Trees v. Ordonez
2013 WL 5497249, 354 Or. 197, 311 P.3d 848 (2013)
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Rule of Law:
In a medical malpractice case, expert testimony from a qualified witness who is not a medical doctor may be sufficient to establish the standard of care and breach of that standard. The sufficiency of such testimony depends on the expert's knowledge of the specific subject matter, not solely on their professional degree or license.
Facts:
- Dr. Ordonez, a neurosurgeon, performed cervical spine surgery on plaintiff Trees, which involved installing a titanium Synthes plate with screws.
- Following the surgery, Trees experienced severe pain, difficulty swallowing, and other symptoms indicative of a perforated esophagus.
- Her health deteriorated, requiring six additional surgeries, including one to remove the Synthes plate and screws.
- The plate was ultimately replaced with a halo device to stabilize her spine.
- Trees sustained permanent injuries, including chronic pain and limited arm mobility, which prevented her from continuing her career as a dental hygienist.
- The plaintiff's central claim was that Dr. Ordonez improperly installed the plate, leaving screws protruding from its surface, which eroded or perforated her esophagus.
Procedural Posture:
- Trees (plaintiff) filed a medical malpractice lawsuit against Dr. Ordonez (defendant) in an Oregon circuit court (trial court).
- At the close of the plaintiff's case-in-chief, the defendant moved for a directed verdict, arguing the plaintiff had failed to establish the standard of care with expert medical testimony.
- The trial court granted the defendant's motion for a directed verdict on the issue of negligence.
- Trees (appellant) appealed the judgment to the Oregon Court of Appeals.
- The Court of Appeals affirmed the trial court's decision, holding that the biomechanical engineer's testimony was insufficient to establish the medical standard of care for a surgeon.
- Trees (petitioner) petitioned the Supreme Court of Oregon for review, which was granted.
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Issue:
Is expert testimony from a qualified biomechanical engineer, who is not a medical doctor, sufficient to establish the standard of care and its breach in a medical malpractice case against a neurosurgeon, thereby allowing the claim to survive a motion for a directed verdict?
Opinions:
Majority - Balmer, C. J.
Yes. Testimony from a qualified expert who is not a medical doctor may be sufficient to establish the standard of care in a medical malpractice case. The court rejected a rigid rule requiring testimony from a medical doctor, emphasizing that the central inquiry is the expert's substantive knowledge of the methods and standards relevant to the plaintiff's specific allegations. Oregon precedent has consistently focused on the substance of an expert's knowledge rather than their professional title or degree. In this case, Dr. Tencer, a biomechanical engineer with extensive experience in the design and function of spinal implants like the Synthes plate, testified that protruding screws constituted a 'no-go' situation because of the universally recognized risk of tissue damage. A reasonable jury could infer from this testimony that an ordinarily careful surgeon would not leave screws protruding above the plate. Therefore, Dr. Tencer's testimony was sufficient to create a jury question on whether Dr. Ordonez breached the standard of care, making the trial court's directed verdict improper.
Analysis:
This decision solidifies Oregon's substance-over-form approach to expert testimony in medical malpractice litigation, rejecting a strict 'same-school' or 'same-degree' requirement. It affirms that the critical factor is the expert's actual knowledge of the specific procedure, device, or standard at issue, rather than their professional license. This ruling broadens the pool of potential experts for plaintiffs, particularly in cases where medical negligence involves technical or mechanical elements, such as the installation of a device. It shifts the focus from a threshold question of the expert's title to a jury's determination of the weight and credibility of the expert's testimony.

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