Judge: Mark A. Young, Case: 21STCV07431, Date: 2023-05-05 Tentative Ruling

Case Number: 21STCV07431    Hearing Date: May 5, 2023    Dept: M

CASE NAME:           Wallach, et al. v. Providence Health, et al.

CASE NO.:                21STCV07431

MOTION:                  Motion to Compel Further Responses

HEARING DATE:   3/3/2023

 

Legal Standard

 

            In the absence of contrary court order, a civil litigant’s right to discovery is broad. “[A]ny party may obtain discovery regarding any matter, not privileged, that is relevant to the subject matter involved in the pending action . . . if the matter either is itself admissible in evidence or appears reasonably calculated to lead to the discovery of admissible evidence.” (CCP § 2017.010; see Davies v. Superior Court (1984) 36 Cal.3d 291, 301.)

 

            A motion to compel further production must set forth specific facts showing good cause justifying the discovery sought by the inspection demand. (See Code Civ. Proc., § 2031.310(b)(1).) It is not necessary for the motion to show that the material sought will be admissible in evidence. “Good cause” may be found to justify discovery where specific facts show that the discovery is necessary for effective trial preparation or to prevent surprise at trial. (See Associated Brewers Dist. Co. v. Superior Court (1967) 65 Cal.2d 583, 586-588; see also Calcor Space Facility v. Superior Court (1997) 53 Cal.App.4th 216, 224 [factual evidence is supplied to the court by way of declarations].)

 

If a timely motion to compel has been filed, the¿burden is on the responding party¿to justify any objection or failure fully to answer.¿(Coy, supra, 58 Cal.2d 210, 220–221.)

 

Analysis

 

Plaintiffs David Wallach, Time Wallach, and the Estate of Elizabeth Wallach (“Plaintiffs”) move to compel further responses from Defendant Providence Health System – Southern California as to their Requests for Production, Set No. 4, Requests Nos. 73-77. These requests seek the following categories of documents:

 

All DOCUMENTS showing KHALIL M. A. TABSH, M.D.’s orders for venous thromboembolism prophylaxis in cesarean section patients at THE HOSPITAL for the three months before the INCIDENT.

 

All DOCUMENTS showing the discontinuation of KHALIL M. A. TABSH, M.D.’s orders for venous thromboembolism prophylaxis in cesarean section patients at THE HOSPITAL for the three months before the INCIDENT.

 

All DOCUMENTS showing KHALIL M. A. TABSH, M.D.’s orders to “Place compression stockings” in cesarean section patients at THE HOSPITAL for the three months before the INCIDENT.

 

All DOCUMENTS showing the discontinuation of KHALIL M. A. TABSH, M.D.’s orders to “Place compression stockings” in cesarean section patients at THE HOSPITAL for the three months before the INCIDENT.

 

All DOCUMENTS showing KHALIL M. A. TABSH, M.D.’s recordings for his objective postoperative assessment in cesarean section patients at THE HOSPITAL for the three months before the INCIDENT.

 

The requests seek redacted documents, which remove patients’ names and personal identifying information.

 

Defendant objects on the following grounds: “Irrelevant and not reasonably calculated to lead to the discovery of admissible evidence. This request is burdensome, harassing, and oppressive. This request violates the physician-patient privilege and the privacy rights of third parties.”

 

Defendant argues that this information is not relevant because the documents would not qualify as evidence of custom and habit to show whether the sequential compression devices (“SCDs”) were removed in this case, without an order. Furthermore, Defendant contends that these records would not reveal any information as to actions taken by the nursing staff in removing SCDs (whether based on Dr. Tabsh’s orders or not). Plaintiffs take the position that Dr. Tabsh’s orders for venous thromboembolism prophylaxis for other patients who underwent caesarean deliveries at Saint John’s would potentially demonstrate whether there is a pattern of removing SCDs based on Dr. Tabsh’s orders or if the nurses do so on their own without an order to discontinue.

