Shields v. Bur. of Workers' Comp.

2023 Ohio 1368
Ohio Court of Appeals·Decided April 27, 2023·No. 111774·Published·Cited by 3 cases

Opinion

COURT OF APPEALS OF OHIO

EIGHTH APPELLATE DISTRICT COUNTY OF CUYAHOGA

MICHAEL R. SHIELDS, :

Plaintiff-Appellee, :

No. 111774

v. :

BUREAU OF WORKERS’ : COMPENSATION, ET AL., :

Defendants-Appellants.

JOURNAL ENTRY AND OPINION

JUDGMENT: AFFIRMED

RELEASED AND JOURNALIZED: April 27, 2023

Civil Appeal from the Cuyahoga County Court of Common Pleas Case No. CV-20-931460

Appearances:

Grubb & Associates, LPA, Natalie F. Grubb, and Mark E.

Owens, for appellee.

Janet E. Burney, Anna Hlavacs, and Brian R. Gutkoski, for appellant.

MARY EILEEN KILBANE, P.J.:

Defendant-appellant Greater Cleveland Regional Transit Authority (“RTA”) appeals the jury verdict rendered in favor of plaintiff-appellee Michael R. Shields (“Shields”). For the following reasons, we affirm.

Factual History From 1989 through 2019, Shields was employed as a mechanic for RTA where he worked on the paratransit buses:

On an average day, we would bring a bus in from the main facility garage. We would set it up on a lift. We would inspect the bus, the outside. We would lift it up, remove all the tires and then we would jack it up six feet over our heads and do maintenance work over our head, either changing oils or looking at certain suspension parts or changing parts, changing transmissions, heavy leaf springs, rear ends, front ends, shock absorbers or front end coil springs.

Tr. 199.

On May 21, 2015, Shields suffered a left shoulder injury during the course and scope of his employment with RTA that was subsequently an allowed claim under the workers’ compensation fund. The parties did not dispute the allowance of Shields’s left shoulder injury. The issue presented in the instant case was Shields’s claim of bicipital tendinitis to his right shoulder, a flow-through injury that was allegedly caused by the allowed left shoulder claim. We will detail Shields’s relevant medical care following the May 2015 left shoulder injury.

Following the May 2015 injury, Shields continued working full-time at RTA. Shields also received chiropractic care for his left shoulder from August 12, 2015, through October 21, 2015. Shields “gingerly” used his left arm at work. Tr. 223. Further, Shields testified that he gradually and continuously used his right arm more at work and in daily activities to compensate for his left shoulder injury. Shields testified that despite chiropractic care, his left arm and shoulder pain became progressively worse, and he was referred to Dr. Kase, a surgeon with the Crystal Clinic in August 2016.

In August 2016 — approximately one year following Shields’s left shoulder injury — Shields experienced an increase in left shoulder pain while removing tires at work. On August 19, 2016, Dr. Kase diagnosed Shields with a traumatic partial tear of the left bicep tendon, partial tear of the left subscapularis tendon, and a lesion of the left shoulder, and he administered a cortisone injection in the left shoulder. Dr. Kase’s physical examination encompassed both the left and right shoulders, and Shields’s right shoulder tested positive on the Speed and Yergason tests.1 Dr. Kase made no diagnosis regarding Shields’s right shoulder. Shields denied that he experienced a work injury in August 2016.

On January 9, 2017, Dr. Kase examined Shields due to complaints of right shoulder pain that had persisted for a few months. Shields testified at trial that his work duties at that time incorporated continuous overhead work and overhead lifting that aggravated both his shoulders. Shields further testified that he experienced less pain if he did not perform overhead work throughout his entire shift. During the January 2017 office visit, Shields received a cortisone injection in his right shoulder, and an x-ray of the right shoulder was obtained. The right shoulder x-ray found no fractures or dislocations and some degenerative changes.

1 The Speed and Yergason tests are completed during a physical exam, and positive results for either test suggest the presence of bicipital tendinitis.

On March 21, 2017, nearly two years after Shields sustained his left shoulder work-related injury, Dr. Kase performed surgery on Shields’s left shoulder. Shields testified that following surgery he continuously wore a left arm sling and used his right arm for all activities. On April 3, 2017, during a follow-up visit with Dr. Kase, Shields complained of right shoulder pain greater than his left shoulder pain. Dr. Kase’s office note stated Shields believed the right shoulder pain was caused by his need to overuse his right arm for the two years between his May 2015 left shoulder injury and his March 2017 left shoulder surgery. Dr. Kase’s office note stated he would seek approval from the Bureau of Workers’ Compensation for a diagnosis of bicipital tendinitis in Shields’s right shoulder. Dr. Kase referred Shields for post-operative physical therapy for his left shoulder.

RTA’s medical expert, Dr. Mease, examined Shields on May 9, 2017, and concluded that Shields did not have bicipital tendinitis in his right shoulder as a flow-through injury from his 2015 left shoulder injury. At the time of that review, no MRI test of Shields’s right shoulder had been completed.2 In conjunction with her examination, Dr. Mease reviewed records from Wadsworth Chiropractic, Dr. Kase with Crystal Clinic, Crystal Clinic’s emergency room, and physical therapy notes.

On May 15, 2017, Shields returned home from a physical therapy appointment and began speaking with his wife who was working in the yard. Shields

2 In July 2017, Dr. Mease reviewed Shields’s right shoulder MRI.

remembered he had left a physical therapy pole in his car and went to retrieve it. When Shields reached for the pole in the back seat of his car, he experienced right arm pain. Shields testified that he immediately returned to the physical therapist who referred him to the emergency department. Emergency room notes dated May 16, 2017, include a diagnosis of bicipital tendinitis of the right shoulder. Dr. Kase’s May 19, 2017 office note stated Shields complained of right shoulder pain that began when he lifted a heavy object in August 2016, and became worse as Shields used his right arm more to compensate for his left shoulder injury. Dr. Kase’s office note also stated that Shields thought his right shoulder was reinjured when he reached for a therapy pole a few days earlier. The Speed and Yergason tests were positive on Shields’s right arm. Dr. Kase diagnosed Shields with bicipital tendinitis of the right shoulder and provided a cortisone injection.

A May 23, 2017 physical therapist’s note stated Shields “report[ed that] he was working in the yard on 5/19/17 pulling with his right arm when he felt a sharp, stabbing pain from his elbow to the middle of his chest.” At trial, Shields denied that he provided those details to the physical therapist and stated the injury occurred when he picked up the physical therapy pole.

On July 6, 2017, Shields’s chiropractor referred him for a right shoulder MRI. The findings were consistent with a high-grade partial tear of the right shoulder.

On July 17, 2017, Shields reported to Kase with right shoulder pain greater than left shoulder pain and numbness in his hands. Dr. Kase’s office note stated Shields did not feel fully recovered from the left shoulder surgery, but he wanted to return to work. On that same date, Dr. Kase released Shields to return to work full-time. While not reflected in Dr. Kase’s office note, Shields testified that he felt RTA required him to return to work despite his ongoing right and left shoulder pain.

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Shields v. Bur. of Workers' Comp., 2023 Ohio 1368 (Ohio Ct. App. 2023).

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