Polone v. Shearer

287 S.W.3d 229, 2009 Tex. App. LEXIS 2202, 2009 WL 885959
CourtCourt of Appeals of Texas
DecidedApril 2, 2009
Docket2-08-325-CV
StatusPublished
Cited by38 cases

This text of 287 S.W.3d 229 (Polone v. Shearer) 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
Polone v. Shearer, 287 S.W.3d 229, 2009 Tex. App. LEXIS 2202, 2009 WL 885959 (Tex. Ct. App. 2009).

Opinion

OPINION

WILLIAM BRIGHAM, Justice (Retired).

I. INTRODUCTION

In these accelerated, interlocutory appeals, Appellants Shannon Polone, P.A.-C. and Francis R. Lonergan, M.D. appeal the trial court’s orders denying their motions to dismiss the health care liability claims of Appellee Monica Shearer. See Tex. Civ. Prac. & Rem. Code Ann. § 51.014(9) (Vernon 2008). In two issues, Polone argues that Shearer failed to comply with civil practice and remedies code section 74.351 because the medical expert reports that she filed are inadequate and fail to show that the authoring experts are qualified to offer an expert opinion regarding the standard of care applicable to a physician’s assistant. See id. § 74.351(b), (l) (Vernon Supp. 2008). Dr. Lonergan also argues that Shearer failed to file an adequate expert report in compliance with civil practice and remedies code section 74.351, but he contends in two issues that the opinions of the authoring experts are speculative and conclusory and that the experts failed to adequately address Shearer’s specific claims. See id,. We affirm in part and reverse and remand in part.

*232 II.Factual and ProceduRal Background

Shearer filed a medical malpractice lawsuit against Dr. Lonergan and Polone in January 2008. She alleged that she experienced symptomatic breast problems, including asymmetric breasts and breast pain, at the end of 2004. In November 2005, Polone examined Shearer after Shearer complained of breast pain and dimpling of the skin. A mammogram and sonogram were performed, but the results did not show a definable mass. The radiologist classified the findings as “BI-RADS 2” and recommended a follow up mammogram in one year. 1 Shearer saw Dr. Lonergan through 2007, during which time she allegedly continued to complain of “breast problems.” Dr. Adrienne Martin evaluated Shearer in late 2007, and tissue excised from Shearer’s left breast was diagnosed as lobular carcinoma. Shearer then underwent a bilateral mastectomy.

Shearer alleged in her original petition that Polone negligently failed “to closely follow up the findings after the mammogram in 2005” and “to timely recognize the possibility of malignancy in [Shearer].” Shearer alleged that Dr. Lonergan was negligent in failing “to closely follow up the findings after the mammogram in 2005,” “to perform a fine needle aspiration on the mass in question,” “to refer [Shearer] to a surgeon for follow up,” and “to timely recognize the possibility of malignancy in [Shearer].”

Shearer attached to her petition the medical expert report of Mark D. Akin, M.D. She later filed a second expert report prepared by Gerald H. Sokol, M.D. Both Polone and Dr. Lonergan filed objections to the adequacy of the expert reports and moved to dismiss Shearer’s health care liability claims. The trial court overruled the objections and denied the motions to dismiss. This interlocutory appeal followed. 2

III.Standard of Review

We review a trial court’s denial of a motion to dismiss for an abuse of discretion. Jer nigan v. Langley, 195 S.W.3d 91, 93 (Tex.2006); Maris v. Hendricks, 262 S.W.3d 379, 383 (Tex.App.-Fort Worth 2008, pet. denied). A trial court abuses its discretion when it acts in an arbitrary or unreasonable manner or without reference to any guiding rules and principles. Downer v. Aquamarine Operators, Inc., 701 S.W.2d 238, 241-42 (Tex.1985), cert. denied, 476 U.S. 1159, 106 S.Ct. 2279, 90 L.Ed.2d 721 (1986). Merely because a trial court may decide a matter within its discretion in a different manner than an appellate court would in a similar circumstance does not demonstrate that an abuse of discretion has occurred. Id. But a trial court has no discretion in determining what the law is or in applying the law to the facts, and thus “a clear failure by the trial court to analyze or apply the law correctly will constitute an abuse of discretion.” Walker v. Packer, 827 S.W.2d 833, 840 (Tex.1992).

IV.Challenges to Expert Reports

Civil practice and remedies code section 74.351 provides that, within 120 days of filing suit, a plaintiff must serve expert reports for each physician or health care provider against whom a liability claim is asserted. Tex. Civ. Prac. & Rem.Code Ann. § 74.351(a). An expert report is a written report by an expert that provides a *233 fair summary of the expert’s opinions regarding the applicable standard of care, the manner in which the care rendered by the physician or health care provider failed to meet the standard, and the causal relationship between that failure and the injury, harm, or damages claimed. Id. § 74.351(r)(6). If a claimant timely furnishes an expert report, a defendant may file a motion challenging the report’s adequacy. See id. § 74.351(a), (b), (l). A trial court must grant a motion to dismiss based on the alleged inadequacy of an expert report only if it finds, after a hearing, “that the report does not represent an objective good faith effort to comply with the definition of an expert report” in the statute. Id. § 74.351(0.

The information in the report does not have to meet the same requirements as evidence offered in a summary judgment proceeding or at trial, and the report need not marshal all the plaintiffs proof, but it must include the expert’s opinions on each of the elements identified in the statute — standard of care, breach, and causation. See Am. Transitional Care Ctrs. v. Palacios, 46 S.W.3d 873, 878-79 (Tex.2001); Thomas v. Alford, 230 S.W.3d 853, 856 (Tex.App.-Houston [14th Dist.] 2007, no pet.). In detailing these elements, the report must provide enough information to fulfill two purposes if it is to constitute a good-faith effort: (1) the report must inform the defendant of the specific conduct the plaintiff has called into question and (2) the report must provide a basis for the trial court to conclude that the claims have merit. Palacios, 46 S.W.3d at 879; Gray v. CHCA Bayshore L.P., 189 S.W.3d 855, 859 (Tex.App.-Houston [1st Dist.] 2006, no pet.). A report does not fulfill these two purposes if it merely states the expert’s conclusions or if it omits any of the statutory requirements. Palacios, 46 S.W.3d at 879. A claimant is allowed to utilize separate expert reports to satisfy any requirement of section 74.351. Tex. Civ. Prac. & Rem.Code Ann. § 74.351®.

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Bluebook (online)
287 S.W.3d 229, 2009 Tex. App. LEXIS 2202, 2009 WL 885959, Counsel Stack Legal Research, https://law.counselstack.com/opinion/polone-v-shearer-texapp-2009.