Martinez v. Shc ( 2017 )


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  •                       NOTICE: NOT FOR OFFICIAL PUBLICATION.
    UNDER ARIZONA RULE OF THE SUPREME COURT 111(c), THIS DECISION IS NOT PRECEDENTIAL
    AND MAY BE CITED ONLY AS AUTHORIZED BY RULE.
    IN THE
    ARIZONA COURT OF APPEALS
    DIVISION ONE
    NICHOLAS MARTINEZ, Plaintiff/Appellant,
    v.
    SCOTTSDALE HEALTHCARE CORPORATION, an Arizona corporation
    dba SCOTTSDALE HEALTHCARE-OSBORN, Defendant/Appellee.
    No. 1 CA-CV 15-0599
    FILED 1-24-2017
    Appeal from the Superior Court in Maricopa County
    No. CV2012-004911
    The Honorable John C. Rea, Judge
    The Honorable Jo Lynn Gentry, Judge
    AFFIRMED
    COUNSEL
    Tiffany & Bosco, P.A., Phoenix
    By Leonard Mark, David Cowles, Amy D. Sells
    Counsel for Plaintiff/Appellant
    Jones, Skelton & Hochuli, P.L.C., Phoenix
    By William R. Jones, Jr., Eileen Dennis GilBride, Sean M. Moore
    Counsel for Defendant/Appellee
    MARTINEZ v. SHC
    Decision of the Court
    MEMORANDUM DECISION
    Presiding Judge Patricia K. Norris delivered the decision of the Court, in
    which Judge Samuel A. Thumma and Judge Margaret H. Downie joined.
    N O R R I S, Judge:
    ¶1            Nicholas Martinez, Plaintiff/Appellant, appeals from the
    superior court’s judgment granting summary judgment in favor of
    Scottsdale Healthcare Corporation (“SHC”), Defendant/Appellee. Because
    the injury Martinez alleges arose out of and in the course of his employment
    with SHC, the Arizona Workers’ Compensation Act bars his common law
    medical negligence claim against SHC. Further, under the circumstances of
    this case, Martinez is not entitled to pursue that claim against SHC under
    the dual capacity doctrine. Accordingly, we affirm the superior court’s
    judgment in favor of SHC.
    BACKGROUND AND PROCEDURAL HISTORY1
    ¶2             SHC employed Martinez as a transporter. On March 8, 2008,
    while working for SHC and at a SHC facility, Martinez transported a SHC
    patient who may have had tuberculosis (“TB”). Martinez reported the
    potential TB exposure to SHC and completed a “Worker’s Report of
    Injury/Incident.” SHC directed Martinez to go to its occupational health
    department to obtain a TB skin test. A physician’s assistant in SHC’s
    occupational health department performed the skin test and then referred
    Martinez to SHC’s radiology department for a chest x-ray, indicating on the
    referral sheet “Positive Skin Test.”
    ¶3           A radiologist x-rayed Martinez at SHC’s facility, at SHC’s
    expense. The radiologist interpreted the x-ray and reported: “There is a
    patchy, nodular infiltrate in the right base and there may be some
    mediastinal adenopathy. Findings are compatible with coccidiodomycosis
    or other granulomatous disease. Follow-up chest films could be done to
    evaluate progress.” SHC did not, however, communicate the radiologist’s
    1We  view the facts in the light most favorable to Martinez, the
    non-prevailing party. BMO Harris Bank, N.A. v. Wildwood Creek Ranch, LLC,
    
    236 Ariz. 363
    , 365, ¶ 7, 
    340 P.3d 1071
    , 1073 (2015).
    2
    MARTINEZ v. SHC
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    findings to Martinez. Roughly two years later, a physician diagnosed
    Martinez with Hodgkin’s lymphoma.
    ¶4            As relevant here, Martinez sued SHC for Arizona common
    law medical negligence and alleged SHC had provided him medical
    treatment in a negligent manner that caused him injuries and damages.2 In
    subsequent filings in the superior court, Martinez argued the negligence
    that “form[ed] the basis of his [medical negligence] occurred while he was
    being screened for TB,” and asserted he had been injured when SHC and
    the radiologist failed to notify him of the results of his chest x-ray, thereby
    depriving him of the opportunity to discover and treat his cancer earlier.
