Harlingen Medical Center, Limited Partnership v. Rosa Andrade, as Next Friend of M. H. A., a Minor Child ( 2015 )


Menu:
  •                                                                                                   ACCEPTED
    13-15-00119-CV
    FILED                                                               THIRTEENTH COURT OF APPEALS
    CORPUS CHRISTI, TEXAS
    IN THE 13TH COURT OF APPEALS                                                             8/14/2015 6:10:54 PM
    CORPUS CHRISTI - EDINBURG                                                            CECILE FOY GSANGER
    CLERK
    081415
    NO. 13-14-00700-CV                                     RECEIVED
    IN THE 13TH COURT OF APPEALS
    CECILE FOY GSANGER, CLERK           CONSOLIDATED WITH                              CORPUS CHRISTI - EDINBURG
    BY mquilantan
    NO. 13-15-00119-CV                                     8/14/2015
    CECILE FOY GSANGER, CLERK
    BY scarranza
    IN THE THIRTEENTH COURT OF APPEALS
    CORPUS CHRISTI-EDINBURG, TEXAS
    HARLINGEN MEDICAL CENTER, LIMITED PARTNERSHIP,
    Appellant,
    v.
    ROSA ANDRADE, AS NEXT FRIEND OF
    MARY HELEN ANDRADE, A MINOR CHILD, ET. AL.
    Appellees.
    On Appeal from the 404th Judicial District Court, Cameron County, Texas
    Trial Court Cause No. 2014-DCL-1353-G
    APPELLEES’ RESPONSE BRIEF
    F. Leighton Durham, III              Laura E. Gutierrez Tamez
    State Bar No. 24012569               State Bar No. 00793869
    ldurham@texasappeals.com             lrtamez@herreralaw.com
    Kirk L. Pittard                      Jorge A. Herrera
    State Bar No. 24010313               State Bar No. 24044242
    kpittard@texasappeals.com            jherrera@herreralaw.com
    Morgan A. McPheeters                 THE HERRERA LAW FIRM, INC.
    State Bar No. 24081279               111 Soledad Street, Suite I 900
    mmcpheeters@texasappeals.com         San Antonio, Texas 78205
    KELLY, DURHAM & PITTARD, LLP         (210) 224-1054 (Telephone)
    PO Box 224626                        (210) 228-0887 (Facsimile)
    Dallas, TX 75222
    (214) 946-8000 (Telephone)
    (214) 946-8433 (Facsimile)
    ORAL ARGUMENT REQUESTED*
    IDENTITY OF PARTIES AND COUNSEL
    As required by Texas Rule of Appellate Procedure 38.1(a), Appellant
    correctly identifies appellate counsel, trial counsel and all parties to this
    appeal. In addition to those identified by Appellant, Appellees identify the
    following appellate counsel.
    Appellate Counsel for Appellees:          F. Leighton Durham, III
    Kirk L. Pittard
    Morgan A. McPheeters
    KELLY, DURHAM & PITTARD, LLP
    PO Box 224626
    Dallas, TX 75222
    ii
    TABLE OF CONTENTS
    PAGE
    IDENTITY OF PARTIES AND COUNSEL ....................................................................... ii
    TABLE OF AUTHORITIES ......................................................................................... viii
    STATEMENT OF THE RECORD .....................................................................................2
    STATEMENT REGARDING ORAL ARGUMENT ............................................................ 2
    RESTATEMENT OF ISSUE PRESENTED ......................................................................... 4
    STATEMENT OF FACTS................................................................................................5
    A.       Mr. Andrade presents at Harlingen Medical Center
    with severe chest pain........................................................................ 5
    B.       Mr. Andrade is diagnosed with a Type 1 (Stanford
    Type A) ascending aortic dissection, an emergent
    condition ..............................................................................................5
    C.       Dr. Lopez orders that Mr. Andrade be transferred to
    another hospital, but Harlingen Medical Center fails
    to carry out that order ........................................................................ 7
    D.       Dr. Hilmy performs an inpatient cardiology
    consultation and orders that Mr. Andrade be
    transferred for emergent surgery..................................................... 8
    E.       Harlingen Medical Center’s second attempt to
    transfer Andrade is unsuccessful ..................................................... 8
    iii
    TABLE OF CONTENTS (CONT’D)
    PAGE
    F.      Despite Andrade’s emergent condition, Harlingen
    Medical Center’s case management practitioners
    wait almost another full day to attempt another
    transfer .................................................................................................9
    G.      Unable to transfer Mr. Andrade to a facility that
    could provide him the emergent care he needed, Mr.
    Andrade dies at Harlingen Medical Center on
    December 22, 2011 ............................................................................10
    H.      Mr. Andrade’s family files suit and Harlingen
    Medical Center challenges their expert reports ...........................10
    I.      The Andrades submit another expert report in
    compliance with the trial court’s order, and
    Harlingen Medical Center challenges it too .................................12
    SUMMARY OF THE ARGUMENT ................................................................................12
    ARGUMENT AND AUTHORITIES ...............................................................................14
    I.      The applicable standard of review is abuse of discretion ....................14
    II.     Initial expert reports need only satisfy minimal
    requirements under Chapter 74................................................................15
    III.    The trial court properly denied Harlingen Medical
    Center’s motions to dismiss because Plaintiffs’ expert
    reports meet the minimum requirements of § 74.351 ...........................18
    iv
    TABLE OF CONTENTS (CONT’D)
    PAGE
    A.   Plaintiffs’ reports satisfactorily detailed the relevant
    standard of care required of Harlingen Medical
    Center .................................................................................................19
    B.   Plaintiffs’ reports establish the manner in which
    Harlingen Medical Center breached the relevant
    standard of care ................................................................................21
    i.       Case management failed to effectuate the
    transfer order by failing to obtain a physician-
    to-physician call and by failing to provide all
    relevant information to potential transfer
    facilities. (2 CR 364) ................................................................22
    ii.      Case management failed to continually work
    locate an accepting facility to care for Mr.
    Andrade starting on December 19, and failed
    to look statewide for an accepting facility. (2
    CR 364-65)................................................................................25
    iii.     Case management failed to follow the chain of
    command and escalate the inability to secure
    an accepting facility. (2 CR 366) ...........................................26
    iv.      Case management failed to keep the
    physicians up to date on the inability to secure
    acceptance for transfer. (2 CR 366-67) .................................27
    C.   Plaintiffs’ expert reports causally link Harlingen
    Medical Center’s breach of the standard of care to
    Mr. Andrade’s death ........................................................................28
    v
    TABLE OF CONTENTS (CONT’D)
    PAGE
    i.       Dr. Adams and Dr. DeBehnke sufficiently
    established causation .............................................................31
    ii.      Harlingen Medical Center incorrectly argues
    that Plaintiffs must conclusively establish
    causation ..................................................................................34
    1.       Chapter 74 does not require Plaintiffs to
    conclusively establish causation ................................35
    2.       Chapter 74 does not require Plaintiffs to
    respond to or negate Harlingen Medical
    Center’s potential defenses ........................................36
    3.       Case law cited by Harlingen Medical
    Center does not support its claim that
    Plaintiffs must prove that a specific
    hospital would have accepted Mr.
    Andrade.........................................................................41
    IV.   The Court need not address Harlingen Medical Center’s
    argument that it cannot be blamed for Dr. Lopez’ decision
    not to perform Mr. Andrade’s surgery....................................................48
    V.    If the Court finds that Plaintiffs’ initial reports are
    insufficient regarding causation, Plaintiffs are entitled to a
    30-day extension to cure that deficiency .................................................50
    VI.   Conclusion ...................................................................................................53
    vi
    TABLE OF CONTENTS (CONT’D)
    PAGE
    CERTIFICATE OF COMPLIANCE ................................................................................56
    CERTIFICATE OF SERVICE .........................................................................................56
    vii
    TABLE OF AUTHORITIES
    CASES                                                                                                 PAGE
    Abilene Reg’l Med. Ctr. v. Allen,
    
    387 S.W.3d 914
    (Tex. App.—Eastland 2012, pet. denied) ............................30
    Am. Transitional Care Ctrs. v. Palacios,
    
    46 S.W.3d 873
    (Tex. 2001) ................................. 14, 16, 17, 18, 19, 21, 28, 34, 35
    Baylor Med. Ctr. at Waxahachie, Baylor Health Care Sys. v. Wallace,
    
    278 S.W.3d 552
    (Tex. App.—Dallas 2009, no pet.) ........................................41
    Bowie Memorial Hosp. v. Wright,
    
    79 S.W.3d 48
    (Tex. 2002) ........................................................... 15, 17, 29, 35, 38
    Certified EMS, Inc. v. Potts,
    
    392 S.W.3d 625
    (Tex. 2013) ........................................... 13, 16, 18, 21, 34, 49, 53
    Costello v. Christus Santa Rosa Health Care Corp.,
    
    141 S.W.3d 245
    (Tex. App.—San Antonio 2004, no pet.) .............................29
    Dillard v. Tex. Elec. Co-op.,
    
    157 S.W.3d 429
    (Tex. 2005) ................................................................................40
    Downer v. Aquamarine Operators, Inc.,
    
    701 S.W.2d 238
    (Tex. 1985) ................................................................................15
    Estorque v. Schafer,
    
    302 S.W.3d 19
    (Tex. App.—Fort Worth 2009, no pet.) ........................... 42, 43
    Fortner v. Hosp. of the Sw., LLP,
    
    399 S.W.3d 373
    (Tex. App.—Dallas 2013, no pet.) ........................... 30, 38, 
    41 Gray v
    . CHCA Bayshore L.P.,
    
    189 S.W.3d 855
    (Tex. App.—Houston [1st Dist.] 2006, no pet.) ..................40
    viii
    TABLE OF AUTHORITIES (CONT’D)
    CASES (CONT’D)                                                                                          PAGE
    Hutchinson v. Montemayor,
    
    144 S.W.3d 614
    (Tex. App.—San Antonio 2004, no pet.) ................ 16, 29, 35
    IHS Acquisition No. 140, Inc. v. Travis,
    No. 13-07-481-CV, 
    2008 WL 1822780
      (Tex. App.—Corpus Christi Apr. 24, 2008, pet. denied) ..............................16
    In re Stacy K. Boone,
    
    223 S.W.3d 398
    (Tex. App.—Amarillo 2006, orig. proceeding) ..................40
    Jelinek v. Casas,
    
    328 S.W.3d 526
    (Tex. 2010) ................................................................................29
    Jernigan v. Langley,
    
    195 S.W.3d 91
    (Tex. 2006) ..................................................................................17
    Jones v. King,
    
    255 S.W.3d 156
    (Tex. App.—San Antonio 2008, pet. denied)......... 42, 44, 45
    Leland v. Brandal,
    
    257 S.W.3d 204
    (Tex. 2008) ................................................................................52
    Lenger v. Physician’s Gen. Hosp., Inc.,
    
