Gibson v. Soin , 2022 Ohio 1113 ( 2022 )


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  • [Cite as Gibson v. Soin, 
    2022-Ohio-1113
    .]
    IN THE COURT OF APPEALS OF OHIO
    SECOND APPELLATE DISTRICT
    MONTGOMERY COUNTY
    STEVEN WAYNE GIBSON, ADMIN.                      :
    OF THE ESTATE OF DIANE MARIE                     :
    GIBSON, DECEASED, et al.                         :   Appellate Case No. 29154
    :
    Plaintiffs-Appellants                    :   Trial Court Case No. 2019-CV-2594
    :
    v.                                               :   (Civil Appeal from
    :   Common Pleas Court)
    AMOL SOIN, M.D., et al.                          :
    :
    Defendants-Appellees
    ...........
    OPINION
    Rendered on the 1st day of April, 2022.
    ...........
    THOMAS M. GREEN, Atty. Reg. No. 0016361, 800 Performance Place, 109 North Main
    Street, Dayton, Ohio 45402
    Attorney for Plaintiffs-Appellees
    SUSAN BLASIK-MILLER, Atty. Reg. No. 0005248 & SHANNON K. BOCKELMAN, Atty.
    Reg. No. 0082590, Fifth Third Center, 1 South Main Street, Suite 1800, Dayton, Ohio
    45402
    Attorneys for Defendant-Appellee David J. Pappenfus, M.D.
    JOHN F. HAVILAND, Atty. Reg. No. 0029599 & ELIZABETH D. WILFONG, Atty. Reg.
    No. 0088712, 6 North Main Street, Suite 400, Dayton, Ohio 45402
    Attorneys for Defendants-Appellees Amol Soin, M.D. and Ohio Pain Clinic, LLC
    .............
    EPLEY, J.
    -2-
    {¶ 1} Steven Wayne Gibson, Administrator of the Estate of Diane Marie Gibson,
    deceased, and Roger Gibson (collectively, “the Gibsons”) appeal from the trial court’s
    judgment, following a directed verdict, in favor of Amol Soin, M.D., Ohio Pain Clinic, LLC,
    and David J. Pappenfus, M.D. (collectively, “Defendants”) on their medical malpractice
    and wrongful death claims. The Gibsons also appeal from the trial court’s judgment
    denying their motion for a new trial. For the following reasons, the trial court’s judgments
    will be affirmed.
    I. Facts and Procedural History
    {¶ 2} According to the complaint, Diane Gibson had a history of back pain. In
    September 2015, she sought treatment from Dr. Soin, a pain management specialist who
    was employed by Ohio Pain Clinic. Two months later, Dr. Soin implanted a temporary
    spinal cord stimulator to alleviate Mrs. Gibson’s back pain. That device was replaced by
    a Stage II Spinal Cord Stimulator (SCS) on December 31, 2015.              In January and
    February 2016, Mrs. Gibson underwent additional surgical procedures due to an infection
    at the surgical site and exposed wires from the stimulator.          During one of those
    procedures, the SCS was removed.
    {¶ 3} On April 21, 2016, Dr. Soin re-implanted the SCS in Mrs. Gibson’s back.
    Prior to conducting the procedure, he ordered a blood test and an electrocardiogram
    (EKG) for the purpose of determining whether Mrs. Gibson was healthy enough to
    undergo the surgery and anesthesia. The bloodwork indicated that Mrs. Gibson had low
    potassium, and her EKG showed abnormal T waves and prolonged Q waves.
    Nevertheless, the surgery proceeded as scheduled.               Dr. Pappenfus was the
    -3-
    anesthesiologist for the procedure. Two days later, on April 23, 2016, Mrs. Gibson died
    at home at the age of 64. According to Dr. Soin and Ohio Pain Clinic’s appellate brief,
    the coroner concluded that the cause of death was arteriosclerotic cardiovascular disease
    with bronchopneumonia contributing.        The Gibsons state that she died of cardiac
    arrhythmia.
