Appellees
From the 408th Judicial District Court, Bexar County, Texas Trial Court No. 2011-CI-04751 Honorable Janet P. Littlejohn, Judge Presiding
Opinion by: Catherine Stone, Chief Justice
Sitting: Catherine Stone, Chief Justice Karen Angelini, Justice Sandee Bryan Marion, Justice
Delivered and Filed: August 29, 2012
AFFIRMED
This is an accelerated, interlocutory appeal of the trial court’s order denying Laurel Ridge
Treatment Center’s motion to dismiss. The motion to dismiss challenged the adequacy of the
section 74.351 expert report filed in the underlying health care liability claim. Laurel Ridge
contends the trial court erred in denying its motion because the appellees’ expert report was
insufficient with regard to the standard of care, breach, and causation elements of their cause of
action. We affirm the trial court’s order. 04-12-00098-CV
BACKGROUND
On February 16, 2010, Steven Garcia was involuntarily admitted to Laurel Ridge after he
informed his mother that he wanted to kill himself and police located him at a Wal-Mart with
recent purchases of a knife and razor blades. The police took Garcia to an emergency room
where he told the mental health evaluator that he intended to kill himself and had a plan for
doing so.
On February 17, 2010, Dr. Alan Lloyd conducted a psychiatric evaluation of Garcia,
concluded Garcia was suffering from suicidal ideation, and diagnosed him with severe major
depressive disorder and anxiety disorder. Laurel Ridge staff observed that Garcia was isolating
himself and not attending group therapy sessions.
On February 18, 2010, Garcia attempted to cut his wrists with a piece of paper during a
group therapy session. He then stormed out of the session. Garcia was directed to a seclusion
room where he began violently hitting the wall with his fist, causing his wrist to become swollen
and red.
On February 19, 2010, Garcia informed Dr. Lloyd of a new plan to kill himself. Laurel
Ridge staff applied for a temporary commitment order, opining that Garcia was likely to cause
serious harm to himself and continued to express suicidal ideation on a daily basis.
On February 20, 2010, Garcia remained isolative, irritable, and anxious. Garcia denied
suicidal ideation in a self-report.
On February 21, 2010, Laurel Ridge staff described Garcia as having symptoms of
depression and anxiety. Garcia appeared sullen in a group therapy session before abruptly
leaving the session. Several hours later, Garcia attempted suicide by hanging himself with a
-2- 04-12-00098-CV
sheet in the bathroom of his room. He was found unresponsive, without a pulse or respirations,
and subsequently died.
STANDARD OF REVIEW AND EXPERT REPORT REQUIREMENTS
We review the trial court’s decision regarding the adequacy of an expert report under an
abuse of discretion standard. Bowie Mem’l Hosp. v. Wright, 79 S.W.3d 48, 52 (Tex. 2002);
Stephanie M. Phillipp, P.A. v. McCreedy, 298 S.W.3d 682, 686 (Tex. App.—San Antonio 2009,
no pet.). An abuse of discretion occurs when a trial court acts arbitrarily or unreasonably and
without reference to any guiding rules or principles. Bowie Mem’l Hosp., 79 S.W.3d at 52;
McCreedy, 298 S.W.3d at 686.
A plaintiff asserting a health care liability claim is required to file an expert report
containing “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 (West
2011). To comply with the statutory requirements, the report need only 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. Am. Transitional Care Ctrs. of Tex. v. Palacios, 46 S.W.3d 873, 879
(Tex. 2001). The expert report is required to be adequate with regard to only one liability theory
within a cause of action in order for the claimant to proceed with the entire cause of action
against the defendant. Nexion Health at Duncanville, Inc. v. Ross, No. 05-11-01687-CV, 2012
WL 2783166, at *7 (Tex. App.—Dallas July 10, 2012, no pet. h.); Lopez v. Brown, 356 S.W.3d
599, 604-05 (Tex. App.—Houston [14th Dist.] 2011, no pet.), cf. Pedroza v. Toscano, 293
-3- 04-12-00098-CV
S.W.3d 665, 669 (Tex. App.—San Antonio 2009, no pet.) (testifying expert not limited to acts or
theories of negligence mentioned in 74.351 report).
