Reid v. Balt. Ambulatory Center - Expert Witness Qualifications in Health Care Malpractice
Summary
The Maryland Court of Special Appeals ruled that an anesthesiologist can provide expert testimony on the standard of care for a gastroenterologist's post-procedure assessment, provided the specialties are related and the issue overlaps. This clarifies expert witness qualification requirements under the Health Care Malpractice Claims Act.
What changed
In Reid v. Balt. Ambulatory Center, the Maryland Court of Special Appeals addressed the qualification requirements for expert witnesses under the Health Care Malpractice Claims Act. The court held that an expert anesthesiologist was qualified to opine on the standard of care for a gastroenterologist's post-procedure discharge assessment, finding the specialties to be related due to overlapping responsibilities and treatment areas. This decision clarifies that an expert need not be certified in the exact same specialty as the defendant provider, as long as their specialty is related and the issue at hand falls within the overlap.
This ruling has significant implications for medical malpractice litigation in Maryland. Healthcare providers and their legal counsel must carefully assess the relationship between specialties when qualifying or challenging expert witnesses. The decision emphasizes that the focus should be on the overlap in treatment and the specific issue in dispute, rather than solely on identical board certifications. While the court also addressed non-prejudicial errors, the core takeaway is the nuanced interpretation of "related specialty" for expert testimony, potentially broadening the pool of qualified experts in certain cases.
What to do next
- Review expert witness qualification requirements under the Maryland Health Care Malpractice Claims Act.
- Assess the "related specialty" criteria for expert testimony in pending or future malpractice cases.
- Consult with legal counsel regarding the implications of this ruling on case strategy and expert selection.
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Feb. 27, 2026 Get Citation Alerts Download PDF Add Note
Reid v. Balt. Ambulatory Center
Court of Special Appeals of Maryland
- Citations: None known
- Docket Number: 2349/23
Judges: Arthur
Combined Opinion
Edwina Reid, et al. v. Baltimore Ambulatory Center for Endoscopy, LLC, et al., No.
2349, Sept. Term, 2023. Opinion by Arthur, J.
HEALTH CARE MALPRACTICE CLAIMS ACT—EXPERT WITNESSES
The Health Care Malpractice Claims Act imposes certain qualification requirements for
any expert who renders an opinion about an applicable standard of care. If a defendant
health care provider is board certified in a specialty, an expert may not opine that the
defendant departed from the standard of care unless the expert is “board certified in the
same or a related specialty as the defendant.” Md. Code (1974, 2020 Repl. Vol.), § 3-2A-
02(c)(2)(ii)1B of the Courts and Judicial Proceedings Article. Generally, two specialties
are “related” if there is an overlap in treatment or procedures within the specialties and
the treatment or procedures for which the overlap exists is at issue in the case.
In this case, plaintiffs brought medical negligence claims against a board-certified
gastroenterologist who performed an endoscopy at an ambulatory surgery center, under
anesthesia administered by an anesthetist. The plaintiffs offered expert testimony from a
board-certified anesthesiologist, who opined that the gastroenterologist violated the
standard of care in the post-procedure discharge assessment of the patient. The record
established that, in the procedure at issue, a gastroenterologist collaborates with an
anesthesiologist (or anesthetist) and the two types of specialists share some common
responsibility for post-procedure care. The expert asserted that the standard of care for
the post-procedure discharge assessment would be the same for either specialist.
Under the circumstances, the “related specialty” requirement of the Health Care
Malpractice Claims Act did not prohibit the expert anesthesiologist from offering opinion
testimony about the standard of care for the post-procedure assessment performed by the
defendant gastroenterologist.
APPEAL AND ERROR—NON-PREJUDICIAL ERRORS
To justify setting aside a jury verdict in a civil case, the appellant must show not only that
an error occurred but also that the error probably affected the verdict. In this medical
negligence case, the circuit court erroneously granted summary judgment in favor of one
defendant health care provider. The case proceeded to trial against two other defendant
health care providers, and the jury found no violation of the applicable standards of care
by those two defendants.
Under the circumstances, the erroneous grant of summary judgment in favor of one
defendant did not provide a basis to overturn the verdicts in favor of the other defendants.
The record established no substantial likelihood that the lack of evidence of negligence
by one defendant affected the jury’s assessment of whether the other two defendants
violated an applicable standard of care. Although the appellants also contended that the
court made other errors at trial, each of the challenged rulings pertained to issues
unrelated to whether those two defendants violated the applicable standards of care.
Accordingly, the appellants failed to show a likelihood of prejudice.
MEDICAL MALPRACTICE CLAIMS—CONTRIBUTORY NEGLIGENCE
Maryland appellate courts have upheld the submission of the issue of contributory
negligence to a jury in medical malpractice cases only where there is evidence that the
patient did not follow, or unreasonably delayed in following, instructions given by a
treating health care provider.
In the present case, plaintiffs alleged that defendant health care providers violated the
applicable standards of care by failing to discharge the patient by wheelchair after a
procedure performed under anesthesia and that this violation caused him to fall while
walking to his car outside the facility. The defendants contended that they were entitled
to a jury instruction on the issue of contributory negligence, based on evidence indicating
that the patient tripped on the edge of a sidewalk when he fell. Because there was no
evidence that the patient failed to follow, or unreasonably delayed in following, any
instructions from his health care providers, the evidence did not properly generate an
affirmative defense of contributory negligence.
Circuit Court for Baltimore County
Case No. C-03-CV-19-001344
REPORTED*
IN THE APPELLATE COURT
OF MARYLAND
No. 2349
September Term, 2023
EDWINA REID, ET AL.
v.
BALTIMORE AMBULATORY CENTER
FOR ENDOSCOPY, LLC, ET AL.
Graeff,
Arthur,
Woodward, Patrick L.
(Senior Judge, Specially Assigned),
JJ.
Opinion by Arthur, J.
Filed: February 27, 2026
Pursuant to the Maryland Uniform Electronic Legal
Materials Act (§§ 10-1601 et seq. of the State
Government Article) this document is authentic.
2026.02.27
'00'05- 15:24:26
Gregory Hilton, Clerk
TABLE OF CONTENTS
Factual and Procedural Background .................................................................................... 1
A. Procedure at Baltimore Ambulatory Center for Endoscopy ................................. 1
B. Mr. Reid’s Injuries and Death ............................................................................... 4
C. Medical Negligence Claims .................................................................................. 5
D. Dr. Khan’s Motion for Summary Judgment ......................................................... 7
E. Trial Against CRNA Sergott, Nurse Dinisio, and BACE ................................... 11
Discussion .......................................................................................................................... 20
I. Order Granting Dr. Khan’s Motion for Summary Judgment ............................. 21
Related Specialty Requirement of Health Care Malpractice Claims Act .............. 22
Standard-of-Care Opinions from Dr. McAlary ...................................................... 31
Standard-of-Care Opinions from Dr. Krasnow ...................................................... 40
Reversal of Summary Judgment Ruling................................................................. 42
II. Jury Verdicts in Favor of CRNA Sergott and Nurse Dinisio ............................. 42
Likelihood of Prejudice from Summary Judgment Ruling .................................... 42
Likelihood of Prejudice from Other Rulings at Trial ............................................. 46
Affirmance of Judgments in Favor of CRNA Sergott and Nurse Dinisio ............. 54
III. Judgment in Favor of Defendant BACE............................................................. 54
Causation Testimony from Dr. Krasnow ............................................................... 55
Opinion Testimony about BACE’s Policies ........................................................... 58
Omission of Questions about Agency from Verdict Sheet .................................... 62
Availability of Contributory Negligence Defense.................................................. 65
Claims of “Independent Negligence” by BACE .................................................... 73
Conclusion ......................................................................................................................... 77
Appendix A....................................................................................................................... A1
Appendix B ....................................................................................................................... A3
On the morning of October 13, 2015, Carroll Reid underwent an upper endoscopy
at an ambulatory surgery center in Baltimore County. While walking back to the parking
lot outside the facility, Mr. Reid fell to the ground and injured his back. He died two
weeks later from complications related to emergency spinal surgery.
Mr. Reid’s surviving family members brought a medical negligence and wrongful
death action in the Circuit Court for Baltimore County against health care providers
associated with the ambulatory surgery center. The court granted summary judgment in
favor of the gastroenterologist who performed the endoscopy, concluding that the
plaintiffs lacked any expert qualified to testify about the standard of care for a
gastroenterologist. After an eight-day trial, the jury found no violations of the applicable
standards of care by the nurse anesthetist who administered anesthesia to Mr. Reid or by
the licensed practical nurse who monitored him after the procedure.
The plaintiffs have appealed. For the reasons discussed in this opinion, we
conclude that the circuit court erred when it granted summary judgment in favor of the
gastroenterologist. We further conclude that the plaintiffs have failed to establish any
prejudicial error affecting the verdicts in favor of the nurse anesthetist or the licensed
practical nurse. We will reverse the judgment in part and remand the case for further
proceedings to adjudicate the claims against the gastroenterologist, a company owned by
the gastroenterologist, and the company that operates the facility.
FACTUAL AND PROCEDURAL BACKGROUND
A. Procedure at Baltimore Ambulatory Center for Endoscopy
On October 9, 2015, gastroenterologist Jahangir Khan, M.D., evaluated Carroll
Reid for complaints of indigestion and difficulty swallowing. For more than 10 years
before the evaluation, Dr. Khan had treated Mr. Reid for various gastrointestinal issues,
including chronic gastroesophageal reflux disease.
Dr. Khan recommended that Mr. Reid undergo an upper endoscopy with biopsies
and dilation. In the procedure at issue, a gastroenterologist inserts a flexible tube into the
patient’s mouth so that a small camera can pass through the esophagus and into the
stomach and part of the small intestine. Typically, an anesthesiologist or anesthetist
administers sedation so that the patient can tolerate the procedure safely. Dr. Khan
scheduled the procedure to occur on October 13, 2015, at an outpatient surgical facility
operated by Baltimore Ambulatory Center for Endoscopy, LLC (“BACE”).