    {¶ 4} Steven Wayne Gibson, as administrator of Mrs. Gibson’s estate, and Roger
    Gibson, Mrs. Gibson’s surviving spouse, originally filed a medical malpractice and
    wrongful death action against Defendants in October 2017. Gibson v. Soin, Montgomery
    C.P. No. 2017-CV-4647. That action was voluntarily dismissed in March 2019, after
    Defendants sought to exclude the testimony of the Gibsons’ medical expert, Dr. David J.
    Utlak, a cardiovascular physician who is board-certified in internal medicine and
    cardiology. The Gibsons refiled the action in this case on June 5, 2019.
    {¶ 5} In their complaint, the Gibsons alleged that Mrs. Gibson’s low potassium,
    abnormal T waves, and prolonged Q waves put her at an increased risk of complications,
    including sudden death, if subjected to the stress of surgery and anesthesia.           The
    Gibsons claimed that Defendants breached their duty of care in failing to review and
    properly evaluate Mrs. Gibson’s presurgical testing and in failing to take steps to remedy
    the abnormal conditions demonstrated by the tests. The complaint was supported by an
    affidavit of merit from Dr. Utlak, the same medical expert from the first action.
    {¶ 6} Prior to trial, Defendants filed a motion in limine seeking to exclude the
    testimony of Dr. Utlak. Dr. Utlak was expected to testify, in part, that the failure to refer
    Mrs. Gibson to a cardiologist prior to surgery was below the standard of care and thus
    -4-
    negligent. Defendants asserted that Dr. Utlak’s testimony was irrelevant, did not assist
    the trier of fact, and did not meet the requirements of Evid.R. 702.          They further
    contended that Dr. Utlak was not competent under Evid.R. 601 to testify against Dr. Soin,
    a pain management specialist, or Dr. Pappenfus, an anesthesiologist, on the issue of
    liability. Defs’ Motion in Limine, Apr. 7, 2021. Addressing Evid.R. 601(E)(3) (formerly
    Evid.R. 601(D)(3)), they argued:
    While Dr. Utlak, as a cardiologist, may be qualified to read and interpret an
    EKG, he does not understand this minimally invasive surgical procedure
    and anesthesia, its effect on the body, and whether an anesthesiologist or
    pain management specialist needs to consult with a cardiologist or other
    specialist prior to surgery. He has no experience as the physician making
    the initial decision of whether to consult a cardiologist. His involvement
    occurs after the decision to consult a cardiologist has been made. Having
    no education, training or experience in pain management, spinal cord
    stimulators or anesthesia, Dr. Utlak has no competence or expertise to offer
    an opinion regarding whether or not it was within the standard of care to
    proceed with the scheduled placement of the spinal cord stimulator on April
    21, 2016.
    Id. at 8. The Gibsons responded that, “[a]s the physician who does the work up for a
    patient with an abnormal EKG, to whom pain management and anesthesiologists
    routinely, as a matter of course under the applicable standard of care, refer such patients
    for assessment, Dr. Utlak is the perfect witness to opine on the standard of care in dealing
    -5-
    with pre-surgical cardiac testing.” Pls’ Opp. Mem., Apr. 20, 2021, at 2.
    {¶ 7} On May 2, 2021, the trial court rejected Defendants’ arguments that Dr.
    Utlak’s testimony was irrelevant and unreliable. However, upon review of Dr. Utlak’s
    deposition testimony, the trial court was unable to reach a decision as to whether (1) the
    doctor was qualified under Evid.R. 702(B) to offer an opinion as to the standards of care
    applicable to Defendants or (2) Dr. Utlak was competent to testify against Defendants
    under Evid.R. 601(E)(3). The court held those issues in abeyance pending the Gibsons’
    questioning of Dr. Utlak at trial as to his qualifications to testify as an expert in the matter.
