Malcolm Barber and Leann Barber v. Leo C. Mercer, Jr., M.D. ( 2009 )


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  •                          COURT OF APPEALS
    SECOND DISTRICT OF TEXAS
    FORT WORTH
    NO. 2-08-079-CV
    MALCOLM BARBER AND                                                   APPELLANTS
    LEANN BARBER
    V.
    LEO C. MERCER, JR., M.D.                                                 APPELLEE
    ------------
    FROM THE 78TH DISTRICT COURT OF WICHITA COUNTY
    ------------
    OPINION
    ------------
    Appellants Malcolm and Leann Barber sued Leo C. Mercer, Jr., M.D.,
    appellee, and others for negligence in the treatment and care of Malcolm’s heart
    condition during a heart bypass procedure. Dr. Mercer was the general surgeon
    who assisted the lead surgeon by harvesting a saphenous vein from Malcolm’s
    leg. This case currently involves only Dr. Mercer. The Barbers challenge the
    trial court’s dismissal of their claim against Dr. Mercer for failure to comply with
    the expert report requirements of the civil practice and remedies code. We
    reverse and remand.
    Factual and Procedural Background
    The Barbers sued numerous defendants, including Dr. Mercer, for
    negligence in connection with the diagnosis and surgical treatment of Malcolm’s
    heart condition (an interlocutory appeal between the Barbers and several of the
    other defendants is currently pending in this court under cause number 2-07-
    353-CV).    Malcolm underwent a multi-vessel coronary artery bypass graft
    (CABG) procedure at United Regional Health Care System in Wichita Falls,
    Texas, in early 2004.    The surgery lasted over six hours, and afterwards,
    Malcolm suffered numbness, pain, and weakness in his left upper arm that led
    to a diagnosis of left ulnar nerve lesion and ulnar cubital syndrome. He required
    additional surgery and therapy and ultimately sued the physicians, nurse
    practitioners, and the hospital involved in his care for damages resulting from
    the padding and positioning of his arm. Dr. Mercer, a general surgeon, had
    assisted Mikko P. Tauriainen, M.D., a cardiovascular and thoracic surgeon, in
    performing the CABG procedure on Malcolm; Dr. Mercer was responsible for
    harvesting the left saphenous vein from Malcolm’s leg.
    In the Barbers’ original petition they alleged multiple basis of negligence
    including specifically that the various defendants negligently failed to timely,
    2
    properly, safely, or adequately supervise or care for Malcom’s condition during
    the CABG procedure and postoperatively, particularly relating to his “left upper
    extremity difficulties.” Furthermore, the Barbers alleged that several of the
    defendant doctors failed to adequately train or supervise others who were
    assisting in Malcom’s procedure.
    After they filed suit, the Barbers timely filed their expert reports. Dr.
    Mercer objected to the Barbers’ first expert report dated August 5, 2006 on the
    grounds that their expert, Jeffrey Alan Wagner, M.D., M.B.A., a board certified
    anesthesiologist, was not qualified to provide the report and that Dr. Wagner
    failed to provide a fair summary of his opinions in accordance with section
    74.351(r)(6) of the civil practice and remedies code. Tex. Civ. Prac. & Rem.
    Code Ann. § 74.351(r)(6) (Vernon Supp. 2009). After a hearing on the issue
    in July 2007, the trial court specifically overruled Dr. Mercer’s objections to Dr.
    Wagner’s qualifications to opine, but it sustained his objections as to the
    report’s failure to provide a fair summary of the applicable standard of care,
    breach of that standard as to each defendant, and causation under section
    74.351.
    On September 25, 2007, the trial court entered an order giving the
    Barbers thirty days to correct the defects in their first expert report as to Dr.
    3
    Mercer.1 The order stated, “[O]bjections to the Expert Report of Jeffery Alan
    Wagner, M.D. are hereby OVERRULED to the extent that such Objections
    challenge Dr. Wagner’s qualifications to opine as an expert, pursuant to
    Sections 74.401 and 74.402 . . . .”          However, the trial court denied the
    Barbers’ oral request to supplement with a new expert as to defendants Mercer,
    Robert Lee Moss, M.D., United Regional Health Care System, Inc., and Shellie
    Barnett-Wright, PA-C. The Barbers immediately filed a more extensive report
    by Dr. Wagner, particularly expanded as to standard of care, breach, and
    causation as to each named defendant since the trial court had denied Dr.