At the time of the procedure, Mr. Reid was 76 years old and weighed more than
270 pounds. In his evaluation records, Dr. Khan classified Mr. Reid as morbidly obese.
Dr. Khan reviewed Mr. Reid’s history of medical conditions, which included diabetes,
diabetic neuropathy, and hypertension. Mr. Reid disclosed his current medications,
which included medication to control his blood pressure.
Although Mr. Reid drove with a handicap placard because of neuropathy affecting
his feet, he was able to walk without assistance. Mr. Reid worked part time as a security
guard at Franklin Square Medical Center, where his duties often required him to patrol
buildings or to escort patients on foot. Mr. Reid had no documented history of falls,
except for one instance in which he slipped on an icy surface.
Upon the scheduling of the procedure, Mr. Reid received a document notifying
him of BACE’s “Transportation Policy.” The document informed Mr. Reid that he
2
would need a responsible adult to accompany him when leaving the facility and that he
would not be allowed to drive a vehicle for at least 12 hours after the procedure.
Two days before the procedure, Mr. Reid discussed the risks of anesthesia with
Gary Sergott, a certified registered nurse anesthetist (CRNA). Mr. Reid signed a consent
form in which he agreed that CRNA Sergott would administer anesthesia during the
procedure under the supervision of Dr. Khan. CRNA Sergott reviewed Mr. Reid’s
medical history and current medications in preparation for the procedure.
Mr. Reid’s wife, Edwina Reid, accompanied him to the BACE facility on the
morning of October 13, 2015. Following instructions from Dr. Khan, Mr. Reid had not
eaten anything since 10:00 p.m. on the previous night. Upon admission, Mr. Reid
received additional instructions advising him that he should not drive, operate machinery,
or drink alcohol for at least 12 hours after the procedure and that he should avoid making
critical decisions or signing legal documents on that day. The instructions noted that
“[s]ome patients may experience light-headedness and fatigue” after sedation.
After a pre-procedure assessment, CRNA Sergott used an intravenous line to
administer two short-acting sedative drugs, Propofol and Versed, to Mr. Reid. Dr. Khan
started the endoscopy at 6:50 a.m. and completed it four minutes later. As Mr. Reid
regained consciousness, CRNA Sergott transported him on a stretcher, with the side rails
up, to a nearby recovery room at 6:58 a.m.
CRNA Sergott gave a report of the procedure to Darlene Dinisio, a licensed
practical nurse (LPN). After Nurse Dinisio took initial measurements of Mr. Reid’s vital
signs, CRNA Sergott left to attend to his next patient. Nurse Dinisio then monitored Mr.
3
Reid for approximately 30 minutes. As part of the recovery assessment, Nurse Dinisio
recorded periodic measurements of Mr. Reid’s blood pressure from a sitting position.
At the time of the procedure, BACE’s policies required each patient to be
approved for discharge by the physician, or by the nurse anesthetist if the physician was
unavailable. Records made by Nurse Dinisio indicate that Dr. Khan approved Mr. Reid
for discharge at 7:28 a.m.
B. Mr. Reid’s Injuries and Death
After discharge, Mr. Reid walked out of the BACE facility, accompanied by Ms.
Reid. They planned to drive to a nearby diner for breakfast before returning home. As
they approached their vehicle, Ms. Reid walked ahead of Mr. Reid to open the passenger
door for him. Ms. Reid suddenly heard Mr. Reid cry out in pain and saw that he had
fallen on the sidewalk. Ms. Reid rushed back to the building and asked BACE
employees to call 911. When emergency medical technicians arrived a few minutes later,
Ms. Reid told them that Mr. Reid “tripped on [the] sidewalk and fell.”
An ambulance transported Mr. Reid to the emergency room at Franklin Square
Medical Center. In addition to suffering abrasions on his right arm and left knee, Mr.
Reid reported intense lower back pain. X-ray images of Mr. Reid’s lumbar spine
(vertebrae in his lower back) showed no visible fractures. On the following day, Mr.
Reid’s primary care physician ordered additional X-rays of his thoracic spine (vertebrae
in his middle and upper back). Those X-ray images also showed no sign of a fracture.
Despite prescription pain medication, Mr. Reid continued to suffer intense back
pain that did not improve. He required a walker to move inside the home, and he slept on
4
a reclining chair because it was too painful for him to get into or out of bed. After ten
days at home, Mr. Reid reported pain so intense that he was unable to move.
On October 24, 2015, Mr. Reid returned to the hospital, where physicians ordered
an MRI. The MRI images showed an unstable fracture in two thoracic vertebrae. Mr.
Reid underwent emergency surgery in an attempt to stabilize the fracture, but the motor
activity in his lower extremities temporarily stopped, and he suffered nerve damage
during the surgery. Mr. Reid died after experiencing cardiopulmonary arrest on the
morning of October 29, 2015. The medical examiner described the cause of death as
“[c]omplications of thoracic spine fracture.”
C. Medical Negligence Claims
Mr. Reid was survived by his wife, Edwina Reid, and their three adult children.
On May 8, 2019, Mr. Reid’s surviving family members filed a medical malpractice
complaint in the Circuit Court for Baltimore County.1
The complaint raised claims against BACE and four other health care providers:
Jahangir Khan, M.D.; Jahangir Khan, M.D., LLC, a company owned by Dr. Khan; Gary
Sergott, CRNA; and Darlene Dinisio, LPN. The complaint alleged that the latter four
defendants, at all relevant times, acted as employees or agents of BACE.
The complaint alleged that, based on Mr. Reid’s medical history, the defendants
should have known that he presented “a severe fall risk” while recovering from
1
Before they filed suit, the Reid plaintiffs filed claims with the Health Care
Alternative Dispute Resolution Office. They elected to waive arbitration, and the
Director transferred the matter to an appropriate trial court.
5
anesthesia on October 13, 2015. The complaint also alleged that the defendants violated
the applicable standards of care by failing to identify Mr. Reid as a fall risk, by failing to
make proper assessments of his condition before discharging him, and by permitting him
to leave without a wheelchair or other mobility aid. The complaint alleged that these
violations caused Mr. Reid to fall outside the facility and that the fall caused the injuries
that ultimately resulted in his death.
The complaint included one count for negligence and one count for wrongful
death. Ms. Reid, as personal representative of the estate of Mr. Reid, sought damages for
injuries, including pain and suffering, that he suffered as a result of the fall. Ms. Reid
and Mr. Reid’s three children sought damages for injuries resulting from his death,
including mental anguish, emotional pain and suffering, and loss of society.
Along with the complaint, the plaintiffs filed certificates of a qualified expert from
two physicians: Steven H. Krasnow, M.D., a hematologist and oncologist; and Brian G.
McAlary, M.D., an anesthesiologist. Both experts opined that the defendants violated the
applicable standards of care in their treatment of Mr. Reid, that the violations caused his
injuries, and that his injuries were a substantial factor in causing his death. Dr. Krasnow
opined that the defendants violated the standard of care by discharging Mr. Reid without
making a proper assessment of his blood pressure. Dr. McAlary opined that the
defendants violated the standard of care by permitting Mr. Reid to leave the facility
without a wheelchair.
6
D. Dr. Khan’s Motion for Summary Judgment
After discovery, Dr. Khan filed a motion for summary judgment.2 In support of
the motion, Dr. Khan provided excerpts of deposition testimony from the two expert
witnesses identified by the plaintiffs, Dr. Krasnow and Dr. McAlary. Dr. Khan argued
that neither witness was qualified to testify about the standard of care applicable to a
gastroenterologist.
As the sole ground for his motion, Dr. Khan relied on requirements of the Health
Care Malpractice Claims Act concerning expert witnesses. Under the Act, a medical
expert may not give opinion testimony concerning a defendant’s departure from the
standard of care unless the expert has “had clinical experience, provided consultation
relating to clinical practice, or taught medicine in the defendant’s specialty or a related
field of health care” within five years of the conduct giving rise to the claim. Md. Code
(1974, 2020 Repl. Vol.), § 3-2A-02(c)(2)(ii) of the Courts and Judicial Proceedings
Article. Subject to certain exceptions, the Act provides that, “if the defendant is board
certified in a specialty,” the expert “shall be board certified in the same or a related
specialty as the defendant.” Id. § 3-2A-02(c)(2)(ii)1B.
In his motion, Dr. Khan explained that he is board-certified in gastroenterology.
Dr. Khan observed that the plaintiffs had identified two purported experts on the standard
of care: Dr. Krasnow, who is board-certified in internal medicine, hematology, and
2
Dr. Khan moved for summary judgment jointly with defendant Jahangir Khan,
M.D., LLC. For the sake of simplicity, this opinion will refer to the arguments made by
those two defendants as arguments made by Dr. Khan.
7
oncology; and Dr. McAlary, who is board-certified in anesthesiology. As Dr. Khan
observed, neither expert is board-certified in gastroenterology.
Dr. Khan explained that the first purported expert, Dr. Krasnow, practices as an
oncologist, specializing in the diagnosis and treatment of cancer. Dr. Khan asserted that
Dr. Krasnow lacks any specialized training or knowledge in the field of gastroenterology
and lacks any experience in clinical circumstances similar to those in which Dr. Khan
treated Mr. Reid. Dr. Khan argued, therefore, that Dr. Krasnow was unqualified to offer
opinions about the standard of care for a gastroenterologist performing an endoscopy at
an ambulatory surgery center.
Dr. Khan provided a different rationale for challenging the qualifications of Dr.
McAlary, a board-certified anesthesiologist. Dr. Khan tacitly acknowledged that Dr.