    455 S.W.2d 703
    (Tex. 1970) ......................................................................... 29, 35
    Lewis v. Funderburk,
    
    253 S.W.3d 204
    (Tex. 2008) ................................................................................17
    Loaisiga v. Cerda,
    
    379 S.W.3d 248
    (Tex. 2012) ................................................................................18
    ix
    TABLE OF AUTHORITIES (CONT’D)
    CASES (CONT’D)                                                                                         PAGE
    Otero v. Leon,
    
    319 S.W.3d 195
     (Tex. App.—Corpus Christi 2010, pet. denied) .......................... 15, 18, 19, 54
    Patterson v. Ortiz,
    
    412 S.W.3d 833
    (Tex. App.—Dallas 2013, no pet.) ................................. 29, 35
    Renaissance Surgical Ctrs.-S. Tex., L.L.P. v. Jimenez,
    No. 13-07-121-CV, 
    2008 WL 3971096
     (Tex. App.—Corpus Christi Aug. 28, 2008, no pet.) .....................................52
    Sanchez v. Martin,
    
    378 S.W.3d 581
    (Tex. App.—Dallas 2012, no pet.) ........................................17
    Schrapps v. Lam Pham,
    No. 09-12-00080-CV, 
    2012 WL 4017768
      (Tex. App.—Beaumont Sept. 13, 2012, pet. denied) ........................ 38, 42, 47
    Tenet Hosp. Ltd. v. Love,
    
    347 S.W.3d 743
    (Tex. App.—El Paso 2011, no pet.).......................... 42, 45, 46
    Thota v. Young,
    
    366 S.W.3d 678
    (Tex. 2012) ................................................................................39
    Walker v. Gutierrez,
    
    111 S.W.3d 56
    (Tex. 2003) ..................................................................................15
    Whitfield v. Henson,
    