 

Plaintiffs’ theory is that Dr. Tabsh generally tended to perform (or not perform) DVT exams, or that the unnamed, unspecified nurses (who may be different from the relevant nurses) tended to remove SCDs without an order. This attempts to prove the commission of an act by showing the commission of similar acts by the same person at other times and under other circumstances. (See Holdgrafer v. Unocal Corp. (2008) 160 Cal.App.4th 907, 929 [evidence of a habit or custom may be admissible to prove the defendant acted in conformity with that habit or custom (Evid. Code § 1105); the hallmark of admissibility on any of these grounds is similitude of the prior and present conduct]; see Bowen v. Ryan (2008) 163 Cal.App.4th 916, 926 [“Custom or habit involves a consistent, semi-automatic response to a repeated situation.”].) Used for this purpose, this evidence would be inadmissible. Furthermore, there is other evidence on the record which establishes the more directly relevant issues, such as whether the nurses in this instance removed the SCDs without an order (they did) or whether Dr. Tabsh did a DVT exam (he states that he did). The records would therefore have limited probative value. That said, admissibility issues could be addressed at trial via a motion in limine.

 

Moreover, at this stage, admissibility is not the standard. Instead, the question is whether the demands are reasonably calculated to lead to the discovery of admissible evidence. Plaintiffs seeks this production because they want to confirm Dr. Tabsh’s contention that he always performed postoperative DVT exams. In a sense, Plaintiffs challenge Defendant’s contention of a habit or custom, or in the alternative, seeks impeachment evidence. Plaintiffs believe that these records will show whether Dr. Tabsh uses the same “boilerplate, auto-populated” entries for every DVT evaluation. Furthermore, Plaintiff seeks to examine his postoperative orders for other patients, which would show if Dr. Tabsh “requires” an order to remove the SCDs, or if the nurses have a habit of doing it on their own.  Plaintiffs contend that this evidence is necessary to oppose an upcoming motion for summary judgment and the basis for Defendant’s expert’s opinion.  While the Court does conclude that Dr. Tabsh’s habit or custom is not relevant to this case in light of Dr. Tabsh’s recollection of performing the DVT examination, the evidence could potentially lead to admissible impeachment evidence as to when, and by whom, the SCDs are removed.  Therefore, the Court concludes that this discovery may lead to the discovery of impeachment evidence, including evidence contradicting Defendant’s contentions regarding Dr. Tabsh’s habit or custom as to who orders the SCDs removed.  Therefore, discovery is appropriate and will be permitted.

 

Privacy

 

Defendant also raises third party privacy. The party asserting a privacy right must establish a legally protected privacy interest, an objectively reasonable expectation of privacy in the given circumstances, and a threatened intrusion that is serious. (Hill v. National Collegiate Athletic Assn. (1994) 7 Cal.4th 1, 35-37.) Even highly relevant, non-privileged information may be shielded from discovery if its disclosure would impair a person's "inalienable right of privacy" provided by California Constitution Article 1, Section 1. (Britt v. Superior Court (1978) 20 Cal.3d 844, 855-856.) Courts must carefully balance a right of privacy against the interest in having just litigation. (Pioneer Electronics (USA), Inc. v. Superior Court¿(2007) 40 Cal.4th 360, 371.) If there is a serious invasion of a constitutional right to privacy, the party seeking the evidence must establish that the information sought is not only essential and directly relevant, but also that this information could not be discovered through less intrusive means. (See¿Williams v. Superior Court¿(2017) 3 Cal.5th 531, 552.)

 

Certainly, the disclosure of medical records would implicate third party privacy concerns. However, the demands request the documents in a redacted format. Any privacy concerns on the part of third parties are obviated by the proposed redactions, which would remove any personally identifying information. Therefore, the Court does not decline the motion on privacy grounds.

 

            Defendant is ordered to provide the requested information within 30 days.