    {¶ 8} A jury trial commenced on May 3, 2021; Dr. Utlak was called to testify on the
    afternoon of May 4. During his testimony, Dr. Utlak stated that he was involved in cardiac
    presurgical testing “almost on a daily basis,” either through requests from his existing
    cardiology patients or from surgeons asking him to evaluate whether a patient can
    withstand a surgical procedure. Trial Tr. 11. When asked “are you familiar with what the
    standard of care is with respect to reviewing test results and taking action on test results
    presurgical?” Dr. Utlak responded:
    Well, I think that I probably do. I – I think that those things have changed
    over time. With that being said, there’s a lot of common sense just involved
    with it and, you know, every patient is different. They’re – they don’t fit,
    necessarily, into a category of statistical conglomerates, if you will, so you
    need to make that decision on – on a –* * * specific personal basis for each
    patient is what I’m trying to say.
    Trial Tr. 12.
    -6-
    {¶ 9} Dr. Utlak testified that he was familiar with the standard of care in the pain
    management surgical field with respect to presurgical cardiac screenings. He explained
    that “the presurgical clearance for any surgical specialty is the same in terms of a
    preoperative evaluation to make sure that the patient can withstand the stresses of
    anesthesia – whatever kind of anesthesia that might be – and the surgical procedure
    itself, because if some of the things that happen to the human body when we intervene
    by placing the patient under anesthesia and/or cutting certain parts of the body, if you will,
    for the surgical procedure which puts the heart and the body under quite a bit of stress.
    So that really comes under my purview. That does not come under the purview of the
    surgeon.” Trial Tr. 18.
    {¶ 10} The Gibsons’ counsel further asked Dr. Utlak:
    Q Are you knowledgeable, sir, of the standard of care with respect to the
    pain management physician’s decision on when to contact the heart doctor,
    such as yourself, in trying to do this sort of presurgical assessment?
    A Yes.
    Q And again, sir, how do you know that?
    A Well, once again, you have to, I think, generalize this not just from a pain
    management standpoint – from any surgical standpoint. Because what
    we’re dealing with here is the cardiac risk of going through anesthesia and
    going through the surgical procedure whether it be brain surgery, whether
    it be carotid surgery or abdominal surgery, aortic surgery, orthopedic
    surgery, pain management, what have you. The – the judgment of the –
    -7-
    of the cardiologist in a case to determine the risk of a cardiac event
    occurring is in our purview and nobody else’s. That doesn’t mean that the
    surgeons or pain management surgeons, if you will, don’t – aren’t involved
    in that. They’re involved in that decision, of course. But the bottom line is
    that when it comes to the expertise to know when and – when or when not
    a patient should go through any surgery if there are cardiac issues is clearly
    and purely and only in the purview of either the internist who feels
    comfortable with that and/or the cardiologist which is where most of the
    patients end up.
    Trial Tr. 18-19.
    {¶ 11} The Gibsons’ counsel asked similar questions with respect to the standard
    of care for anesthesiologists and received similar answers from Dr. Utlak. When asked
    how he knew the standard of care for an anesthesiologist in doing presurgical cardiac
    screening, Dr. Utlak reiterated that “the cardiac issues are not within the expertise of
    anesthesiologists nor are they in the expertise of any surgeon or pain management
    doctor. They’re within the purview of the expertise of a cardiologist and, potentially, an
    internist who might have some cardiology training * * *.” Id. at 20.
    {¶ 12} After hearing argument from counsel, the trial court orally sustained
    Defendants’ objection to Dr. Utlak’s expert testimony. Although the court found that Dr.
    Utlak was qualified as a cardiologist for purposes of Evid.R. 702(B), it concluded that he
    did not satisfy the competency requirements of Evid.R. 601(E)(3). After discussing two
    cases that had been cited by the parties, the court stated:
    -8-
    * * * Dr. Utlak has testified that the expertise to know whether or not
    surgery should go forward is in his purview only and that he’s the expert in
    that matter, not them.
    Thus, there was not any testimony as to what a pain management
    specialist or an anesthesiologist goes through with respect to their review
    of a presurgical testing that would include a pre – or a cardiac workup.