McAlary has experience administering anesthesia for endoscopy procedures at
ambulatory surgery centers. Dr. Khan argued, however, that anesthesiologists and
gastroenterologists “have different knowledge and experience and their roles in the
patient’s care are exclusive.” Dr. Khan contended that there was “no overlap” between
the specialties of gastroenterology and anesthesiology under the circumstances of the
case, and thus that the two specialties were not “related” within the meaning of the Health
Care Malpractice Claims Act.
In their response to the motion, the plaintiffs made no argument about the
qualifications of Dr. Krasnow and focused solely on the qualifications of Dr. McAlary.
The plaintiffs provided an affidavit in which Dr. McAlary affirmed that he is a practicing
anesthesiologist who has been board-certified by the American Board of Anesthesiology
8
since 1973. Dr. McAlary affirmed that, throughout the previous five years, he provided
anesthesia services at ambulatory surgical facilities analogous to the BACE facility,
including anesthesia services for gastroenterology patients undergoing endoscopies. Dr.
McAlary stated that all of his opinions concerning Dr. Khan’s departures from the
standard of care “relate[d] to the postoperative management, care, and discharge” of Mr.
Reid. Dr. McAlary stated that the upper endoscopy performed on Mr. Reid “is a similar
and common procedure for which both gastroenterologists, and anesthesiologists
(working in the setting of an endoscopic ambulatory surgical center), have experience.”
Dr. McAlary further stated that “the standard of care that would apply to a
gastroenterologist[] and an anesthesiologist, related to the postoperative management,
care, and discharge of a patient who had undergone an [upper endoscopy] procedure
under anesthesia, would be identical.”
Based on Dr. McAlary’s affidavit and deposition testimony, the plaintiffs argued
that there is a “significant overlap between the responsibilities of a gastroenterologist and
an anesthesiologist in the setting of an ambulatory surgical center.” Specifically, the
plaintiffs argued that both a gastroenterologist and an anesthesiologist share
responsibility for post-procedure care. The plaintiffs emphasized that Dr. McAlary did
not offer any opinions about the performance of the endoscopy procedure itself. The
plaintiffs asserted that Dr. McAlary’s “criticisms of Dr. Khan relate[d] only to the
postoperative management and discharge of Mr. Reid[.]” The plaintiffs contended that,
in the context of the post-procedure care at issue, gastroenterology and anesthesiology
were “related specialties” within the meaning of the Health Care Malpractice Claims Act.
9
On February 1, 2023, the circuit court conducted a hearing to consider Dr. Khan’s
motion for summary judgment. During the hearing, the court asked counsel for Dr. Khan
whether gastroenterology and anesthesiology share any overlap in the context of the
treatment at issue. Counsel for Dr. Khan admitted: “There’s some overlap here.”
Counsel argued that, even though “there may be some overlap here,” the two types of
specialists do not provide care on “equal footing.” Counsel argued that, relative to other
specialists, Dr. McAlary has “much more advanced” knowledge, training, and experience
concerning the risks associated with anesthesia drugs.
A few weeks after the hearing, the circuit court entered an order granting summary
judgment in favor of Dr. Khan and Jahangir Khan, M.D., LLC. The court issued a
written opinion explaining its decision.
In its opinion, the court reasoned that the “sole issue” to decide was “whether the
specialties of gastroenterology and anesthesiology ‘overlap’ under the facts of this case.”
The court stated: “If they do, summary judgment must be denied. If they do not, it must
be granted.” The court reasoned: “In the case at bar, the issue of whether Mr. Reid
should have been discharged as a fall risk and required the use of a wheelchair[] is not
unique to the specialties of the Defendant (gastroenterology) and the Plaintiffs’ expert
(anesthesiology).” The court continued: “Under the Plaintiffs’ analysis, an
anesthesiologist could testify as an expert in any medical malpractice case against any
surgeon with regard to postoperative discharge.” The court stated that there was “no
evidence of similar training” between gastroenterologists and anesthesiologists. The
court concluded that “there is no ‘overlap’ . . . between anesthesiology and
10
gastroenterology” in the context of the case.
Within 30 days after the grant of summary judgment, the plaintiffs moved for
reconsideration. In support of their motion, the plaintiffs offered a supplemental affidavit
in which Dr. McAlary stated that practitioners in “all specialties of medicine” receive
training for fall-risk assessments and that this training is “independent of a medical
professional’s specialty or subspecialty.” The circuit court denied the motion for
reconsideration without a hearing.
E. Trial Against CRNA Sergott, Nurse Dinisio, and BACE
For eight days in January 2024, the circuit court conducted a jury trial on the
medical negligence and wrongful death claims against CRNA Sergott, Nurse Dinisio, and
BACE.
Ms. Reid testified that, on the morning of October 13, 2015, she accompanied her
husband to the BACE facility and stayed in the waiting room until she was allowed to
join him in the recovery room. Ms. Reid recalled that Mr. Reid was awake and sitting up
when she arrived and that Nurse Dinisio was the only other person present. Ms. Reid
testified that, once Mr. Reid stood up to leave, “Nurse Dinisio held his arm and walked
out the hall with him and he felt like he wasn’t feeling well.” Ms. Reid continued: “So,
she went and got a chair for him to sit on and we stayed about ten or fifteen minutes, and
she came back and checked on him, then we left.” Ms. Reid testified that Nurse Dinisio
did not take any blood pressure readings during that time and that no one other than
Nurse Dinisio examined Mr. Reid in the hallway.
Ms. Reid explained that, after they left the facility, she did not see Mr. Reid fall on
11
the sidewalk because she walked ahead to open the passenger door of their vehicle for
him. Ms. Reid recalled that, before the fall, Mr. Reid “was chatting about having
breakfast,” he did not seem “groggy or sleepy,” and he was not “wobbling” but appeared
“steady on his feet.” Ms. Reid admitted that, when she sought emergency assistance, she
reported that Mr. Reid did not have any dizziness because she did not hear him mention
any dizziness. Ms. Reid admitted that she told one of the BACE nurses that Mr. Reid
“fell over the height difference between the sidewalk and the dirt[.]” Ms. Reid further
admitted that, on the day after the fall, she told a physician that Mr. Reid fell because he
“did not see a drop off of the ground next to the sidewalk and turned [his] foot on the
edge of [the] sidewalk[.]” Ms. Reid explained that she made those statements because
she “presumed” that the fall had occurred in that way.
The plaintiffs called oncologist Steven Krasnow, M.D., as an expert in the field of
internal medicine. Counsel for the plaintiffs informed the court that Dr. Krasnow would
offer opinions about causation issues and that he would not offer any opinions about
standards of care. Counsel proffered that Dr. Krasnow would testify, to a reasonable
degree of medical certainty, that the anesthesia medication Propofol caused Mr. Reid to
fall outside of the BACE facility. After extensive questioning about his knowledge and
experience, the court determined that Dr. Krasnow lacked sufficient expertise to opine
that Propofol caused Mr. Reid’s blood pressure to decline or that the decline in blood
pressure caused his fall. The court nevertheless permitted Dr. Krasnow to testify, in
general terms, that Propofol “can” lower a person’s blood pressure.
During their case-in-chief, the plaintiffs also presented testimony from Brian
12
McAlary, M.D., an expert in anesthesiology. Dr. McAlary explained that he is board-
certified in anesthesiology and that he regularly provides anesthesiology services at
ambulatory surgery centers, including services for gastroenterology patients undergoing
endoscopy procedures.
Dr. McClary described a “fall risk” as a situation in which a patient’s health
conditions subject the patient to an increased risk of falling. Dr. McAlary stated that
factors that increase the risk of falls include advanced age, obesity, hypertension (high
blood pressure), diabetes, neuropathy, a history of falls, and certain medications.
According to Dr. McAlary, “virtually all . . . anesthetic medications are known to
increase fall risk.” Dr. McAlary testified that, even without a formal scoring system, one
way to perform a fall-risk assessment is to “eyeball the patient” and “glance at the
medical record” for risk factors. Dr. McAlary opined, “[w]ithout a doubt[,]” that Mr.
Reid was a fall risk after receiving anesthesia on October 13, 2015.
According to Dr. McAlary, the applicable standards of care required Mr. Reid’s
health care providers to make a fall-risk assessment before discharging him. Dr.
McAlary stated that CRNA Sergott breached the standard of care by failing to advise
Nurse Dinisio that Mr. Reid was a fall risk. Dr. McAlary opined that Nurse Dinisio
breached the standard of care by failing to make a fall-risk assessment and by failing to
make arrangements to transport Mr. Reid from the facility by wheelchair. Dr. McAlary
further opined that, if Mr. Reid experienced difficulty walking, the standard of care
required Nurse Dinisio to reassess his condition before allowing him to leave.
Dr. McAlary concluded that the failure to provide a wheelchair was “a major
13
cause” of Mr. Reid’s injuries. In explaining that conclusion, Dr. McAlary emphasized
that Mr. Reid was still “under the influence of anesthesia” and his blood pressure
readings were “trending downward” at the time of discharge. Dr. McAlary opined that it
was inadequate for Nurse Dinisio to measure Mr. Reid’s blood pressure in a sitting
position, rather than a standing position. According to Dr. McAlary, Mr. Reid’s
hypertension made it more likely that his blood pressure would continue to decline once
he stood up and started walking.
Defendant Gary Sergott, CRNA, testified that, before October 13, 2015, he had
administered anesthesia to Mr. Reid on ten other occasions for endoscopic procedures at
the BACE facility. CRNA Sergott recalled that, on each of those occasions, Mr. Reid
walked into and out of the facility without any mobility aid. CRNA Sergott testified that
he was familiar with Mr. Reid’s underlying medical conditions and knew that Mr. Reid
was “very active” and “walk[ed] all the time” for his job as a security guard. CRNA
Sergott stated that he administered two milligrams of Versed, a sedative drug, and 50
milligrams of Propofol, a short-acting sedative hypnotic, for the endoscopy. According
to CRNA Sergott, this dosage was the lowest that he had ever used for any of Mr. Reid’s
procedures.