    SHC moved for summary judgment, arguing the Arizona Workers’
    Compensation Act (the “Act”), Arizona Revised Statutes (“A.R.S.”) sections
    23-901 to -1104 (2016),3 barred Martinez’s claim because his alleged injury
    arose out of and in the course of his employment with SHC. The superior
    court agreed with SHC and granted its motion, ruling that the events that
    led up to the x-ray were “directly related to Martinez’s employment and
    arose in the course of his employment.”
    DISCUSSION
    I.     The Exclusivity of the Arizona’s Workers’ Compensation Act and
    the Elements of an Injury Governed by the Act
    ¶5            The sole basis for the superior court’s entry of summary
    judgment in SHC’s favor was that Martinez’s claim was preempted by the
    Act, which meant, as we discuss below, that the superior court did not have
    jurisdiction to adjudicate that claim. Thus, this appeal does not concern
    whether, as a factual matter, Martinez could prove an Arizona common law
    medical negligence claim against SHC. Instead, the narrow but dispositive
    issue is whether the Act preempted Martinez’s claim against SHC.
    ¶6            Before statehood, an Arizona employee injured by an
    employer’s negligence could bring a common law tort action against the
    employer. See generally Grammatico v. Indus. Comm’n, 
    211 Ariz. 67
    , 70, ¶ 10,
    
    117 P.3d 786
    , 789 (2005). But, for a variety of reasons, employees bringing
    2Martinez  also sued the radiologist, and his claim against the
    radiologist is pending in the superior court, though stayed pending this
    appeal. The radiologist is not a party to this appeal.
    3The applicable provisions of the Workers’ Compensation Act
    have not been materially amended since Martinez’s x-ray in March 2008.
    Thus, we cite to the current version of the statutes.
    3
    MARTINEZ v. SHC
    Decision of the Court
    such claims rarely succeeded. 
    Id.
     To protect workers injured during their
    employment, the framers of the Arizona Constitution mandated that “[t]he
    legislature shall enact” workers’ compensation legislation “by which
    compensation shall be required to be paid” to an injured worker (or
    dependents in case of death) by the worker’s employer:
    [I]f in the course of such employment personal
    injury to or death of any such workman from
    any accident arising out of and in the course of,
    such employment, is caused in whole, or in part,
    or is contributed to, by a necessary risk or
    danger of such employment, or a necessary risk
    or danger inherent in the nature thereof, or by
    failure of such employer, or any of his or its
    agents or employee or employees to exercise
    due care or to comply with any law affecting
    such employment . . . .
    Ariz. Const. art. 18, § 8.
    ¶7             The Arizona Legislature implemented this constitutional
    mandate shortly after statehood and adopted a broad, comprehensive
    statutory system for workers’ compensation benefits designed to benefit the
    injured employee. City of Tucson v. Indus. Comm’n, 
    236 Ariz. 52
    , 57, ¶ 19, 
    335 P.3d 1131
    , 1136 (App. 2014). In so doing, the Legislature created a system
    that balanced the “sacrifices and gains” of both employees and employers.
    Employees relinquished their common law rights to sue for employment
    injuries in exchange for a system in which the employers assumed liability
    without regard to fault and without having to incur the cost of litigation.
    Diaz v. Magma Copper Co., 
    190 Ariz. 544
    , 548-49, 
    950 P.2d 1165
    , 1169-70 (App.
    1997) (internal citation and quotation omitted).
    ¶8             As part of this balancing of interests, the Legislature included
    an exclusivity provision in the Act. Section 23-1022(A) provides that the
    “right to recover compensation . . . for injuries sustained by an employee . . .
    is the exclusive remedy against the employer or any co-employee acting in
    the scope of his employment.” A.R.S. § 23-1022(A) (“exclusivity
    provision”). As our supreme court has recognized, the exclusivity provision
    is a key component of the balancing of interests made by the Legislature in
    implementing the constitutional mandate in Article 18, Section 8, as the
    exclusivity provision reflects the “trade of tort rights for an expeditious, no-
    fault method by which an employee can receive compensation for
    accidental injuries sustained in work-related accidents.” Stoecker v. Brush
    Wellman, Inc., 
    194 Ariz. 448
    , 451, ¶ 11, 
    984 P.2d 534
    , 538 (1999). The Act thus
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    MARTINEZ v. SHC
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    establishes “a clear legislative intent to bar any common law right-of-action
    which might possibly flow from a work-related injury.” Mardian Const. Co.