    What they look at, what they review, how they review it and the extent to
    their knowledge of their review [sic] of any – in this case, an EKG or
    potassium level and how they make that evaluation before they make a
    determination then to send a case to a cardiologist which is then when Dr.
    Utlak would pick up the case much like the Taulbee case. It gets picked
    up later on in that.
    Thus, a preoperative review of that basic metabolic panel and the
    EKG viewed in light of whether or not they’re fit for surgery was not testified
    to as what the standard of care then would be and how they review it and
    when a referral would then be made to the cardiologist for their seeking that
    higher level diagnosis.
    Thus, this Court finds that Dr. Utlak is not competent to testify to the
    standard of care of the anesthesiologist or the pain management physician
    in performing this surgery.
    Trial Tr. 31-32.
    {¶ 13} Following the trial court’s ruling, counsel for the Gibsons provided an oral
    -9-
    proffer of Dr. Utlak’s anticipated testimony and also referred the trial court to his deposition
    testimony. Defendants then moved for a directed verdict, which the trial court granted.
    On May 7, 2021, the trial court issued a judgment entry that (1) memorialized its grant of
    Defendants’ motion for a directed verdict at the close of the Gibsons’ case-in-chief and
    (2) entered judgment in favor of Defendants and against the Gibsons.
    {¶ 14} Three days later, on May 10, 2021, the Gibsons filed a motion for a new trial
    on the ground that the trial court abused its discretion in finding Dr. Utlak incompetent as
    an expert witness. Before the trial court ruled on that motion, they appealed from the
    May 7, 2021 judgment. At the Gibsons’ request, we remanded the matter to the trial
    court to resolve the pending motion for a new trial. Decision and Entry, June 24, 2021.
    The trial court denied the motion on June 29, 2021, following which the Gibsons filed an
    amended notice of appeal to include that ruling.
    {¶ 15} The Gibsons raise two assignments of error, which we will address together.
    II. Competence of Medical Expert Under Evid.R. 601
    {¶ 16} In their first assignment of error, the Gibsons claim that the trial court “erred
    as a matter of law in finding that [their] expert witness, David J. Utlak, M.D., was
    incompetent to give expert testimony pursuant to Evid.R. 601(D)(3) [sic].” Their second
    assignment of error claims that the trial court erred in overruling their motion for a new
    trial, which raised a similar issue.
    {¶ 17} Evid.R. 601 governs the competency of a witness. When the Gibsons’
    complaints were filed, Evid.R. 601(D) addressed the competence of a witness to testify
    regarding liability in a medical claim. The Rule was amended in 2020 and 2021, and
    -10-
    both amendments caused the medical expert provision to be renumbered. By the time
    of trial in May 2021, Evid.R. 601(D) had been renumbered to Evid.R. 601(E). Effective
    July 1, 2021, that provision is now Evid.R. 601(B)(5). The 2020 and 2021 amendments
    made no substantive changes to the provision.
    {¶ 18} In general, every person is competent to be a witness. Evid.R. 601(A).
    However, Evid.R. 601(B)(5) disqualifies persons from giving expert testimony on liability
    in medical claims unless:
    (a) The person testifying is licensed to practice medicine and surgery,
    osteopathic medicine and surgery, or podiatric medicine and surgery by the
    state medical board or by the licensing authority of any state;
    (b) The person devotes at least one-half of his or her professional time to
    the active clinical practice in his or her field of licensure, or to its instruction
    in an accredited school and
    (c) The person practices in the same or a substantially similar specialty as
    the defendant.      The court shall not permit an expert in one medical
    specialty to testify against a health care provider in another medical
    specialty unless the expert shows both that the standards of care and
    practice in the two specialties are similar and that the expert has substantial
    familiarity between the specialties.
    Evid.R. 601(B)(5).