    385 S.W.3d 708
    (Tex. App.—Dallas 2012, no pet) .........................................41
    x
    TABLE OF AUTHORITIES (CONT’D)
    STATUTES                                                                                      PAGE
    Tex. Civ. Prac. & Rem. Code § 74.351 ............................................. 30, 34, 49, 
    53 Tex. Civ
    . Prac. & Rem. Code § 74.351(b) ...........................................................16
    Tex. Civ. Prac. & Rem. Code § 74.351(c) ..................................................... 17, 
    53 Tex. Civ
    . Prac. & Rem. Code § 74.351(i).............................................................30
    Tex. Civ. Prac. & Rem. Code § 74.351(l)...................................................... 17, 
    18 Tex. Civ
    . Prac. & Rem. Code § 74.351(r)(6) .......................................... 16, 28, 36
    xi
    NO. 13-14-00700-CV
    CONSOLIDATED WITH
    NO. 13-15-00119-CV
    IN THE THIRTEENTH COURT OF APPEALS
    CORPUS CHRISTI-EDINBURG, TEXAS
    HARLINGEN MEDICAL CENTER, LIMITED PARTNERSHIP,
    Appellant,
    v.
    ROSA ANDRADE, AS NEXT FRIEND OF
    MARY HELEN ANDRADE, A MINOR CHILD, ET. AL.
    Appellees.
    On Appeal from the 404th Judicial District Court, Cameron County, Texas
    Trial Court Cause No. 2014-DCL-1353-G
    APPELLEES’ RESPONSE BRIEF
    1
    STATEMENT OF THE RECORD
    This is a consolidation of two appeals of orders denying Appellant’s
    motions to dismiss in the same case. The Clerk’s Record related to the first
    appeal (Cause No. 13-14-00700-CV) will be referenced as “1 CR [page].” The
    Clerk’s Record related to the second appeal (Cause No. 13-15-00119-CV) will
    be referenced as “2 CR [page].”
    Similarly, the Reporter’s Record from the first, October 30, 2014
    hearing on Harlingen Medical Center’s Motion to Dismiss for Insufficient
    Expert Reports (Cause No. 13-14-00700-CV) will be referenced as “1 RR
    [page].” The Reporter’s Record from the second, February 17, 2015 hearing
    on Harlingen Medical Center’s Second Motion to Dismiss for Insufficient
    Expert Reports (Cause No. 13-15-00119-CV) will be referenced as “2 RR
    [page].”
    STATEMENT REGARDING ORAL ARGUMENT
    Because the issues in this case are relatively simple and
    straightforward and the law is well established, Appellees do not believe
    that oral argument is necessary and that this Court can easily affirm the trial
    court’s ruling based on the briefs and record currently on file. However, if
    the Court grants Appellant’s request for oral argument, Appellees request
    2
    the opportunity to participate.
    3
    RESTATEMENT OF ISSUE PRESENTED
    In light of the underlying purpose and minimal requirements for
    expert reports under Chapter 74 of the Texas Civil Practice and Remedies
    Code, did the trial court act within its discretion when it denied Appellant
    Harlingen Medical Center’s motions to dismiss for insufficient reports,
    where the Andrades’ expert reports adequately detailed the causal links
    between Harlingen Medical Center’s breaches of the applicable standard of
    care and Mr. Andrade’s death?
    4
    STATEMENT OF FACTS
    A.    Mr. Andrade presents at Harlingen Medical Center with severe chest
    pain.
    On December 18, 2011, George Andrade arrived at Harlingen Medical
    Center’s emergency room at approximately 3:30 pm, complaining of severe
    chest pain. (1 CR 228). The attending physician evaluated Andrade and
    ordered laboratory studies, a chest x-ray, and ordered a CT angiogram of
    Andrade’s chest and abdomen to rule out aortic dissection. 
    Id. At 5:45
    pm, a
    second emergency room physician, Dr. Syed Ali, assumed care for Andrade
    and recommended admission to the hospital under the care of Dr. Nataraj
    Desai. 
    Id. Thirty minutes
    later, Dr. Desai ordered Andrade’s admission to
    the hospital, receipt of Lovenox, and a consult by Dr. David Yardley, a
    cardiologist. 
    Id. B. Mr.
    Andrade is diagnosed with a Type 1 (Stanford Type A)
    ascending aortic dissection, an emergent condition.
    The CT angiogram ordered while Andrade was in the emergency
    room revealed an aortic dissection, exactly what the doctors hoped to rule
    out. (1 CR 229). At 8:08 pm a second CT angiogram was performed, which
    confirmed the aortic dissection, but further indicated an “aortic dissection
    most consistent with a Type 1 or Stanford A dissection involving the
    5
    ascending aorta.” 
    Id. The finding
    of a Type 1 (Stanford Type A) ascending aortic dissection
    is significant because it is a surgical emergency due to the high incidence of
    rupture or pericardial tamponade, resulting in immediate death. (1 CR 228).
    The standard of care for this type of tear in the wall of the aorta requires
    emergent surgical repair to prevent rupture and death. 
    Id. A Type
    1
    dissection, if not treated urgently or emergently by surgical repair, is
    “universally fatal.” (1 CR 231).
    Dr. Yardley saw Andrade at 9:45 pm and confirmed that Andrade
    suffered from an ascending abdominal aortic dissection. (1 CR 229). Dr.
    Desai was also alerted of the results from the CT angiogram. 
    Id. Dr. Yardley
    recommended that Andrade be admitted to the CCU and indicated that Dr.
    Shereef Hilmy would assume care the following day to perform an invasive
    angiography with possible covered graft stenting. 
    Id. A third
    CT angiogram was performed the following morning,
    December 19, on the orders of Dr. Hilmy. (1 CR 229). The radiologist
    documented that the image revealed an aortic dissection extending from the
    root of the aorta through the ascending and descending aorta to the left
    common iliac artery. 
    Id. 6 C.
       Dr. Lopez orders that Mr. Andrade be transferred to another
    hospital, but Harlingen Medical Center fails to carry out that order.
    At 1:30 pm on December 19, vascular surgeon, Dr. Ruben Lopez
    recommended that Andrade be transferred because of the ascending aortic
    dissection. Dr. Lopez recommended he be transferred to Houston. 
    Id. Dr. Desai
    called in an order of transfer. 1 
    Id. However, there
    was no
    documentation of an appropriate consultation by Dr. Lopez, documentation
    by any physician identifying the reason for transfer, or documentation of
    communication with the patient concerning the need for transfer. 
    Id. Dr. Lopez
    signed a certification for transfer, but otherwise left the form
    completely blank. 
    Id. Harlingen Medical
    Center’s case management department initiated
    transfer efforts to Memorial Hermann Hospital in Houston at 3:15 pm on
    December 19, which immediately rejected the transfer for “financial
    reasons.” 
    Id. No further
    orders to transfer Andrade to another facility were
    attempted that day. 
    Id. 1That morning
    at 11:15 am, Dr. Desai completed a history and physical on Mr. Andrade,
    but incorrectly noted a finding of descending aortic dissection. 
    Id. Dr. Desai
    mistakenly
    believed that the condition could be treated with cardiovascular surgery to place an
    endovascular graft. 
    Id. However, Mr.
    Andrade was actually suffering from an ascending
    aortic dissection, which can only be treated through emergency surgery to repair the
    aortic root and to plicate the dissected aorta with a graft. 
    Id. 7 D.
       Dr. Hilmy performs an inpatient cardiology consultation and orders
    that Mr. Andrade be transferred for emergent surgery.
    The next morning, two days after Mr. Andrade first presented at
    Harlingen Medical Center, Dr. Hilmy performed an “inpatient” cardiology
    consultation, again diagnosed Andrade with an ascending aortic dissection,
    and acknowledged that Andrade was not a candidate for endovascular graft.
    (1 CR 230). Like Dr. Lopez the day before, Dr. Hilmy recommended transfer
    to a higher level of care at a facility such as Methodist Hospital, Memorial
    Hermann, or Texas Heart Institute. 
    Id. At 9:00
    am, Dr. Desai noted Dr.
    Hilmy’s diagnosis of an ascending aortic root dissection, Type 1, and at 10:45
    am, ordered that Andrade be transferred to a higher level of care for
    emergency CT surgery. 
    Id. E. Harlingen
    Medical Center’s second attempt to transfer Andrade is
    unsuccessful.
    At 1:00 pm on December 20, a second attempt to transfer Andrade to
    Memorial Hermann was unsuccessful. (1 CR 230). According to the case
    management notes, Andrade’s transfer was refused by Memorial Hermann
    based on its mistaken belief that the “case is urgent and not emergent or else
    it would have been done yesterday.” 
    Id. There is
    no documentation that any
    physician called Memorial Herman Hospital to correct this error and, again,
    8
    the transfer certificate was blank. 
    Id. The case
    management nurse, Nurse Torres, contacted a second
    hospital, University of Texas Medical Branch Galveston, for transfer, but that
    hospital had no capacity. 
    Id. Case management
    then attempted to contact
    Methodist Hospital in San Antonio. 
    Id. The transfer
    coordinator for
    Methodist Hospital in San Antonio requested a physician-to-physician call
    but was unable to reach Dr. Desai after six attempts. 
    Id. Finally, the
    cardiothoracic surgeon in San Antonio reached Dr. Desai, but declined to
    accept Andrade. 
    Id. University Hospital
    in San Antonio also declined the
    patient, but the reason for doing so is not known. 
    Id. No further
    attempts at
    transfer were made on December 20, and no one on Harlingen Medical
    Center’s case management team attempted to initiate any calls by the
    physicians. 
    Id. F. Despite
    Andrade’s emergent condition, Harlingen Medical Center’s
    case management practitioners wait almost another full day to
    attempt another transfer.
    The next attempt at transfer did not occur for more than 17 hours. (1
    CR 231). At 10:15 am on December 21, case management again requested
    transfer to Methodist Hospital in San Antonio. 
    Id. At 1:30
    pm, the request
    was again declined. 
    Id. Later that
    afternoon, case management made another
    9
    attempt to facilitate a transfer to Memorial Hermann in Houston, but
    Memorial Hermann again declined the transfer. 
    Id. G. Unable
    to transfer Mr. Andrade to a facility that could provide him
    the emergent care he needed, Mr. Andrade dies at Harlingen
    Medical Center on December 22, 2011.
    Harlingen Medical Center made no further efforts to transfer Andrade.
    (1 CR 231). Predictably, on the morning of December 22, and 14 hours after
    Harlingen Medical Center last attempted a transfer, Mr. Andrade
    experienced a free rupture into his pericardium and died. 
    Id. He was
    47 years
    old. See (1 CR 228; 1 RR 55:7-11).
    H.    Mr. Andrade’s family files suit and Harlingen Medical Center
    challenges their expert reports.
    On March 3, 2014, Mr. Andrade’s surviving family members (Plaintiffs
    or Appellees) filed wrongful death and survival claims against Harlingen
    Medical Center, Dr. Yardley, Dr. Desai, Dr. Hilmy, and Dr. Lopez. (1 CR 6-
    23). As required by § 74.351 of the Texas Civil Practice and Remedies Code,
    Plaintiffs timely presented the defendants with initial expert reports from
    Dr. C. Warren Adams, Dr. Dan DeBehnke, and Mr. Ralph E. Cross. See (1 CR
    227-98).
    Harlingen Medical Center filed a Motion to Dismiss for Insufficient
    10
    Expert Reports on July 18, 2014, claiming that the expert reports:
    (1) did not indicate that the experts were qualified to give expert
    opinions about the standard of care applicable to Harlingen
    Medical Center or its nurses or case managers and their
    breach of that standard;
    (2) were conclusory as to how Harlingen Medical Center or its
    agents violated the applicable standards of care; and
    (3) were conclusory and speculative regarding causation.
    (1 CR 104).2
    The trial court denied Harlingen Medical Center’s motion except for
    its objection to the qualifications of Plaintiffs’ experts to render an opinion
    concerning the standard of care applicable to Harlingen Medical Center, and
    granted the Andrades a 30-day extension to provide “a supplemental expert
    report from an expert qualified to render an opinion concerning the
    applicable standard of care for Harlingen Medical Center and whether that
    standard of care was breached.” (1 CR 300). Harlingen Medical Center filed
    a Notice of Appeal of that order. (1 CR 304-06).
    2Doctors Yardley, Desai, Hilmy, and Lopez also filed Objections to Plaintiffs’ Expert
    Reports. See (1 CR 186). The trial court denied the defendant doctors’ objections on
    November 12, 2014. (1 CR 299; 1 RR 75:4-76:11). Doctors Yardley, Hilmy, Lopez, and
    Desai did not appeal. (2 RR 24:21-25:5).
    11
    I.   The Andrades submit another expert report in compliance with the
    trial court’s order, and Harlingen Medical Center challenges it too.
    Consistent with the trial court’s order, Plaintiffs submitted a
    supplemental expert report of Mr. Gerald “Craig” Felty, a registered nurse
    and hospital administrator. (2 CR 359-68). Harlingen Medical Center filed a
    Second Motion to Dismiss on December 15, 2014. (2 CR 246-50). This time,
    Harlingen Medical Center did not question the expert’s qualifications or
    opinions regarding standard of care and breach. Rather, Harlingen Medical
    Center objected to Felty’s report because it included an allegedly improper
    and unsupported opinion on causation. (2 CR 246-50). Harlingen Medical
    Center argued that Felty was not qualified to provide an opinion on
    causation because he is not a physician. (2 CR 247-49). The trial court denied
    Harlingen Medical Center’s Second Motion, (2 CR 377), and Harlingen
    Medical Center filed a Notice of Appeal of that order on March 9, 2015, (2
    CR 378-80). This Court consolidated these two appeals on April 28, 2015.
    SUMMARY OF THE ARGUMENT
    The Texas Legislature’s primary objective in requiring initial expert
    reports under Chapter 74 of the Texas Civil Practice and Remedies Code was
    to “deter baseless claims, not block earnest ones,” and “to expeditiously
    12
    weed out claims that have no merit.” Certified EMS, Inc. v. Potts, 
    392 S.W.3d 625
    , 631 (Tex. 2013). The Andrades satisfied that requirement when they
    provided Harlingen Medical Center with four expert reports that
    collectively satisfy the requirements of Chapter 74.
    The report of Mr. Felty meticulously details Harlingen Medical
    Center’s failures to adhere to the relevant standards of care. Then, the reports
    of Doctors Adams and DeBehnke causally link Harlingen Medical Center’s
    breaches of the standards of care to Mr. Andrade’s death. These reports
    explain, in great detail and based on reasonable medical probability, that
    more likely than not Mr. Andrade would have been transferred to another
    facility to receive emergency treatment that would have saved his life.
    In doing so, the reports sufficiently link Harlingen Medical Center’s
    breaches of the standard of care directly to Mr. Andrade’s death. The reports
    substantiate the Andrades’ claims that Harlingen Medical Center’s case
    management team failed to follow the proper procedures required to
    transfer a patient with an emergent medical condition and, as a consequence,
    failed to ensure that Mr. Andrade received the emergent care his life-
    threatening condition necessitated.
    Harlingen Medical Center does not seriously dispute the sufficiency of
    13
    the reports. Instead, Harlingen Medical Center asks that this Court impose
    an additional requirement on the Andrades that the Legislature has not
    imposed. Harlingen Medical Center seeks to require that the Andrades also
    conclusively establish that, had Harlingen Medical Center done what it was
    supposed to and not breached the standard of care, another hospital would
    have taken Mr. Andrade. However, neither the case law nor the statute
    impose such an obligation.
    The Andrades’ reports, which unmistakably addressed standard of
    care, breach, and causation, were sufficient to meet the minimal and
    preliminary requirements of Chapter 74. Therefore, the trial court acted
    within its discretion and in accord with the purpose of Chapter 74 when it
    denied Harlingen Medical Center’s motions to dismiss. This Court should
    affirm.
    ARGUMENT AND AUTHORITIES
    I.    The applicable standard of review is abuse of discretion.
    A trial court’s ruling concerning an expert report under Chapter 74 of
    the Texas Civil Practice and Remedies Code is reviewable for an abuse of
    discretion. See Am. Transitional Care Ctrs. v. Palacios, 
    46 S.W.3d 873
    , 877 (Tex.
    2001); Otero v. Leon, 
    319 S.W.3d 195
    , 199 (Tex. App.—Corpus Christi 2010,
    14
    pet. denied). Harlingen Medical Center’s brief largely ignores this standard
    of review, perhaps because the standard necessary to reverse a trial court’s
    ruling on a motion to dismiss under Chapter 74 is so high.
    Indeed, a trial court abuses its discretion only if “it acts in an arbitrary
    or unreasonable manner without reference to any guiding rules or
    principles,” and an appellate court may not substitute its own judgment for
    the trial court’s judgment. Walker v. Gutierrez, 
    111 S.W.3d 56
    , 62 (Tex. 2003).
    Accordingly, “[t]he mere fact that a trial judge may decide a matter within
    his discretionary authority in a different manner than an appellate judge in
    a similar circumstance does not demonstrate that an abuse of discretion has
    occurred.” Downer v. Aquamarine Operators, Inc., 
    701 S.W.2d 238
    , 242 (Tex.
    1985). This Court must, therefore, determine “whether the trial court acted
    unreasonably and without reference to guiding principles” when it denied
    Harlingen Medical Center’s motions to dismiss. Bowie Memorial Hosp. v.
    Wright, 
    79 S.W.3d 48
    , 52 (Tex. 2002).
    II.   Initial expert reports need only satisfy minimal requirements under
    Chapter 74.
    Plaintiffs in health care liability cases are required to provide each
    defendant an initial expert report with attached curriculum vitae “not later
    15
    than the 120th day after the date each defendant’s original answer is filed.”
    Tex. Civ. Prac. & Rem. Code § 74.351(b). An “expert report” is:
    [A] written report by an expert that provides a fair summary of
    the expert’s opinions as of the date of the report regarding
    applicable standards of care, the manner in which the care
    rendered by the physician or health care 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 § 74.351(r)(6) (emphasis added). The Texas
    Supreme Court explains that a “‘fair summary’ is something less than a full
    statement of the applicable standard of care and how it was breached.”3
    
    Palacios, 46 S.W.3d at 880
    (internal quotations omitted). Rather, a “fair
    summary” must simply set out what care was expected but not given. 
    Id. A valid
    expert report has three elements: (1) it must fairly summarize
    the applicable standard of care; (2) it must explain how the health care
    provider failed to meet that standard; and (3) it must establish the causal
    relationship between the failure and harm alleged. Certified EMS, Inc. v. Potts,
    3As this Court has noted, the Texas Supreme Court’s interpretation of “fair summary” in
    Palacios “implies that there is some level of ambiguity—something less than an absolutely
    full description—that is left to the independent analysis of the trial court.” IHS Acquisition
    No. 140, Inc. v. Travis, No. 13-07-481-CV, 
    2008 WL 1822780
    , at *9 (Tex. App.—Corpus
    Christi Apr. 24, 2008, pet. denied) (mem. op.); see also Hutchinson v. Montemayor, 
    144 S.W.3d 614
    , 617-18 (Tex. App.—San Antonio 2004, no pet.) (A “‘fair summary’ is
    something less than all of the evidence necessary to establish causation at trial.”).
    16
    
    392 S.W.3d 625
    , 630 (Tex. 2013). The expert must explain the basis of his
    statements to link his conclusions to the facts. 
    Wright, 79 S.W.3d at 52
    .
    However, the expert report need not “marshal every bit of the
    plaintiff’s evidence.” Jernigan v. Langley, 
    195 S.W.3d 91
    , 93 (Tex. 2006). Nor
    must the plaintiff “present evidence in the report as if it were actually
    litigating the merits.” 
    Palacios, 46 S.W.3d at 879
    (The report does not need to
    meet the same requirements as the evidence offered in a summary judgment
    proceeding or at trial.). Instead, plaintiffs must simply make “an objective
    good faith effort to comply” with the Chapter 74 expert report requirements.
    Tex. Civ. Prac. & Rem. Code § 74.351(l). 4
    The statute’s primary objective is to “deter baseless claims, not block
    earnest ones,” and “to expeditiously weed out claims that have no merit.”
    4Additionally, Chapter 74 provides a built-in protection for plaintiffs if their initial expert
    report is deficient. A trial court may grant a plaintiff a 30-day extension to cure a defective
    report as long as the defective report (1) is timely, (2) contains the opinion of an individual
    with expertise that the claim has merit, and (3) implicates the defendant’s conduct.
    