    Mercer’s objections to Dr. Wagner’s qualifications.
    After the Barbers filed their amended report through their same expert,
    Dr. Wagner, Dr. Mercer filed a second motion to dismiss, which the trial court
    granted on the sole ground that the expert was not qualified “to opine as an
    expert against Dr. Mercer.” 2 In all other respects, the trial court determined
    that the expert’s amended report, dated September 28, 2007, “satisfies the
    1
    … The trial court dismissed some of the named defendants due to the
    insufficiency of the report, but the Barbers were given an opportunity to amend
    their report as to Dr. Mercer and some of the other defendants.
    2
    … Although it was the same expert supplying the amended report whom
    the trial court had previously found qualified, this time the trial court ruled that
    the expert was not qualified to render the report and limited its ruling to Dr.
    Wagner’s lack of qualifications alone.
    4
    requirements of section 74.351 . . . as to Dr. Mercer, and all other objections
    by Dr. Mercer are overruled.” The trial court then granted Dr. Mercer’s motion
    to dismiss him with prejudice. The Barbers appealed. See Tex. Civ. Prac. &
    Rem. Code Ann. § 51.014(a)(10) (Vernon 2008).
    Issue on Appeal
    In the Barbers’ sole issue on appeal, they contend that the trial court
    abused its discretion in granting Dr. Mercer’s second motion to dismiss on the
    basis that Dr. Wagner was not a qualifying “expert” sufficient to give an opinion
    on whether Dr. Mercer departed from accepted medical care under the civil
    practice and remedies code.        Dr. Wagner’s complete amended report is
    attached to this opinion as appendix “A.”
    Standard of Review
    Although the Barbers ask us to reevaluate the standard of review for
    expert report challenges, Texas courts and our supreme court, in particular,
    agree that review of a trial court’s decision on a motion to dismiss under
    section 74.351 is subject to an abuse of discretion standard. See, e.g., Am.
    Transitional Care Ctrs. of Tex., Inc. v. Palacios, 
    46 S.W.3d 873
    , 875 (Tex.
    2001) (applying abuse of discretion standard to predecessor statute); Craig v.
    Dearbonne, 
    259 S.W.3d 308
    , 310 (Tex. App.—Beaumont 2008, no pet.); San
    Jacinto   Methodist   Hosp.   v.   Bennett,   
    256 S.W.3d 806
    ,   811   (Tex.
    5
    App.—Houston [14th Dist.] 2008, no pet.); Lal v. Harris Methodist Fort Worth,
    
    230 S.W.3d 468
    , 471 (Tex. App.—Fort Worth 2007, no pet.).                  We have
    previously declined the opportunity to apply a de novo standard of review to
    this issue and therefore decline the Barbers’ invitation now.               Ctr. for
    Neurological Disorders, P.A. v. George, 
    261 S.W.3d 285
    , 291 (Tex. App.—Fort
    Worth 2008, pet. denied). Furthermore, a trial court’s decision on whether a
    physician is qualified to offer an expert opinion in a health care liability claim is
    reviewed under an abuse of discretion standard.              See Mem’l Hermann
    Healthcare Sys. v. Burrell, 
    230 S.W.3d 755
    , 757 (Tex. App.—Houston [14th
    Dist.] 2007, no pet.).
    To determine whether a trial court abused its discretion, we must decide
    whether the trial court acted without reference to any guiding rules or
    principles; in other words, we must decide whether the act was arbitrary or
    unreasonable. Downer v. Aquamarine Operators, Inc., 
    701 S.W.2d 238
    , 241–
    42 (Tex. 1985), cert. denied, 
    476 U.S. 1159
    (1986). Merely because a trial
    court may decide a matter within its discretion in a different manner than an
    appellate court would in a similar circumstance does not demonstrate that an
    abuse of discretion has occurred. 
