Omaha Healthcare Center, L.L.C. v. Wilma Johnson, on Behalf of the Estate of Classie Mae Reed

CourtCourt of Appeals of Texas
DecidedFebruary 8, 2008
Docket06-07-00089-CV
StatusPublished

This text of Omaha Healthcare Center, L.L.C. v. Wilma Johnson, on Behalf of the Estate of Classie Mae Reed (Omaha Healthcare Center, L.L.C. v. Wilma Johnson, on Behalf of the Estate of Classie Mae Reed) 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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Omaha Healthcare Center, L.L.C. v. Wilma Johnson, on Behalf of the Estate of Classie Mae Reed, (Tex. Ct. App. 2008).

Opinion

In The Court of Appeals Sixth Appellate District of Texas at Texarkana

______________________________

No. 06-07-00089-CV ______________________________

OMAHA HEALTHCARE CENTER, L.L.C., Appellant

V.

WILMA JOHNSON, ON BEHALF OF THE ESTATE OF CLASSIE MAE REED, DECEASED, Appellee

On Appeal from the 276th Judicial District Court Morris County, Texas Trial Court No. 23,220

Before Morriss, C.J., Carter and Moseley, JJ. Opinion by Justice Moseley OPINION

Omaha Healthcare Center, L.L.C., appeals the trial court's order denying its motion to dismiss

for the failure of Wilma Johnson, on behalf of the Estate of Classie Mae Reed, to serve an expert

report in a health care liability claim (HCLC).1 We affirm the order denying the motion to dismiss.

A. Pleadings

According to Johnson's petition, Reed was, at all relevant times, under the care of Omaha as

a resident of a nursing home operated by Omaha. On February 12, 2005, Reed was taken to a

hospital emergency room for pain and discoloration of her leg. According to the petition, "It was

later determined that the cause of the pain and discoloring was a spider bite, specifically a brown

recluse." Reed died May 5, 2005, "as a result of the spider bite she sustained while in the care of"

Omaha.

On September 22, 2006, Johnson filed this negligence (wrongful death, survivor) action,

asserting: that Reed was Omaha's invitee on the premises; that the premises posed an unreasonable

risk of harm; that Omaha had a duty of ordinary care to maintain the premises in a safe condition;

that Omaha breached that duty by failing to inspect for spider infestation; that Omaha breached that

1 See TEX . CIV . PRAC. & REM . CODE ANN . § 51.014(a)(9) (Vernon Supp. 2007) (interlocutory appeal), § 74.001(a)(13) (Vernon 2005) (defining HCLC). Section 74.351 addresses dismissal of HCLCs for failure to file an expert report, see TEX . CIV . PRAC. & REM . CODE ANN . § 74.351 (Vernon Supp. 2007), though the current version applies only to a cause of action accruing after September 1, 2005. Although our analysis is not affected by the 2005 amendment, we apply the former version of Section 74.351 in this case since the cause of action accrued before the effective date. See Act of June 2, 2003, 78th Leg., R.S., ch. 204, § 10.01, 2003 Tex. Gen. Laws 847, 875, amended by Act of May 18, 2005, 79th Leg., R.S., ch. 635, §§ 1–3, 2005 Tex. Gen. Laws 1590, 1590.

2 duty by failing to clean to prevent spider infestation; that Omaha breached that duty by failing to

institute pest control procedures and policies to prevent spider infestation; and that Omaha breached

that duty by failing to prevent spider infestation. Johnson did not base her claim on any alleged

negligence once the spider had bitten, i.e., in treatment, diagnosis, or delay in treatment or diagnosis.

In March 2007, more than 120 days after the claim was filed, Omaha filed its motion to

dismiss for failure to file an expert report in an HCLC. Omaha contended that the claim was a safety

HCLC requiring service of an HCLC expert report. The trial court denied Omaha's motion to

dismiss.

Omaha appeals, raising one point of error: whether it was error to refuse to dismiss the suit

for failure of the claimant to serve an expert report. This requires the answering of the question of

whether this is an HCLC, which question, in turn, requires construction of the statutory definition.

B. Expert Report Requirement

In an HCLC, a claimant shall, not later than the 120th day after filing the claim, serve an

expert report with the expert's curriculum vitae upon each physician or provider against whom

liability is asserted. See Act of June 2, 2003, 78th Leg., R.S., ch. 204, § 10.01, 2003 Tex. Gen. Laws

847, 875, amended by Act of May 18, 2005, 79th Leg., R.S., ch. 635, §§ 1–3, 2005 Tex. Gen. Laws

1590, 1590. Should a claimant fail to file the required report, and on proper motion by the

defendant, the statute requires that the trial court shall award costs and fees to that defendant and

3 dismiss the claim with respect to that defendant. Id. The dismissal is mandatory. See Thoyakulathu

v. Brennan, 192 S.W.3d 849, 853 (Tex. App.—Texarkana 2006, no pet.).

Johnson concedes that she did not serve an expert report under the former Section 74.351.

Johnson contends instead that, because her action is not an HCLC, she is not required to serve the

expert report. See Parker v. CCS/Meadow Pines, Inc., 166 S.W.3d 509, 512 (Tex. App.—Texarkana

2005, no pet.) ("Section 74.351(a) applies only to healthcare liability claims."). The question, then,

is whether Johnson's claim constitutes an HCLC.

C. Standard of Review

"Whether a cause of action advances a healthcare liability claim is a question of law to be

reviewed de novo . . . ." Id.; see also Lee v. Boothe, 235 S.W.3d 448, 451 (Tex. App.—Dallas 2007,

pet. filed); Boothe v. Dixon, 180 S.W.3d 915, 919 (Tex. App.—Dallas 2005, no pet.); cf. Garland

Cmty. Hosp. v. Rose, 156 S.W.3d 541, 543–44 (Tex. 2004) (under predecessor statute, essentially

conducting de novo review, though not stating standard). But see Am. Transitional Care Ctrs. of

Tex., Inc. v. Palacios, 46 S.W.3d 873, 875 (Tex. 2001) (in case assessing adequacy of a filed report,

holding that abuse of discretion standard applies to expert report review).

4 D. HCLC: Safety Directly Related to Health Care?

An HCLC is defined by the statute as

a cause of action against a health care provider2 . . . for treatment, lack of treatment, or other claimed departure from accepted standards of medical care, or health care, or safety or professional or administrative services directly related to health care, which proximately results in injury to or death of a claimant, whether the claimant's claim or cause of action sounds in tort or contract.

TEX . CIV . PRAC. & REM . CODE ANN . § 74.001(13) (Vernon 2005). Omaha contends only that

Johnson's claim is a safety claim.3 Johnson contends that it is not a safety claim directly related to

health care.

The phrase "directly related to health care" was added to the definition of an HCLC in 2003.

Act of June 2, 2003, 78th Leg., R.S., ch. 204, § 10.01, 2003 Tex. Gen. Laws 847, 865. In addition

to adding that phrase, the Legislature also added the disjunctive phrase "professional or

administrative services" in the same clause. Id. The question is whether "directly related to health

care" modifies and restricts both "safety" and "professional or administrative services" or only the

latter.

2 A "health care provider" includes, under Chapter 74, a "health care institution," which includes a nursing home. TEX . CIV . PRAC. & REM . CODE ANN . § 74.001(12)(A)(vii), (11)(J) (Vernon 2005). 3 Omaha has never attempted to characterize Johnson's claim under any other part of the statute, e.g., a health care or professional or administrative services claim.

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