Jean Herzog v. Waco Primary Care, P.A. ( 2022 )


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  •                                  IN THE
    TENTH COURT OF APPEALS
    No. 10-18-00089-CV
    JEAN HERZOG,
    Appellant
    v.
    WACO PRIMARY CARE, P.A.,
    Appellee
    From the 170th District Court
    McLennan County, Texas
    Trial Court No. 2017-3626-4
    MEMORANDUM OPINION
    Chapter 27 of the Civil Practice and Remedies Code, also known as the Texas
    Citizens Participation Act (TCPA), is an anti-SLAPP statute, meaning that it was enacted
    to curb “Strategic Lawsuits Against Public Participation.” In re Lipsky, 
    411 S.W.3d 530
    ,
    536 n.1 (Tex. App.—Fort Worth 2013, orig. proceeding), mand. denied, 
    460 S.W.3d 579
     (Tex.
    2015); see TEX. CIV. PRAC. & REM. CODE ANN. § 27.002.
    “The [TCPA] protects citizens who [associate,] petition or speak on matters
    of public concern from retaliatory lawsuits that seek to intimidate or silence
    them.” In re Lipsky, 
    460 S.W.3d 579
    , 584 (Tex. 2015). That protection comes
    in the form of a special motion to dismiss, subject to expedited review, for
    “any suit that appears to stifle the defendant’s” exercise of those rights. 
    Id.
    Youngkin v. Hines, 
    546 S.W.3d 675
    , 679 (Tex. 2018).
    In this accelerated appeal, Jean Herzog (Herzog) challenges the trial court’s
    interlocutory order denying her motion to dismiss under the TCPA. See TEX. CIV. PRAC.
    & REM. CODE ANN. § 51.014(a)(12). We will affirm.
    Factual and Procedural Background
    Waco Primary Care, P.A. (WPC) sued Herzog, alleging as follows in its petition:
    Dr. Karl M. Trippe (Trippe) established WPC in 2011 to provide family medical services
    to the McLennan County community. Herzog joined WPC as a nurse practitioner in
    August 2015, and during her employment with WPC, Herzog had access to and used
    WPC’s patient lists through the Athena Clinical Electronic Medical Records software. In
    October 2016, Herzog tendered her resignation letter to Trippe. Herzog indicated that
    she would be leaving the employ of WPC in four weeks’ time, and she departed WPC in
    November 2016. Trippe subsequently discovered that Herzog had misappropriated
    WPC’s trade secrets, confidential information, and patient lists during her employment
    with WPC, and Herzog had used the patient lists to “contact and procure” WPC’s
    patients for her new place of employment. WPC brought causes of action against Herzog
    for misappropriation of trade secrets, tortious interference with continuing and
    prospective business relations, and conversion.
    Herzog answered WPC’s petition by generally denying all of WPC’s allegations.
    Herzog also filed a counterclaim against WPC for misappropriation of her name.
    Herzog v. Waco Primary Care, P.A.                                                        Page 2
    Furthermore, Herzog filed a motion to dismiss WPC’s claims under the version of the
    TCPA in effect at that time. 1 Herzog provided the following basis for her TCPA motion
    to dismiss:
    [P]ursuant to [Civil Practice and Remedies Code section] 27.003, this legal
    action is “based on, relates to, or is in response to a party’s exercise of the
    right of free speech . . . or right of association. . . .” As such, this case should
    be dismissed. Both Nurse Practitioner Jean Herzog and the patients have
    these rights. In fact, the fiduciary relationship owed the patient(s) would
    seem to call for disclosure of the very information related to them by Nurse
    Practitioner Jean Herzog.
    In support of her TCPA motion to dismiss, Herzog attached her own affidavit, in
    which she stated as follows: Herzog has been in practice as a nurse practitioner in
    McLennan County for over twenty years. She began her practice at the Family Practice
    Clinic, where she worked for several years. She then moved her practice to work with
    two specific doctors. She then moved her practice once more to work with Dr. Pat Pryor
    (Pryor) at the White Rock Clinic, where she remained for about fourteen years. Many of
    Herzog’s patients followed her from the Family Practice Clinic to the White Rock Clinic,
    and most of Herzog’s patients at the White Rock Clinic saw only her and not Pryor.
