Methodist Healthcare System of San Antonio, Ltd., L.L.P. D/B/A Northeast Methodist Hospital Sarah I. Back, R.N. And Ismael Tres Sosa, M.D. v. Rita Remington, Individually and as Independent of the Estate of Alvin Charles Hall, and Karl Hall, Individually

CourtCourt of Appeals of Texas
DecidedAugust 15, 2018
Docket04-17-00728-CV
StatusPublished

This text of Methodist Healthcare System of San Antonio, Ltd., L.L.P. D/B/A Northeast Methodist Hospital Sarah I. Back, R.N. And Ismael Tres Sosa, M.D. v. Rita Remington, Individually and as Independent of the Estate of Alvin Charles Hall, and Karl Hall, Individually (Methodist Healthcare System of San Antonio, Ltd., L.L.P. D/B/A Northeast Methodist Hospital Sarah I. Back, R.N. And Ismael Tres Sosa, M.D. v. Rita Remington, Individually and as Independent of the Estate of Alvin Charles Hall, and Karl Hall, Individually) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Methodist Healthcare System of San Antonio, Ltd., L.L.P. D/B/A Northeast Methodist Hospital Sarah I. Back, R.N. And Ismael Tres Sosa, M.D. v. Rita Remington, Individually and as Independent of the Estate of Alvin Charles Hall, and Karl Hall, Individually, (Tex. Ct. App. 2018).

Opinion

Fourth Court of Appeals San Antonio, Texas MEMORANDUM OPINION

No. 04-17-00728-CV

METHODIST HEALTHCARE SYSTEM OF SAN ANTONIO, LTD., L.L.P. d/b/a Northeast Methodist Hospital, Sarah I. Back, R.N., and Ismael Tres Sosa, M.D., Appellants

v.

Rita REMINGTON, Individually and as Independent Executor of the Estate of Alvin Charles Hall, Deceased, and Karl Hall, Individually, Appellees

From the 57th Judicial District Court, Bexar County, Texas Trial Court No. 2016-CI-11703 Honorable Karen H. Pozza, Judge Presiding

Opinion by: Marialyn Barnard, Justice

Sitting: Sandee Bryan Marion, Chief Justice Marialyn Barnard, Justice Rebeca C. Martinez, Justice

Delivered and Filed: August 15, 2018

REVERSED AND REMANDED

This is an accelerated appeal in which the trial court denied appellants, Methodist

Healthcare System of San Antonio, Ltd., L.L.P. d/b/a Northeast Methodist Hospital, Sarah I. Back,

R.N., and Ismael Tres Sosa, M.D.’s motions to dismiss health care liability claims filed by

appellees, Rita Remington, Individually and as Independent Executrix of the Estate of Alvin

Charles Hall, Deceased, and Karl Hall, Individually. On appeal, appellants contend the trial court

abused its discretion in denying the motions to dismiss because the expert report submitted by Rita 04-17-00728-CV

and Karl is conclusory and speculative as to the causation element of their health care liability

claims. We reverse the trial court’s orders denying the motions to dismiss and remand the cause

for further proceedings consistent with this opinion.

BACKGROUND

Alvin Charles Hall went to the emergency room at Northeast Methodist Hospital

complaining of nausea and vomiting. After the emergency room staff conducted an initial

examination, Dr. Sosa was contacted to provide medical care and treatment. The record reflects

that throughout the night and early morning hours, Alvin continued to experience distress and

discomfort. A naso-gastric tube was ultimately ordered and inserted into Alvin’s stomach to drain

gastric fluid; however, Alvin did not experience any relief. The next morning, Alvin’s cannister

of accumulated fluid was changed by Nurse Back. Approximately thirty minutes later, Alvin

“coded” and ultimately passed away without ever being examined by Dr. Sosa. It was ultimately

determined Alvin died of cardiac arrest.

After his death, Alvin’s children, Rita and Karl, sued Northeast Medical Hospital, Nurse

Back, and Dr. Sosa for the care Alvin received at the hospital. According to Rita and Karl, Nurse

Back was negligent in her treatment of Alvin because at no point did she perform a comprehensive

nursing assessment, make an accurate nursing diagnosis, develop a plan of care, or implement

nursing care. Rita and Karl further alleged Northeast Medical Hospital was vicariously liable for

Nurse Back’s actions. With respect to Dr. Sosa, Rita and Karl asserted Dr. Sosa was negligent in

failing to timely examine Alvin and provide proper medical care and treatment.