    {¶ 19} The third prong is a relatively new provision.           When Evid.R. 601 was
    adopted in 1980, it was not part of the Rule, nor was it part of R.C. 2743.43, the statute
    -11-
    that Evid.R. 601 incorporated in part. It was added to R.C. 2743.43 in 2004, see 2004
    Sub.H.B. 215, and included in the 2016 amendments to Evid.R. 601(B).
    {¶ 20} “A trial court has discretion to determine whether a witness is competent to
    testify as an expert, and the trial court’s decision will not be reversed absent a clear
    showing that the court abused its discretion.” Celmer v. Rodgers, 
    114 Ohio St.3d 221
    ,
    
    2007-Ohio-3697
    , 
    871 N.E.2d 557
    , ¶ 19; see also Evid.R. 104(A) (“Preliminary questions
    concerning the qualification of a person to be a witness * * * shall be determined by the
    court[.]”).   The trial court abuses its discretion when its decision is unreasonable,
    arbitrary, or unconscionable.    Blakemore v. Blakemore, 
    5 Ohio St.3d 217
    , 219, 
    450 N.E.2d 1140
     (1983).
    {¶ 21} Pursuant to the first sentence of Evid.R. 601(B)(5)(c), Dr. Utlak would not
    be qualified to offer expert testimony about the standard of care unless he “practice[d] in
    the same or a substantially similar specialty” as Dr. Soin and/or Dr. Pappenfus. Dr. Utlak
    is a cardiologist. Dr. Soin and Dr. Pappenfus are a pain medicine specialist and an
    anesthesiologist, respectively. There was no evidence that Dr. Utlak practiced “the same
    or a substantially similar specialty” as those practiced by Dr. Soin and Dr. Pappenfus.
    See Rose v. Tievsky, 2d Dist. Montgomery No. 29024, 
    2021-Ohio-3051
    , ¶ 94 (family
    practice physician’s affidavit could not be substituted for a proper Civ.R. 10(D)(2) affidavit
    of merit where the doctor failed to meet the requirement of Evid.R. 601(B)(5)(c); the doctor
    provided no evidence that his specialty was the same or substantially similar to that of the
    defendant, a radiologist); Couch v. Dayton Pain Ctr., LLC, 2d Dist. Montgomery No.
    28891, 
    2021-Ohio-1428
    , ¶ 18 (a neurosurgeon’s testimony about standard of care
    -12-
    applicable to defendant-physician, who was board-certified in other specialties, was
    subject to exclusion).
    {¶ 22} The Gibsons assert that Dr. Utlak satisfies the second sentence of Evid.R.
    601(B)(5)(c), which states that a “court shall not permit an expert in one medical specialty
    to testify against a health care provider in another medical specialty unless the expert
    shows both that the standards of care and practice in the two specialties are similar and
    that the expert has substantial familiarity between the specialties.” (Emphasis added.)
    They emphasize that Dr. Utlak testified that the standard of care for recognizing and
    taking action concerning presurgical cardiac testing is the same across all three
    specialties – cardiology, pain management surgery, and anesthesiology.             They also
    point to Dr. Utlak’s testimony that he is regularly involved in the presurgical cardiac
    screening performed by surgeons and anesthesiologists, such as Drs. Soin and
    Pappenfus.
    {¶ 23} Upon review of the record before us, the trial court did not abuse its
    discretion in concluding that Dr. Utlak did not satisfy the requirements of Evid.R.
    601(B)(5)(c).
    {¶ 24} At the outset, there is no question that Dr. Utlak is well-versed in presurgical
    cardiac testing. He indicated that it is a large part of his practice and that he is involved
    in such testing “almost on a daily basis.” He stated, however, that his involvement
    typically occurs upon direct referral from surgeons or when his existing cardiology patients
    request presurgical testing on behalf of their surgeon. When asked about the standard
    of care with respect to reviewing presurgical test results and taking action based on those
    -13-
    results, Dr. Utlak indicated that “every patient is different” and any decision needed to be
    made on a “specific personal basis for each patient.”
