Patricia Oramas v. UTMB Health (Hospital) at Galveston

Court of Appeals of Texas·Decided August 26, 2025·No. 01-24-00399-CV·Published

Opinion

Opinion issued August 26, 2025

In The

Court of Appeals

For The

First District of Texas

lawsuit when Oramas did not serve an expert report before the deadline under the Texas Medical Liability Act. See TEX. CIV. PRAC. & REM. CODE § 74.351(a), (b)(2). The trial court granted the motion and dismissed Oramas’s action with prejudice. Oramas challenges the trial court’s judgment in 27 issues on appeal. We hold that the trial court was compelled to grant UTMB’s motion because Oramas did not serve the expert report before the statutory deadline. We affirm.

Background

As alleged in her petition, Oramas’s husband died in September 2021 while admitted to UTMB for Covid-19 treatment. Oramas filed suit against UTMB and two individual defendants. The two individuals soon dropped out of the case, leaving UTMB as the lone defendant and appellee. UTMB filed its original answer on September 29, 2023, which started the 120-day clock for Oramas to serve UTMB with an expert report and the expert’s curriculum vitae. See id. § 74.351(a).

Oramas explains that she made diligent efforts to find a lawyer and that she contacted many of them, but no one was willing to take her case. Thus, she has had to go it alone. She then encountered similar challenges in finding an expert witness who would support her claim of medical malpractice. Although she eventually found an expert who wrote a report for her, this did not take place until weeks after the 120-day deadline.

The deadline to serve the required expert report and CV fell on January 29, 2024.1 See id. Oramas was unable to meet this deadline. The parties do not necessarily see eye to eye on why, but the undeniable reality is that the deadline was not met. The month of February went by without a report. In early March 2024, UTMB moved to dismiss the lawsuit. See id. § 74.351(b)(2).

After the motion to dismiss was filed, Oramas served UTMB with an expert report by Dr. Elaine Goldhammer. Oramas filed the report with the trial court in late March 2024. UTMB admits that Oramas eventually filed this report, although UTMB denies that the report included Dr. Goldhammer’s CV.

The trial court held a hearing on the motion to dismiss. UTMB discussed its reasons for seeking dismissal, and Oramas discussed her reasons for opposing it. The court did not rule on the spot. But it subsequently granted the motion, dismissed the claims, and signed UTMB’s proposed order with one modification: the court struck through the part of the order that would have awarded attorney’s fees and costs. 2 This appeal followed.

1 Because 120 days after UTMB filed its answer fell on a Saturday, the Rules of Civil Procedure extended the deadline to the following Monday. See TEX. R. CIV. P. 4.

2 On appeal, UTMB does not challenge the trial court’s denial of its request for attorney’s fees and costs.

Expert Report

First, UTMB argues that Oramas’s appellate brief fails to comply with the briefing rules. In UTMB’s view, Oramas “failed to brief any issues and the issues are waived.” UTMB argues that we should strike the brief and dismiss the appeal “because [Oramas] failed to comply with the briefing rules and, thus, waived all arguments she attempts to raise in this appeal.” We disagree.

The Rules of Appellate Procedure “require adequate briefing,” and a party’s failure to comply with these rules can result in waiver. Bertucci v. Watkins, 709 S.W.3d 534, 541 (Tex. 2025) (quotation omitted); see TEX. R. APP. P. 38.1(i) (“The brief must contain a clear and concise argument for the contentions made, with appropriate citations to authorities and to the record.”). Pro se litigants are held to the same standards as attorneys and must comply with all applicable and mandatory rules of pleading and procedure. Morris v. Am. Home Mortg. Servicing, Inc., 360 S.W.3d 32, 36 (Tex. App.—Houston [1st Dist.] 2011, no pet.) (“To apply a different set of rules to pro se litigants would be to give them an unfair advantage over litigants represented by counsel.”).

But the Texas Supreme Court has repeatedly instructed that appellate courts “should hesitate to resolve cases based on procedural defects and instead endeavor to resolve cases on the merits.” Bertucci, 709 S.W.3d at 541–42 (quoting Lion Copolymer Holdings, LLC v. Lion Polymers, LLC, 614 S.W.3d 729, 732 (Tex. 2020)

(per curiam)); see also Horton v. Stovall, 591 S.W.3d 567, 569 (Tex. 2019) (per curiam) (“[B]riefs are to be liberally, but reasonably, construed so that the right to appeal is not lost by waiver.”); Perry v. Cohen, 272 S.W.3d 585, 587 (Tex. 2008) (per curiam) (“Simply stated, appellate courts should reach the merits of an appeal whenever reasonably possible.”). “Whenever possible, we reject form-over- substance requirements that favor procedural machinations over reaching the merits of a case.” Bertucci, 709 S.W.3d at 542 (quotation omitted). “[S]ubstantial compliance” with the briefing rules “is sufficient.” Horton, 591 S.W.3d at 569 (quoting TEX. R. APP. P. 38.9).

Oramas’s briefing cites numerous cases supporting her arguments, and she explains her position well enough such that we can easily understand it. Had it been written by a lawyer, the brief presumably would have had the customary features and formatting; but it came from a pro se litigant, so we will not insist on the same level of technical compliance with the briefing rules that we would require of an attorney. See id. Oramas has laid out her position clearly, and she has done so in a way that allows us to reach the legal arguments with no serious difficulty.3 Many

3 To the extent UTMB contends that Oramas’s brief did not provide record citations, we note that resolution of this appeal requires us to review only the file-stamped dates on which UTMB filed its answer and Oramas filed the expert report, and perhaps the pleadings for context. See TEX. CIV. PRAC. & REM. CODE § 74.351(a)

(imposing 120-day deadline to file expert report after defendant files answer). We disagree with UTMB that doing so requires the Court to “abandon its role as a neutral adjudicator and become, in essence, an advocate for [Oramas].”

pro se briefs fall short of that standard, so we are unwilling to strike her briefing or dismiss her appeal. We conclude that Oramas substantially complied with the briefing rules. See TEX. R. APP. P. 38.9; Horton, 591 S.W.3d at 569.

Second, UTMB argues that the trial court ruled correctly in dismissing the case pursuant to section 74.351 because of the failure to serve an expert report and a CV before expiration of the 120 days. UTMB explains: “The Texas Supreme Court and courts of appeals have repeatedly held that this statutory provision is mandatory in all health care liability claims and causes of action and requires strict compliance. In addition, none of [Oramas’s] explanations for her failure to adhere to the statute absolved her of having to comply with this expert report and CV service requirement.” In UTMB’s view, “the trial court was required” to dismiss the case. On this point, we agree with UTMB.

Because the 120-day requirement is statutory and thus presents an issue of statutory interpretation, we review this issue de novo. See Randol Mill Pharmacy v. Miller, 465 S.W.3d 612, 615 (Tex. 2015). Section 74.351 contains the requirement:

(a) In a health care liability claim, a claimant shall, not later than the 120th day after the date each defendant’s original answer is filed or a later date required under Section 74.353, serve on that party or the party’s attorney one or more expert reports, with a curriculum vitae of each expert listed in the report for each physician or health care provider against whom a liability claim is asserted. The date for serving the report may be extended by written agreement of the affected parties. . . .

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Patricia Oramas v. UTMB Health (Hospital) at Galveston, (Tex. Ct. App. 2025).

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