Rita and Karl then served an initial expert report prepared by Lige B. Rushing, Jr., M.D.

on the hospital, Nurse Back, and Dr. Sosa pursuant to section 74.351(a) of the Texas Civil Practice

and Remedies Code (“the Code”). See TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(a) (West

2017). Dr. Rushing’s report included his qualifications as an expert, provided a timeline of Alvin’s

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care at the hospital, and included sections discussing the standards of care, alleged breaches, and

causation elements of the theories of liability alleged in Rita and Karl’s petition. The hospital,

Nurse Back, and Dr. Sosa filed objections to Dr. Rushing’s report and motions to dismiss. See id.

§ 74.351(a), (b). The trial court found Dr. Rushing’s report insufficient as to the element of

causation, but granted Rita and Karl a thirty-day extension to cure the deficiency. See id.

§ 74.351(c). Thereafter, Rita and Karl served the hospital, Nurse Back, and Dr. Sosa with a

supplemental expert report by Dr. Rushing. The hospital, Nurse Back, and Dr. Sosa again filed

objections to the supplemental report and moved to dismiss, asserting the supplemental report was

still deficient with regard to the element of causation. See id. § 74.351(a). The trial court overruled

the objections and denied the motions to dismiss. Appellants subsequently perfected this

interlocutory, accelerated appeal. See id. § 51.014(a)(9) (stating person may appeal interlocutory

order that denies all or part of motion under Section 74.351(b), except appeal may not be taken

from order granting extension).

ANALYSIS

On appeal, appellants argue the trial court erred in denying the motions to dismiss, which

challenged the sufficiency of Dr. Rushing’s expert report. Specifically, appellants contend the

expert report is insufficient because it is conclusory and speculative as to the causation element of

the asserted health care liability claims.

Standard of Review

We review a trial court’s decision to grant or deny a motion to dismiss a health care liability

lawsuit brought under Chapter 74 of the Texas Civil Practice and Remedies Code for an abuse of

discretion. Hill Country San Antonio Mgmt. Servs., Inc. v. Trejo, 424 S.W.3d 203, 208 (Tex.

App.—San Antonio 2014, pet. dism’d) (citing Bowie Mem’l Hosp. v. Wright, 79 S.W.3d 48, 52

(Tex. 2002); Am. Transitional Care Ctrs. of Tex., Inc. v. Palacios, 46 S.W.3d 873, 875 (Tex.

-3- 04-17-00728-CV

2001)); Peterson Regional Med. Ctr. v. O’Connell, 387 S.W.3d 889, 892 (Tex. App.—San Antonio

2012, pet. denied). Under this standard, we may not substitute our judgment for that of the trial

court with regard to factual matters. See Bowie, 79 S.W.3d at 52. “An abuse of discretion occurs

when the trial court acts in an arbitrary or unreasonable manner and without reference to any

guiding rules or principles.” Peterson Regional Med. Ctr., 387 S.W.3d at 892; see also Bowie, 79

S.W.3d at 52. A trial court also abuses its discretion if it fails to analyze or apply the law correctly.

Bowie, 79 S.W.3d at 52; Peterson Regional Med. Ctr., 387 S.W.3d at 892.

Applicable Law

Expert Report Requirements

Section 74.351(a) of the Code requires a plaintiff to serve each physician or health care

provider against whom a health care liability claim is asserted an expert report and curriculum

vitae of each expert within a specified time. TEX. CIV. PRAC. & REM. CODE ANN. § 74.351(a). The

purpose of the report is: (1) to inform the defendant of the specific conduct called into question

and (2) to provide a basis for the trial court to determine if the plaintiff’s claims have merit. Bowie,

79 S.W.3d at 52; Palacios, 46 S.W.3d at 879. The statute defines a valid expert report as “a written

report by an expert that provides 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

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Methodist Healthcare System of San Antonio, Ltd., L.L.P. D/B/A Northeast Methodist Hospital Sarah I. Back, R.N. And Ismael Tres Sosa, M.D. v. Rita Remington, Individually and as Independent of the Estate of Alvin Charles Hall, and Karl Hall, Individually, Counsel Stack Legal Research, https://law.counselstack.com/opinion/methodist-healthcare-system-of-san-antonio-ltd-llp-dba-northeast-texapp-2018.