CRNA Sergott testified that, once the procedure ended, he transported Mr. Reid to
the recovery room and gave a report to Nurse Dinisio. CRNA Sergott recalled that, after
Nurse Dinisio recorded one set of vital signs, he left to attend to his next patient and
never saw Mr. Reid again. CRNA Sergott testified that he believed that he had no need
to advise Nurse Dinisio that Mr. Reid was a fall risk and no need to instruct Nurse
14
Dinisio to discharge Mr. Reid by wheelchair. In CRNA Sergott’s assessment, Mr. Reid
“didn’t need” a wheelchair. CRNA Sergott explained that, under BACE’s policies at that
time, he had no responsibility to reassess a patient after providing a report to the recovery
room nurse. According to CRNA Sergott, the physician, Dr. Khan, was responsible for
making a discharge assessment. As the nurse anesthetist, CRNA Sergott would make a
discharge assessment only if the physician was not physically present at the facility.
In his defense, CRNA Sergott called Nathaniel Apatov, Ph.D., who testified as an
expert in anesthesia and the standard of care for a nurse anesthetist. Dr. Apatov opined
that CRNA Sergott satisfied the standard of care for a provider of anesthesia services
when he entrusted Mr. Reid to the care of Nurse Dinisio in the recovery room. In Dr.
Apatov’s opinion, the applicable standard of care did not require CRNA Sergott to advise
Nurse Dinisio that Mr. Reid was a fall risk or to instruct Nurse Dinisio to discharge Mr.
Reid by wheelchair. Based on Mr. Reid’s medical records, Dr. Apatov concluded that
Mr. Reid “was not a fall risk” and that there was “no reason” to discharge him in a
wheelchair. Dr. Apatov further opined that, because Dr. Khan made the discharge
assessment, the applicable standard of care did not require CRNA Sergott to make any
additional assessment.
Defendant Darlene Dinisio, LPN, testified that, as the recovery room nurse, she
was responsible for monitoring Mr. Reid’s blood pressure and other vital signs in 10-
minute intervals. Nurse Dinisio stated that, under BACE’s policies, every patient needed
to remain in the recovery room for at least 30 minutes after sedation. Nurse Dinisio
explained that the standard procedures of BACE required her to use the “Aldrete scoring
15
system” to assess a patient’s recovery. Under this system, the patient receives scores
between 0 and 2 in five different categories. BACE’s policies required a patient to reach
a score of at least 8 out of 10 before discharge. At the time of discharge, Nurse Dinisio
determined that Mr. Reid’s score was 10 out of 10, meaning that he was able to move all
extremities, he was breathing deeply, his blood pressure was within 20 percent of his pre-
procedure blood pressure, he was fully awake, and his color was pink rather than pale or
blue.3
On her post-anesthesia recovery records, Nurse Dinisio indicated that Dr. Khan
reviewed the discharge instructions with Mr. Reid and Ms. Reid. One line of the pre-
printed form stated “Pt. ready for discharge (D/C) after assessment by physician/CRNA
@” followed by a blank space. Nurse Dinisio wrote “728” in the space, but she did not
circle either the word “physician” or the word “CRNA” to indicate who made the
discharge assessment. At trial, Nurse Dinisio could not recall whether Dr. Khan or
CRNA Sergott made the discharge assessment for Mr. Reid. Nurse Dinisio explained,
however, that the physician would make the discharge assessment whenever the
physician was present in the building; the nurse anesthetist ordinarily was not required to
make the discharge assessment. Nurse Dinisio testified that she “[a]bsolutely” believed
that Dr. Khan was the one who made the discharge assessment.
The plaintiffs’ standard-of-care expert, Dr. McAlary, acknowledged that an
3
Aldrete score generally is a reliable indicator that a patient may be discharged safely. Dr.
McAlary nevertheless stated that an Aldrete score is not equivalent to a fall-risk
assessment. Dr. McAlary opined that health care providers cannot rely on an Aldrete
score alone, without other factors, to decide whether it is safe to discharge a patient.
16
Nurse Dinisio testified that, whenever one of her patients leaves the recovery
room, she walks with the patient halfway down the hall toward the waiting room. Nurse
Dinisio also testified that Mr. Reid reported that he was not dizzy or lightheaded and that
she observed no problems with his walking. Nurse Dinisio denied Ms. Reid’s claims that
Mr. Reid reported that he was not feeling well and that he sat down in a chair in the
hallway for several minutes. “That never happened[,]” she said. Nurse Dinisio stated
that, if an event like that had occurred, she would have taken the patient for further
monitoring and another assessment by the physician before the patient could leave.
In her defense, Nurse Dinisio called Carolann Schwartz, R.N., who testified as “an
expert in nursing, with specific experience in post-anesthesia recovery care.” Ms.
Schwartz stated that, in her opinion, Nurse Dinisio satisfied the applicable standard of
care in her treatment of Mr. Reid. Ms. Schwartz explained that nurses in outpatient
surgery facilities ordinarily evaluate a patient’s risk of falls without any formal scoring
system, by assessing the patient’s level of consciousness and whether the patient is
feeling dizzy or drowsy. In Ms. Schwartz’s opinion, the standard of care did not require
Nurse Dinisio to discharge Mr. Reid by wheelchair. Based on the post-anesthesia
records, Ms. Schwartz opined that Mr. Reid met “all of the expected standards” and
appeared ready for discharge once Dr. Khan approved it.
Defendant BACE presented testimony from David Metro, M.D., an expert in
anesthesiology and post-anesthesia care. Dr. Metro opined that the applicable standard of
care did not require CRNA Sergott to advise Nurse Dinisio that Mr. Reid was a fall risk
or that he needed a wheelchair. Dr. Metro also opined that Nurse Dinisio acted within the
17
standard of care when she decided that Mr. Reid did not need a wheelchair upon his
discharge from the facility. Based on his review of the post-anesthesia records, Dr.
Metro believed that Mr. Reid had sufficiently recovered from the anesthesia that he could
be discharged safely without a wheelchair.4
The parties offered competing expert opinions on whether Mr. Reid’s fall on
October 13, 2015, caused the fractured vertebrae discovered on MRI images eleven days
later. The plaintiffs presented testimony from Kenneth Lippman, M.D., an expert in
orthopedic surgery. Dr. Lippman determined that the X-rays of Mr. Reid’s spine showed
that he suffered from ankylosing spondylitis, a condition that made his spine susceptible
to fractures from “a low energy impact, like falling from a standing height.” Dr.
Lippman concluded that Mr. Reid suffered an unstable fracture when he fell outside of
the facility and that this fracture was not visible on the initial X-rays because it had not
yet become displaced.
The defendants countered with testimony from Jason Itri, M.D., an expert in
diagnostic radiology, and Clifford Hinkes, M.D., an expert in orthopedic surgery. Dr. Itri
and Dr. Hinkes opined that Mr. Reid did not have any fractured vertebrae at the time of
the X-rays on October 13, 2015, and October 14, 2015. Both experts reasoned that it was
unlikely that Mr. Reid could have sustained an unstable fracture that was not visible on
4
In different ways, all three standard-of-care experts for the defendants expressed
their opinions that it is preferable for patients to walk when leaving a recovery room.
According to the defendants’ experts, watching the patient walk allows the post-
anesthesia care providers to make a more complete assessment of the patient’s ability to
walk safely outside the facility.
18
those X-rays. Dr. Hinkes theorized that Mr. Reid probably suffered an insufficiency
fracture, without any significant trauma, as the result of “some intervening event”
unrelated to the fall.
During trial, the court ruled that, because the plaintiffs had presented no evidence
that BACE violated any applicable standards of care, the jury could find BACE liable
only on a theory of vicarious liability. Counsel for BACE “stipulate[d] on the record”
that Nurse Dinisio was an actual agent of BACE and that CRNA Sergott was at least an
apparent agent of BACE. Counsel agreed that BACE was vicariously liable for any
negligence of CRNA Sergott or Nurse Dinisio. Based on that stipulation, the court
instructed the jury that CRNA Sergott and Nurse Dinisio “were acting as the employees
or agents” of BACE and that BACE was responsible for injuries or damages caused by its
employees or agents.
Two hours after closing arguments, the jury delivered a verdict in favor of the
defendants. The first question on the special verdict sheet asked: “Do you find that Gary
Sergott, C.R.N.A. breached the standard of care in his treatment of Carroll Reid?” The
third question asked: “Do you find that Darlene Dinisio, L.P.N. breached the standard of
care in her treatment of Carroll Reid?” The jury answered “No” to those two questions.
Following the instructions on the verdict sheet, the jury did not answer any of the
remaining questions, which concerned whether a breach of the standard of care caused
Mr. Reid’s fall, whether Mr. Reid’s own negligence contributed to his fall, whether the
fall caused his death, and the amount of any damages.
On the same day that the jury rendered its verdict, the court entered judgments in
19
favor of CRNA Sergott, Nurse Dinisio, and BACE. The plaintiffs noted a timely appeal
to this Court.
DISCUSSION
In this appeal, the Reid plaintiffs seek reversal of the judgment in favor of each of
the defendant health care providers.5
First and foremost, the plaintiffs contend that the circuit court erred when it
granted summary judgment in favor of Dr. Khan and Jahangir Khan, M.D., LLC. The
plaintiffs further contend that, if this Court reverses the judgment as to Dr. Khan, it
should reverse the judgment as to all defendants, including CRNA Sergott and Nurse
Dinisio.