    Scoresby, 346 S.W.3d at 557
    ; Sanchez v. Martin, 
    378 S.W.3d 581
    , 595-96 (Tex. App.—Dallas
    2012, no pet.); see Tex. Civ. Prac. & Rem. Code § 74.351(c). A deficient report may be cured
    by amending the report or by serving a new report from a separate expert that cures the
    deficiencies in the previously filed report. See Lewis v. Funderburk, 
    253 S.W.3d 204
    , 208
    (Tex. 2008).
    17
    Potts, 
    392 S.W.3d 625
    , 631 (Tex. 2013). 5 Thus, if a plaintiff timely files an
    expert report and a defendant objects to the report on the grounds that the
    report is inadequate, the trial court may dismiss “only if it appears to the
    court, after hearing, that the report does not represent an objective good faith
    effort to comply with the definition of an expert report . . . .” Tex. Civ. Prac.
    & Rem. Code § 74.351(l) (emphasis added). To constitute a “good faith
    effort,” the report must (1) put the defendant on notice of the specific
    conduct complained of, and (2) provide the trial court a basis on which to
    conclude the claims have merit. 
    Otero, 319 S.W.3d at 199
    (citing 
    Palacios, 46 S.W.3d at 879
    ).
    III.   The trial court properly denied Harlingen Medical Center’s motions
    to dismiss because Plaintiffs’ expert reports meet the minimum
    requirements of § 74.351.
    Plaintiffs’ expert reports collectively constituted an “objective good
    faith effort” to comply with Chapter 74. See Tex. Civ. Prac. & Rem. Code §
    74.351(l). Plaintiffs’ experts are qualified to opine on the standard of care,
    breach, and causation applicable to Harlingen Medical Center.6 Mr. Felty
    5 See also Loaisiga v. Cerda, 
    379 S.W.3d 248
    , 264 (Tex. 2012) (Hecht, J., concurring in part
    and dissenting in part) (“An expert report . . . is a low threshold a person claiming against
    a health care provider must cross merely to show that [her] claim is not frivolous.”).
    6 In its first motion to dismiss, Harlingen Medical Center objected to the qualifications of
    Plaintiffs’ initial experts—Dr. Adams, Dr. DeBehnke, and Mr. Cross—arguing that,
    18
    established the standard of care and Harlingen Medical Center’s breaches of
    that standard, and Doctors Adams and DeBehnke established causation.
    Collectively, the reports (1) put Harlingen Medical Center on notice of the
    specific conduct complained of, and (2) provided the trial court a basis on
    which to conclude that the claims have merit. See 
    Otero, 319 S.W.3d at 199
    ;
    
    Palacios, 46 S.W.3d at 879
    . Therefore, this Court should affirm the trial court’s
    denial of the motions to dismiss, because Plaintiffs’ collective reports were
    sufficient under Chapter 74.
    A.     Plaintiffs’ reports satisfactorily detailed the relevant standard
    of care required of Harlingen Medical Center.
    According to Mr. Felty’s report, once a transfer order is placed, the
    standard of care for the nurse case managers, nursing supervisors, and
    nursing staff of Harlingen Medical Center includes the following
    because these experts were not nurses or case managers, they were not qualified to opine
    on the standard of care applicable to nurses or case managers. (1 CR 103-15). Harlingen
    Medical Center did not challenge Dr. Adams’ and Dr. DeBehnke’s qualifications
    regarding causation. The trial court sustained Harlingen Medical Center’s objection
    regarding qualifications for standard of care, so Plaintiffs supplemented their reports
    with a report from Mr. Felty. (1 CR 300; 2 CR 359-68). In its second motion to dismiss,
    Harlingen Medical Center challenged Mr. Felty’s report only on the ground that Mr. Felty
    was not qualified to opine on causation. (2 CR 247-49). Harlingen Medical Center did not
    challenge Mr. Felty’s qualifications or opinions regarding standard of care or breach.
    Accordingly, it is undisputed that Mr. Felty is qualified regarding standard of care and
    breach and Dr. Adams and Dr. DeBehnke are qualified regarding causation.
    19
    requirements:7
    (1)    Follow and carry out the physician transfer orders for an
    emergency condition on December 19, 20, 21, and 22
    without delay;
    (2)    Research and identify all patient resources and facilities by
    obtaining the hospital’s transfer agreements, contacting
    facilities ordered or finding those facilities capable of
    providing necessary care and treatment or engaging a
    transfer service;
    (3)    Ensure that a physician order of transfer of a patient with
    an emergency medical condition carries over between shift
    changes;
    (4)    Communicate fully with the receiving hospitals to convey
    critical information, including whether the transfer is
    emergent or urgent, the reason for the transfer, and the
    patient’s proper diagnosis;
    (5)    Obtain a certification of patient transfer from a physician,
    certifying that the benefits to the patient of the transfer
    outweigh the risks and indicating the correct diagnosis and
    information regarding the patient’s condition;
    (6)    Arrange for physician-to-physician calls to facilitate full
    communication about the patient’s emergency condition,
    diagnosis,   treatment,   stabilization,    and      avoid
    miscommunication;
    7Mr. Felty provided an opinion on the standard of care applicable to Harlingen Medical
    Center, which Harlingen Medical Center never challenged at the trial court and does not
    challenge here. Mr. Felty’s opinion on the relevant standard of care is briefly summarized
    here for context.
    20
    (7)    Invoke the chain of command when a physician’s order
    cannot be carried out or the patient’s needs are not being
    met;
    (8)    Obtain the patient’s informed consent for transfer; and
    (9)    Communicate with attending physicians regarding the
    inability to secure a transfer.
    See (2 CR 362-63). Accordingly, Mr. Felty’s report provided a “fair summary”
    of the standard of care that Harlingen Medical Center was expected to
    provide to Mr. Andrade, thus complying with the requirements of Chapter
    74. See 
    Palacios, 46 S.W.3d at 880
    ; 
    Potts, 392 S.W.3d at 630
    .
    B.     Plaintiffs’ reports establish the manner in which Harlingen
    Medical Center breached the relevant standard of care.
    Next, Mr. Felty provided a fair summary of the breaches of the
    standard of care by Harlingen Medical Center—i.e., what care was expected
    but not given to Mr. Andrade. 8 See 
    Palacios, 46 S.W.3d at 880
    . In his report,
    Mr. Felty detailed how the nursing care managers, nursing supervisors, and
    nursing staff, specifically Heather Smith, Debbie Mendoza, Terri Wood, and
    Maria Torres, breached the standard of care that was due to Andrade.
    Ultimately, Mr. Felty opined that case management failed to
    appropriately, and within the standard of care, carry out the physician
    8   Harlingen Medical Center does not challenge Mr. Felty’s report regarding breach either.
    21
    transfer order of an emergency condition on December 19, 20, 21, and 22. (2
    CR 364).
    i.     Case management failed to effectuate the transfer order
    by failing to obtain a physician-to-physician call and by
    failing to provide all relevant information to potential
    transfer facilities. (2 CR 364).
    Nurse Smith only contacted one facility on December 19 and failed to
    provide or obtain the appropriate patient data, including the proper
    diagnosis of an ascending or Type 1 aortic dissection requiring emergency
    surgery. (2 CR 364). There was no consult in the chart indicating the proper
    diagnosis and there is no record that Nurse Smith contacted any physician
    to obtain one. 
    Id. She also
    did not obtain a physician certification indicating
    whether Mr. Andrade was stable for transfer, whether he had an emergency
    condition, and why he was being transferred (i.e. whether he was being
    transferred merely due to being unfunded or because he needed a facility
    that could provide greater expertise). 
    Id. Mr. Felty
    said that it is crucial to a receiving hospital to have this
    information so it can evaluate whether a transfer is medically indicated or
    necessary and whether transfer is in the best interest of the patient. 
    Id. Failure by
    Nurse Smith to obtain the appropriate data to communicate to the
    22
    receiving hospital, such as a physician certification, led to an incorrect
    diagnosis of descending aortic dissection being included in Dr. Desai’s history
    and physical. 
    Id. Nurse Smith
    further failed to determine if Mr. Andrade’s condition
    was emergent or non-emergent to facilitate an appropriate transfer. 
    Id. Nurse Smith
    failed to coordinate physician-to-physician calls, which would have
    allowed for full communication between physicians and provided the
    patient with the best opportunity to transfer. 
    Id. Nurse Smith
    also did not
    communicate with any physician to seek alternative orders or assistance in
    finding an accepting physician or hospital. 
    Id. Such actions
    or inactions were
    breaches of the applicable standard of care for a nurse supervisor. 
    Id. Furthermore, Nurse
    Smith’s failure to communicate that Andrade had an
    emergent condition on December 19 was a breach of the standard of care. 
    Id. It was
    not until the following day, December 20, that Nurse Torres
    found a consult in Mr. Andrade’s chart that indicated the correct diagnosis
    of an ascending aortic dissection. 
    Id. Nurse Torres
    sent that information to
    Memorial Hospital, the same hospital that had denied Andrade the day
    before. 
    Id. Tellingly, however,
    the receiving physician at Memorial indicated
    23
    that Mr. Andrade’s case must not have been emergent, otherwise Harlingen
    Medical Center would have transferred him out “yesterday.” 
    Id. On December
    20, for the first time, Nurse Torres contacted a facility
    other than Memorial Hermann. 
    Id. There is
    no indication that Nurse Torres
    facilitated a physician-to-physician call to communicate that Mr. Andrade
    needed more than just an open bed. (2 CR 364-65). She also contacted
    Methodist Hospital, but she did not facilitate a physician call or even provide
    a physician phone number. (2 CR 365). This led to a delay in physician
    communication. 
    Id. Nurse Torres
    did not make any other calls to any other
    facilities and simply waited on Methodist to respond. 
    Id. Only after
    Methodist declined the transfer did Nurse Torres then contact University
    Hospital. 
    Id. However, again,
    she did not facilitate a physician-to-physician
    call, which led to a quick decline of transfer within 35 minutes. 
    Id. Nurse Torres
    ’s failure to facilitate a physician-to-physician call for a transfer was a
    breach in the standard of care. 
    Id. Nurse Torres
    notified Terri Wood, case
    manager, but then ceased all efforts to follow the transfer order on that day.
    