    {¶ 25} Dr. Utlak testified, generally, that he was familiar with the standard of care
    for presurgical cardiac testing by a pain management specialist, such as Dr. Soin, or an
    anesthesiologist, such as Dr. Pappenfus. He stated that the standard of care is the same
    for all surgical specialties and for anesthesiologists with respect to a preoperative
    evaluation to make sure that the patient can withstand the stresses of anesthesia and the
    surgical procedure itself.       Dr. Utlak further testified, generally, that he was
    knowledgeable about the standard of care with the respect to both a pain management
    specialist’s and an anesthesiologist’s decision on when to contact a cardiologist.
    {¶ 26} When asked to elaborate, however, Dr. Utlak did not say that he and
    Defendants shared similar standards of care, and he did not testify that he and
    Defendants would review the same information and use a similar standard of care in
    determining whether further cardiac testing were required prior to surgery.          Instead,
    when asked how he knew of the standards of care, Dr. Utley expressed that only a
    cardiologist or certain internists have the expertise to know when a patient with cardiac
    issues should go through a surgical procedure.
    {¶ 27} Based on Dr. Utlak’s testimony, the trial court reasonably concluded that
    Dr. Utlak did not establish that (1) the standard of care and practice for a cardiologist upon
    referral and the standard of care for Defendants with respect to presurgical cardiac testing
    were similar and (2) Dr. Utlak had substantial familiarity with the standards of care
    required of Drs. Soin and Pappenfus.
    -14-
    {¶ 28} In concluding that Dr. Utlak was not competent to testify as an expert on the
    standard of care in this case, the trial court focused on two cases: Taulbee v. Dunsky,
    12th Dist. Butler No. CA2003-03-059, 
    2003-Ohio-5988
    , and Schutte v. Mooney, 
    165 Ohio App.3d 56
    , 
    2006-Ohio-44
    , 
    844 N.E.2d 899
     (2d Dist.), which distinguished Taulbee. The
    trial court cited Schutte as an example of when an expert in a different specialty has
    “substantial familiarity” with another specialty and cited Taulbee as an example of when
    that did not occur. We note that both cases were decided prior to the adoption of former
    Evid.R. 601(D)(3), and both concerned expert testimony under Evid.R. 702, not Evid.R.
    601. To the extent that Taulbee and Schutte are instructive, we agree with the trial
    court’s assessment that this case is analogous to Taulbee.
    {¶ 29} In Taulbee, the plaintiff took her husband to the emergency room because
    he was complaining of chest pain.      He was diagnosed with chest wall pain, given
    medication, and advised to see his family physician if he did not improve. Three days
    later, he contacted his family physician, who diagnosed gastroesophageal reflux disease.
    He died two days later of an aortic dissection. His widow sued the family physician and
    the emergency-room physician for failing to properly diagnose him.
    {¶ 30} At trial, the plaintiff attempted to present the testimony of a cardiothoracic
    surgeon regarding the standard of care in diagnosing and treating aortic dissections.
    The defendant-physicians objected, arguing that he was not qualified to testify regarding
    the standard of care of an emergency-room physician and a family practitioner. The trial
    court agreed and granted a directed verdict to the doctors.
    {¶ 31} On review, the Twelfth District concluded that the trial court did not abuse
    -15-
    its discretion when it excluded the proposed expert’s testimony. The trial court had made
    clear that it was not excluding the expert’s testimony because of his specialty, but
    because “he had not provided sufficient evidence to show that he was familiar with the
    standard of care applied to emergency room physicians and family care practitioners.”
    Taulbee at ¶ 21. The appellate court noted that, although the proposed expert had
    previously worked in an emergency room, he had worked exclusively as a surgeon since
    1978. In addition, although he worked with emergency-room doctors on a weekly, if not
    daily, basis, assisting them with diagnoses, his involvement in the diagnosis came at a
    point when aortic dissection was “already strongly suspected as a diagnosis.” Id. at ¶ 22.