    Herzog therefore essentially had her own patients and was not typically allocated Pryor’s
    patients.
    Herzog stated in her affidavit that in 2011 Trippe began an office-sharing
    arrangement with Pryor. From 2011 to 2015, Herzog generally continued to see only her
    1 The TCPA was substantially amended in 2019, but the 2019 amendments apply only to actions filed on or
    after September 1, 2019. See Act of May 17, 2019, 86th Leg., R.S., ch. 378, §§ 11–12. The underlying case
    was filed in October 2017; thus, the 2019 amendments to the TCPA do not apply to this case, and our
    discussion of the TCPA in this opinion is of the version of the TCPA in effect before September 1, 2019. See
    id.
    Herzog v. Waco Primary Care, P.A.                                                                    Page 3
    own patients and did not see Trippe’s or other WPC providers’ patients, except in call-
    coverage or emergency situations. Pryor then retired in 2015. At that time, WPC and/or
    Trippe purchased the White Rock Clinic building. Herzog does not believe that WPC or
    Trippe purchased Pryor’s medical practice, records, or patient files. Nor does Herzog
    believe that WPC or Trippe purchased her records or patient files. Nevertheless, in
    August 2015, rather than change office locations, Herzog became employed by WPC and
    continued to see her own patients in the same location where she had seen them while
    she was with the White Rock Clinic. While employed by WPC, Herzog was not referred
    Trippe’s or any other WPC providers’ patients, except in very unusual situations.
    Similarly, Trippe did not see Herzog’s patients, except on an infrequent basis.
    Herzog stated in her affidavit that on November 2, 2016, she provided Trippe
    notice that she would be leaving the employ of WPC in thirty days’ time. After providing
    her notice of resignation, Herzog then began telling her patients who came into the office
    to see her that she was leaving WPC, that she would be joining Providence Family
    Practice and working with a specific doctor, and that her patients could continue patient
    care through her at the new location if they wished. Additionally, for those of her patients
    whom she did not see during the thirty-day period before she left the employ of WPC,
    Herzog used their patient records to retrieve their home addresses so that she could send
    a letter to them that she was leaving WPC, that she would be working for the Providence
    Family Practice Clinic with a specific doctor, and that her patients could make
    appointments with her there if they chose to do so. Herzog did not tell any patients other
    than her own patients about her leaving WPC and joining the new practice. Furthermore,
    Herzog v. Waco Primary Care, P.A.                                                     Page 4
    Herzog took no patient lists or files from the offices of Trippe or WPC. Herzog’s
    employment with WPC ended on November 29, 2016.
    WPC thereafter filed a response to Herzog’s TCPA motion to dismiss. In its
    response, WPC first made objections to Herzog’s affidavit. WPC then argued, in part,
    that the commercial-speech exemption applies to this case. WPC then requested that it
    be awarded attorney’s fees under section 27.009(b) of the Civil Practice and Remedies
    Code because Herzog’s TCPA motion to dismiss was “patently frivolous and merely
    utilized as a tool to delay the proceedings.” See TEX. CIV. PRAC. & REM. CODE ANN. §
    27.009(b). Finally, WPC attached Trippe’s affidavit to its response.
    Herzog filed a reply and then a supplemental reply to WPC’s response. In part to
    address WPC’s objections to her affidavit that she had attached to her TCPA motion to
    dismiss, Herzog attached her own supplemental affidavit to her reply and her own
    amended affidavit to her supplemental reply. Herzog further attached her attorney’s
    affidavit to her supplemental reply to support her TCPA motion to dismiss. Finally,
    Herzog filed objections to Trippe’s affidavit.
    The trial court held a nonevidentiary hearing on Herzog’s TCPA motion to
    dismiss. During the hearing, WPC withdrew its request for attorney’s fees under section
    27.009(b). After the hearing, the trial court then signed an order denying Herzog’s
    objections to Trippe’s affidavit and an order denying Herzog’s TCPA motion to dismiss.