    v. Sup. Ct. In & For Maricopa Cty., 
    157 Ariz. 103
    , 106, 
    754 P.2d 1378
    , 1381
    (App. 1988). Because the Act, based on the constitutional directive, provides
    the exclusive remedies to injured workers (with a few exceptions not
    applicable here), “[t]he superior court lacks subject matter jurisdiction in a
    tort action against an employer by an employee injured in the course of his
    employment.” Swichtenberg v. Brimer, 
    171 Ariz. 77
    , 82, 
    828 P.2d 1218
    , 1223
    (App. 1991) (citations omitted). Stated differently, given the Act’s breadth
    and terms, as directed by the Arizona Constitution, the Act preempts
    common law claims, including an Arizona common law medical negligence
    claim, for injuries that arise out of and in the course of the employee’s
    employment. See also A.R.S. § 23-1021.
    ¶9             To qualify for workers’ compensation benefits, an employee
    must be injured “by accident.” A.R.S. § 23-1021. An “accident” includes
    “any unexpected, injury-causing event that is work-connected; it need not
    be accompanied by physical force or exertion.” Dugan v. Am. Express Travel
    Related Servs. Co., Inc., 
    185 Ariz. 93
    , 99, 
    912 P.2d 1322
    , 1328 (App. 1995); see
    Fireman’s Fund Ins. Co. v. Indus. Comm’n, 
    119 Ariz. 51
    , 53-54, 
    579 P.2d 555
    ,
    557-58 (1978) (injury is caused by accident when resulting injury is
    unexpected; physical impact or exertion not required); see also State Comp.
    Fund v. Indus. Comm’n, 
    24 Ariz. App. 31
    , 34, 
    535 P.2d 623
    , 626 (1975)
    (nonphysical event may constitute an “accident”).
    ¶10           Further, the injury caused by the accident must arise out of
    and in the course of the employee’s employment. A.R.S. § 23-1021. These
    two requirements pertain to legal causation. DeSchaaf v. Indus. Comm’n, 
    141 Ariz. 318
    , 320, 
    686 P.2d 1288
    , 1290 (App. 1984) (citations omitted).
    Additionally, there must also be medical causation, that is, proof that the
    accident caused the injury. Polanco v. Indus. Comm’n, 
    214 Ariz. 489
    , 492, ¶ 7,
    
    154 P.3d 391
    , 394 (App. 2007).
    ¶11            The “arising out of” requirement is a broad concept that refers
    to the origin or cause of the injury. Delbridge v. Salt River Project Agr. Imp. &
    Power Dist., 
    182 Ariz. 46
    , 50-51, 
    893 P.2d 46
    , 50-51 (App. 1994) (citation
    omitted). “If the injuries had their origin in a risk connected with the employment
    and were a consequence of that risk, they arose out of the employment.” 
    Id. at 51
    , 
    893 P.2d at 51
     (citation omitted). An injury also “arises out of”
    employment if the injury is incidental to the employee’s discharge of the
    duties of the employment. PF Chang’s v. Indus. Comm’n, 
    216 Ariz. 344
    , 347,
    ¶ 15, 
    166 P.3d 135
    , 138 (App. 2007) (citing Royall v. Indus. Comm’n, 
    106 Ariz. 346
    , 349, 
    476 P.2d 156
    , 159 (1970)). Although these formulations of the
    arising out of requirement vary, they share a common thread: A causal
    5
    MARTINEZ v. SHC
    Decision of the Court
    relation must exist between the injury and the employment. E.g., Murphy v.
    Indus. Comm’n, 
    160 Ariz. 482
    , 485, 
    774 P.2d 221
    , 224 (1989).
