Oncology-Hematology Consultants D/B/A CCBD and Barry Russo v. Jacob Locke, MD D/B/A Jay Locke MD PA

CourtCourt of Appeals of Texas
DecidedJanuary 12, 2023
Docket14-21-00733-CV
StatusPublished

This text of Oncology-Hematology Consultants D/B/A CCBD and Barry Russo v. Jacob Locke, MD D/B/A Jay Locke MD PA (Oncology-Hematology Consultants D/B/A CCBD and Barry Russo v. Jacob Locke, MD D/B/A Jay Locke MD PA) 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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Oncology-Hematology Consultants D/B/A CCBD and Barry Russo v. Jacob Locke, MD D/B/A Jay Locke MD PA, (Tex. Ct. App. 2023).

Opinion

Affirmed and Memorandum Opinion filed January 12, 2023.

In The

Fourteenth Court of Appeals

NO. 14-21-00733-CV

ONCOLOGY-HEMATOLOGY CONSULTANTS D/B/A CCBD AND BARRY RUSSO, Appellants V.

JACOB LOCKE, MD D/B/A JAY LOCKE MD PA, Appellee

On Appeal from the 152nd District Court Harris County, Texas Trial Court Cause No. 2021-28277

MEMORANDUM OPINION

Appellants Oncology-Hematology Consultants d/b/a CCBD (“CCBD”) and Barry Russo appeal the trial court’s order denying their motion to dismiss the claims of appellee Jacob Locke, MD d/b/a Jay Locke MD PA (“Dr. Locke”) under the Texas Citizens Participation Act (“TCPA”).1 Of appellants’ several issues, we need address only one—whether the TCPA applies to Dr. Locke’s claims.

We hold that the TCPA does not apply to Dr. Locke’s claims because they are not based on or in response to communications made in connection with a matter of public concern. Regarding Dr. Locke’s cross-issue, we further hold that the trial court did not abuse its discretion in denying his request for attorney’s fees.

Accordingly, we affirm the trial court’s order.

Background

Dr. Locke is a licensed physician specializing in radiation oncology. Through a medical staffing company, Medicus Locum Staffing Solutions, LLC (“Medicus”), Dr. Locke entered a locum tenens2 assignment to perform radiation oncology services for Choice Cancer Center d/b/a Texas Oncology Care, PLLC (“Texas Oncology”) from mid-July through October 2020. Around the same time, CCBD through its CEO, Russo, was engaged in discussions with Texas Oncology to acquire its radiation oncology practice. CCBD was interested in hiring a locum tenens radiation oncologist. CCBD learned that Dr. Locke recently signed a locum tenens agreement with Texas Oncology for five days a week, but Texas Oncology did not need the doctor’s services all five days. Dr. Locke and CCBD negotiated a Professional Services Agreement (“PSA”) whereby Locke agreed to provide services to CCBD on Tuesdays and Thursdays, while working the remainder of the week for Texas Oncology. The PSA had an initial term from July 5, 2020 to August 28, 2020.

1 Tex. Civ. Prac. & Rem. Code §§ 27.001-.011. 2 “Locum tenens” means “one filling an office for a time or temporarily taking the place of another—used especially of a doctor or clergyman.” See “locum tenens,” Merriam-Webster, https://www.merriam-webster.com/dictionary/locum%20tenens.

2 Dr. Locke discovered that Russo complained to Medicus that Dr. Locke was “double dipping” because he was paid through the Medicus locum tenens agreement for five days a week, while also being paid by CCBD for two of those days. Dr. Locke construed Russo’s statement as an attempt to interfere with his Medicus agreement. According to Dr. Locke, however, Russo’s complaint did not result in any change to the Medicus arrangement nor any withholding of payment by Medicus.

In late July 2020, Dr. Locke determined that it may be best to focus on the development of the practice at Texas Oncology. He also learned from Russo that CCBD no longer needed his services.3 Texas Oncology, Russo, and Dr. Locke agreed that Dr. Locke would return to providing services five days a week at Texas Oncology. On July 31, 2020, CCBD and Dr. Locke terminated the PSA by mutual agreement.