    Herzog thereafter filed a “Request for Findings of Fact and Conclusions of Law,”
    in which she specifically asked the trial court “to file findings of fact and conclusions of
    law regarding whether the legal action was brought to deter or prevent the moving party
    Herzog v. Waco Primary Care, P.A.                                                     Page 5
    from exercising constitutional rights and whether the legal action was brought for an
    improper purpose under § 27.001 of the Texas Civil Practice and Remedies Code.” See
    Act of May 21, 2011, 82d Leg., R.S., ch. 341, § 2, sec. 27.007(a) (“At the request of a party
    making a motion under Section 27.003, the court shall issue findings regarding whether
    the legal action was brought to deter or prevent the moving party from exercising
    constitutional rights and is brought for an improper purpose, including to harass or to
    cause unnecessary delay or to increase the cost of litigation.”) (amended 2019) (current
    version at TEX. CIV. PRAC. & REM. CODE ANN. § 27.007(a)). The trial court accordingly
    made the following “Findings Under Texas Civil Practice and Remedies Code Section
    27.007”:
    1.      This legal action was not brought by Plaintiff [WPC] to deter or
    prevent the moving party [Herzog] from exercising constitutional
    rights. The Court further finds that the legal action was not brought
    for an improper purpose, nor to harass or delay or increase the cost
    of litigation.
    2.      The Court finds that Plaintiff [WPC], in open court, withdrew its
    request for attorneys’ fees under Chapter 27.009, and that the motion
    was not brought for [an] improper purpose.
    Herzog subsequently filed a “Request for Additional Findings of Fact &
    Conclusions of Law,” citing Rules of Civil Procedure 297 and 298. Herzog requested that
    the trial court make specific findings and conclusions about whether WPC established by
    clear and specific evidence a prima facie case for each essential element of each of its
    claims, see TEX. CIV. PRAC. & REM. CODE ANN. § 27.005(c), and about the applicability of
    the commercial-speech exemption to this case, see Act of May 24, 2013, 83d Leg., R.S., ch.
    1042, § 3, sec. 27.010(b) (amended 2019) (current version at TEX. CIV. PRAC. & REM. CODE
    Herzog v. Waco Primary Care, P.A.                                                      Page 6
    ANN. § 27.010(a)(2)). The record contains no additional findings or conclusions from the
    trial court.
    Issue One
    In her first issue, Herzog contends that the trial court erred in denying her TCPA
    motion to dismiss.
    AUTHORITY
    We review the trial court’s ruling on a TCPA motion to dismiss de novo. Martin v.
    Walker, 
    606 S.W.3d 565
    , 567 (Tex. App.—Waco 2020, pet. denied); Beving v. Beadles, 
    563 S.W.3d 399
    , 404 (Tex. App.—Fort Worth 2018, pet. denied).
    Under the TCPA, as a threshold matter, the moving party must show by a
    preponderance of the evidence that the TCPA properly applies to the legal action against
    it. Youngkin, 546 S.W.3d at 679; see Act of May 21, 2011, 82d Leg., R.S., ch. 341, § 2, sec.
    27.005(b) (amended 2019) (current version at TEX. CIV. PRAC. & REM. CODE ANN. §
    27.005(b)). In other words, the moving party must show by a preponderance of the
    evidence that the legal action against it “is based on, relates to, or is in response to [the
    moving] party’s exercise of the right of free speech, right to petition, or right of
    association.” Act of May 21, 2011, 82d Leg., R.S., ch. 341, § 2, sec. 27.003(a) (amended
    2019) (current version at TEX. CIV. PRAC. & REM. CODE ANN. § 27.003(a)); see Youngkin, 546
    S.W.3d at 680. If the moving party meets that burden, the nonmoving party must
    establish by clear and specific evidence a prima facie case for each essential element of its
    claims. Youngkin, 546 S.W.3d at 679; see TEX. CIV. PRAC. & REM. CODE ANN. § 27.005(c). If
    the nonmoving party satisfies that requirement, the burden shifts back to the moving
    Herzog v. Waco Primary Care, P.A.                                                      Page 7
    party to prove each essential element of any valid defenses by a preponderance of the
    evidence. Youngkin, 546 S.W.3d at 679–80; see Act of May 24, 2013, 83d Leg., R.S., ch. 1042,
    § 2 (amended 2019) (current version at TEX. CIV. PRAC. & REM. CODE ANN. § 27.005(d)).