    The proposed expert, therefore, did not “have recent experience interfacing with patients
    who come into the emergency room or doctor's office with general complaints of chest
    pain.” Id. Although the cardiothoracic surgeon “was highly qualified to diagnose and
    treat aortic dissections,” the doctor’s “involvement as a cardiothoracic surgeon comes at
    a much later point in the clinical picture than the situation where a person initially consults
    a physician for problems.” Id. at ¶ 24.
    {¶ 32} We distinguished Taulbee in Schutte. In that case, Schutte went to the
    emergency room on the advice of an urgent-care physician, who suspected that she had
    developed deep vein thrombosis (DVT) in her left leg. The urgent-care physician also
    called the emergency room concerning her suspicions and indicated that Schutte was on
    her way. The emergency-room physician conducted a physical examination, ordered a
    venous Doppler ultrasound, and concluded that the test was negative. Schutte was
    released and later died of pulmonary thromboembolism.
    -16-
    {¶ 33} In his medical malpractice action, Schutte’s surviving spouse prepared to
    present the testimony of a vascular surgeon. The emergency-room doctor-defendant
    objected, under Evid.R. 702(B), to the proposed expert’s qualifications to testify as to the
    standard of care to be applied to an emergency-room physician. Citing Taulbee, the trial
    court sustained the objection, but we reversed. We noted that, although the proposed
    expert typically diagnosed a patient with DVT upon a referral from another physician who
    had expressed concern about a vascular condition of DVT, the emergency-room
    physician had been in a similar scenario, as the urgent-care physician had contacted the
    emergency room and expressed concerns that Schutte had DVT. Moreover, unlike the
    proposed expert in Taulbee, Mr. Schutte’s proposed expert “presented significant
    evidence that the standard of care for the diagnosis of DVT does not vary based on
    whether the patient presents herself to a family practitioner, an emergency-room
    physician, or a specialist in vascular disease.” Id. at ¶ 35. We thus held that the trial
    court erred in concluding that the expert’s lack of recent experience in emergency
    medicine rendered him unqualified to testify as to the standard of care required of the
    emergency-room physician.
    {¶ 34} Here, Dr. Soin had ordered presurgical cardiac testing, and both he and Dr.
    Pappenfus made a determination that Mrs. Gibson’s surgical procedure could proceed
    without first referring her to a cardiologist. Dr. Utlak typically evaluates whether a patient
    is healthy enough to proceed with a surgical procedure upon referral from the surgeon,
    either directly or indirectly. Although Dr. Utlak asserted generally that he was familiar
    with the standard of care required of Defendants, he did not testify that he and Defendants
    -17-
    shared a similar standard of care; rather, he testified that the expertise to determine
    whether a surgical procedure should proceed was within his purview as a cardiologist.
    In addition, Dr. Utlak did not testify that his standard of care when evaluating a referred
    patient was a similar standard of care required of a surgeon or anesthesiologist upon
    reviewing presurgical cardiac testing results. As noted by the trial court, there was no
    testimony about what Defendants should review when determining whether to refer a
    patient to a cardiologists and how Dr. Utlak was familiar with that standard of care. In
    short, we agree with the trial court that the circumstances present were analogous to
    Taulbee.
    {¶ 35} The trial court did not abuse its discretion in concluding, pursuant to Civ.R.
    601, that Dr. Utlak was not competent to give expert testimony as to the Defendants’
    standard of care in this particular case. The Gibsons’ assignments of error are overruled.
    III. Conclusion
    {¶ 36} The trial court’s judgments will be affirmed.
    .............
    TUCKER, P.J. and LEWIS, J., concur.
    Copies sent to:
    Thomas M. Green
    Susan Blasik-Miller
    Shannon K. Bockelman
    John F. Haviland
    Elizabeth D. Wilfong
    Hon. Mary E. Montgomery
    

Document Info

Docket Number: 29154

Citation Numbers: 2022 Ohio 1113

Judges: Epley

Filed Date: 4/1/2022

Precedential Status: Precedential

Modified Date: 4/1/2022