    ¶12            The “in the course of” requirement refers to the time, place,
    and circumstances of the injury. PF Chang’s, 216 Ariz. at 347, ¶ 14, 
    166 P.3d at 138
    . “[A]n activity is related to the employment if it carries out the
    employer’s purposes or advances his interest directly or indirectly.” Jayo v.
    Indus. Comm’n, 
    181 Ariz. 267
    , 270, 
    889 P.2d 625
    , 628 (App. 1995) (citing 1A
    Arthur Larson, The Law of Workmen’s Compensation § 20.00 (1993)). Although
    the “in the course of” requirement must be independently satisfied,
    Arizona courts have recognized that it and the “arising out of” requirement
    are interrelated and “must be considered as a whole in order to determine
    whether the necessary degree or quantum of work-connection is
    established to bring the [claimant] under the coverage” of the Act. Nowlin
    v. Indus. Comm’n, 
    167 Ariz. 291
    , 293, 
    806 P.2d 880
    , 882 (App. 1990) (citation
    and quotations omitted).
    II.    The Nature of Martinez’s Injury
    ¶13            In the superior court, Martinez argued the negligent conduct
    that formed the basis of his medical negligence claim against SHC occurred
    when he was being screened for TB, and asserted that, in failing to notify
    him of the results of the chest x-ray, SHC and the radiologist had injured
    him by depriving him of the opportunity to discover and treat his cancer
    earlier. See generally Stanley v. McCraver, 
    208 Ariz. 219
    , 224-25, ¶ 17, 
    92 P.3d 849
    , 854-55 (2004) (explaining in case that did not involve the Act that,
    depending on the circumstances, doctor retained by a prospective
    employer may breach the standard of care by failing to disclose to
    prospective employee abnormalities discovered during pre-employment
    TB screening). The issue, then, is whether Martinez’s claim—which is based
    on his claimed injury of losing the opportunity to discover and treat his
    cancer earlier—falls within the exclusivity provision, and preemptive force,
    of the Act. The answer to this question turns on whether Martinez was
    injured “by accident arising out of and in the course of his employment.”
    A.R.S. § 23-1021. Reviewing the superior court’s summary judgment ruling
    de novo, the superior court correctly concluded that Martinez’s injury “was
    directly related to Martinez’s employment and arose in the course of his
    employment.” See BMO Harris Bank, 236 Ariz. at 365, ¶ 7, 340 P.3d at 1073
    (appellate court reviews grant of summary judgment de novo); Mitchell v.
    Gamble, 
    207 Ariz. 364
    , 368, ¶ 7, 
    86 P.3d 944
    , 948 (App. 2004) (whether
    superior court properly applied Act’s exclusivity provision to bar tort claim
    presented mixed question of law and fact; thus appellate court’s review is
    de novo).
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    MARTINEZ v. SHC
    Decision of the Court
    III.   The Act’s Exclusivity Provision Bars Martinez’s Medical Malpractice
    Claim Against SHC
    ¶14           As discussed, an industrial accident includes any unexpected,
    injury-causing event that is work-connected. See supra ¶ 9. Martinez was
    potentially exposed to TB, an occupational hazard, while working as a
    transporter for SHC. Although Martinez did not contract TB, the injury
    causing event he alleged occurred in conjunction with that work-connected
    event. Thus, Martinez was injured “by accident” under Arizona law.
    ¶15           Further, the injury “by accident” he alleged arose out of and
    in the course of his employment for SHC. Martinez was potentially exposed
    to TB while transporting a SHC patient; as his employer, SHC directed
    Martinez to go to its occupational health department for diagnostic tests
    and required him to undergo a TB skin test and then a chest x-ray
    examination conducted by the radiologist for SHC, at SHC’s expense.
    Martinez was x-rayed only because he was employed by SHC and only
    because he had been exposed to an occupational hazard – TB – during his
    employment. The radiologist examined Martinez only in connection with
    Martinez’s work for SHC and only at SHC’s direction. SHC’s alleged
    negligent diagnostic treatment and the resulting injury Martinez alleges
    arose directly out of and in the course of his employment by SHC.4
    ¶16           Nevertheless, Martinez argues the injury he experienced did
    not arise out of his employment because it was not causally related to a
    necessary risk or danger inherent in his work as a transporter. We reject this
    argument for several reasons.