    Despite the foregoing procedure, the TCPA expressly exempts certain actions from
    its application. See Act of May 21, 2011, 82d Leg., R.S., ch. 341, § 2, sec. 27.010, amended by
    Act of May 24, 2013, 83d Leg., R.S., ch. 1042, § 3 (amended 2019 & 2021) (current version
    at TEX. CIV. PRAC. & REM. CODE ANN. § 27.010). “[An] exemption, of course, is wholly
    unnecessary unless the TCPA applies.” Castleman v. Internet Money Ltd., 
    546 S.W.3d 684
    ,
    688 (Tex. 2018) (per curiam). But, even if the moving party shows by a preponderance of
    the evidence that the legal action against it is based on, relates to, or is in response to the
    moving party’s exercise of the right of free speech, right to petition, or right of association,
    the TCPA does not apply to the legal action—and thus the moving party may not use the
    TCPA to dismiss the action—if the action falls under a TCPA exemption. See Act of May
    21, 2011, 82d Leg., R.S., ch. 341, § 2, sec. 27.010, amended by Act of May 24, 2013, 83d Leg.,
    R.S., ch. 1042, § 3 (amended 2019 & 2021); see also State ex rel. Best v. Harper, 
    562 S.W.3d 1
    ,
    11 (Tex. 2018) (noting that movant cannot invoke TCPA’s protections if TCPA exemption
    applies). The nonmoving party bears the burden of showing that an exemption applies.
    Martin, 606 S.W.3d at 569.
    As relevant here, the TCPA
    does not apply to a legal action brought against a person primarily engaged
    in the business of selling or leasing goods or services, if the statement or
    conduct arises out of the sale or lease of goods, services, or an insurance
    Herzog v. Waco Primary Care, P.A.                                                        Page 8
    product, insurance services, or a commercial transaction in which the
    intended audience is an actual or potential buyer or customer.
    Act of May 24, 2013, 83d Leg., R.S., ch. 1042, § 3, sec. 27.010(b) (amended 2019). This
    exemption is commonly referred to as the “commercial-speech exemption.” Martin, 606
    S.W.3d at 567–68; Morrison v. Profanchik, 
    578 S.W.3d 676
    , 680 (Tex. App.—Austin 2019, no
    pet.). The Texas Supreme Court has interpreted the commercial-speech exemption to
    apply when (1) the defendant (here, Herzog) was primarily engaged in the business of
    selling or leasing goods or services, (2) the defendant made the statement or engaged in
    the conduct on which the claim is based in the defendant’s capacity as a seller or lessor
    of those goods or services, (3) the statement or conduct at issue arose out of a commercial
    transaction involving the kind of goods or services the defendant provides, and (4) the
    intended audience of the statement or conduct was actual or potential customers of the
    defendant for the kind of goods or services the defendant provides. Castleman, 546
    S.W.3d at 688. Because a legal action falls within the commercial-speech exemption only
    when all four elements are satisfied, the failure of the nonmoving party to establish any
    one element is sufficient to prevent the exemption from applying. RigUp, Inc. v. Sierra
    Hamilton, LLC, 
    613 S.W.3d 177
    , 187 (Tex. App.—Austin 2020, no pet.); see Castleman, 546
    S.W.3d at 690–91.
    DISCUSSION
    We begin with Herzog’s argument that WPC could not have satisfied its burden
    of showing that the commercial-speech exemption applies in this case because WPC was
    required to provide “actual evidence to support the application of the exemption,” and the
    Herzog v. Waco Primary Care, P.A.                                                    Page 9
    only evidence that WPC attached to its response to Herzog’s TCPA motion to dismiss was
    Trippe’s “conclusory, self-serving affidavit . . . which failed to offer any proof that the
    commercial[-]speech exemption applied.” While we agree that WPC, the nonmoving
    party here, had the burden of showing that the commercial-speech exemption applies in
    this case, we disagree that the trial court was restricted to considering only Tripp’s
    affidavit in determining whether WPC met its burden.
