Schulz v. Superior Court of Yolo County

66 Cal. App. 3d 440, 136 Cal. Rptr. 67, 1977 Cal. App. LEXIS 1142
CourtCalifornia Court of Appeal
DecidedJanuary 26, 1977
DocketCiv. 16208
StatusPublished
Cited by29 cases

This text of 66 Cal. App. 3d 440 (Schulz v. Superior Court of Yolo County) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schulz v. Superior Court of Yolo County, 66 Cal. App. 3d 440, 136 Cal. Rptr. 67, 1977 Cal. App. LEXIS 1142 (Cal. Ct. App. 1977).

Opinion

Opinion

EVANS, J.

Petitioner Schulz is plaintiff in a medical malpractice action. Two of the defendants are Dr. Paul H. Stavig and the Woodland Memorial Hospital. The plaintiff’s claim arose out of surgeiy performed in the hospital in 1974 by Dr. Stavig.

Schulz sought pretrial discovery of reports to or by the medical advisory board of the hospital. Stavig refused to answer, asserting the privilege afforded by Evidence Code section 1157. Following a motion to compel further answers, Stavig answered that he had written to the chairman of the medical advisory board expressing his opinion on medical cases being reviewed by the board, including that of petitioner. He refused, however, to relate the content of the letter or to produce it.

He further answered that the medical advisory board of the hospital had met and discussed various cases attended by Stavig, including petitioner’s. He stated that the minutes of the meeting were in the possession of the hospital administrator Mr. Thurman, but refused to disclose the nature of the discussions concerning petitioner’s medical case. Petitioner thereafter served Stavig and the hospital with a notice to produce documents, seeking all statements made by Stavig or agents of the hospital in preparation for or in the course of any investigation or proceeding dealing with petitioner’s case. The request sought, but was not limited to, the following statements:

*443 “1. Those made in direct or indirect connection with a decision by the Medical Advisory Board which resulted in the curtailment of Defendant Stavig’s major surgical privileges from May 6, 1974 to July 1, 1974.
“2. A letter dated April 29, 1974, from Defendant Stavig to Dr. Chester, Chairman of the Medical Advisory Board.
“3. Statements made by any person who is a party to the above-entitled action or agent of such a party who was in attendance at any meeting at which the subject matter of the above-entitled action was reviewed.”

Following refusal to produce the requested documents, petitioner noticed a motion for an order requiring production and inspection of each of the foregoing. Assigning Evidence Code section 1157 1 as authority, the superior court denied the entire discovery request. Schulz seeks a writ of mandate directing the superior court to order the requested discovery.

Although the writ of mandate is a proper remedy for reviewing discovery procedures (Rudnick v. Superior Court (1974) 11 Cal.3d 924 [114 Cal.Rptr. 603, 523 P.2d 643]), reviewing courts will entertain applications for prerogative writs to control discovery sparingly, and to review only matters of first impression or of general importance to the trial courts and the legal profession. (Matchett v. Superior Court (1974) 40 Cal.App.3d 623, 626 [115 Cal.Rptr. 317].) We issued an order to show cause because the exception created in Evidence Code section 1157 has had only limited prior discussion in other reported decisions.

*444 Under Evidence Code section 1157, the proceedings and records of medical staff committees having the responsibility of evaluation and improvement of the quality of care rendered in the hospital are immune from discovery. The immunity is not without exception. The limitation provides: “The prohibition relating to discovery or testimony shall not apply to the statements made by any person in attendance at such a meeting who is a party to an action or proceeding the subject matter of which was reviewed at such meeting, . . .” Petitioner views that portion of section 1157 as a limitation which makes immunity inoperative in a lawsuit charging the hospital and the doctor with negligence arising out of surgical procedures performed in the hospital.

In a case decided by this court in 1974, Matchett v. Superior Court, supra, 40 Cal.App.3d 623, a similar contention was asserted in a medical malpractice action against the doctor and the hospital in which surgery was performed. The complaint there alleged that the petitioner, a patient in the hospital, suffered injuries resulting from negligent treatment by the doctor and from the hospital’s negligence in admitting and retaining the doctor on its staff. Pretrial discovery was sought of hospital and staff records pertaining to the doctor’s selection and retention. In reviewing the order of the superior court denying discovery, the court chronicled the history and application of section 1157 as follows:

“Petitioner points to that portion of section 1157 .. . which declares: ‘The prohibition relating to discovery or testimony shall not apply ... to any person requesting hospital staff privileges . . . .’ He views this exception as a limitation which makes the immunity inoperative in a lawsuit charging the hospital with negligent selection or retention of ‘any person requesting hospital staff privileges.’

“The contention rests upon an interpretation which is inconsistent with the statute’s objective. In an accredited hospital, the organized medical staff is responsible to the hospital governing body for the quality of in-hospital medical care; it evaluates the qualifications of applicants and holders of staff privileges; it recommends appointment, reappointment, curtailment and exclusion from staff privileges; it provides peer group methods for reviewing basic medical, surgical and obstetrical functions. (Accreditation Manual: Governing Body and Management, p. 6; Medical Staff, pp. 5-7; Medical Record Services, p. 3.) When medical staff committees bear delegated responsibility for the competence of staff practitioners, the quality of in-hospital medical care depends heavily upon the committee members’ frankness in evaluating *445 their associates’ medical skills and their objectivity in regulating staff privileges. Although composed of volunteer professionals, these committees are affected with a strong element of public interest.

“California law recognizes this public interest by endowing the practitioner-members of hospital staff committees with a measure of immunity from damage claims arising from committee activities. (Civ. Code, § 43.7; Ascherman v. San Francisco Medical Society (1974) 39 Cal.App.3d 623 [114 Cal.Rptr. 681].) Evidence Code section 1157 expresses a legislative judgment that the public interest in medical staff candor extends beyond damage immunity and requires a degree of confidentiality. It was enacted in 1968 in apparent response to this court’s decision in Kenney v. Superior Court (1967) 255 Cal.App.2d 106 [63 Cal.Rptr. 84]. There we sustained a malpractice plaintiff’s claim to discovery of hospital staff records which might reveal information bearing upon the competence of the defendant doctor. In Kenney only the doctor was a defendant, not the hospital. Nevertheless, a public policy question was raised by malpractice plaintiffs’ access to medical files revealing committee investigations and appraisals of their peers.

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Cite This Page — Counsel Stack

Bluebook (online)
66 Cal. App. 3d 440, 136 Cal. Rptr. 67, 1977 Cal. App. LEXIS 1142, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schulz-v-superior-court-of-yolo-county-calctapp-1977.