As discussed below, we conclude that the circuit court erred when it determined
that the expert identified by the plaintiffs, Dr. McAlary, was unqualified to testify about
the standard of care applicable to Dr. Khan. Consequently, we will reverse the judgment
in favor of Dr. Khan and Jahangir Khan, M.D., LLC. We will also reverse the judgment
in favor of defendant BACE, which is alleged to be vicariously liable for alleged
negligence of Dr. Khan and Jahangir Khan, M.D., LLC. We conclude, however, that the
record does not establish a likelihood that the summary judgment ruling affected the
verdicts in favor of CRNA Sergott or Nurse Dinisio.
In addition to challenging the summary judgment ruling, the plaintiffs contend that
the court made other reversible errors at trial. The plaintiffs argue that the court erred by:
5
Appendix A to this opinion reproduces the list of questions presented in the
plaintiffs’ appellate brief.
20
precluding certain expert opinion testimony about the effect of anesthesia on Mr. Reid’s
blood pressure; precluding expert opinion testimony about the adequacy of BACE’s
policies; failing to include a question on the verdict sheet about the negligence of
defendant BACE; and submitting the issue of contributory negligence to the jury.
As discussed below, we conclude that the record shows no substantial likelihood
that any of these purported errors affected the verdicts in favor of CRNA Sergott or
Nurse Dinisio. Because some of these issues might recur at a new trial against BACE,
we will discuss those rulings for the purpose of providing guidance on remand.
I. Order Granting Dr. Khan’s Motion for Summary Judgment
A moving party is entitled to summary judgment if the motion and response show
that there is no genuine dispute as to any material fact and that the moving party is
entitled to judgment as a matter of law. Md. Rule 2-501(f). When deciding a motion for
summary judgment, the court must construe “[t]he facts properly before the court as well
as any reasonable inferences that may be drawn from them . . . in the light most favorable
to the non-moving party.” Debbas v. Nelson, 389 Md. 364, 373 (2005). The question of
whether a party is entitled to summary judgment is a question of law. Rodriguez v.
Clarke, 400 Md. 39, 70 (2007). This Court reviews the grant of summary judgment
without deference, conducting the same analysis that the circuit court must conduct when
deciding the motion. Jabbi v. Adventist Healthcare, Inc., 264 Md. App. 659, 668, cert.
denied, 490 Md. 636 (2025).
“To prevail in a medical malpractice negligence action, a plaintiff must prove four
elements: ‘(1) the defendant’s duty based on an applicable standard of care, (2) a breach
21
of that duty, (3) that the breach caused the injury claimed, and (4) damages.’” Frankel v.
Deane, 480 Md. 682, 699 (2022) (quoting American Radiology Servs., LLC v. Reiss, 470
Md. 555, 579 (2020)). Expert testimony ordinarily is required to meet the burden of
proving that a health care provider breached the applicable standard of care. See
Rodriguez v. Clark, 400 Md. at 71. Accordingly, a defendant health care provider may be
entitled to summary judgment “if the plaintiff fails to come forward with admissible
expert testimony on [the] standard of care[.]” Frankel v. Deane, 480 Md. at 699 -700
(citing Rodriguez v. Clark, 400 Md. at 72).
Related Specialty Requirement of Health Care Malpractice Claims Act
The Health Care Malpractice Claims Act, codified at Md. Code (1974, 2020 Repl.
Vol.), §§ 3-2A-01 to 3-2A-10 of the Courts and Judicial Proceedings Article (Cts. & Jud.
Proc.), sets forth procedures for litigating medical malpractice actions under Maryland
law. The Act governs all claims against a health care provider for medical injury in
which an injured person seeks damages exceeding the limit of the concurrent jurisdiction
of the district court. Cts. & Jud. Proc. § 3-2A-02(a)(1). The primary purpose of the Act
is to screen out meritless claims, in order to reduce the costs of malpractice insurance and
the overall costs of health care. See, e.g., Canton Harbor Healthcare Ctr., Inc. v.
Robinson, 492 Md. 1, 8 (2025) (citing Adler v. Hyman, 334 Md. 568, 575 (1994)).
The Act requires that any person pursuing a medical malpractice claim must
initiate arbitration with the Health Care Alternative Dispute Resolution Office. Cts. &
Jud. Proc. § 3-2A-04(a). Unless the sole issue in the claim is lack of informed consent,
the claimant must file a “certificate of a qualified expert . . . attesting to departure from
22
standards of care, and that the departure from standards of care is the proximate cause of
the alleged injury[.]” Cts. & Jud. Proc. § 3-2A-04(b)(1)(i)1. After filing a certificate, the
claimant may elect to waive arbitration (Cts. & Jud. Proc. § 3-2A-06B(b)(1)) and file a
complaint in the appropriate trial court. Cts. & Jud. Proc. § 3-2A-06B(f)(1).
Under the Act, a health care provider is not liable for damages “unless it is
established that the care given by the health care provider is not in accordance with the
standards of practice among members of the same health care profession with similar
training and experience situated in the same or similar communities at the time of the
alleged act giving rise to the cause of action.” Cts. & Jud. Proc. § 3-2A-02(c)(1). The
Act imposes certain qualification requirements for any medical expert who renders an
opinion concerning the applicable standard of care. It provides, in pertinent part:
- In addition to any other qualifications, a health care provider who attests in a certificate of a qualified expert or testifies in relation to a proceeding before a panel or court concerning a defendant’s compliance with or departure from standards of care:
A. Shall have had clinical experience, provided consultation relating
to clinical practice, or taught medicine in the defendant’s specialty or
a related field of health care, or in the field of health care in which
the defendant provided care or treatment to the plaintiff, within 5
years of the date of the alleged act or omission giving rise to the
cause of action[.]
Cts. & Jud. Proc. § 3-2A-02(c)(2)(ii)1A.
The Act imposes an additional qualification requirement if the defendant has
board certification in a medical specialty. It provides that, “if the defendant is board
certified in a specialty,” the expert “shall be board certified in the same or a related
specialty as the defendant.” Cts. & Jud. Proc. § 3-2A-02(c)(2)(ii)1B. This provision
23
does not apply if “[t]he defendant was providing care or treatment to the plaintiff
unrelated to the area in which the defendant is board certified[,]” or if “[t]he health care
provider taught medicine in the defendant’s specialty or a related field of health care.”
Cts. & Jud. Proc. § 3-2A-02(c)(2)(ii)2A to 2B.
The General Assembly enacted the expert qualification requirements, along with
other amendments to the Act, following the 2004 special legislative session. See
generally Jordan v. Elyassi’s Greenbelt Oral & Facial Surgery, P.C., 256 Md. App. 555,
571-73 (2022). “All of [these] enactments were in the nature of ‘tort reform,’ i.e., were
for the purpose of [rein]ing in medical malpractice cases and awards.” DeMuth v. Strong,
205 Md. App. 521, 540 (2012). This Court has explained, however, that “the tort reform
objective” of the Act “never has been to eliminate or limit liability in meritorious medical
malpractice cases.” Id. at 541. A proper interpretation of the Act “must not be so broad
as to result in the consequence, clearly not intended by the legislature, of placing
roadblocks to recovery in meritorious medical malpractice cases.” Id. at 542. Moreover,
to the extent that the requirements of the Act might impede a common-law right of
action, a court “must exercise caution” to ensure that its interpretation is “no broader than
the General Assembly intended.” Jordan v. Elyassi’s Greenbelt Oral & Facial Surgery,
P.C., 256 Md. App. at 575-76.6
6
In general, “statutes in derogation of the common law, such as the [Health Care
Malpractice Claims Act], should be ‘strictly construed’ to avoid altering the common law
beyond what is expressly stated in the statute.” Jordan v. Elyassi’s Greenbelt Oral &
Facial Surgery, P.C., 256 Md. App. at 575 (quoting Breslin v. Powell, 421 Md. 266, 287
(2011)).
24
The first reported opinion to analyze the meaning of the statutory terms “related
field of health care” and “related specialty” was Jones v. Bagalkotakar, 750 F. Supp. 2d
574 (D. Md. 2010). Although Maryland courts are not bound to follow opinions of
federal trial courts, this Court has consistently treated the Jones opinion as persuasive
authority concerning the interpretation and application of the Act. See Nance v. Gordon,
210 Md. App. 26, 37 (2013) (stating that this Court has “adopted significant portions of
the reasoning” of the Jones opinion).7
In Jones, the court concluded that the text and history of the Act provided little
insight into the meaning of the terms “related field of health care” or “related specialty.”
Jones v. Bagalkotakar, 750 F. Supp. 2d at 579-80. Seeking additional guidance, the court
examined case law interpreting a similar requirement from a Virginia medical
malpractice statute. Id. at 580-81 (discussing Sami v. Varn, 535 S.E.2d 172 (Va. 2000),
and related cases).8 Based on that analysis, the court derived the following standard: “If
7
Shortly before the Jones opinion, this Court had decided Powell v. Breslin, 195
Md. App. 340 (2010). In that case, the circuit court had granted a motion for summary
judgment after concluding that the certifying expert, an anesthesiologist, was not
qualified to opine about the standard of care applicable to a vascular surgeon who had
performed an arterial bypass procedure. Id. at 344-45. During a deposition, the
certifying expert had “testified that he was unable to address the applicable standard of
care for vascular surgeons[.]” Id. at 344. On appeal, the plaintiff conceded that the
expert was unqualified but contended that the proper remedy was to dismiss the action
without prejudice. Id. at 350. In light of that concession, neither this Court’s opinion in
Powell v. Breslin, nor the subsequent opinion in Breslin v. Powell, 421 Md. 266 (2011),
addressed the merits of the ruling on the expert’s qualifications.
8
The relevant provision stated that an expert witness is qualified to testify about
the standard of care if the witness “‘demonstrates expert knowledge of the standards of
the defendant’s specialty and of what conduct conforms or fails to conform to those
standard’” and if the witness “‘has had active clinical practice in either the defendant’s
25
the procedure is one which both healthcare providers have experience with and the
standard of care is purported to be similar, then the expert’s qualifications satisfy the
requirements of the Act.” Jones v. Bagalkotakar, 750 F. Supp. 2d at 581. “However, if
the procedure is one which the purported expert does not have experience or performs
with a meaningfully different standard of care, then the expert does not qualify under the
Act.” Id.