    The TCPA provides: “In determining whether a legal action should be dismissed
    under this chapter, the court shall consider the pleadings and supporting and opposing
    affidavits stating the facts on which the liability or defense is based.” Act of May 21, 2011,
    82d Leg., R.S., ch. 341, § 2, sec. 27.006(a) (amended 2019) (current version at TEX. CIV.
    PRAC. & REM. CODE ANN. § 27.006(a)). Accordingly, in determining whether WPC met its
    burden of showing that the commercial-speech exemption applies in this case, the trial
    court should have also considered the factual allegations contained in WPC’s petition and
    Herzog’s description of the events in her own affidavit. See id.; cf. VetMoves v. Lone Star
    Veterinarian Mobile Surgical Specialists, PC, No. 02-19-00340-CV, 
    2020 WL 1887770
    , at *3
    (Tex. App.—Fort Worth Apr. 16, 2020, no pet.) (mem. op.) (“[T]he petition alone satisfies
    the [commercial-speech] exemption’s application.”); Gaskamp v. WSP USA, Inc., 
    596 S.W.3d 457
    , 480 (Tex. App.—Houston [1st Dist.] 2020, pet. dism’d) (en banc) (“[T]he
    factual allegations contained in the pleadings may alone be sufficient to demonstrate that
    the nature of the claims is such that the claims are statutorily exempt without need of
    additional proof.”); Grant v. Pivot Tech. Sols., Ltd., 
    556 S.W.3d 865
    , 889 (Tex. App.—Austin
    2018, pet. denied) (“In determining whether some of the Pivot Plaintiffs’ claims fall within
    Herzog v. Waco Primary Care, P.A.                                                      Page 10
    the commercial-speech exemption, we examine the ‘evidence,’ which in this case consists
    of the plaintiffs’ pleadings.”).
    With the foregoing in mind, we turn to Herzog’s argument that the commercial-
    speech exemption does not apply in this case because WPC did not meet its burden of
    establishing the third Castleman element, i.e., that Herzog’s communications arose out of
    a commercial transaction involving the kind of services Herzog provides. To support her
    position, Herzog relies heavily on Global Tel*Link Corp. v. Securus Techs., Inc., No. 05-16-
    01224-CV, 
    2017 WL 3275921
     (Tex. App.—Dallas July 31, 2017, pet. dism’d) (mem. op.).
    In Global Tel*Link, Securus Technologies, Inc. (Securus) and Global Tel*Link
    Corporation (GTL) each provided “telephone and video communications system services
    at correctional facilities for the use of inmates and law enforcement agencies.” Id. at *1.
    Securus and GTL each owned patents to protect the intellectual property related to such
    services, and Securus and GTL became involved in federal litigation against each other
    related to their respective patents. Id. Among GTL’s claims in that litigation was its
    contention that Securus was infringing on two of its patents. Id. Securus denied GTL’s
    allegations and challenged the validity of the two patents. Id. In connection with those
    challenges, Securus also filed petitions for inter partes review in the U.S. Patent and
    Trademark Office (PTO), requesting that the PTO “reexamine the GTL patents and cancel
    various of the patents’ claims.” Id. The PTO initially agreed to review Securus’s challenge
    to one of GTL’s patents but subsequently rejected the challenge. Id.
    After the PTO’s ruling, GTL sent, via email, an “Important Industry News
    Alert” to members of law enforcement, correctional facility officers, and
    their representatives announcing the PTO’s ruling. GTL said the ruling
    Herzog v. Waco Primary Care, P.A.                                                    Page 11
    cleared the way for it to pursue its patent infringement claims against
    Securus and seek injunctive relief and damages. GTL further said, if
    granted, an injunction “could have ramifications for customers using the
    infringing technology.”
    Id. Thereafter, GTL “secured another favorable ruling from the PTO” regarding the other
    disputed patent. Id. at *2.
    GTL then sent another email, again titled “Important Industry News Alert.”