    Id. at 242.
    A trial court does not abuse its
    discretion if it commits a mere error in judgment. See E.I. du Pont de Nemours
    & Co. v. Robinson, 
    923 S.W.2d 549
    , 558 (Tex. 1995).
    6
    Applicable Law
    In a health care liability claim, a claimant must serve on each defendant
    an expert report that addresses standard of care, liability, and causation no later
    than the 120th day after the claim is filed. Tex. Civ. Prac. & Rem. Code Ann.
    § 74.351(a), (j). If an expert report has not been served on a defendant within
    the 120-day period, then on the motion of the affected defendant, the trial
    court must dismiss the claim with prejudice and award the defendant
    reasonable attorney’s fees and costs. 
    Id. § 74.351(b).
    A report “has not been
    served” under the statute when it has been physically served but it is found
    deficient by the trial court. Lewis v. Funderburk, 
    253 S.W.3d 204
    , 207–08
    (Tex. 2008). When no report has been served because the report that was
    served was found to be deficient, the trial court has discretion to grant one
    thirty-day extension to allow the claimant the opportunity to cure the
    deficiency. Tex. Civ. Prac. & Rem. Code Ann. § 74.351(c).
    A report is deficient (therefore subjecting a claim to dismissal) when it
    “does not represent an objective good faith effort to comply with the definition
    of an expert report” in the statute. 
    Id. § 74.351(l).
    While the expert report
    “need not marshal all the plaintiff’s proof,” 
    Palacios, 46 S.W.3d at 878
    , it must
    provide a fair summary of the expert’s opinions as to the “applicable standards
    of care, the manner in which the care rendered by the physician or health care
    7
    provider failed to meet the standards, and the causal relationship between that
    failure and the injury, harm, or damages claimed.” Tex. Civ. Prac. & Rem. Code
    Ann. § 74.351(r)(6).
    To qualify as a good faith effort, the report must “discuss the standard
    of care, breach, and causation with sufficient specificity to inform the
    defendant of the conduct the plaintiff has called into question and to provide
    a basis for the trial court to conclude that the claims have merit.” 
    Palacios, 46 S.W.3d at 875
    . A report does not fulfill this requirement if it merely states the
    expert’s conclusions or if it omits any of the statutory requirements. 
    Id. at 879.
    The information in the report “does not have to meet the same requirements as
    the evidence offered in a summary-judgment proceeding or at trial.” 
    Id. When reviewing
    the adequacy of a report, the only information relevant to the inquiry
    is the information contained within the four corners of the document alone. 
    Id. at 878;
    see Bowie Mem’l Hosp. v. Wright, 
    79 S.W.3d 48
    , 52 (Tex. 2002).
    This requirement precludes a court from filling gaps in a report by drawing
    inferences or guessing as to what the expert likely meant or intended. See
    Austin Heart, P.A. v. Webb, 
    228 S.W.3d 276
    , 279 (Tex. App.—Austin 2007,
    no pet.) (citing Bowie Mem’l 
    Hosp., 79 S.W.3d at 53
    ).
    An expert report concerning standards of care for physicians “authored
    by a person who is not qualified to testify . . . cannot constitute an adequate
    8
    report.” Moore v. Gatica, 
    269 S.W.3d 134
    , 140 (Tex. App.—Fort Worth 2008,
    pet. denied); In re Windisch, 
    138 S.W.3d 507
    , 511 (Tex. App.—Amarillo 2004,
    orig. proceeding); see Ehrlich v. Miles, 
    144 S.W.3d 620
    , 624–25 (Tex.
    App.—Fort Worth 2004, pet. denied). To be an “expert” on the departure from
    a physician’s standard of care (therefore qualifying the submission of an expert
    report), a person must be a physician who
    (1) is practicing medicine at the time such testimony is given or
    was practicing medicine at the time the claim arose;
    (2) has knowledge of accepted standards of medical care for the
    diagnosis, care, or treatment of the illness, injury, or condition
    involved in the claim; and
    (3) is qualified on the basis of training or experience to offer an
    expert opinion regarding those accepted standards of medical care.