Applying that standard, the court permitted a board-certified pediatrician to opine
that a board-certified internist and emergency care doctor departed from the standard of
care. Jones v. Bagalkotakar, 750 F. Supp. 2d at 582. The allegations of negligence in
that case concerned the examination of an infant child at an emergency room for
complaints of vomiting, diarrhea, and choking. Id. at 575-76. The court reasoned that
both the defendant and the expert were “qualified by their specialties and training” to
perform “the examination of a child who has fallen ill.” Id. at 582. The court further
reasoned that no party had argued that “the standard of care [was] strongly different”
depending on which specialist performed the examination. Id.
This Court first addressed the meaning of the statutory term “related specialty” in
DeMuth v. Strong, 205 Md. App. 521 (2012). In that case, we concluded that “the word
‘related[,]’” as used in the Act, “embraces fields of health care and board certification
specialties that, in the context of the treatment or procedure in a given case, overlap.” Id.
specialty or a related field of medicine’” within one year of the conduct giving rise to the
claim. Jones v. Bagalkotakar, 750 F. Supp. 2d at 580 (emphasis omitted) (quoting Va.
Code § 8.01-581.20(A)).
26
at 544. In other words, “specialties are ‘related[]’ when there is an overlap in treatment
or procedures within the specialties and therefore an overlap of knowledge of treatment
or procedures among those experienced in the fields or practicing in the specialties, and
the treatment or procedure in which the overlap exists is at issue in the case.” Hinebaugh
v. Garrett County Mem’l Hosp., 207 Md. App. 1, 18 (2012) (discussing DeMuth).
Distinct specialties may be related even “if they are regulated by different boards, require
different training regimens, or concern different aspects of human anatomy or
physiology.” DeMuth v. Strong, 205 Md. App. at 544. “The critical aspect of the
analysis is whether ‘the standard of care for [the] treatment would not differ depending
upon which specialist was the one to see the [patient] for treatment.’” Jordan v. Elyassi’s
Greenbelt Oral & Facial Surgery, P.C., 256 Md. App. at 581 (quoting DeMuth v. Strong,
The defendant in the DeMuth case was a board-certified orthopedic surgeon who
performed a knee replacement surgery. DeMuth v. Strong, 205 Md. App. at 525-26.
Treating the patient for several days after the operation, the orthopedic surgeon failed to
recognize that the patient was developing compartment syndrome, a condition involving
loss of blood flow to an affected limb. Id. at 526-29. The trial court permitted a board-
certified vascular surgeon to testify that the orthopedic surgeon departed from the
standard of care during the postoperative period. Id. at 530-32. This Court upheld the
admission of the expert testimony, concluding that, “in the context of the malpractice
allegations in th[e] case, the specialties of orthopedic surgery and vascular surgery
overlap[.]” Id. at 545.
27
Explaining that conclusion, we observed that the expert “did not give and was not
being asked to give standard of care testimony about the performance of the knee
replacement surgery itself.” DeMuth v. Strong, 205 Md. App. at 545. “Rather,” we
explained, “his opinions focused solely on the postoperative care and treatment of
patients who have undergone that surgery.” Id. We stated that both “[o]rthopedic and
vascular surgeons are trained in how to examine a patient in the postoperative period” to
assess whether the patient’s limb has adequate blood flow. Id. at 546. Because “the
central standard of care issue in th[e] case—the proper postoperative diagnosis and
treatment of possible vascular complications of orthopedic surgery—implicated the
‘overlap’ between the specialties[,]” we concluded that “vascular surgery and orthopedic
surgery were ‘related specialt[ies]’” within the meaning of the Act. Id.
This Court applied the reasoning of DeMuth in Nance v. Gordon, 210 Md. App. 26
(2013). In that case, one defendant was a board-certified urologist (id. at 27) who had
participated in diagnostic consultations about a teenage patient who sought emergency
treatment for blood in his urine. Id. at 29. The purported expert, who was board-certified
in pediatric nephrology, opined that the defendant violated the standard of care by failing
to consider nephritis (inflammation of the kidneys) in a differential diagnosis of the
patient’s condition. Id. at 30. This Court concluded that, under the circumstances, the
expert was qualified to testify concerning the standard of care. Id. at 45. We reasoned
that both nephrologists and urologists perform the procedure at issue: “a differential
diagnosis at the time the patient presents to the emergency room[.]” Id. at 41. In
addition, we noted that the expert’s testimony established that he had “personally
28
participated” in the same type of consultations that the defendant performed for the
patient. Id.
On the other hand, in Hinebaugh v. Garrett County Memorial Hospital, 207 Md.
App. 1 (2012), this Court recognized a distinction between certain “front line health care
provider[s]” who make an initial examination of a patient and certain “specialist[s]” who
typically provide treatment only after referral from another health care provider. Id. at
28. The defendants in the Hinebaugh case included a board-certified family medicine
doctor, who examined a patient who had been punched in the face, and two board-
certified radiologists, who examined X-rays of the patient’s face. Id. at 6, 9. The patient
filed a certificate of a qualified expert from a dentist with board certification in oral and
maxillofacial surgery (OMS). Id. at 8, 10. The OMS expert opined that the defendants
breached the standard of care by failing to perform a CT scan when diagnosing the injury.
Id. at 25. In those circumstances, this Court determined that the expert did not satisfy the
“related specialty” requirement. Id. at 29.
We explained that the family medicine doctor who examined the patient “was
engaged in the family medicine practice of ‘first-contact care,’ that is, he was on the front
line, assessing [the patient’s] complaint of pain caused by having been hit in the face.”
Hinebaugh v. Garrett County Mem’l Hosp., 207 Md. App. at 25. The radiologists who
“assess[ed] the results of . . . simple x-rays to determine whether they revealed any
damage to the bones of [the patient’s] face[] were practicing diagnostic radiology.” Id.
An affidavit from the OMS expert established that his “services as an OMS specialist
primarily are sought out by doctors working on the front line once a facial fracture has
29
been diagnosed.” Id. at 27. “At no place” in the affidavit did the OMS expert “attest to
knowledge of the prevailing standard of care for family medicine doctors in diagnosing
patients” seeking treatment for an injury to the face “or to knowledge of the prevailing
standard of care for radiologists in reviewing simple x-rays taken of the injured area of
such a patient.” Id. at 28. The expert “d[id] not opine that the standard of care for either
family medicine doctors or radiologists overlaps with that of an OMS specialist[.]” Id.
We stated that “the standard of care issue in th[e] case concern[ed] the alleged
failure of a family medicine doctor and two radiologists to diagnose facial fractures upon
initial presentation of a patient.” Hinebaugh v. Garrett County Mem’l Hosp., 207 Md.
App. at 28. Assessing the relatedness requirement “in that context[,]” we determined that
“OMS is not a ‘related specialty’ to family medicine or radiology.” Id. We explained:
Any commonality between OMS and either family medicine or radiology
with respect to the initial diagnosis of facial fractures does not exist on the
same plane. OMS dentists are not front line health care providers. They
are brought into a case upon referral or request of a front line health care
provider, usually when a facial fracture diagnosis already has been made or
sometimes when the involvement of a specialist in the diagnosis and
treatment of facial fractures is needed. Family medicine doctors,
radiologists, and OMS dentists all may examine and test patients for
possible facial fractures, but they do not do so on an equal footing.
Ordinarily, and it is the case with the defendants here, family medicine
doctors and radiologists do so as part of a general practice in which they see
for initial examination and testing a wide spectrum of patients. . . . OMS
dentists examine and test patients as specialists whose area of practice only
concerns facial fractures. Thus, the specialties do not overlap in that OMS
dentists and family medicine and/or radiology doctors are not by education,
training, experience, or competency on an equal footing with respect to the
diagnosis and treatment of facial fractures in front line patients.
Hinebaugh v. Garrett County Mem’l Hosp., 207 Md. App. at 28-29.
This Court applied the “same reasoning” of Hinebaugh in Street v. Upper
30
Chesapeake Medical Center, Inc., 260 Md. App. 636, 659 (2024). In that case, we
upheld a ruling to preclude a board-certified vascular surgeon from testifying that a
board-certified emergency medicine doctor breached the standard of care while
examining a patient in an emergency room for complaints of foot numbness. Id. at 649-
- We stated that the defendant was “a front-line emergency medicine physician”
making initial assessments of a wide spectrum of patients. Id. at 659. The purported
expert was “a specialist in vascular surgery who sees patients already thought to have
vascular disease, not patients presenting for an initial assessment of their systems.” Id.
We concluded that the case “lacked the overlap and symmetry in treatment present in
those cases” in which the expert’s specialty was sufficiently related to the defendant’s
specialty. Id.
Standard-of-Care Opinions from Dr. McAlary
In the present case, the purported expert is not certified in the same specialty as the
defendant. The defendant, Dr. Khan, is board-certified in gastroenterology, while the
expert witness, Dr. McAlary, is board-certified in anesthesiology. The circuit court
concluded that, in the context of this case, these two specialties were not “related” within
the meaning of the Health Care Malpractice Claims Act. The court stated that “there
[was] no ‘overlap’ as discussed in DeMuth, Hinebaugh[,] and Jordan between
anesthesiology and gastroenterology[.]”