ANALYSIS
The expert report in the instant case addresses two separate liability theories alleged by
the appellees: (1) Laurel Ridge was liable for breaching the standard of care applicable after
Garcia abruptly left the group therapy session on February 21, 2010; and (2) Laurel Ridge was
liable for breaching the standard of care applicable in providing a safe environment for patient
care. With regard to the first liability theory, Laurel Ridge contends: (1) the report is conclusory;
and (2) this court must consider the factual inconsistencies between the expert’s report of the
events that transpired on February 21, 2010 and the medical records’ documentation of the
events that transpired. With regard to the second liability theory, Laurel Ridge contends the
expert report is conclusory. Because we conclude the trial court did not abuse its discretion in
concluding the expert report satisfied the statutory requirements with regard to the second
liability theory, we need not address whether the report was adequate regarding the appellees’
first liability theory. See Nexion Health at Duncanville, Inc., 2012 WL 2783166, at *7; Lopez,
356 S.W.3d at 604-05.
A. Standard of Care
“The standard of care for a [treatment center caring for psychiatric inpatients with
suicidal ideations] is what an ordinarily prudent [treatment center] would do under the same or
similar circumstances.” Palacios, 46 S.W.3d at 880. A fair summary of the applicable standard
of care must “set out what care was expected but not given.” Id. (internal citations omitted). We
agree with the trial court that the expert report in this case provides such information.
-4- 04-12-00098-CV
The report states that the standard of care required Laurel Ridge to do the following:
3. Provide a safe environment for the patient, devoid of the means to commit suicide, access to a hidden area in which to commit suicide, and an unsupervised opportunity to commit suicide.
Thus, the report summarizes that the expected care was for Laurel Ridge to provide a safe
environment. The report then describes the necessary components of such a safe environment as
including: (1) no means to commit suicide; (2) no hidden area where suicide could be
committed; and (3) no opportunity to commit suicide. Because the report provided a fair
summary of the care that was expected, the trial court did not abuse its discretion in finding the
report constituted a good faith effort to provide a fair summary of the applicable standard of care.
See id.
Laurel Ridge argues the expert report was required to detail the “exact steps” Laurel
Ridge should have taken in providing a safe environment; however, the Texas Supreme Court
does not require a report to detail “exact steps.” Instead, an expert report is required to inform a
defendant of the “specific conduct the plaintiff has called into question.” Id. at 879. The expert
report in the instant case satisfied that requirement by informing Laurel Ridge of the “specific
conduct” the appellees have called into question, i.e., access to the sheet and to a hidden,
unsupervised area, i.e., the bathroom.
B. Breach
With regard to the breach element, a report is not conclusory if the expert explains the
basis of his statements and links the conclusions to the facts. Jelinek v. Casas, 328 S.W.3d 526,
539 (Tex. 2010). In this case, the expert explained the basis for his opinion that Laurel Ridge
breached the applicable standard of care and linked his opinion to the facts.
-5- 04-12-00098-CV
The expert noted in his report, “The use of sheets and a bathroom door as a hanging
platform in an area not under constant observation by staff is a common suicide scenario
specifically addressed by JCAHO prior to the date of this tragic suicide.” The expert then
explained that Laurel Ridge permitted Garcia, a suicidal patient, to have access to the means he
used to hang himself, i.e., the sheets, thereby breaching the standard of care requiring it to
provide a safe environment devoid of the means by which Garcia could commit suicide. Second,
the expert explained that Laurel Ridge permitted Garcia access to a bathroom that was in a
hidden, unsupervised area outside the line of sight of hospital staff, thereby breaching the
standard of care requiring it to provide a safe environment devoid of hidden areas where suicide
could be committed. Finally, the expert explained Laurel Ridge allowed Garcia sufficient
opportunity to commit suicide by leaving him unsupervised in this hidden area for fifteen minute
intervals, thereby breaching the standard of care requiring it to provide a safe environment
devoid of the opportunity to commit suicide. Because the expert explained the basis for each of
these three breaches of the applicable standard of care and linked his conclusions to the facts, the
trial court did not abuse its discretion in finding the report provided a fair summary of the
manner in which the expected care was not given in breach of the applicable standard of care.
See Palacios, 46 S.W.3d at 880.
C. Causation
Finally, with regard to the causation element, the expert again explained the basis for his
opinions, stating:
It is my opinion with reasonable medical certainty that [Laurel Ridge’s] failure to provide a safe environment of care for Mr. Garcia gave him access to the means of hanging himself (sheets). But for his access to this means of suicide, Mr. Garcia would have been prevented from attempting suicide.
-6- 04-12-00098-CV
It is my opinion with reasonable medical certainty that but for [Laurel Ridge’s] allowing Mr. Garcia access to a hidden, unsupervised area (bathroom) outside of the line of sight of hospital staff, Mr. Garcia would have been prevented from attempting suicide.
Thus, the expert reasonably explained “how” Laurel Ridge’s failure to provide a safe
environment enabled Garcia to attempt suicide. See Jelinek, 328 S.W.3d at 539-40.
Accordingly, the trial court did not abuse its discretion in finding that the expert report was not
conclusory with regard to the causation element of the appellees’ claim.
CONCLUSION
The trial court’s order is affirmed.
Catherine Stone, Chief Justice
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