    Id. Mr. Felty
    ’s report states that Nurse Torres did not attempt another
    transfer until approximately 16 hours later at 10:30 on December 21. 
    Id. 24 However,
    this attempt was merely to the same hospital that had already
    declined Mr. Andrade the prior day. 
    Id. Two hours
    later, that hospital
    declined again. 
    Id. Nurse Torres
    did not contact an attending physician or
    invoke the chain of command to advise that she was unable to transfer
    Andrade, who was in need of emergency surgery. 
    Id. After a
    delay of almost
    three hours, instead of contacting a different facility, Nurse Torres contacted
    Memorial Hermann for a third time, which again declined Andrade within
    45 minutes. 
    Id. Nurse Torres
    made no further efforts to coordinate an
    emergent transfer of Mr. Andrade. 
    Id. Nurse Torres
    ’s failure to carry out the
    transfer order was, therefore, also a breach of the standard of care. 
    Id. ii. Case
    management failed to continually work to locate an
    accepting facility to care for Mr. Andrade starting on
    December 19, and failed to look statewide for an
    accepting facility. (2 CR 364-65).
    All transfer attempts were ceased each day by early evening. (2 CR
    365). Nurse Smith failed to provide a shift change report and handoff to the
    oncoming house supervisor in order to continue the transfer order efforts.
    
    Id. By failing
    to carry out the transfer order on December 19, Nurse Smith
    placed Mr. Andrade’s medical condition at risk for deterioration. 
    Id. By calling
    only one or two facilities repeatedly, when numerous facilities in
    25
    Houston, Dallas, San Antonio, Corpus Christi, Galveston, Austin, and Fort
    Worth would have been available, Nurse Smith ensured that Mr. Andrade’s
    healthcare needs would not be met. 
    Id. Neither Nurse
    Torres nor Nurse Wood continued efforts of transfer
    through shift change handoff reports or by contacting a physician for an
    alternate care plan or by contacting any other facility in Texas or the United
    States on December 20—despite knowing that Mr. Andrade needed
    emergency surgery. 
    Id. Nurse Torres
    and Nurse Wood breached the
    standard of care by such failures. 
    Id. Thus, during
    the almost 14 hours
    leading up to Mr. Andrade’s death, neither Nurse Torres nor anyone from
    Harlingen Medical Center documented any attempts to carry out the
    emergent order for Mr. Andrade’s transfer, depriving him of any chance of
    receiving the necessary surgical treatment. (2 CR 365-66).
    iii.     Case management failed to follow the chain of command
    and escalate the inability to secure an accepting facility.
    (2 CR 366).
    Nurse Smith did not seek assistance from any supervisor, physician,
    or administrator in order to attempt a transfer. (2 CR 366). This failure led to
    a delay in meeting Mr. Andrade’s medical needs. 
    Id. Although Nurse
    Torres
    advised a case manager regarding Andrade on December 20, she failed to
    26
    follow up to determine the next step or alternative and abandoned her
    efforts to follow the physician order. 
    Id. This failure
    by Nurse Torres led to
    a delay in Andrade’s medical care needs including emergency surgery,
    which is a breach of the standard of care. 
    Id. Nurse Wood
    and Nurse Mendoza also failed to carry out the physician
    emergency transfer order by failing to contact a supervisor, nurse
    administrator, chief nursing officer, or chief of staff to advise that a patient
    needing emergency surgery was not having his medical care needs met. 
    Id. Nurse Torres
    ’, Nurse Smith’s, Nurse Mendoza’s, and Nurse Woods’ failures
    to invoke the chain of command when a physician’s emergent order could
    not be carried out was a violation of the applicable standard of care. 
    Id. iv. Case
    management failed to keep the physicians up to
    date on the inability to secure acceptance for transfer. (2
    CR 366-67).
    Finally, Mr. Felty noted that case management breached the standard
    of care by failing to inform Mr. Andrade’s physicians of case management’s
    failures to locate a transfer facility. (2 CR 366-67). Nor did any of the nurses
    ever inform the physicians that they were going to stop working on the
    transfer order. 
    Id. Meanwhile, it
    appears that the physicians were under the
    impression that transfer efforts were ongoing, when in reality the nurses
    27
    were not properly carrying over the transfer orders from shift to shift. 
    Id. As demonstrated
    above, Harlingen Medical Center breached the
    standard of care by failing to follow the required steps to transfer Mr.
    Andrade, a patient with an emergent medical condition who Harlingen
    Medical Center’s physicians refused to operate on. Mr. Felty’s report
    meticulously detailed what care was expected, but not given to Mr.
    Andrade. This certainly constituted a “fair summary” and was sufficient
    under § 74.351. See 
    Palacios, 46 S.W.3d at 880
    .
    C.    Plaintiffs’ expert reports causally link Harlingen Medical
    Center’s breach of the standard of care to Mr. Andrade’s death.
    With the exception of a few related issues, Harlingen Medical Center’s
    appeal only challenges Dr. Adams’ and Dr. DeBehnke’s reports regarding
    causation. However, because Plaintiffs’ reports meet the minimum
    requirements for causation under Chapter 74, the trial court did not abuse
    its discretion in denying Harlingen Medical Center’s motions to dismiss.
    Section 74.351 requires experts to provide a “fair summary of the
    expert’s opinions” regarding “the causal relationship between [the failure to
    meet the applicable standards of care] and the injury, harm, or damages
    claimed.” Tex. Civ. Prac. & Rem. Code § 74.351(r)(6). Generally, “[a] causal
    28
    relationship is established by proof that the negligent act or omission
    constituted a substantial factor in bringing about the harm and absent the
    act or omissions, the harm would not have occurred.” 
    Cornejo, 446 S.W.3d at 123
    (citing Costello v. Christus Santa Rosa Health Care Corp., 
    141 S.W.3d 245
    ,
    249 (Tex. App.—San Antonio 2004, no pet.)). In other words, Plaintiffs “must
    present evidence ‘that it is more likely than not that the ultimate harm or
    condition resulted from such negligence.’” Patterson v. Ortiz, 
    412 S.W.3d 833
    ,
    836 (Tex. App.—Dallas 2013, no pet.) (quoting Jelinek v. Casas, 
    328 S.W.3d 526
    , 532-33 (Tex. 2010)) (emphasis added).
    While a plaintiff’s expert reports must establish a causal connection
    beyond mere conjecture or possibility, a “‘fair summary’ is something less
    than all of the evidence necessary to establish causation at trial.” 
    Hutchinson, 144 S.W.3d at 617-18
    (citing Lenger v. Physician’s Gen. Hosp., Inc., 
    455 S.W.2d 703
    , 706 (Tex. 1970); 
    Wright, 79 S.W.3d at 52
    ). Furthermore,
    [a]n expert report need not marshal all of the plaintiff’s proof
    necessary to establish causation at trial, and it need not anticipate
    or rebut all possible defensive theories that may ultimately be
    presented to the trial court. The expert must simply provide some
    basis that a defendant’s act or omission proximately caused injury.
    And the expert must explain the basis of his statements and link
    his conclusions to the facts.
    
    Cornejo, 446 S.W.3d at 123
    (emphasis added) (citing 
    Wright, 79 S.W.3d at 52
    -
    29
    53; Fortner v. Hosp. of the Sw., LLP, 
    399 S.W.3d 373
    , 383 (Tex. App.—Dallas
    2013, no pet.)).
    Plaintiffs provided reports from Dr. Adams and Dr. DeBehnke to
    demonstrate how Harlingen Medical Center’s negligence contributed to
    cause Mr. Andrade’s death. Harlingen Medical Center argues that Plaintiffs’
    reports were insufficient on causation because they “were impermissibly
    conclusory and speculative.” Appellant’s Br. at x, 11. However, Plaintiffs’
    expert reports collectively provide a “fair summary” of the causal
    connection between Harlingen Medical Center’s negligence and Mr.
    Andrade’s death and, therefore, fulfil the requirements of § 74.351. 9
    9 In a separate issue, Harlingen Medical Center also argues that Mr. Cross and Mr. Felty
    were disqualified from opining on causation because neither of them are physicians.
    Appellant’s Br. at 19-20. The Court should overrule this issue. First, neither Cross nor
    Felty needed to provide the causation opinion required by § 74.351 because causation
    was covered by Dr. Adams and Dr. DeBehnke, who are both qualified physicians. See
    Abilene Reg’l Med. Ctr. v. Allen, 
    387 S.W.3d 914
    , 918 (Tex. App.—Eastland 2012, pet.
    denied) (citing Tex. Civ. Prac. & Rem. Code § 74.351(i)) (“a plaintiff may serve multiple
    reports by separate experts regarding different defendants, different claims, and different
    issues, as long as the reports, read together, provide a fair summary of the standard of
    care, breach, and causation.”). Furthermore, Mr. Cross did not offer any opinion on
    causation. And while the last sentence of Mr. Felty’s report states, “If the nurses had
    complied with the standard of care, in reasonable probability, Andrade would have been
    placed and would have received the surgery he needed,” the trial court acted within its
    discretion to disregard that sentence and deny the Harlingen Medical Center’s Second
    Motion to Dismiss, because Plaintiffs’ collective reports otherwise satisfied the
    requirements of § 74.351. (2 CR 247-48, 367). Additionally, to the extent that Mr. Felty’s
    attempted causation opinion is merely an opinion relating to the administrative functions
    of Harlingen Medical Center and case management, rather than a medical diagnosis or
    medical cause of death, Mr. Felty is arguably qualified to offer such an opinion.
    30
    i.     Dr. Adams and Dr. DeBehnke sufficiently established
    causation.
    Dr. Adams and Dr. DeBehnke each linked the breaches of the standard
    of care committed by Harlingen Medical Center’s case management team to
    Mr. Andrade’s death. (1 CR 242-43, 265-66).
    In his report, Dr. Adams stated that Mr. Andrade’s dissection was
    treatable through emergency cardiovascular surgery and that Mr. Andrade’s
    aortic rupture ultimately occurred due to a lack of surgical intervention and
    timely care. (1 CR 243). Further, Dr. Adams specifically explained that
    patients with conditions and comorbidities like Mr. Andrade who receive
    immediate medical treatment with a beta blockade while undergoing
    preparation for cardiovascular surgery to repair a dissection have superior
    outcomes, and that Mr. Andrade’s dissection, in reasonable medical
    probability, would have likely been halted and repaired. (1 CR 242). Dr.
    Adams stated that delays in the necessary treatment for this type of disease
    process, however, can result in death. (1 CR 241). Similarly, Dr. DeBehnke
    stated that an ascending aortic dissection is a medical emergency and that
    the consequence for failing to immediately treat the condition is ultimately
    death. (1 CR 265). Time was of the essence and Harlingen Medical Center
    31
    and its staff failed to ensure an emergent transfer by not requiring a
    physician-to-physician call or a documented consult of Andrade’s condition.
    (1 CR 242). Dr. Adams further explained that transfer communication for
    this type of disease process should be physician-to-physician between the
    sending and receiving hospitals and should never be left solely to case
    management personnel. (1 CR 243).
    Dr. Adams then stated that “Harlingen Medical Center and its staff’s
    delay and failure to provide and arrange for providing immediate surgery
    within the capabilities of the hospital and medical staff, arranging for an
    emergent and proper transfer of Mr. Andrade to a tertiary center as ordered
    by physicians as outlined above and in a timely manner resulted in
    progression of the dissection, with the known complication of rupture and
    death.” (1 CR 242). The failures of the case management team to provide and
    arrange for an emergent and proper transfer as ordered by physicians
    resulted in the progression of Mr. Andrade’s aortic dissection and ultimate
    death. 
    Id. Basing his
    opinions on a reasonable medical probability, Dr.
    Adams ultimately opined:
    [I]f the case management staff had not breached the applicable
    standard of care on December 19th, 20th, 21st, and 22nd, Mr.
    Andrade’s condition would not have led to a subsequent
    32
    ruptured aorta and death. It is my further opinion that their
    negligence in delay of diagnosis and substandard care as
    outlined above was a proximate cause of his progressive
    deterioration, free aortic rupture and death.
    (1 CR 242).
    Dr. DeBehnke’s report echoed Dr. Adams’ report, stating that
    Harlingen Medical Center’s case management team denied Mr. Andrade the
    opportunity to receive emergency surgical treatment at another facility in a
    timely manner by failing to complete two separate transfer orders through
    the various breaches in the standard of care. (1 CR 265). The negligence of
    the case management team contributed to cause Mr. Andrade’s death
    because these acts and omissions in breach of the standard of care resulted
    in a complete failure of treatment for three days, at the end of which Mr.
    Andrade’s aorta ruptured and he died. 
    Id. Dr. DeBehnke
    stated that
    Harlingen Medical Center’s delays adversely affected Mr. Andrade’s
    condition and were a proximate cause of a downward clinical spiral in his
    condition, which resulted in his death. (1 CR 265-66).
    Therefore, Dr. Adams and Dr. DeBehnke provided a “fair summary”
    of the causal connection between Harlingen Medical Center’s breach of the
    standard of care in failing to transfer Mr. Andrade and Mr. Andrade’s death
    33
    due to lack of surgical intervention. See 
    Potts, 392 S.W.3d at 630
    ; 
    Palacios, 46 S.W.3d at 880
    . Collectively, their reports (1) inform Harlingen Medical
    Center of the specific conduct that Plaintiffs have called into question, and
    (2) provide a basis for the trial court to conclude that the claims have merit.
    