    Tex. Civ. Prac. & Rem. Code Ann. § 74.351(r)(5)(A), § 74.401(a) (Vernon
    2005). In determining the third element of this standard, courts must consider
    whether the physician who completed the report (1) is board certified or has
    other substantial training or experience in an area of medical practice relevant
    to the claim, and (2) is actively practicing medicine in rendering medical care
    services relevant to the claim. 
    Id. § 74.401(c).
    In other words,
    there is no validity, if there ever was, to the notion that every
    licensed medical doctor should be automatically qualified to testify
    as an expert on every medical question. . . . [T]he proponent of
    the testimony has the burden to show that the expert possesses
    9
    special knowledge as to the very matter on which he proposes to
    give an opinion.
    
    Ehrlich, 144 S.W.3d at 625
    (quoting Broders v. Heise, 
    924 S.W.2d 148
    ,
    152–53 (Tex. 1996)).       For this reason, the offered report (along with the
    physician’s curriculum vitae (CV)) must generally demonstrate that the expert
    has “knowledge, skill, experience, training, or education regarding the specific
    issue before the court which would qualify the expert to give an opinion on that
    particular subject.” 
    Id. at 625
    (quoting Roberts v. Williamson, 
    111 S.W.3d 113
    , 121 (Tex. 2003)).
    However, “there are certain standards of medical care that apply to
    multiple schools of practice and any medical doctor.” See Blan v. Ali, 
    7 S.W.3d 741
    , 746 (Tex. App.—Houston [14th Dist.] 1999, no pet.).           Therefore, a
    physician “who is not of the same school of medicine [as the defendant] . . . is
    competent to testify if he has practical knowledge of what is usually and
    customarily done by a practitioner under circumstances similar to those
    confronting the defendant.” 
    Ehrlich, 144 S.W.3d at 625
    ; see also Marling v.
    Maillard, 
    826 S.W.2d 735
    , 740 (Tex. App.—Houston [14th Dist.] 1992, no
    writ).
    10
    Analysis
    Whether Law of the Case Applies
    After the next hearing on the adequacy of Dr. Wagner’s amended report,
    this time the trial court determined that Dr. Wagner, a board certified
    anesthesiologist, was not qualified to give an opinion on Dr. Mercer’s care but
    that all of Dr. Mercer’s other objections to Dr. Wagner’s report were overruled
    and that in all other respects the report had met the requirements of a section
    74.351 expert report. Tex. Civ. Prac. & Rem. Code Ann. § 74.351. Because
    the only basis for the trial court’s dismissal of the Barbers’ claim against Dr.
    Mercer was based on its new determination that Dr. Wagner “fails to meet the
    qualifications to opine as an expert against Dr. Mercer,” we too will focus on
    this ground.
    Importantly, the trial court’s initial order regarding Dr. Wagner’s first
    report as to Dr. Mercer specifically overruled the defense objections to Dr.
    Wagner’s qualifications to opine regarding Dr. Mercer’s alleged negligence.
    Therefore, we must first decide the impact, if any, of the trial court’s prior
    ruling that actually approved Dr. Wagner’s qualifications and found his report
    lacking only on standard of care, breach, and causation.
    Generally, once an issue has been litigated, that issue may not be
    relitigated. See generally Nat’l Union Fire Ins. Co. of Pittsburgh, Pa. v. John
    11
    Zink Co., 
    972 S.W.2d 839
    , 845–46 (Tex. App.—Corpus Christi 1998, pet.
    denied). And, in this particular case, Dr. Mercer filed an interlocutory appeal to
    this court challenging the trial court’s denial of his objections to Dr. Wagner’s
    qualifications and its alleged denial of his motion to dismiss based upon Dr.
    Wagner’s qualifications. This court dismissed that appeal in a memorandum
    opinion for lack of jurisdiction to consider an interlocutory appeal of a trial
    court’s failure to rule on a dismissal motion based on the inadequacy of an
    expert report and its grant of an extension of time to cure.       See Barber v.