In this appeal, the plaintiffs argue that there is “an overlap between a
gastroenterologist and anesthesiologist regarding fall risk assessments in the post-
procedure discharge of a patient” after an endoscopy performed under anesthesia. The
31
plaintiffs assert that, like the expert who testified in DeMuth, Dr. McAlary was not
offering opinions about the surgical procedure itself but only opinions “relate[d] to the
post-procedure management” of Mr. Reid. The plaintiffs assert that, in their respective
practices, both Dr. Khan, as a gastroenterologist, and Dr. McAlary, as an
anesthesiologist, assess patients recovering after an endoscopy and make decisions
concerning the discharge of the patient. According to the plaintiffs, there is “a complete
overlap between the specialties” in this area of treatment, a “post-procedure assessment”
performed by either specialist.
To determine whether the two specialties are sufficiently “‘related’” within the
meaning of the Act, this Court must examine “the context of the treatment or procedure”
at issue. DeMuth v. Strong, 205 Md. App. 521, 544 (2012). The treatment or procedure
at issue here is the discharge assessment of a patient who has undergone an upper
endoscopy, performed by a gastroenterologist at an ambulatory surgery center, under
anesthesia administered by an anesthetist. The alleged departures from the standard of
care by Dr. Khan relate to that aspect of the medical care. The complaint alleged that Dr.
Khan breached the applicable standard of care by failing to identify Mr. Reid as a fall risk
and by discharging him without a wheelchair. In the report accompanying the certificate
of a qualified expert, Dr. McAlary opined that Dr. Khan departed from the standard of
care by “[p]ermitting Mr. Reid to leave the facility without wheelchair transport to his
vehicle.” Dr. McAlary wrote that, in his opinion, the standard of care required, “because
of Mr. Reid’s current history of morbid obesity, hypertension, diabetes mellitus, and
[gastroesophageal reflux disease], . . . that Mr. Reid be transported to his vehicle via a
32
wheelchair.”
In opposition to the summary judgment motion, the plaintiffs produced excerpts of
deposition testimony in which Dr. McAlary discussed his practice as an anesthesiologist
and its relationship to the practice of gastroenterology. Dr. McAlary explained that,
throughout the previous five years, he provided anesthesia services at various ambulatory
surgery facilities in Maryland and Virginia. Dr. McAlary stated that some of those
facilities provide care for gastroenterology patients, that almost all of those facilities
perform endoscopic procedures, and that one facility focuses exclusively on endoscopic
procedures for gastroenterology patients. Dr. McAlary explained that, in an upper
endoscopy, a gastroenterologist and anesthesiologist have some “common” roles and
some “separate” roles. Counsel for Dr. Khan elicited the following testimony:
[COUNSEL FOR DR. KHAN:] And we can agree that when you’re
working . . . at [an] ambulatory surgical center, even performing
gastroenterology care, you’re doing something different than the
gastroenterologist is doing. And the gastroenterologist is doing something
different than you’re doing, correct?
[DR. McALARY:] There would be overlap and there would be
differences. Keeping an eye on patient monitors would be a shared
responsibility. Deciding whether a lesion within the bowel required biopsy
would be unique to the gastroenterologist.
Other documents in the record indicate that, at the BACE facility, the
gastroenterologist and anesthetist shared certain responsibilities for overseeing the
discharge of the patient after a procedure performed under sedation. The “Discharge
Assessment” portion of the “Post Procedure Record” form included a line stating
“[patient] ready for discharge (D/C) after assessment by physician/CRNA @” followed
33
by a blank space. This document indicates that, at the BACE facility, either the physician
(Dr. Khan) or the certified registered nurse anesthetist (CRNA Sergott) or both were
responsible for assessing the patient before discharge. As Nurse Dinisio explained at her
deposition, BACE’s policies generally required the physician to perform the discharge
assessment and required the certified registered nurse anesthetist to perform the discharge
assessment only if the physician was not present.
In opposition to the summary judgment motion, the plaintiffs relied on an affidavit
in which Dr. McAlary stated that his opinions about Dr. Khan’s departures from the
standard of care “relate[d] to the postoperative management, care, and discharge” of Mr.
Reid. Dr. McAlary further stated:
The esophagogastroduodenscopy (“EGD”) procedure Mr. Reid underwent
on October 13, 2015, is a similar and common procedure for which both
gastroenterologists, and anesthesiologists (working in the setting of an
endoscopic ambulatory surgical center), have experience. In fact, the
standard of care that would apply to a gastroenterologist, and an
anesthesiologist, related to the postoperative management, care, and
discharge of a patient who had undergone an EGD procedure under
anesthesia, would be identical.
In our assessment, the summary judgment record adequately established that the
allegations against Dr. Khan implicate an overlap between gastroenterology and
anesthesiology. In the type of procedure performed on Mr. Reid, a gastroenterologist
collaborates with an anesthesiologist (or anesthetist). Although some responsibilities are
separate, the two types of specialists share some common responsibility for post-
procedure care, such that either specialist should be equally capable of assessing how the
patient should be discharged while recovering after the procedure.
34
The purported expert here, anesthesiologist Dr. McAlary, had extensive
experience with the same type of procedure, performed in the same clinical setting, in a
role analogous to the anesthetist at the BACE facility. According to Dr. McAlary, the
standard of care “related to the postoperative management, care, and discharge of a
patient who had undergone [this] procedure under anesthesia” would be the same for
either specialist making the assessment. For purposes of the summary judgment motion,
the court was required to accept as true the assertion that the standard of care was the
same for a gastroenterologist and an anesthesiologist. See Frankel v. Deane, 480 Md.
682, 706 (2022) (holding that trial court erred by “improperly adopt[ing] the
interpretation” of expert testimony that was “least favorable” to the patient when granting
summary judgment in favor of defendant health care provider).9
The circuit court nevertheless concluded that Dr. McAlary was unqualified to
testify about the standard of care for the post-procedure assessment performed by Dr.
Khan. In explaining its conclusion, the court did not discuss whether Dr. McAlary has
experience with the procedure or treatment at issue. Nor did the court acknowledge Dr.
McAlary’s assertion that the standard of care would be the same regardless of which
specialist performed the discharge assessment. Instead, the court highlighted one
distinction between the present case and DeMuth v. Strong, in which this Court held that
an expert vascular surgeon could testify about the standard of care for postoperative
9
Generally, disputes over the “nature and scope” of a standard of care are “within
the province of the jury, not the court, to decide.” Crise v. Maryland Gen. Hosp., Inc.,
212 Md. App. 492, 524 (2013).
35
management by an orthopedic surgeon. The court wrote that there was “no evidence of
similar training” between the specialties in this case “as there [was] in DeMuth between
vascular and orthopedic surgeons.”
It is true that Dr. McAlary did not expressly state, either at his deposition or in his
affidavit, that gastroenterologists receive similar training to anesthesiologists in the area
of fall-risk assessments. The plaintiffs did not address that point until their motion for
reconsideration. In a supplemental affidavit, Dr. McAlary stated that practitioners in “all
specialties of medicine” receive training for fall-risk assessments and that this training is
“independent of a medical professional’s specialty or subspecialty.” His statement might
be read to imply that gastroenterologists receive training concerning fall risks.
In any event, neither DeMuth nor any other authority requires the plaintiff to
produce “evidence of similar training” in order to establish a connection between two
specialties. Any evidence of similar training should be considered in the analysis, but it
has never been required in all cases. For example, in Nance v. Gordon, 210 Md. App. 26,
41 (2013), where this Court concluded that an expert nephrologist was qualified to opine
about the standard of care applicable to a urologist making a differential diagnosis of a
patient with blood in his urine, this Court made no mention of evidence of similar
training between those two specialties.
The primary focus is not on whether training regimens overlap but on whether
“there is an overlap in treatment or procedures within the specialties and therefore an
overlap of knowledge of treatment or procedures among those experienced in the fields
or practicing in the specialties[.]” Hinebaugh v. Garrett County Mem’l Hosp., 207 Md.
36
App. 1, 18 (2012) (emphasis added). In other words, “‘[i]f a procedure is common to two
specialties, an inference of relation is created between the two specialties.’” Nance v.
Gordon, 210 Md. App. at 37 (quoting DeMuth v. Strong, 205 Md. App. at 543). Two
specialties are sufficiently “‘related’” when “the treatment rendered is performed by both
specialists and therefore is within the overlapping expertise of two board specialty areas,
so that both board certified specialists should be equally knowledgeable and competent to
testify about the prevailing standard of care for a health care provider board certified in
either specialty[.]” Hinebaugh v. Garrett County Mem’l Hosp., 207 Md. App. at 23.
Dr. Khan maintains that the specialties of gastroenterology and anesthesiology do
not overlap in the context of this case. In his appellate brief, Dr. Khan focuses on the
following excerpt from Dr. McAlary’s deposition testimony:
[COUNSEL FOR DR. KHAN:] So as an anesthesiologist, is it fair to say
that you have sort of specialized knowledge and training in assessing the
use of certain anesthetic medications in assessing fall risk after the use of
those medications?
[DR. McALARY:] Indeed, that should be integral to the training of
anybody who administers those drugs.
Based on that response, Dr. Khan characterizes Dr. McAlary as “a specialist in the
assessment of . . . the effect of anesthesia on the fall risk of the patient following a
medical procedure.” Dr. Khan asserts: “As a board certified anesthesiologist, Dr.
McAlary’s education, training, and experience is specialized as it relates to the effects of
anesthesia medication and potential fall risk.” Dr. Khan argues that, because Dr.
McAlary has “specialized knowledge about the effects of anesthesia medication and the
assessment of fall risks as compared to physicians in other specialties[,]” it should follow
37
that Dr. McAlary “does not practice in a sufficiently ‘related specialty’” to
gastroenterology.