    4In   Wickham v. N. Am. Rockwell, 
    87 Cal. Rptr. 563
    , 567 (Cal. Ct.
    App. 1970), the California Court of Appeals held the exclusivity provisions
    of California’s workers’ compensation act barred an employee’s negligence
    claims against his employer and a co-worker physician in circumstances
    similar to those presented here. There, the employer provided preventive
    medical services to the employee in connection with occupational hazards
    but failed to diagnose and report to the employee a non-work related
    disease thereby interfering with the employee’s ability to treat the disease
    earlier. 
    Id. at 564
    . And, in Unger v. Cont’l Assurance Co., 
    481 N.E.2d 684
    , 689
    (Ill. 1985), the Illinois Supreme Court held the exclusivity provisions of
    Illinois’ workers’ compensation act barred an employee’s medical
    negligence claim against a co-worker physician who failed to diagnose a
    malignant lesion in a chest x-ray examination which was “perceived as a
    necessary condition of [the employee’s] continued employment.”
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    MARTINEZ v. SHC
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    ¶17           First, this argument focuses too narrowly on Martinez’s work
    as a transporter and ignores Arizona law that an injury “arises out of”
    employment if the injury is incidental to the employee’s discharge of the
    duties of the employment. See supra ¶ 11. Martinez was exposed to a
    potential occupational hazard while working for SHC, and as a result, SHC
    required him to be tested for TB as part of his employment. Simply put:
    Having been exposed to potential TB as an employee for a hospital, being
    tested for TB by the hospital was “incidental” to his duties as an employee
    of the hospital.
    ¶18           Second, the injury alleged by Martinez is based on his
    assertion that SHC acted negligently in failing to disclose to him what it had
    uncovered during the x-ray examination while being tested for TB as part
    of his employment. See supra ¶ 13. The Act applies to injuries sustained by
    an employee arising out of the employer’s failure to exercise due care in the
    workplace. See Gamez v. Brush Wellman, Inc., 
    201 Ariz. 266
    , 269-271, ¶¶ 6-11,
    
    34 P.3d 375
    , 378-381 (App. 2001) (employer’s negligence, including gross
    negligence, is governed by the Act and does not amount to willful
    misconduct which is excluded from the Act); Diaz, 
    190 Ariz. at 551, 553
    , 
    950 P.2d at 1172, 1174
     (employer’s negligent conduct governed by the Act;
    further, exclusivity provision of the Act barred employee’s malpractice
    claim against co-worker who administered first aid to employee at accident
    site).
    ¶19            Third, although Martinez uses different terminology to
    describe his injury—loss of an opportunity to discover and treat his cancer
    sooner—he has essentially alleged that SHC’s failure to inform him of the
    x-ray results exacerbated or aggravated his pre-existing, non-compensable
    cancer. A pre-existing condition that is exacerbated or aggravated by an
    industrial accident, however, is compensable under the Act and subject to
    the exclusivity provision of the Act. See McCreary v. Indus. Comm’n, 
    172 Ariz. 137
    , 144, 835, P.2d 469, 476 (App. 1992) (claim compensable if work activity
    combines with preexisting condition to cause further injury).
    ¶20            For example, in Dugan, 
    185 Ariz. at 96
    , 
    912 P.2d at 1325
    , an
    employee with a preexisting heart condition suffered a “heart event” at
    work. Unbeknownst to the employee and her co-workers, her employer
    had blocked 9-1-1 access in favor of an in-house emergency number. 
    Id.
     As
    a result, emergency medical assistance was delayed, and the employee
    suffered irreversible brain damage. 
    Id.
     The employee’s spouse and children
    sued the employer for negligently failing to warn about the blocked 9-1-1
    access and for negligently interfering with a third person’s ability to render
    aid. 
    Id.
     The employer argued the exclusivity provision barred the civil suit.
