Trees v. Ordonez

311 P.3d 848, 354 Or. 197, 2013 WL 5497249, 2013 Ore. LEXIS 787
CourtOregon Supreme Court
DecidedOctober 3, 2013
DocketCC 060505489; CA A139893; SC S060752
StatusPublished
Cited by31 cases

This text of 311 P.3d 848 (Trees v. Ordonez) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trees v. Ordonez, 311 P.3d 848, 354 Or. 197, 2013 WL 5497249, 2013 Ore. LEXIS 787 (Or. 2013).

Opinion

*199 BALMER, C. J.

In this medical malpractice case, we decide whether a plaintiff is required to present expert testimony from a medical doctor to establish the standard of care and breach of the standard of care. Plaintiff presented expert testimony from a biomechanical engineer familiar with use of the medical device installed on plaintiffs cervical spine by defendant, a neurosurgeon. For the reasons set out below, we conclude that plaintiff introduced sufficient evidence from an expert witness who is not a medical doctor to present a jury question on at least one aspect of her negligence claim.

Dr. Ordonez, a neurosurgeon, performed surgery on plaintiff that involved installing a plate made by Synthes (“Synthes plate”) on plaintiffs cervical spine. Following the surgery, plaintiffs health deteriorated, and she ultimately sustained permanent injuries. Plaintiff brought this negligence action against Dr. Ordonez and Greater Portland Neurosurgical Center, PC., alleging, among other things, that Dr. Ordonez had failed to properly place and secure the Synthes plate and its screws, resulting in damage to plaintiffs esophagus that led to other injuries. 1 At trial, plaintiff presented expert testimony from Dr. Tencer, a bio-mechanical engineer who is not a medical doctor, about the design, use, and installation of the Synthes plate; however, no medical doctor testified that defendant had breached the standard of care. At the close of plaintiffs evidence, the court granted defendant’s motion for a directed verdict on the standard of care and breach because, although Dr. Tencer’s testimony established the “ideal” placement of the Synthes plate, the court determined that defendant’s conduct had to be compared to that of other neurosurgeons. The Court of Appeals affirmed, concluding that Dr. Tencer’s testimony had “failed to bridge the gap * * * between the biomechanical construct of the plate and the methods with which they were intended to be installed and whether compliance with those same methods as a medical matter set the standard of *200 care for [defendant.]” Trees v. Ordonez, 250 Or App 229, 238, 279 P3d 337 (2012). We conclude that Dr. Tencer’s testimony was sufficient for plaintiff to survive a motion for a directed verdict, and we reverse.

FACTUAL BACKGROUND AND PROCEEDINGS BELOW

We begin with the facts relating to plaintiffs claim that the trial court erred in granting defendant a directed verdict on the issue of negligence. 2 We state the facts in the light most favorable to plaintiff, drawing every reasonable inference from the evidence in her favor. See Shockey v. City of Portland, 313 Or 414, 422-23, 837 P2d 505 (1992), cert den, 507 US 1017 (1993) (stating standard for viewing evidence after trial court’s grant of a motion for a directed verdict for defendants).

Defendant performed an anterior cervical decompression and fusion on plaintiff. To perform that surgery, defendant retracted plaintiffs esophagus away from the anterior surface of her cervical spine and placed bone grafts between the cervical vertebrae. He then installed a Synthes plate on the anterior surface of plaintiffs cervical spine to provide stability.

The Synthes plate that defendant used is a titanium plate designed to provide stability to allow for cervical fusion. Synthes plates generally come from the manufacturer in a kit, which includes different-sized plates, a tool to bend the plate to the curvature of the patient’s spine, and screws to secure the plate to the spine. To install the plate, the surgeon inserts a set of two screws into each of the six holes in the plate. The surgeon first inserts a “bone screw” through each hole in the plate and into one of the vertebrae. The bone screws have a thread down the middle so that a “locking screw” can be inserted into the bone screw. After the surgeon has inserted the bone screws, he or she tightens the locking screws into the bone screws. As the surgeon tightens the locking screw, it forces the edges of the head of *201 the bone screw apart so that they come into contact with the inner edges of the hole in the plate. The contact between the sharp edges of the bone screw and the inner edge of the hole locks the screws in place.

For plaintiffs surgery, defendant used the smallest available plate, and he secured the plate using the six sets of bone screws and locking screws. Following the surgery, plaintiff experienced pain, difficulty swallowing, and the sensation of a plate in her throat. Plaintiff had additional symptoms, including contamination of the surgical wound with oral bacteria and amylase, which indicated that plaintiffs esophagus may have been perforated. Over the course of the month following the initial surgery, plaintiffs symptoms worsened, and she underwent six additional surgeries, including a surgery to remove the screws, plate, and bone grafts, and replace them with a halo to stabilize her spine. 3 Although plaintiffs condition has improved since her final surgery, she continues to experience frequent pain, and she has limited mobility in her left arm. As a result, plaintiff can no longer perform her work as a dental hygienist.

Plaintiff brought this medical malpractice action against defendant. Her complaint, as amended, included eight specifications of negligence, as well as a general allegation of negligence. Among other things, plaintiff alleged that defendant was negligent because he had “failed to properly place and secure the Synthes plate and its upper screws to the anterior surface of the C4 [cervical disk four] vertebral body in the May 25 surgery, allowing the plate and/or its attachment screws to erode and/or perforate plaintiffs esophagus or hypopharynx.” Plaintiff made a similar allegation of negligence regarding the plate’s lower screws.

At trial, plaintiff presented expert testimony from Dr. Tencer, a biomechanical engineer who works as a professor in the Department of Orthopedic Surgery at the medical school at the University of Washington. Dr. Tencer has a Ph.D. in mechanical engineering and is not a medical doctor. *202 He testified, however, that there is overlap between the two disciplines because biomechanical engineering involves “engineering devices for the human body,” and “surgeon [s] put[] in mechanical devices to hold bones together.”

In his current position as a professor, Dr. Tencer lectures medical residents who are learning to become orthopedists on various topics, including “what types of things to watch out for” when using implants, and he guides some of those residents through research projects. He acts as a scientific reviewer for a variety of academic journals, including the journal Spine, and he has lectured to the National Association of Orthopedic Surgeons. In addition, he conducts his own research and has developed an implant system for spinal surgeries. Dr.

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Bluebook (online)
311 P.3d 848, 354 Or. 197, 2013 WL 5497249, 2013 Ore. LEXIS 787, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trees-v-ordonez-or-2013.