    Potts, 392 S.W.3d at 630
    . The requirements of § 74.351 are plainly met for at
    least one theory against Harlingen Medical Center. Accordingly, the trial
    court did not abuse its discretion in denying Harlingen Medical Center’s
    motions to dismiss. See 
    Potts, 392 S.W.3d at 631
    .
    ii.     Harlingen Medical Center incorrectly argues that
    Plaintiffs must conclusively establish causation.
    Harlingen Medical Center’s real problem with the Andrades’ expert
    reports is that they do not identify a specific hospital that would have
    accepted Mr. Andrade. See Appellant’s Br. at 11-12. According to Harlingen
    Medical Center, “Appellees’ case depends on an adequate hospital and a
    qualified surgeon being willing to accept Andrade as a patient despite his
    lack of financial resources.” 
    Id. at 12.
    Thus, according to Harlingen Medical
    Center, “[t]o prove causation, [Plaintiffs] must identify such a hospital with
    such a surgeon, and explain how compliance by HMC with the standard of
    care for transfers would have gotten Andrade into such a hospital.” 
    Id. at 8.
    34
    However, this argument is incorrect and improperly places a much higher
    burden on Plaintiffs than Chapter 74 requires.
    1.     Chapter 74 does not require                   Plaintiffs    to
    conclusively establish causation.
    Section 74.351 does not require Plaintiffs to conclusively establish
    causation, as Harlingen Medical Center’s argument suggests—nor do any of
    the cases cited in Harlingen Medical Center’s brief support this proposition.
    At this stage in litigation, the law does not require Plaintiffs to marshal all of
    their proof or to provide all of the evidence that would be necessary to
    establish causation at trial, so it certainly does not require Plaintiffs to
    conclusively establish causation. See 
    Lenger, 455 S.W.2d at 706
    ; 
    Wright, 79 S.W.3d at 52
    ; 
    Palacios, 46 S.W.3d at 879
    ; 
    Hutchinson, 144 S.W.3d at 617-18
    .
    Even at trial, plaintiffs only must present evidence that it is “more likely than
    not” that the ultimate harm resulted from the defendant’s negligence.10
    Here, Plaintiffs need only provide a “fair summary” of causation, and
    the reports of Drs. Adams and DeBehnke did just that. See Tex. Civ. Prac. &
    10See 
    Patterson, 412 S.W.3d at 836
    (“Causation is established in medical malpractice cases
    through evidence of a ‘reasonable medical probability’ or ‘reasonable probability’ that
    the injuries were caused by the defendant’s negligence; in other words, the plaintiff must
    present evidence that it is more likely than not that the ultimate harm or condition
    resulted from such negligence.”) (internal citations omitted).
    35
    Rem. Code § 74.351 (r)(6). Furthermore, Plaintiffs’ experts make clear that it
    was not merely Harlingen Medical Center’s failure to continually work to
    effectuate the transfer that led to Mr. Andrade’s death. Plaintiffs do not
    simply argue that if Harlingen Medical Center had called more facilities, Mr.
    Andrade would have lived. Rather, Plaintiffs’ experts also note that of the
    handful of other hospitals the case management team even bothered to
    contact, the information that the team was communicating about Mr.
    Andrade and his level of need for a transfer was incorrect and missing critical
    pieces. Thus, not only did case management only contact four hospitals and
    cease all transfer efforts at 4:00-6:00 pm each day, but even when they were
    trying to transfer Andrade, they failed to provide potential facilities with the
    right information in the proper format.
    Harlingen Medical Center argues that it could not find any place that
    would accept Mr. Andrade and that Plaintiffs’ claim must fail absent
    evidence of a specific hospital that would have taken him. However, while
    Plaintiffs’ experts do not identify a specific hospital by name, they state that
    had Harlingen Medical Center provided potential accepting facilities with
    the correct diagnosis, the correct information about Mr. Andrade’s
    condition, and the proper physician-to-physician communication, the other
    36
    facilities would have known that this was an emergency transfer situation—
    not a non-emergent situation or a situation where Harlingen Medical Center
    wanted to transfer Mr. Andrade out simply because he was unfunded.
    Plaintiffs’ experts say this was crucial information and would have made a
    difference.
    Additionally, had the case management team communicated with Mr.
    Andrade’s physicians regarding the difficulties they were encountering in
    transferring him, those physicians could have assisted in the search or
    further adjusted Mr. Andrade’s care plan. Instead, absent proper
    communication from the case management team, it appears that the
    physicians believed that a successful transfer was pending. Further, had the
    case management nurses instituted the chain of command when Mr.
    Andrade’s needs were not being met, other hospital administrators such as
    Harlingen Medical Center’s CEO, Chief of Medical Staff, or Chief of
    Cardiothoracic Surgery could have stepped in and assisted.
    In any event, Plaintiffs were not required to prove what specific
    hospital would have accepted Mr. Andrade, how he would have paid, or
    exactly how he would have gotten there. Rather, Plaintiffs were only
    required to provide Harlingen Medical Center and the trial court with some
    37
    basis that Harlingen Medical Center’s acts or omissions proximately caused
    Plaintiffs’ injuries, which they did. See 
    Cornejo, 446 S.W.3d at 123
    ; 
    Wright, 79 S.W.3d at 52
    -53; 
    Fortner, 399 S.W.3d at 383
    . As discovery is conducted, new
    information regarding the specific hospitals that would have been available
    to accept Mr. Andrade may be learned, however, the question here is
    whether Plaintiffs’ expert reports represent a “good faith effort to comply
    with the statutory requirements”—nothing more. See Schrapps v. Lam Pham,
    No. 09-12-00080-CV, 
    2012 WL 4017768
    , at *4 (Tex. App.—Beaumont Sept. 13,
    2012, pet. denied) (mem. op.) (“As discovery is conducted, new information
    regarding the perforation, and when it occurred, may be learned. The
    question at this stage is not one of summary judgment, but whether the
    report represents a good faith effort to comply with the statutory
    requirements.”).
    2.   Chapter 74 does not require Plaintiffs to respond to
    or negate Harlingen Medical Center’s potential
    defenses.
    By arguing that Plaintiffs can only survive a motion to dismiss for
    insufficient expert reports by proving that a specific hospital would have
    accepted Andrade, Harlingen Medical Center attempts to redefine Plaintiffs’
    burden under Chapter 74 to include an extra requirement of anticipating and
    38
    rebutting all possible defensive theories that may ultimately be presented to
    the trial court.
    Harlingen Medical Center’s argument focuses entirely on the
    availability (or unavailability) of third party hospitals and essentially boils
    down to this: even if Harlingen Medical Center had done everything
    required by the standard of care, Mr. Andrade probably still would have
    died because no hospital would have accepted him. In other words,
    Harlingen Medical Center blames Mr. Andrade’s death on the potential
    unavailability of a third party hospital willing to accept transfer. This is a
    new and independent cause argument. 11 The existence of a new and
    independent cause is an inferential rebuttal defense, which operates to rebut
    the element of proximate cause of a plaintiff’s case.12 Defendants raise an
    inferential rebuttal defense any time they “blame an occurrence on someone
    11 “A new and independent cause of an occurrence is the act or omission of a separate
    and independent agent, not reasonably foreseeable, that destroys the causal connection,
    if any, between the act or omission inquired about and the occurrence in question.”
    Columbia Rio Grande Healthcare, L.P. v. Hawley, 
    284 S.W.3d 851
    , 856 (Tex. 2009).
    12 See, e.g., Dillard v. Tex. Elec. Co-op., 
    157 S.W.3d 429
    , 430 (Tex. 2005) (“An inferential
    rebuttal defense operates to rebut an essential element of the plaintiff’s case by proof of
    other facts. For example, the defendants in this case contended at trial that the fatal auto
    accident in issue was not caused by their negligence, but rather by the presence of cattle
    on the roadway or by the conduct of the cattle’s owner who allowed them to be there.”);
    see also Thota v. Young, 
    366 S.W.3d 678
    , 692-93 (Tex. 2012).
    39
    or something other than themselves.” Dillard v. Tex. Elec. Co-op., 
    157 S.W.3d 429
    , 432 (Tex. 2005). But Chapter 74 does not require Plaintiffs to respond to
    or negate inferential rebuttal defenses in their expert reports.
    First, requiring a court to evaluate inferential rebuttal defenses during
    the preliminary expert report stage would violate the “four corners” rule. A
    trial court is required to evaluate a health care liability plaintiff’s expert
    reports based only on the “four corners” of the document. Gray v. CHCA
    Bayshore L.P., 
    189 S.W.3d 855
    , 859 (Tex. App.—Houston [1st Dist.] 2006, no
    pet.). If the trial court is able to determine the basis of the plaintiff’s
    complaint from the four corners of the report, it is adequate under Chapter
    74. See In re Stacy K. Boone, 
    223 S.W.3d 398
    , 406 (Tex. App.—Amarillo 2006,
    orig. proceeding) (Noting that “[w]hile [defendants] may disagree with [an
    expert’s] opinions,” a report that contains a fair summary of the expert’s
    opinions is sufficient under Chapter 74). Plaintiffs’ expert reports provide a
    fair summary of the experts’ opinions that had Harlingen Medical Center
    complied with the standard of care, more likely than not Mr. Andrade would
    have been transferred and would have received the emergency treatment
    necessary for him to survive.
    More importantly, Chapter 74 does not require health care liability
    40
    plaintiffs to “anticipate or rebut all possible defensive theories that may
    ultimately be presented to the trial court.” 
    Cornejo, 446 S.W.3d at 123
    ; see also
    