    
    Id. at 97
    , 
    912 P.2d at 1326
    . This court held that although the employee’s
    8
    MARTINEZ v. SHC
    Decision of the Court
    “heart event” was not a compensable industrial injury, the employer’s
    interference with 9-1-1 access together with the employee’s pre-existing
    heart condition combined to produce the employee’s brain injury, and the
    employer induced delay in accessing medical attention constituted an
    accident that arose out of and in the course of the employee’s employment
    as required by A.R.S. § 23-1021. Id. at 100, 
    912 P.2d at 1329
    . Therefore, the
    exclusivity provision barred the family’s negligence claims against the
    employer. 
    Id. at 101-02
    , 
    912 P.2d at 1330-31
    .5
    ¶21           Here, similarly, SHC’s failure to inform Martinez of the x-ray
    examination results combined with his non-compensable Hodgkin’s
    lymphoma was a producing cause of his alleged inability to treat his
    lymphoma sooner. SHC’s alleged actions need not be the sole cause of the
    injury—it is enough that SHC’s alleged actions were a producing cause of
    Martinez’s injury. 
    Id. at 100
    , 
    912 P.2d at 1329
     (industrial injury does not need
    “to be the sole cause of the injury but merely must be a producing one”)
    (quotations and citation omitted). Therefore, Martinez’s inability to
    discover and treat his cancer sooner is based on circumstances that arose
    out of and occurred during the course of his employment. The exclusivity
    provision of the Act thus preempted Martinez’s negligence claim against
    SHC.
    ¶22            In reaching this conclusion, we acknowledge a case not cited
    by the parties either in the superior court or on appeal, Sill v. Indus. Comm’n,
    
    12 Ariz. App. 6
    , 
    467 P.2d 81
     (1970), which involved circumstances that, at
    first blush, seem similar to the circumstances presented here. In Sill, the
    employee, a registered nurse, was employed by an Arizona hospital. Id. at
    7, 
    467 P.2d at 82
    . As a condition of her employment, the hospital required
    her to have a yearly chest x-ray to determine the presence or absence of TB.
    
    Id.
     The employee learned she was suffering from acute TB in 1966 as a
    consequence of a chest x-ray taken that year. 
    Id.
     The Industrial Commission
    found she had not sustained a compensable industrial injury. 
    Id.
     On appeal,
    she argued “that an ‘accident’ arose when the radiologist employed by the
    [hospital] failed to correctly diagnose her beginning symptoms of
    tuberculosis which were evident, it is uncontradicted, in” a chest x-ray
    taken in 1965. Id. at 8, 
    467 P.2d at 83
    . After analyzing what is an accident
    arising out of and in the course of employment under the Act, this court
    rejected the employee’s argument:
    5Although   the Act has unique provisions applicable to “heart-
    related or perivascular” issues that were applicable in Dugan but are not
    applicable here, that difference does not alter the applicability of Dugan to
    the preemption issue presented here.
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    MARTINEZ v. SHC
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    The evidence in the instant case establishes that
    the petitioner had the disease in its beginning
    stages at the time of her first employment X ray.
    Thereafter, the disease became worse as the
    result of its natural progression and not due to
    any risk inherent in the employment. It is the
    opinion of the Court that the failure of the
    doctors to diagnose the tuberculosis was not an
    ‘accident’ within the meaning of the Workmen’s
    Compensation Act.
    Id. at 8-9, 
    467 P.2d at 83-84
    .
    ¶23            Sill does not change our conclusion that Martinez’s
    negligence claim against SHC arose out of an accident and in the course of
    his employment for SHC. First, unlike the situation in Sill, SHC provided
    preventive medical services to Martinez in connection with his actual
    exposure to a potential occupational hazard while working, and the injury
    he sustained occurred in the course of those preventive medical services.
    Second, the conduct and injury alleged by the employee in Sill are different
    from what Martinez alleged here. In Sill, the conduct and injury as framed
    by the employee was whether the radiologist’s failure to correctly diagnose
    her beginning TB symptoms in 1965 constituted an accident. 
    Id.
     Here, the
    conduct that formed the basis of Martinez’s medical negligence claim
    against SHC occurred when he was being screened for TB after being
    exposed to a potential occupational hazard while working for SHC as a
    transporter, and the injury he alleged was that in failing to notify him of the
    results of his chest x-ray, SHC and the radiologist injured him by depriving
    him of the opportunity to discover and treat his cancer earlier. Third, and
    perhaps most importantly, even if we were to consider these factual
    distinctions immaterial, we cannot square the result reached in Sill with the
    authorities discussed above concerning when an accident arises out of and
    in the course of employment under the Act.