    Barber, No. 02-07-00353-CV, 
    2007 WL 4461411
    , at *1 (Tex. App.—Fort
    Worth Dec. 20, 2007, no pet.) (mem. op.). In doing so, we noted that the trial
    court had not ruled on Dr. Mercer’s first motion to dismiss. 
    Id. Dr. Mercer
    had
    tried to appeal “only the denial of his objections and motion to dismiss based
    on [Dr. Wagner’s] lack of qualifications to opine against Dr. Mercer.” 
    Id. At the
    hearing on the sufficiency of the amended report, the Barbers
    argued that Dr. Mercer had waived his current right to challenge the expert
    report because this, in essence, gave him two attempts to appeal. The unique
    posture of this case, however, is that our court dismissed the first interlocutory
    appeal for want of jurisdiction. Thus, there really has been no review of the
    trial court’s initial overruling of Dr. Mercer’s objection to Dr. Wagner’s
    qualifications while at the same time sustaining Dr. Mercer’s objections to the
    12
    report for failure to adequately set forth the standards of care, breach, and
    causation. In other words, the Barbers modified their first report to address the
    defects specifically enumerated by the trial court—those that went to the
    adequacy of the report regarding standard of care, breach, and causation—as
    opposed to the qualifications of their expert. They made virtually no changes
    to the initial report regarding Dr. Wagner’s qualifications because the trial court
    had already overruled Dr. Mercer’s objections to Dr. Wagner’s qualifications.
    However, the law of the case doctrine is limited to questions of law determined
    by a court of last resort.    See generally City of Houston v. Jackson, 
    192 S.W.3d 764
    , 769 (Tex. 2006); Briscoe v. Goodmark Corp., 
    102 S.W.3d 714
    ,
    716 (Tex. 2003); Truck Ins. Exch. v. Robertson, 
    89 S.W.3d 261
    , 264 (Tex.
    App.—Fort Worth 2002, no pet.). Thus, we will consider Dr. Wagner’s
    qualifications to opine in this appeal.3
    3
    … We note some disparity with this determination: if the trial court had
    originally determined that Dr. Wagner was both unqualified to opine and that
    the report was inadequate, the Barbers likely would have modified their
    explanations of their expert’s qualifications. Now, however, they have
    apparently used up their one-time extension, and the trial court has totally
    changed its mind regarding their expert’s qualifications. Thus, the Barbers have
    been denied an opportunity to amend this aspect of their report even once. See
    Tex. Civ. Prac. & Rem. Code Ann. § 74.351(c).
    13
    Qualifications to Opine
    “[A] physician ‘who is not of the same school of medicine [as the
    defendant] is competent to testify if he has practical knowledge of what is
    usually and customarily done by a practitioner under circumstances similar to
    those confronting the defendant.’” 
    Gatica, 269 S.W.3d at 141
    (citing 
    Ehrlich, 144 S.W.3d at 625
    ). In other words, such a physician may not be practicing
    in the “exact same field as the defendant physician, but instead must . . . be
    actively practicing medicine in rendering medical care services relevant to the
    claim.” Kelly v. Rendon, 
    255 S.W.3d 665
    , 674 (Tex. App.—Houston [14th
    Dist.] 2008, no pet.). According to the Texas Rules of Evidence, which also
    provide guidance, we may look to “whether the offering party has established
    that the expert has knowledge, skill, experience, training, or education regarding
    the specific issue before the court.” Gelman v. Cuellar, 
    268 S.W.3d 123
    , 128
    (Tex. App.—Corpus Christi 2008, pet. denied) (citing Tex. R. Evid. 702;
    
    Roberts, 111 S.W.3d at 121
    ). Furthermore, the court must ensure that the
    experts have expertise concerning the actual subject about which they offer
    opinions.   Reed v. Granbury Hosp. Corp., 
    117 S.W.3d 404
    , 410 (Tex.
    App.—Fort Worth 2003, no pet.).
    Dr. Mercer’s specific objections to Dr. Wagner’s qualifications as set forth
    in his amended report and CV are based upon the allegation that Dr. Wagner is
    14
    unqualified to testify on the particular subject matter as required by sections
    74.401(a) and 74.403(a) of the civil practice and remedies code. See Tex. Civ.