    That email similarly stated the PTO’s ruling cleared the way for GTL to
    pursue its patent infringement claims and seek an injunction. GTL noted
    that “if granted” an injunction would prohibit Securus from using GTL’s
    “patented technologies . . . at all facilities where infringement is occurring.”
    GTL added that “they were only months away from finally being able to
    show a jury how Securus infringes on the GTL patents.”
    Id.
    Securus subsequently sued GTL for defamation, business disparagement, and
    tortious interference with existing contracts. Id. GTL filed a motion to dismiss Securus’s
    claims under the TCPA. Id. Securus responded, in part, that the commercial-speech
    exemption applied to GTL’s communications. Id. The trial court ultimately denied GTL’s
    TCPA motion to dismiss. Id. GTL then appealed. The Dallas Court of Appeals concluded
    that even though Securus showed that (1) GTL’s communications were “about” its
    services and (2) GTL had a commercial motive, Securus did not show that GTL’s
    communications “arose out of any sale of either GTL’s or Securus’s goods or services, any
    contemplated or proposed sale, or any other actual or contemplated commercial
    transaction.” Id. at *4. The court therefore held that Securus failed to show that the
    commercial-speech exemption applied to GTL’s communications. Id.
    Herzog v. Waco Primary Care, P.A.                                                         Page 12
    Herzog argues here that, similarly to GTL’s communications, her communications
    may have been “about” her services, but they did not arise out of a sale of her services.
    Herzog asserts that her communications “merely regarded her move to a new location in
    order to keep her patients informed.” Herzog further argues that her communications
    could not have arisen out of any sale of her services because the communications were
    sent only to patients who had not sought care from her in the month before she moved.
    We believe, however, that the pleadings and record evidence show that Herzog’s
    communications were not just “about” her services but that they arose out of the sale of
    her services.
    We initially note that the Dallas Court of Appeals decided Global Tel*Link before
    the Texas Supreme Court decided Castleman. 2 Consequently, although the Global Tel*Link
    court considered similar elements to those outlined in Castleman in determining whether
    the commercial-speech exemption applied in that case, the Global Tel*Link court did not
    have the benefit of the Castleman opinion in resolving Global Tel*Link. Furthermore, as an
    intermediate appellate court, we must follow the precedent of the Texas Supreme Court
    on state-law issues. See, e.g., Hegar v. Xerox Corp., 
    633 S.W.3d 298
    , 315 (Tex. App.—
    Houston [14th Dist.] 2021, pet. filed); Hardy v. Robinson, 
    170 S.W.3d 777
    , 781 (Tex. App.—
    Waco 2005, no pet.).
    The Castleman court recognized that the commercial-speech exemption applies
    only to certain communications related to services in the marketplace—communications
    2Herzog also filed her original appellant’s brief before Castleman was decided, but she filed her reply brief
    after Castleman was decided and discusses Castleman therein.
    Herzog v. Waco Primary Care, P.A.                                                                   Page 13
    made not as a protected exercise of free speech by an individual, but as commercial
    speech that does “no more than propose a commercial transaction.” Castleman, 546 S.W.3d
    at 690 (emphasis added) (quoting Posadas de P.R. Assocs. v. Tourism Co. of P.R., 
    478 U.S. 328
    , 340, 
    106 S.Ct. 2968
    , 2976, 
    92 L.Ed.2d 266
     (1986)). The Castleman court “further implied
    that the [commercial-speech] exemption applies when communications involve business
    pursuits for oneself or a business stands to profit from the statements at issue.” Clean
    Energy v. Trillium Transp. Fuels, LLC, No. 05-18-01228-CV, 
    2019 WL 3212145
    , at *5 (Tex.
    App.—Dallas July 9, 2019, no pet.) (mem. op.) (citing Castleman, 546 S.W.3d at 691).