    ¶24            Martinez also argues the superior court should not have
    granted summary judgment in favor of SHC because disputed issues of
    material fact existed. Specifically, Martinez argues the parties’ dispute as to
    whether he suffered an industrial injury constitutes a factual dispute.
    Whether an employee’s injury arose out of and in the course of employment
    is a question of law, however. Keovorabouth v. Indus. Comm’n, 
    222 Ariz. 378
    ,
    381, ¶ 8, 
    214 P.3d 1019
    , 1022 (App. 2009); see also supra ¶ 13. Further, the
    parties do not dispute the material facts regarding Martinez’s exposure to
    TB, the sequence of events that led to his x-ray, and its subsequent non-
    disclosure. Thus, whether Martinez suffered an industrial injury is a legal
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    MARTINEZ v. SHC
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    dispute, and for the reasons discussed above, the superior court properly
    granted summary judgment.
    IV.    The Dual Capacity Doctrine
    ¶25          Martinez also argues the superior court should not have
    granted summary judgment in favor of SHC because SHC was acting as a
    healthcare provider, not as his employer, under the dual capacity doctrine.
    Under the dual capacity doctrine:
    [A]n employer who normally is shielded from
    tort liability by the exclusivity of workers’
    compensation may be held liable to an injured
    worker if the employer acted in a capacity
    which conferred on it obligations apart from
    those as an employer and the worker’s injury
    arose out of this other assumed role.
    Dugan, 
    185 Ariz. at 101
    , 
    912 P.2d at 1330
    . Martinez specifically argues that
    SHC stepped into the role of Martinez’s healthcare provider when it
    directed Martinez to obtain the skin test and subsequent x-ray. Thus, he
    argues SHC was acting on its obligations as a healthcare provider, not as
    his employer.
    ¶26           Although Arizona courts have discussed the dual capacity
    doctrine, no reported Arizona case has applied it, and indeed, in Hills v. Salt
    River Project Assoc., 
    144 Ariz. 421
    , 425, 
    698 P.2d 216
    , 220 (App. 1985), this
    court stated the doctrine was inconsistent with the exclusivity provision of
    the Act and came close to rejecting it. See also Delbridge, 
    182 Ariz. at 53
    , 
    893 P.2d at 53
     (collecting cases; dual capacity doctrine conflicts with public
    policy and is contrary to the exclusivity provision). Even assuming,
    however, that the doctrine has some viability in Arizona, the doctrine does
    not apply here.
    ¶27            Under the dual capacity doctrine, an employer can be subject
    to a tort claim only if the employer “possess a second persona so completely
    independent from and unrelated to his status as employer that by
    established standards the law recognizes it as a separate legal person.”
    Dugan, 
    185 Ariz. at 101
    , 
    912 P.2d at 1330
    . SHC required Martinez to submit
    to diagnostic TB testing to determine whether he had been exposed to a
    work-related occupational hazard. Martinez did not independently seek
    out medical care from SHC; SHC ordered the diagnostic testing because its
    employee had been potentially exposed to TB while “on-the-job,” and the
    testing was directly related to his employment as a transporter. At no time
    11
    MARTINEZ v. SHC
    Decision of the Court
    did SHC act outside of its employment relationship with Martinez. See Diaz,
    
    190 Ariz. at 552
    , 
    950 P.2d at 1173
     (rejecting dual capacity doctrine when
    employer did not assume role independent from that of employer during
    attempt to rescue employee but simply assumed obligations it already
    owed to employee as employer). Therefore, even if the dual capacity
    doctrine remains viable under Arizona law, it is inapplicable here.
    CONCLUSION
    ¶28           For the foregoing reasons, we affirm the superior court’s
    summary judgment in favor of SHC. Pursuant to A.R.S. § 12-341 (2016), we
    award SHC costs on appeal contingent upon its compliance with Arizona
    Rule of Civil Appellate Procedure 21.
    AMY M. WOOD • Clerk of the Court
    FILED: AA
    12