Dr. Locke and Texas Oncology began negotiating a new agreement under which Dr. Locke would provide services to Texas Oncology either as a contractor or an employee. According to Dr. Locke, the contemplated agreement’s finalization was delayed. During a conversation with Texas Oncology’s senior vice-president, Greg Johnson, Dr. Locke was told that the agreement’s execution was being held up by the legal department. Johnson confirmed that Dr. Locke’s performance to date had been “exemplary in every respect.”

When Dr. Locke pressed Johnson further about the delay in finalizing a new agreement, Johnson ultimately revealed that the “true cause of the delay was that Russo had told him that Dr. Locke would not be a ‘good fit for the practice’ and to interview other candidates.” Neither Dr. Locke’s petition nor his declaration

3 Russo did not express any performance-related concerns to Dr. Locke.

3 attached to the TCPA response identify or allege any further communication by CCBD or Russo.

Ultimately, CCBD did not acquire Texas Oncology, and Texas Oncology did not enter into an employment agreement with Dr. Locke. Medicus terminated Dr. Locke’s locum tenens agreement “for cause” in September 2020. According to Medicus, Dr. Locke’s performance had been deemed “unprofessional” by Johnson and Texas Oncology.

In May 2021, Dr. Locke sued Texas Oncology, Johnson, CCBD, and Russo. As to CCBD and Russo, Dr. Locke asserted claims for: (1) tortious interference with two contracts: his locum tenens agreement and his initial agreement with Texas Oncology; (2) tortious interference with the prospective contract with Texas Oncology that never materialized; and (3) slander, defamation, and defamation per se. According to the petition, Dr. Locke’s tortious interference claims against CCBD and Russo are based on Russo’s statement to Johnson that Dr. Locke was not a “good fit for the practice” and that Johnson should interview other candidates. Dr. Locke’s defamation, slander, and defamation per se claims are based on Russo’s “good fit” statement to Johnson as well as Russo’s statement to Medicus that Dr. Locke was “double dipping.”

CCBD and Russo filed a TCPA motion to dismiss, asserting that Dr. Locke’s claims were based on or in response to their exercise of free speech about the provision of medical services, which is a matter of public concern. They contended that Dr. Locke could not present clear and specific prima facie evidence to support his claims and that Russo’s statements about whether Dr. Locke was a “good fit” were protected by a common-law qualified privilege.

4 The parties filed an agreed motion for expedited limited discovery, which the trial court granted. The parties took the depositions of Dr. Locke and Russo and engaged in limited written discovery.

After the limited discovery was complete, Dr. Locke responded to the motion. He argued that the TCPA does not apply to his lawsuit because his claims are not based on or in response to communications made in connection with a matter of public concern. Specifically, Dr. Locke asserted that there was no connection between Russo’s statement that Dr. Locke would not be a “good fit” for CCBD’s practice and Dr. Locke’s provision of medical services. Dr. Locke pointed to excerpts from Russo’s deposition, in which Russo stated that he provided no details beyond Dr. Locke’s lack of a “fit” with CCBD. Russo did not offer any opinions to anyone at Texas Oncology regarding Dr. Locke’s abilities or qualifications as a physician, nor did Russo ever call into question the medical care that Dr. Locke provided to any patients that he saw at CCBD. Dr. Locke urged in the alternative that he established by clear and specific evidence a prima facie case for each element of his claims against Russo and CCBD. Finally, Dr. Locke contended he was entitled to court costs and attorney’s fees because CCBD’s and Russo’s TCPA motion to dismiss was frivolous.

CCBD and Russo replied to Dr. Locke’s response. They highlighted Russo’s deposition testimony, in which he explained that Dr. Locke was not a good fit for CCBD because he lacked experience in performing certain medical procedures. CCBD and Russo also asserted that Dr. Locke failed to establish a prima facie case with clear and specific evidence for each of his claims.

The trial court conducted a short hearing on the TCPA motion. At the end of the hearing, the trial court denied the motion. The court did not award Dr. Locke attorney’s fees.

5 CCBD and Russo appeal.

Analysis

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Oncology-Hematology Consultants D/B/A CCBD and Barry Russo v. Jacob Locke, MD D/B/A Jay Locke MD PA, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oncology-hematology-consultants-dba-ccbd-and-barry-russo-v-jacob-locke-texapp-2023.