    Prac. & Rem. Code Ann. §§ 74.401(a), 74.403(a) (Vernon 2005).
    In the trial court, Dr. Mercer objected to the fact that Dr. Wagner is an
    anesthesiologist as opposed to a general surgeon—as is Dr. Mercer—and simply
    stated that because Dr. Wagner is an anesthesiologist whereas Dr. Mercer is a
    board certified general surgeon and the case involved a surgical procedure, the
    Barbers failed to establish Dr. Wagner’s qualifications with regard to the care
    provided by Dr. Mercer.     Merely referencing paragraphs in Dr. Wagner’s
    amended report however, without providing some analysis as to why they are
    insufficient, is not enough. See Tex. R. App. P. 33.1(a)(1)(A) (requiring party
    to object with sufficient specificity to make trial court aware of particular
    complaint); Maris v. Hendricks, 
    262 S.W.3d 379
    , 384–85 (Tex. App.—Fort
    Worth 2008, pet. denied) (holding that objections to adequacy of timely filed
    report are subject to preservation rules); see also 
    Gatica, 269 S.W.3d at 141
    (reiterating that physician of another specialty may be competent to testify
    about standard of care if he or she has knowledge of what is usually and
    customarily done by a practitioner under similar circumstances). Dr. Mercer did,
    however, continue with his objections, which he also raises on appeal.
    15
    Dr. Mercer challenges Dr. Wagner’s CV, which admittedly does not show
    that he is a general surgeon but a board certified anesthesiologist, a fact already
    established. Dr. Mercer instead complains that Dr. Wagner’s CV fails to show
    how Dr. Wagner has gained any “knowledge, training, or experience that would
    qualify him to opine on the standard of care of a general surgeon harvesting a
    vein.” While it is true that Dr. Wagner’s CV might not reveal such information
    when read in isolation, we are allowed, if not instructed, to consider the four
    corners of the report along with the CV when evaluating the expert’s
    qualifications to opine on a particular subject. 
    Palacios, 46 S.W.3d at 878
    ;
    Hansen v. Starr, 
    123 S.W.3d 13
    , 20 (Tex. App.—Dallas 2003, pet. denied).
    Because we do not view Dr. Wagner’s CV in isolation, this objection alone is
    an insufficient basis for the trial court’s determination on Dr. Wagner’s
    qualifications.
    While Dr. Mercer then acknowledges that Dr. Wagner’s amended report
    shows that he has “administered and managed medical anesthesia care and
    treatment to over 10,000 patients undergoing surgeries in a supine position,
    and . . . between 300 and 400 patients undergoing cardiac surgery,” Dr.
    Mercer contends this experience is insufficient because it “does not establish
    how he could legitimately be qualified by training or experience to opine as to
    the scope of Dr. Mercer’s duties and responsibilities as a general surgeon
    16
    harvesting a vein, or what Dr. Mercer should have known as a general surgeon
    harvesting a vein.”   However, excerpts from Dr. Wagner’s amended report
    show otherwise.     For example, in paragraph six, Dr. Wagner states, “I am
    familiar and experienced in . . . proper patient positioning to prevent peripheral
    neuropathies in the upper . . . extremities of patients . . . including cardiac
    surgical procedures.” Dr. Wagner additionally says in paragraph seven,
    I have substantial personal knowledge and experience in the
    medical diagnosis, care, and treatment of adult patients undergoing
    general anesthesia for cardiac surgical procedures, and I am familiar
    with the management of such procedures, including the positioning
    and padding of the patient and the patient’s extremities in the
    prevention of perioperative peripheral neuropathies under
    circumstances like or similar to Malcolm Barber[‘s]. . . . I am
    familiar with the management of such procedures, including the
    positioning and padding of the patient. . . .          My medical
    management of adult patients undergoing general anesthesia for
    cardiac surgical procedures, and familiarity with the management
    of such procedures, including the positioning and padding of the
    patient . . . has included approximately 300 to 400 patients.