    Here, WPC alleged in its petition that Herzog used WPC’s patient lists to “contact
    and procure” WPC’s patients for her new place of employment. Herzog then stated in
    her own affidavit that she communicated with patients that she was leaving WPC, that
    she would be working for the Providence Family Practice Clinic with a specific doctor,
    and that her patients could make appointments with her there if they chose to do so. The
    pleadings and record evidence therefore show that, at a minimum, Herzog’s
    communications encouraged patients to seek medical services from her at her new
    practice rather than from WPC. We thus conclude that Herzog’s communications arose
    out of a commercial transaction, satisfying the third Castleman element. See Castleman,
    546 S.W.3d at 690–91.
    Finally, we turn to Herzog’s argument that the commercial-speech exemption does
    not apply in this case because the relationship between Herzog and those with whom she
    communicated was not “the standard arm’s length vendor/buyer commercial
    relationship” but a fiduciary relationship between a healthcare provider and her patients.
    Herzog v. Waco Primary Care, P.A.                                                    Page 14
    This argument essentially challenges whether WPC met its burden of establishing the
    second Castleman element, i.e., that Herzog made the communications on which WPC’s
    claims are based in Herzog’s capacity as a seller of her services.
    Herzog stated in her affidavit, and reiterated in her briefing, that she sent
    unsolicited, targeted communications to patients who had not sought care from her in the
    month before she moved. Herzog further stated in her affidavit that the substance of her
    communications was only that she was leaving WPC, that she would be working for the
    Providence Family Practice Clinic with a specific doctor, and that her patients could make
    appointments with her there if they chose to do so. The pleadings and record evidence
    therefore show that the intended goal of Herzog’s communications was to encourage
    patients to seek medical services from her at her new practice rather than from WPC.
    Accordingly, although a fiduciary relationship exists between a healthcare provider and
    patient in some circumstances, see, e.g., Savage v. Psychiatric Inst. of Bedford, Inc., 
    965 S.W.2d 745
    , 754 (Tex. App.—Fort Worth 1998, pet. denied) (“[T]he physician–patient relationship
    gives rise to a fiduciary relationship.”), the pleadings and record evidence here show that
    Herzog made the communications on which WPC’s lawsuit is based in Herzog’s capacity
    as a seller of her medical services, satisfying the second Castleman element.
    In light of the foregoing, 3 we conclude that WPC met its burden of showing that
    the commercial-speech exemption applies. The TCPA therefore does not apply to WPC’s
    3Herzog does not challenge that WPC established that she was primarily engaged in the business of selling
    medical services, i.e., the first Castleman element, or that the intended audience of her communications was
    her actual or potential customers for the kind of services she provides, i.e., the fourth Castleman element.
    Herzog v. Waco Primary Care, P.A.                                                                   Page 15
    lawsuit against Herzog. See Act of May 24, 2013, 83d Leg., R.S., ch. 1042, § 3, sec. 27.010(b)
    (amended 2019). Accordingly, the trial court did not err in denying Herzog’s TCPA
    motion to dismiss. Herzog’s first issue is overruled.
    Issue Two
    In her second issue, Herzog contends that the trial court erred in denying her
    objections to Trippe’s affidavit. However, having overruled Herzog’s first issue without
    reliance on Trippe’s affidavit, we need not reach Herzog’s second issue.
    Issue Three
    In her third issue, Herzog contends that the trial court erred in finding that the
    underlying lawsuit was not brought to deter or prevent her from exercising constitutional
    rights and was not brought for an improper purpose. For the reasons stated in Herzog’s
    first issue, we overrule Herzog’s third issue.
    Conclusion
    We affirm the trial court’s order denying Herzog’s TCPA motion to dismiss.
    MATT JOHNSON
    Justice
    Before Justice Johnson,
    Justice Smith, and
    Justice Wright 4
    Affirmed
    4The Honorable Jim R. Wright, Senior Chief Justice (Retired) of the Eleventh Court of Appeals, sitting by
    assignment of the Chief Justice of the Texas Supreme Court. See TEX. GOV'T CODE ANN. §§ 74.003, 75.002,
    75.003.
    Herzog v. Waco Primary Care, P.A.                                                                Page 16
    Opinion delivered and filed February 2, 2022
    [CV06]
    Herzog v. Waco Primary Care, P.A.              Page 17
    

Document Info

Docket Number: 10-18-00089-CV

Filed Date: 2/2/2022

Precedential Status: Precedential

Modified Date: 2/4/2022