Ward v. Summa Health System

920 N.E.2d 421, 184 Ohio App. 3d 254
CourtOhio Court of Appeals
DecidedSeptember 16, 2009
DocketNo. 24567
StatusPublished
Cited by13 cases

This text of 920 N.E.2d 421 (Ward v. Summa Health System) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ward v. Summa Health System, 920 N.E.2d 421, 184 Ohio App. 3d 254 (Ohio Ct. App. 2009).

Opinions

Belfance, Judge.

{¶ 1} Plaintiffs-appellants, Donald and Susan Ward, appeal various rulings of the Summit County Court of Common Pleas. For reasons set forth below, we vacate and remand.

I

{¶ 2} In May 2006, Donald Ward underwent heart-valve replacement surgery at Akron City Hospital, a Summa Health System hospital. Approximately a month later, Summa became aware that one of its nonemployee health-care workers at Akron City Hospital was exhibiting jaundice. The nonemployee health-care worker subsequently tested positive for the Hepatitis B virus, prompting Summa to engage in a look-back program in order to identify all patients who might have been exposed to the virus. Donald Ward was one of the patients identified by the look-back program; Ward tested positive for Hepatitis B. Ward’s wife, Susan, had been previously vaccinated against the virus.

[259]*259{¶ 3} Donald and Susan Ward filed suit against Summa and a John Doe defendant for personal injury related to his heart surgery. Donald and Susan Ward later dismissed their complaint and refiled it in October 2007 against Summa and John Doe defendants one through six. Through discovery, the Wards sought information detailing the identity of the nonemployee health-care worker who exposed Donald Ward to Hepatitis B, as well as details concerning how the exposure occurred. Summa refused to comply with much of the requested discovery and asserted that four of the requested documents were privileged. Summa provided the Wards with a privilege log that essentially listed the documents and a redacted version of one of the documents. The Wards also sought to depose Dr. Robert Debski, the nonemployee health-care worker who performed Donald Ward’s surgery. Dr. Debski refused to answer questions related to his personal medical history and indicated that his deposition testimony would be limited to factual testimony related to Donald Ward’s surgery.

{¶ 4} The Wards filed a motion to compel and a motion for a protective order concerning Summa’s refusal to provide requested discovery, and Dr. Debski filed a motion for a protective order to limit his deposition testimony to the surgery itself. The trial court denied the Wards’ motions and granted Dr. Debski’s motion for a protective order. The Wards appealed to this court, and we dismissed for lack of a final, appealable order.

{¶ 5} The trial court then ordered the Wards to file an affidavit of merit pursuant to Civ.R. 10(D)(2). The Wards did not file an affidavit of merit, and Summa moved to dismiss. The trial court granted Summa’s motion and dismissed the case without prejudice pursuant to Civ.R. 10(D)(2)(d) and 41(B)(1).

{¶ 6} The Wards have appealed, asserting three assignments of error.

II

{¶ 7} As an initial matter, this court must determine whether the order from which the Wards appeal is a final, appealable order. The Ohio Constitution limits this court’s appellate jurisdiction to the review of final judgments or orders of lower courts. Section 3(B)(2), Article IV, Ohio Constitution. “An order is a final order that may be reviewed, affirmed, modified, or reversed, with or without retrial, when it is * * * [a]n order that affects a substantial right in an action that in effect determines the action and prevents a judgment.” R.C. 2505.02(B)(1). Generally “[a] dismissal without prejudice is not a final, appealable order.” State ex rel. Automation Tool & Die, Inc. v. Kimbler (Apr. 4, 2001), 9th Dist. No. 3124-M, 2001 WL 363292, at *2, citing Denham v. New Carlisle (1999), 86 Ohio St.3d 594, 597, 716 N.E.2d 184. Nonetheless, there are situations in which a dismissal without prejudice can constitute a final and appealable order. See Natl. City Commercial Capital Corp. v. AAAA At Your Serv., Inc., 114 Ohio [260]*260St.3d 82, 2007-Ohio-2942, 868 N.E.2d 663, at ¶ 1, 11; Lippus v. Lippus, 6th Dist. No. E-07-003, 2007-Ohio-6886, 2007 WL 4464953, at ¶ 11-12; MBNA Am. Bank, N.A. v. Harper, 1st Dist. No. C-060937, 2007-Ohio-5130, 2007 WL 2812906, at ¶ 1-3, 13; MBNA Am. Bank, N.A. v. Canfora, 9th Dist. No. 23588, 2007-Ohio-4137, 2007 WL 2318095, at ¶ 6; White v. Lima Mem. Hosp. (Dec. 7, 1987), 3d Dist. No. 1-86-62, 1987 WL 27140, at *1-2.

{¶ 8} The Wards have persuaded this court that the facts of this case warrant the conclusion that the trial court’s dismissal without prejudice affects a substantial right and in effect determines the action and prevents a judgment. R.C. 2505.02(B)(1). Civ.R. 10(D)(2)(a) requires that complaints containing medical claims include at least one affidavit of merit “relative to each defendant named in the complaint for whom expert testimony is necessary to establish liability.” The affidavit of merit must be provided by an expert and, inter alia, must include a statement by the expert that one of the defendants breached the standard of care, causing injury to the plaintiff. Id. In this case, the trial court dismissed the Wards’ case for failure to submit an affidavit of merit as required by the rule. The Wards claim that they have failed to file the affidavit because the trial court’s previous denial of their motion to compel their requested discovery leaves their experts unable to complete the necessary affidavit. In support of the Wards’ claim, they attached an affidavit of their counsel to their brief in opposition to Summa’s motion to dismiss. The affidavit states that experts reviewed the matter but could not determine whether the standard of care was breached due to the experts’ inability to review the documents subject to the motion to compel. The Wards argue that while they technically could refile their case, ultimately, it will end in the same manner, as they will be unable to provide an affidavit of merit. We conclude that because the Wards arguably cannot produce an affidavit of merit without our review of their denied discovery requests, the trial court’s dismissal effectively prevented a judgment in favor of the Wards, and the order from which the Wards appeal is therefore final and appealable.

{¶ 9} The Wards have presented this court with three assignments of error, which will be analyzed out of order to aid our review.

Ill

{¶ 10} The Wards’ third assignment of error alleges, “The Trial Court abused its discretion in denying Appellants’ Motion to Compel and Motion for Protective Order.”

{¶ 11} Although, generally, discovery orders are reviewed under an abuse-of-discretion standard, the Supreme Court of Ohio has concluded that the issue of whether the information sought is confidential and privileged from [261]*261disclosure is a question of law that should be reviewed de novo. Med. Mut. of Ohio v. Schlotterer, 122 Ohio St.3d 181, 2009-Ohio-2496, 909 N.E.2d 1237, at ¶ 13; see also Roe v. Planned Parenthood Southwest Ohio Region, 122 Ohio St.3d 399, 2009-Ohio-2973, 912 N.E.2d 61, at ¶ 29. As the Wards’ second and third assignments of error raise the issue of whether the information sought is confidential and privileged from disclosure, we will conduct a de novo review. Id. The Wards’ motion to compel requested that the trial court compel answers to interrogatories, as well as the documents listed in Summa’s privilege log.

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Bluebook (online)
920 N.E.2d 421, 184 Ohio App. 3d 254, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ward-v-summa-health-system-ohioctapp-2009.