    Fortner, 399 S.W.3d at 383
    . Nor does it require plaintiffs to exclude all other
    possible causes of their injuries. See Baylor Med. Ctr. at Waxahachie, Baylor
    Health Care Sys. v. Wallace, 
    278 S.W.3d 552
    , 562 (Tex. App.—Dallas 2009, no
    pet.) (“Nothing in section 74.351 suggests the preliminary report is required
    to rule out every possible cause of the injury, harm, or damages claimed,
    especially given that section 74.351(s) limits discovery before a medical
    expert’s report is filed.”). Where an expert report provides a fair summary
    of the expert’s opinions, informs the defendant of the specific conduct the
    plaintiff questions, and provides a basis for the trial court to conclude that
    the plaintiff’s claims have merit, it is adequate, whether or not it addresses
    every causation issue that a defendant may raise in a challenge. See, e.g.,
    Whitfield v. Henson, 
    385 S.W.3d 708
    (Tex. App.—Dallas 2012, no pet).
    3.    Case law cited by Harlingen Medical Center does
    not support its claim that Plaintiffs must prove that
    a specific hospital would have accepted Mr.
    Andrade.
    Harlingen Medical Center cites several cases that it claims support the
    41
    argument that Plaintiffs’ experts were deficient. 13 However, each of those
    cases are distinguishable from the facts of this case—and none of them state
    specifically that in negligent failure to transfer cases a plaintiff must identify
    a specific hospital or doctor who would have accepted the plaintiff, or even
    remotely require the level of proof that Harlingen Medical Center demands
    here.
    Estorque v. Schafer is a failure to consult case. In Estorque, the expert
    stated that the treating physicians should have obtained a urological
    consultation, a gynecological consultation, and/or referrals in order to
    obtain definitive care and treatment of the patient’s ureteral obstruction and
    ovarian mass. 
    Estorque, 302 S.W.3d at 28
    . Then, without any further
    explanation, the expert concluded that the treating physicians’ “‘failure to
    practice according to acceptable standards, more likely than not and to a
    reasonable degree of medical probability, resulted in loss of function of [the
    patient]’s kidney’ and ‘resulted in needless pain and suffering to [the
    patient].’” 
    Id. The court
    held that the report was insufficient because it
    13See Appellant’s Br. at 16-19 (citing Estorque v. Schafer, 
    302 S.W.3d 19
    (Tex. App.—Fort
    Worth 2009, no pet.); Jones v. King, 
    255 S.W.3d 156
    (Tex. App.—San Antonio 2008, pet.
    denied); Tenet Hosp. Ltd. v. Love, 
    347 S.W.3d 743
    , 755 (Tex. App.—El Paso 2011, no pet.);
    and Schrapps v. Lam Pham, No. 09-12-00080-CV, 
    2012 WL 4017768
    ).
    42
    “leaves gaps by not explaining how or why the physicians’ failure to consult
    a urologist or gynecologist caused worsening or progression of [the
    patient]’s listed conditions.” 
    Id. Notably, however,
    the court did not state that the report was
    insufficient because it failed to name the specific doctors who could have
    and would have performed the necessary urological and gynecological
    consults. If Harlingen Medical Center is correct that the Andrades’ expert
    reports were required to identify a specific hospital that would have
    accepted Mr. Andrade, then that same rule would require a plaintiff in any
    failure to consult case like Estorque to conclusively establish that a particular
    specialist capable and willing to perform the necessary consult would have
    been available and able to get to the patient on that particular date. No Texas
    cases require such evidence from a health care liability plaintiff at the expert
    report stage—if ever.
    Rather, the Estorque court merely held that the report failed to explain
    fully how the physicians’ inaction caused the plaintiff’s injuries. 
    Id. at 29.
    However, Plaintiffs’ reports do not suffer from this defect here, since Doctors
    Adams and DeBehnke sufficiently explained how the case management
    team’s inaction caused Mr. Andrade’s death.
    43
    Doctors Adams and DeBehnke each identified the specific treatment
    for a Type 1 ascending aortic dissection that Mr. Andrade needed to avoid
    the known consequences of rupture and death.14 Since the physicians at
    Harlingen Medical Center were not going to provide that treatment,
    Andrade needed to be transferred. Harlingen Medical Center tried, but
    failed, and Mr. Felty’s report details the standard of care required of
    Harlingen Medical Center once a transfer order is placed and how the its
    staff woefully failed to comply with that standard.
    In Jones v. King, the expert report stated that a delay in diagnosing the
    plaintiff’s meningitis for 48 hours caused it to become much worse, resulting
    in increased pain and suffering of the plaintiff. 
    Jones, 255 S.W.3d at 159
    . The
    San Antonio Court of Appeals held that the report “wholly fails to explain
    how these alleged breaches caused the injuries alleged . . . .” 
    Id. The expert
    failed “to link any delay in diagnosis to any additional pain and suffering or
    exacerbation of the meningitis than what would have occurred in the face of
    an earlier diagnosis.” 
    Id. at 159-60.
    Essentially, the expert “[did] not attempt
    14 “Those patients, like Mr. Andrade and his comorbidities, who receive immediate
    medical treatment with beta blockade while undergoing timely preparation for
    cardiovascular surgical intervention have superior and better outcomes as this dissection
    in reasonable medical probability, will more likely than not, be halted and repaired.” (1
    CR 242).
    44
    to explain how these results would not have occurred if the diagnosis of
    meningitis had occurred 48 hours earlier,” nor did the expert offer any
    “medical explanation about whether earlier treatment would have been
    effective in shortening the duration of the meningitis, precluding additional
    pain and suffering, or preventing other alleged injuries and damages.” 
    Id. (emphasis added).
    Harlingen Medical Center attempts to liken the facts of Jones to this
    case, arguing that “[i]n our case, plaintiffs’ experts say Andrade needed a
    transfer and criticize HMC’s efforts to accomplish the transfer, but they do
    not say how better efforts would have resulted in a successful transfer.”
    Appellant’s Br. at 18. However, Plaintiffs’ experts do explain what better
    efforts were required, that more likely than not those efforts would have
    resulted in a successful transfer, and they provide a medical explanation that
    without transfer, Andrade was deprived of the emergency surgery that more
    likely than not would have saved him.
    Furthermore, Plaintiffs’ reports are nothing like the overbroad and
    conclusory report in Tenet Hospitals. There, “[t]he only specific breach that
    [the expert] mentioned in support of causation against the hospital claimed
    that if [the hospital] ‘had a pulmonologist or critical care specialist on call
    45
    and available to see and treat this patient or had transferred this patient
    before her condition worsened, [the patient] would more likely than not be
    alive today,’ . . . .” Tenet Hosp. 
    Ltd., 347 S.W.3d at 755
    . The court said that
    “such a broad statement does not set out specifically the causal relationship
    between the hospital’s conduct and [the patient]’s death. [The expert]
    provided no analysis of how [the hospital] should have made a physician
    available for a consult with other physicians, how either of those consults
    would have saved [the patient]’s life, or how the hospital could have
    effectuated the transfer separate and apart from Dr. Pallares.” 
    Id. In short,
    by
    opining, inter alia, that if the plaintiff had been transferred, “[she] would not
    have died, [the expert] simply expressed an inference without stating the
    underlying facts upon which that inference was based. Thus, the statement
    is conclusory. It is without any medical explanation about whether a consult
    or transfer would have resulted in care and treatment, or a different
    outcome.” 
    Id. Here, Plaintiffs’
    experts do not offer a bare assertion that “had
    Andrade been transferred, he would have lived” or “had Harlingen Medical
    Center tried harder he would have lived.” Rather, the reports collectively
    explained how the hospital should have gone about transferring Andrade,
    46
    and how its failure to follow those standards directly led to his death.
    Finally, Harlingen Medical Center argues that the expert report in
    Schrapps v. Pham “demonstrates what a sufficient expert report in a transfer
    case looks like.” Appellant’s Br. at 18. Harlingen Medical Center says that
    Schrapps has the crucial link that is missing in our case: the expert in Schrapps
    identified a specific hospital that would accept the transfer. 
    Id. (citing Schrapps,
    2012 WL 4017768
    , at *6-7). However, Harlingen Medical Center
    fails to explain that the facts in Schrapps are distinguishable from the facts
    here. Namely, Schrapps is a case where, unlike here, the plaintiff was
    successfully transferred to an accepting hospital, but the transfer was simply
    too late and the patient died anyway. Schrapps, 
    2012 WL 4017768
    , at *1. Thus,
    in Schrapps there was no issue as to whether any hospital would have
    accepted the plaintiff because a hospital ultimately did. Here, Mr. Andrade
    died before Harlingen Medical Center could transfer him anywhere.
    Harlingen Medical Center knew he needed to be transferred, but failed to do
    what it needed to do to transfer him.
    Plaintiffs’ experts provided a “fair summary” of the causal links
    between the Hospital’s breaches of the relevant standards of care and Mr.
    Andrade’s death. The experts provided opinions on the causes of Mr.
    47
    Andrade’s death and sufficiently linked their conclusions to the facts.
    Accordingly, the trial court did not abuse its discretion in denying Harlingen
    Medical Center’s motions to dismiss.
    IV.   The Court need not address Harlingen Medical Center’s argument
    that it cannot be blamed for Dr. Lopez’ decision not to perform Mr.
    Andrade’s surgery.
    In its last issue, but again without ever arguing that the trial court
    abused its discretion, Harlingen Medical Center argues that it cannot be
    blamed for Dr. Lopez’s decision not to perform surgery on Mr. Andrade. See
    Appellant’s Br. at xi, 20. According to Harlingen Medical Center, Plaintiffs’
    experts “suggest HMC was negligent for not seeing to it that surgery was
    performed on Andrade at HMC.” 
    Id. at 20.
    Harlingen Medical Center claims
    that Plaintiffs’ experts failed to show (1) how the standard of care could
    require Harlingen Medical Center to provide surgery, when physicians at
    private hospitals in Texas are independent contractors and not under the
    control of the hospital; and (2) that Harlingen Medical Center and its doctors
    were capable of providing the surgery Andrade needed. 
    Id. at 20-22.
    The
    Court should overrule this issue.
    First, this Court need not address this issue. Plaintiffs provided expert
    reports that demonstrate at least one viable theory against Harlingen
    48
    Medical Center, which fully satisfies the requirements of § 74.351. In Certified
    EMS, Inc. v. Potts, the Texas Supreme Court held that “[i]f a health care
    liability claim contains at least one viable theory, as evidenced by an expert
    report meeting the statutory requirements, the claim cannot be frivolous.”
    
