Merari Gonzalez v. Methodist Charlton Medical Center

Court of Appeals of Texas·Decided December 7, 2011·No. 10-11-00257-CV·Published

Opinion

IN THE

TENTH COURT OF APPEALS

No. 10-11-00257-CV

MERARI GONZALEZ, Appellant

v.

METHODIST CHARLTON MEDICAL CENTER, Appellee

From the 413th District Court Johnson County, Texas

Trial Court No. C201000199

MEMORANDUM OPINION

In this appeal, appellant, Merari Gonzalez, challenges a summary judgment granted in favor of appellee, Methodist Charlton Medical Center (“Methodist”). In four issues, Gonzalez contends that: (1) genuine issues of material fact exist as to her breach- of-contract and wrongful-termination claims; (2) the trial court improperly disposed of her non-employment breach-of-contract claim; (3) Methodist failed to conclusively prove that it is entitled to a qualified privilege with respect to her defamation claim; and

(4) Methodist’s alleged defamatory communications were made with actual malice. We affirm.

I. BACKGROUND

In August 2005, Gonzalez enrolled in the Diagnostic Medical Sonography Program at El Centro Community College (“El Centro”) in Dallas, Texas. As a part of the program, Gonzalez was required to do clinical rotations at various hospitals. El Centro had a long-standing relationship with Methodist, whereby El Centro students would enter into tuition agreements with Methodist in exchange for working rotations at the hospital. Gonzalez and Methodist entered into such an agreement.

The agreement between Gonzalez and Methodist provided that Methodist would pay Gonzalez’s tuition at El Centro up to $6,750, her registration fees, and a book allowance of $500. In exchange, Gonzalez agreed to remain in the full-time employment of Methodist for twenty-four months following her graduation from El Centro, among other things. Despite the requirement that Gonzalez work for Methodist for two years after her graduation, the agreement specifically stated the following:

3.0 Disclaimer of Contractual Employment

Nothing in this agreement overrides the general conditions of employment of Employee by MHS or MCMC. Specifically, this Agreement does not guarantee that Employee will continue to have employment with MHS or MCMC for twenty-four months or any other length of time after graduation from the Program. Employee remains an “at will” employee of MHS and MCMC.

Gonzalez was hired into Methodist’s Ultrasound Department on September 8, 2008, as a Radiology Extern. In this position, Gonzalez reported directly to Shannon

Gonzalez v. Methodist Charlton Medical Center Page 2

Holmgren. According to Methodist, the tuition agreement between it and Gonzalez was unrelated to Gonzalez’s employment as a Radiology Extern or, in other words, the tuition agreement did not constitute a contract for employment. In fact, Mary Ellen Humphreys, the Director of Radiology at Methodist, executed an affidavit in which she stated that:

Students, such as Gonzalez, performed clinical rotations in sonography at Methodist as part of their curriculum at El Centro. Gonzalez performed similar functions during her clinical rotation at Methodist as she did as a Radiology Extern. Gonzalez was simultaneously an employee of Methodist and an El Centro student during the time period she was employed by us. The work she did during her rotation at our facility was, however, in a different capacity from her work as a Radiology Extern.

In her appellate brief, Gonzalez acknowledges that her “duties as a Radiology Extern were essentially the same as her duties during clinical rotations, except that her clinical rotations were during the week, while her Radiology-Extern work was during 10-hour shifts on Saturdays.”

Gonzalez participated in a new-employee orientation at Methodist on September 8, 2008. During this orientation, Gonzalez received training on the Health Insurance Portability and Accountability Act (“HIPAA”). Gonzalez admitted in her deposition that she received additional HIPAA training at El Centro.

On September 10, 2008, Gonzalez began the first day of her six-week clinical rotation at Methodist. The rotations ended on or about October 20, 2008. However, at some point in October 2008, Gonzalez asked Holmgren if she could burn a CD of a patient exam to present to her class at El Centro. According to Gonzalez,

Gonzalez v. Methodist Charlton Medical Center Page 3

El Centro requires its sonography students to acquire sonography cases from hospitals at which they study and/or work, including MCMC. El Centro instructed its sonography students, including Gonzalez, to obtain cases in a digital format on CD. The participating hospitals, including all Methodist hospitals, were made aware of this process.

In her affidavit, Holmgren averred that she did not allow Gonzalez to burn a CD of a patient exam for presentation to her class because Methodist “could not remove the patient information from the CD.” Holmgren agreed “to print [Gonzalez] hard copies of the films that she wanted, but she would have to remove the patient identifiers from the films before taking them off Methodist’s premises.” Holmgren further asserted that Gonzalez argued with her about this policy, which prompted Holmgren to confirm the policy with Humphreys. According to Holmgren, after further discussion, she told Gonzalez that “[i]f [Gonzalez] wanted the patient study, she would need to have film printed from the Picture Archiving and Communications System (“PACS”) and remove all patient identifiers from the film before removing from Methodist[‘s] premises.”

However, on November 22, 2008, Gonzalez, working under the supervision of sonographer Beji Pappachen, obtained a CD of an examination of a hospital patient. According to Holmgren, “Gonzalez removed the CD without asking for [her] permission, nor did [Gonzalez] have the permission of the patient to take the information.” Gonzalez, on the other hand, asserted that Pappachen told her that she could have a copy of the case on CD and instructed her to speak with Sonia Franco, another Methodist employee, to get a copy made. Gonzalez alleged that Franco created the CD and gave it to Pappachen to give to Gonzalez when her shift was over. In her affidavit, Gonzalez stated that “Pappachen told [her] that he had the CD and that [she] Gonzalez v. Methodist Charlton Medical Center Page 4 should come and pick it up so it doesn’t get lost.” Gonzalez complied with Pappachen’s instructions and “took the CD, which was in a CD envelope cover, and put it away.” Gonzalez contends that she was not present when the CD was made and, thus, was unaware if the CD contained any patient-identifying information that would constitute a breach of confidential information or a violation of HIPAA.

Holmgren found out the next day that Gonzalez had obtained the CD and instructed her to return it immediately. Holmgren alleged that Gonzalez “had not followed the procedure permitting her to remove patient studies that I had previously outlined for her. Gonzalez removed the CD without asking for my permission, nor did she have the permission of the patient to take the information.” Gonzalez was informed that the taking of the CD constituted a potential HIPAA violation. In her affidavit, Gonzalez asserted that: “I immediately returned the CD. I did not open it, show the CD envelope or its contents to anyone, or in any other way examine its contents or reveal them to anyone else. I did not breach confidential information.”

After retrieving the CD, Holmgren informed her supervisor, Humphreys, about the incident. Humphreys called Jan Blend, the Clinical Program Director at El Centro, to inquire whether students were instructed about HIPAA. Blend provided Humphreys with an email detailing El Centro’s policies and instructions to students regarding the protection of patients’ confidentiality. Humphreys then contacted: (1) Pam McNutt, Methodist’s Chief Information Officer, to determine whether Gonzalez’s actions amounted to a HIPAA violation; and (2) Keri Frazier-White, Methodist’s

Director of Human Resources, for additional guidance. Ultimately, it was decided that Gonzalez’s employment should be terminated.

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