    And in paragraph eight, Dr. Wagner further states,
    I also have substantial knowledge of the causal relationship
    between an anesthesiologist’s [and] general and traumatic
    surgeon’s . . . failures to meet the reasonable, prudent and
    accepted standards of medical [and] health . . . care and
    supervision in the diagnosis, care and treatment of patients
    undergoing general anesthesia for cardiac surgical procedures, . . .
    including the positioning and padding of the patient and the
    patient’s extremities in the prevention of perioperative peripheral
    neuropathies under circumstances like or similar to Malcolm
    Barber[‘s] as of 2004. . . . Furthermore, I have substantial
    knowledge of the effectiveness or potential effectiveness of such
    17
    standards of medical [and] health . . . care for . . . general and
    traumatic surgeons . . . in the diagnosis, care, and treatment of
    patients undergoing general anesthesia for cardiac surgical
    procedures in the positioning and padding of surgical patients’
    extremities, and I am familiar with the management of the
    positioning and padding of the patient . . . .
    And, finally in paragraph nine, Dr. Wagner says,
    I have substantial knowledge of reasonable, prudent, and
    accepted standards of medical, health, nursing, and physician’s
    assistant care applicable to anesthesiologists, [and] general and
    traumatic surgeons, . . . for the care and positioning and padding
    of the patient and the patient’s extremities . . . . My knowledge of
    such standards of medical, nursing and physician’s assistant care
    is based upon my above-described education, training and
    experience, my familiarity with the applicable medical literature, my
    familiarity with the applicable standards of medical and health care
    . . . that were applicable to all general and traumatic surgeons . . . .
    [Emphasis added.]
    There is a repeating theme to Dr. Wagner’s qualifications; he continually
    ties his education and training not only to his knowledge of anesthesia care
    during a cardiac procedure, but also to the medical and health standards of care
    for general surgeons like Dr. Mercer, who perform cardiac procedures that
    involve positioning and padding of a patient. He clearly identifies that he has
    acquired training and experience in studying, learning, and observing the
    appropriate standards for general surgeons with regard to their obligations for
    the positioning and padding of their medical patients. See Tex. Civ. Prac. &
    Rem. Code Ann. § 74.401(a)(3).
    18
    In this case, it is also important to note that the alleged medical
    negligence does not relate to a particular failure regarding the cardiac or general
    surgeons’ performance of the actual operating techniques. Here, the alleged
    breach relates specifically to the padding and positioning of the patient and his
    extremities during the procedure. The padding and positioning of a patient
    during surgery is common to surgeries generally, and Dr. Wagner quite clearly
    and repeatedly makes clear that he has knowledge, training, and experience
    regarding the medical and surgical management duties of the general surgeon
    during surgical procedures.4
    For all the foregoing reasons, we believe that the trial court’s initial ruling
    denying Dr. Mercer’s objections to Dr. Wagner’s qualifications was correct. We
    therefore conclude that the Barbers’ expert, Dr. Wagner, is qualified to render
    an opinion under section 74.401(a) and (c), as well as section 74.403, as to a
    general surgeon’s duty regarding the proper positioning and padding of a
    cardiac surgical patient.   Tex. Civ. Prac. & Rem. Code §§ 74.401(a), (c),
    74.403(a).    We therefore also determine that the trial court abused its
    4
    … Although Dr. Mercer notes allegations against him that go beyond the
    positioning and padding of the extremities in a surgical procedure and requests
    that we affirm the dismissal as to those allegations, it is quite clear that the
    Barbers’ complaints regarding Dr. Mercer in the appeal relate only to his failure
    to manage the positioning and padding of a patient’s extremities as shown by
    their concession in their reply brief.
    19
    discretion in sustaining Dr. Mercer’s objections to the qualifications of the
    Barbers’ expert upon the filing of their amended report.     We sustain the
    Barbers’ sole issue and reverse and remand this case to the trial court for
    further proceedings.
    TERRIE LIVINGSTON
    JUSTICE
    PANEL: CAYCE, C.J.; LIVINGSTON and MEIER, JJ.
    CAYCE, C.J. concurs without opinion.
    DELIVERED: October 15, 2009
    20