Misty Jackson, Individually and on Behalf of the Estate of Roger J. Young, And Roger Jackson v. Kindred Hospitals Limited Partnership D/B/A Kindred Hospital Fort Worth

565 S.W.3d 75
CourtCourt of Appeals of Texas
DecidedNovember 1, 2018
Docket02-18-00027-CV
StatusPublished
Cited by12 cases

This text of 565 S.W.3d 75 (Misty Jackson, Individually and on Behalf of the Estate of Roger J. Young, And Roger Jackson v. Kindred Hospitals Limited Partnership D/B/A Kindred Hospital Fort Worth) 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.

Bluebook
Misty Jackson, Individually and on Behalf of the Estate of Roger J. Young, And Roger Jackson v. Kindred Hospitals Limited Partnership D/B/A Kindred Hospital Fort Worth, 565 S.W.3d 75 (Tex. Ct. App. 2018).

Opinion

In the Court of Appeals Second Appellate District of Texas at Fort Worth -------------------------------------------- No. 02-18-00027-CV -------------------------------------------- MISTY JACKSON, INDIVIDUALLY AND ON BEHALF OF THE ESTATE OF ROGER J. YOUNG, DECEASED; AND ROGER JACKSON, Appellants

v.

KINDRED HOSPITALS LIMITED PARTNERSHIP D/B/A KINDRED HOSPITAL FORT WORTH, Appellee

On Appeal from the 141st District Court Tarrant County, Texas Trial Court No. 141-297189-18

Before Sudderth, C.J.; Gabriel and Pittman, JJ. Opinion by Chief Justice Sudderth OPINION

I. Introduction

This appeal arises out of an order sustaining Appellee Kindred Hospitals Limited

Partnership d/b/a Kindred Hospital Fort Worth’s (Kindred) objection to Appellants

Misty Jackson’s, Individually and on Behalf of the Estate of Roger J. Young, Deceased,

and Roger Jackson’s section 74.351 expert report. Tex. Civ. Prac. & Rem. Code Ann.

§ 74.351(a) (West 2017). Because we conclude that the trial court abused its discretion

by sustaining Kindred’s objection, we reverse and remand.

II. Background

Roger J. Young, Roger Jackson’s father and Misty Jackson’s father-in-law, was

79 years old when he was admitted to Kindred—a long-term care facility—in January

2015. Young stayed at Kindred for a few months before being transferred to Plaza

Hospital for critical care. Young died six days later on April 16, 2015.

The Jacksons assert that while Young was at Kindred, he received insufficient

monitoring from Kindred’s nursing and medical staff and that Kindred’s staff failed to

adequately treat and report changes in his medical condition, which caused his death.

Specifically, the Jacksons contend that during Young’s stay at Kindred, he developed

several pressure ulcers and abscesses on his scrotum and lower back 1 that the Jacksons

contend caused him to develop sepsis, septic shock, and metabolic encephalopathy.

Kindred concedes that “[d]espite the nursing staff’s treatment and care, 1

Mr. Young developed pressure ulcers and sepsis during his admission period[.]”

2 The Jacksons filed a healthcare liability claim (HCLC) against Kindred and

Dr. Muhammad Naveed Siddiqi—Young’s treating physician—and timely served both

with separate expert reports from Dr. Manuel Eskildsen. See id. §§ 74.001(a)(13), .351(a)

(West 2017). Kindred and Dr. Siddiqi filed objections to the expert reports. After

granting Kindred’s objections and allowing the Jacksons to cure the deficiencies, see id.

§ 74.351(c), the Jacksons served amended expert reports. Kindred again filed

objections, and the trial court sustained Kindred’s objections and dismissed Kindred

from the lawsuit; but the trial court ordered that the Jacksons’ lawsuit against Dr. Siddiqi

could proceed.

Dr. Siddiqi then filed a motion for leave to designate Kindred as a responsible

third party. The Jacksons filed a response and motion to reconsider the order

dismissing Kindred. After the trial court denied the Jacksons’ motion to reconsider and

granted Dr. Siddiqi’s motion, the trial court granted the Jacksons’ motion to sever and

rendered final judgment in favor of Kindred. This appeal followed.

On appeal, the Jacksons raise two issues: First, that the trial court abused its

discretion by sustaining Kindred’s objection to Dr. Eskildsen’s expert report, and

second, that the trial court abused its discretion by denying their motion to reconsider.

III. Applicable Law

A. Section 74.351 Expert Reports

A plaintiff asserting an HCLC must serve each defendant physician or healthcare

provider with one or more expert reports and a curriculum vitae of each expert whose

3 opinion is offered to substantiate the merits of the HCLC. See id. § 74.351(a), (i); TTHR

Ltd. P’ship v. Moreno, 401 S.W.3d 41, 42 (Tex. 2013). The statute requires that such a

report must provide: (1) “a fair summary of the expert’s opinions . . . regarding

applicable standards of care,” (2) a statement identifying “the manner in which the care

rendered by the physician or [healthcare] provider failed to meet the standards,” and

(3) an explanation of “the causal relationship between that failure and the injury, harm,

or damages claimed.” Tex. Civ. Prac. & Rem. Code Ann. § 74.351(r)(6); see TTHR Ltd.

P’ship, 401 S.W.3d at 44. The purpose of the report is to “inform the defendant of the

specific conduct the plaintiff has called into question,” and 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, 879 (Tex. 2001). Thus, the expert report “need not

marshal every bit of the plaintiff’s evidence,” Jernigan v. Langley, 195 S.W.3d 91, 93 (Tex.

2006), but it must “explain, to a reasonable degree, how and why the breach caused the

injury based on the facts presented.” Jelinek v. Casas, 328 S.W.3d 526, 539–40 (Tex.

2010).

When a defendant timely files a motion to dismiss challenging the adequacy of

an expert report, the trial court may take one of three actions. If the court concludes

that the report is adequate, it may deny the motion. See, e.g., Hillery v. Kyle, 371 S.W.3d

482, 489, 492 (Tex. App.—Houston [1st Dist.] 2012, no pet.). If the trial court

concludes that the report does not constitute an objective, good-faith effort to comply

with the statute, it must grant the motion. See Tex. Civ. Prac. & Rem. Code Ann.

4 § 74.351(l ); Bowie Mem’l Hosp. v. Wright, 79 S.W.3d 48, 51–52 (Tex. 2002); see also Jernigan,

195 S.W.3d at 94. Finally, if the court concludes that the report is an objective, good-

faith effort to comply with the statute but is nevertheless deficient in some way, it may

grant the plaintiff one 30-day extension to cure the deficiency. See Tex. Civ. Prac. &

Rem. Code Ann. § 74.351(c); Scoresby v. Santillan, 346 S.W.3d 546, 557 (Tex. 2011).

A report qualifies as an objective, good-faith effort to comply if it (1) informs

the defendant of the specific conduct the plaintiff questions, and (2) provides a basis

for the trial court to conclude that the plaintiff’s claims have merit. Loaisiga v. Cerda,

379 S.W.3d 248, 260 (Tex. 2012). The Supreme Court of Texas has held that a trial

court may look only to the “four corners” of the expert report to determine whether it

constitutes an objective, good-faith effort to comply. Wright, 79 S.W.3d at 52; Palacios,

46 S.W.3d at 878.

B. Standard of Review

We review a trial court’s ruling on a motion to dismiss pursuant to section 74.351

for an abuse of discretion. Palacios, 46 S.W.3d at 878; See Tenet Hosps., Ltd. v. Garcia, 462

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