    Potts, 392 S.W.3d at 631
    . Once a health care liability claimant clears this “first
    hurdle,” she has a “right to have the entire case move forward.” 
    Id. Here, Plaintiffs’
    expert reports demonstrate a viable theory of liability against
    Harlingen Medical Center for its negligent failure to transfer Mr. Andrade
    to another facility. Therefore, Plaintiffs have the right to have their case move
    forward.
    Second, Harlingen Medical Center mischaracterizes the reports of
    Plaintiffs’ experts with regard to this issue. Neither Plaintiffs, nor their
    experts, claim that Harlingen Medical Center should have forced Dr. Lopez
    or any other doctor to perform surgery on Mr. Andrade. Rather, Plaintiffs’
    experts opine that the standard of care required that Harlingen Medical
    Center have physicians on staff capable of performing the surgery, but if
    those physicians could not or would not, then Harlingen Medical Center was
    required to transfer Mr. Andrade to another facility that would provide the
    treatment he needed to survive. Indeed, Dr. DeBehnke’s report states that
    49
    “[a] reasonable and prudent hospital that advertises its cardiothoracic
    surgical services and has on staff a qualified cardiothoracic surgeon is
    required to provide definitive surgical care to a patient such as Mr. Andrade
    unless it is deemed beyond the capabilities of the organization and/or the
    staff. Furthermore, the reasonable and prudent hospital is required through
    its medical staff agents to provide appropriate and expedient transfer to
    another facility when unable to perform the services.” (1 CR 263).
    Dr. DeBehnke’s opinion is underscored by the fact that Harlingen
    Medical Center holds itself out to the community as having expertise in
    cardiac care and cardiothoracic surgery. (1 CR 262). While it may be true, as
    Harlingen Medical Center says, that “each patient is different and presents
    his own set of complications and comorbidities,” a hospital that holds itself
    out to the public for its cardiothoracic surgical services should have
    physicians on staff capable of performing those services, and in the event
    that its physicians are not capable of performing an emergency surgery,
    should arrange for an emergent and proper transfer of the patient. (See 1 CR
    242, 263).
    As Harlingen Medical Center states in its brief, “[b]oth experts
    acknowledge that cardiovascular surgeon Dr. Ruben Lopez was consulted,
    50
    and Dr. Lopez decided not to take Andrade into surgery himself but rather
    that Andrade should be transferred.” Appellant’s Br. at 20. Therefore, once
    the order of transfer was made, the standard of care required Harlingen
    Medical Center’s case management team to arrange for emergent transfer of
    Mr. Andrade to a medical facility capable of performing the aortic surgery
    he required. Harlingen Medical Center has not shown that the trial court
    abused its discretion in any way.
    V.    If the Court finds that Plaintiffs’ initial reports are insufficient
    regarding causation, Plaintiffs are entitled to a 30-day extension to
    cure that deficiency.
    Finally, Harlingen Medical Center argues that if this Court finds that
    Plaintiffs’ expert reports are insufficient, “the proper remedy is to remand
    with instructions to dismiss the claims against HMC with prejudice to
    refiling.” Appellant’s Br. at 23. Harlingen Medical Center claims that
    Plaintiffs would not be entitled to another 30-day extension to cure because
    they have already had one extension. 
    Id. According to
    Harlingen Medical
    Center, this is because a plaintiff who was granted an extension “was on
    notice of all potential deficiencies in the expert report and acted at her own risk
    in failing to remedy those alleged deficiencies.” 
    Id. (emphasis added).
    Harlingen Medical Center is incorrect. The trial court granted Plaintiffs
    51
    the 30-day extension for the express purpose of curing deficiencies
    concerning qualifications of Plaintiffs’ experts regarding standard of care
    and breach, but otherwise found the reports sufficient regarding causation.15
    Therefore, Plaintiffs have never been on notice of any deficiencies in their
    opinions concerning causation.
    Furthermore, “[t]he Texas Supreme Court has held that when the court
    of appeals reverses a trial court’s determination that an expert report is
    sufficient, the appropriate remedy is for the court of appeals to remand to
    the trial court to consider whether to grant a thirty-day extension.”
    Renaissance Surgical Ctrs.-S. Tex., L.L.P. v. Jimenez, No. 13-07-121-CV, 
    2008 WL 3971096
    , at *11 (Tex. App.—Corpus Christi Aug. 28, 2008, no pet.) (mem. op.)
    (citing Leland v. Brandal, 
    257 S.W.3d 204
    , 207-08 (Tex. 2008)).
    Therefore, if this Court determines that the trial court abused its
    discretion in finding Plaintiffs’ initial reports sufficient on causation, the
    Court should remand to the trial court with instructions to determine
    whether to grant Plaintiffs a 30-day extension to remedy that specific
    15See 1 CR 300 (“Plaintiffs are hereby granted a 30-day extension from the date of this
    order to serve on HMC a supplemental expert report from an expert qualified to render
    an opinion concerning the applicable standard of care for Harlingen Medical Center and
    whether that standard of care was breached. Otherwise, Harlingen Medical Center’s
    Motion to Dismiss for Insufficient Expert Reports is DENIED.”).
    52
    deficiency. Because Plaintiffs have never been on notice of any deficiencies
    regarding causation, and the trial court previously found that Plaintiffs’
    reports were sufficient regarding causation, Plaintiffs would be entitled to
    an additional 30-day extension to cure. See Tex. Civ. Prac. & Rem. Code §
    74.351(c); Renaissance Surgical, No. 13-07-121-CV, 
    2008 WL 3971096
    , at *11.
    VI.   Conclusion
    The purpose of Chapter 74 of the Texas Civil Practice and Remedies
    Code is to “deter baseless claims, not block earnest ones.” 
    Potts, 392 S.W.3d at 631
    . Accordingly, to meet the requirements of Chapter 74 and survive a
    motion to dismiss, a health care liability plaintiff need only make a “good
    faith effort” to provide a fair summary of the applicable standards of care,
    the manner in which the provider failed to meet the standards, and the
    causal relationship between that failure and the harm claimed.
    Harlingen Medical Center seeks to require Plaintiffs to conclusively
    establish causation and to anticipate and rebut all possible defensive
    theories—a burden that is never required at this stage of litigation. However,
    Plaintiffs have more than made a good faith effort to comply with Chapter
    74. Plaintiffs provided reports from qualified experts that collectively (1) put
    Harlingen Medical Center on notice of the specific conduct complained of
    53
    and (2) provided the trial court a basis on which to conclude that the claims
    have merit. See 
    Otero, 319 S.W.3d at 199
    .
    Accordingly, the trial court did not abuse its discretion in denying
    Harlingen Medical Center’s motions to dismiss. Plaintiffs respectfully
    request that this Court affirm the trial court’s rulings. However, if this Court
    determines that Plaintiffs’ reports are insufficient regarding causation,
    Plaintiffs request that this Court remand this case to the trial court with
    instructions to determine whether a second 30-day extension should be
    granted to cure the reports of that specific defect. Plaintiffs further request
    any other relief to which they may be entitled under law or equity.
    54
    Respectfully submitted,
    By: /s/ Morgan A. McPheeters
    F. Leighton Durham, III
    State Bar No. 24012569
    ldurham@texasappeals.com
    Kirk L. Pittard
    State Bar No. 24010313
    kpittard@texasappeals.com
    Morgan A. McPheeters
    State Bar No. 24081279
    mmcpheeters@texasappeals.com
    KELLY, DURHAM & PITTARD, LLP
    PO Box 224626
    Dallas, TX 75222
    (214) 946-8000 (Telephone)
    (214) 946-8433 (Facsimile)
    COUNSEL FOR APPELLEES
    AND
    Laura E. Gutierrez Tamez
    State Bar No. 00793869
    lrtamez@herreralaw.com
    Jorge A. Herrera
    State Bar No. 24044242
    jherrera@herreralaw.com
    THE HERRERA LAW FIRM, INC.
    111 Soledad Street, Suite I 900
    San Antonio, Texas 78205
    (210) 224-1054 (Telephone)
    (210) 228-0887 (Facsimile)
    CO-COUNSEL FOR APPELLEES
    55
    CERTIFICATE OF COMPLIANCE
    This document complies with the typeface requirements of Texas Rule
    of Appellate Procedure 9.4(e) because it has been prepared in a conventional
    typeface no smaller than 14-point for text and 12-point for footnotes. This
    document also complies with the word-count limitations of Rule 9.4(i)(2)(B)
    because it contains 10,930 words, excluding any parts exempted by Rule
    9.4(i)(1).
    /s/ Morgan A. McPheeters
    MORGAN A. MCPHEETERS
    CERTIFICATE OF SERVICE
    I hereby certify that a true and correct copy of the foregoing Appellees’
    Brief was served on all counsel of record in accordance with the Texas Rules
    of Civil Procedure.
    Mr. Scott T. Clark
    sclark@adamsgraham.com
    Mr. Roger W. Hughes
    rhughes@adamsgraham.com
    ADAMS & GRAHAM, L.L.P.
    P. O. Drawer 1429
    Harlingen, TX 78551-1429
    /s/ Morgan A. McPheeters
    MORGAN A. MCPHEETERS
    56