Dr. Khan’s argument is unconvincing. In nearly every case in which two distinct
specialties are “related,” the expert will have some knowledge not shared by health care
providers in the defendant’s specialty. There is no serious question that the expert
vascular surgeon in DeMuth v. Strong, 205 Md. App. at 530-31, had specialized
knowledge concerning the vascular complications that the patient experienced after knee
replacement surgery performed by the defendant orthopedic surgeon. There is no serious
question that the expert pediatric nephrologist in Nance v. Gordon, 210 Md. App. at 30,
had specialized knowledge concerning the kidney disease (nephritis) experienced by the
teenage patient evaluated by the defendant urologist. Standing alone, specialized
knowledge of the pertinent medical issue does not disqualify the expert from opining that
another specialist departed from an applicable standard of care.10
Although Dr. McAlary admitted that he has “specialized knowledge and training”
concerning the effects of anesthesia, Dr. McAlary did not state that his standard-of-care
opinions relied on that specialized knowledge or training. Moments before the question
10
A medical expert may tend to have more advanced knowledge of the pertinent
medical issue where the expert testifies about causation as well as the standard of care.
In the present case, the plaintiffs relied on Dr. McAlary to testify not only about alleged
departures from the standard of care but also that those departures caused Mr. Reid’s
injuries. If Dr. McAlary lacked specialized knowledge of the effects of anesthesia, the
defendants could have argued that he lacked sufficient expertise to opine about the cause
of Mr. Reid’s injuries. In fact, at trial, the defendants successfully moved to preclude
another expert, Dr. Krasnow, from offering causation opinions, largely because he lacked
knowledge, training, or experience concerning the effects of the anesthesia medication
that was administered to Mr. Reid.
38
about his specialized knowledge, Dr. McAlary stated that “it should have been fairly
obvious to any caregiver, primary or otherwise[,] that [Mr. Reid] was a fall risk, without
having to perform any written assessment.” Throughout his deposition, Dr. McAlary
expressed his opinion that a “constellation” of “co-morbidities” (including advanced age,
obesity, and diabetes) created the need to use a wheelchair. Dr. McAlary’s opinion that
Mr. Reid was a fall risk did not depend on the type of anesthesia medication used or the
dosage. The only requisite knowledge of anesthesia was the basic knowledge that
anesthesia medications “add to the risk of fall” in those patients who are already at risk.
In his brief, Dr. Khan argues that the present case is “precisely analogous” to
Hinebaugh, in which this Court held that a dentist with board certification in oral and
maxillofacial surgery (OMS) was not permitted to testify about the standard of care
applicable to the board-certified family-medicine doctor who examined a patient with an
injured face or to the board-certified radiologists who examined X-rays of the patient’s
face. This proposed analogy fails. The outcome of Hinebaugh follows from the
difference between the care provided by certain “front line health care providers[,]”
called upon to make an initial assessment, and the care provided by certain specialists,
consulted after an initial diagnosis is made or suspected. Hinebaugh v. Garrett County
Mem’l Hosp., 207 Md. App. at 28-29; see also Street v. Upper Chesapeake Med. Ctr.,
Inc., 260 Md. App. 636, 655-56 (2024). “In the context of that case,” the OMS expert
and the defendants “necessarily operated under [] different standard[s] of care[.]” Jordan
v. Elyassi’s Greenbelt Oral & Facial Surgery, P.C., 256 Md. App. 555, 581 (2022).
The distinction between front-line health care providers and certain post-referral
39
specialists is inapplicable to the present case. Anesthesiologists such as Dr. McAlary
work side-by-side with gastroenterologists such as Dr. Khan. The record established that,
for the endoscopic procedure at issue, the gastroenterologist and the anesthesiologist (or
anesthetist) share common responsibilities for ensuring the safe discharge of the patient.
In this overlapping area of treatment, the two specialists were essentially “on an equal
footing.” Hinebaugh v. Garrett County Mem’l Hosp., 207 Md. App. at 28. Unlike the
expert in Hinebaugh, who lacked any knowledge of the standard of care applicable to the
defendants (id. at 27-28), Dr. McAlary affirmed that the relevant standard of care would
be the same regardless of which specialist made the discharge assessment. The record
demonstrated “the overlap and symmetry in treatment” (Street v. Upper Chesapeake
Med. Ctr., Inc., 260 Md. App. at 659) needed to establish the connection between the two
specialties, as well as an overlap in the standard of care.
Standard-of-Care Opinions from Dr. Krasnow
In addition to challenging the court’s determination that Dr. McAlary was
unqualified to testify against Dr. Khan, the plaintiffs fault the court for failing to address
the qualifications of a second potential standard-of-care expert, Dr. Krasnow. A review
of the record shows that the plaintiffs waived any contention that Dr. Krasnow was
qualified to testify about the standard of care applicable to Dr. Khan.
In their response to the summary judgment motion, the plaintiffs presented no
information and made no arguments whatsoever about the qualifications of Dr. Krasnow.
Their response focused exclusively on the qualifications of Dr. McAlary as an
anesthesiologist. The plaintiffs stated that, because Dr. McAlary was qualified to testify
40
concerning the standard of care applicable to Dr. Khan, the court “need not address” the
qualifications of Dr. Krasnow. The plaintiffs cannot be heard to complain that the court
“ignored” Dr. Krasnow after the plaintiffs expressly asked the court to ignore Dr.
Krasnow. See Fox v. Fidelity First Home Mortg. Co., 223 Md. App. 492, 517-18 (2015)
(holding that appellant failed to preserve ground for appellate review by failing to raise it
in response to summary judgment motion).11
Even if the plaintiffs had relied on the qualifications of Dr. Krasnow when
opposing the summary judgment motion, their argument would lack merit. The plaintiffs
fail to explain the connection between gastroenterology and Dr. Krasnow’s areas of board
certification (internal medicine, hematology, and oncology). The plaintiffs presented no
evidence that Dr. Krasnow, in his oncology practice, performs anything analogous to a
post-procedure assessment of a patient after an endoscopy performed under general
anesthesia at an ambulatory surgery center. Moreover, Dr. Krasnow did not attest to any
familiarity with the standard of care applicable to a gastroenterologist in this clinical
context. The only supposed connection that the plaintiffs identify is in the broad category
of a “fall risk assessment” by “a clinician” of some kind. In other words, clinicians in
many fields, from time to time, might need to consider whether a patient might be at risk
11
The plaintiffs first argued that Dr. Krasnow was qualified to testify concerning
the standard of care in their motion for reconsideration of the summary judgment ruling.
The circuit court did not abuse its discretion when it denied the motion for
reconsideration without expressly addressing the qualifications of Dr. Krasnow. See
Morton v. Schlotzhauer, 449 Md. 217, 232 n.10 (2016) (stating that “[a] circuit court does
not abuse its discretion when it declines to entertain a legal argument made for the first
time in a motion for reconsideration that could have, and should have, been made earlier,
and consequently was waived”).
41
of falling down under various circumstances. This purported commonality is not
sufficient to establish the “overlap in treatment or procedures” (Hinebaugh v. Garrett
County Mem’l Hosp., 207 Md. App. 1, 18 (2012)) required under the Act.
Reversal of Summary Judgment Ruling
As explained above, we conclude that the circuit court erred when it determined
that Dr. McAlary was unqualified to provide expert opinion testimony concerning the
standard of care applicable for Dr. Khan’s post-procedure assessment of Mr. Reid. The
record here established that “the central standard of care issue in this case”—the
discharge assessment of a patient after an upper endoscopy performed under anesthesia—
“implicated [an] ‘overlap’ between the specialties” of gastroenterology and
anesthesiology. DeMuth v. Strong, 205 Md. App. 521, 546 (2012). “[T]herefore, for
purposes of that standard of care issue,” gastroenterology and anesthesiology “were
‘related specialt[ies]’” within the meaning of the Act. Id.
Accordingly, we reverse the order granting summary judgment in favor of
defendant Dr. Khan and defendant Jahangir Khan, M.D., LLC.
II. Jury Verdicts in Favor of CRNA Sergott and Nurse Dinisio
As discussed previously, after the circuit court granted Dr. Khan’s motion for
summary judgment, the case proceeded to a trial of the claims against CRNA Sergott,
Nurse Dinisio, and BACE. Based on the evidence presented, the jury found no violations
of the applicable standards of care by either CRNA Sergott or Nurse Dinisio.
Likelihood of Prejudice from Summary Judgment Ruling
In this appeal, the plaintiffs contend that, if this Court reverses the summary
42
judgment ruling in favor of Dr. Khan, this Court also must set aside the verdicts in favor
of CRNA Sergott and Nurse Dinisio. The plaintiffs cite no authority holding that, when
an appellate court reverses a summary judgment ruling in favor of one defendant, the
court must order a new trial as to all other defendants who prevailed at a trial on the
merits. We are aware of no principle that dictates an automatic reversal in these
circumstances. See Hoffman v. Stamper, 385 Md. 1, 47 (2005) (explaining that
“Maryland Rule 8-604(b) permits an appellate court, if it concludes that [an] error affects
a severable part of the action, to reverse or modify the judgment as to that severable part,
remand that part for further proceedings, and affirm the other parts of the judgment”).
As the plaintiffs recognize, not every error justifies the grant of a new trial. When
seeking to set aside a jury verdict in a civil case, the appellant must show not only that an
error occurred but also that the error resulted in prejudice. See, e.g., Armacost v. Davis,
462 Md. 504, 524 (2019). “Fundamentally,” an appellate court’s analysis of prejudice
“focuses on whether an error undermines [its] faith in the jury’s verdict.” American
Radiology Servs., LLC v. Reiss, 470 Md. 555, 589 (2020). The burden of showing
prejudice “falls squarely on the complaining party.” Butler-Tulio v. Scroggins, 139 Md.
App. 122, 135 (2001). To justify reversal, the appellant ordinarily “must show that the
error was so ‘prejudicial’ that it ‘was likely to have affected the verdict[.]’” Barbosa v.
Osbourne, 237 Md. App. 1, 20 (2018) (quoting Flores v. Bell, 398 Md. 27, 33 (2007)). In
other words, the appellant “has the burden of demonstrating that prejudice was not just
possible, but probable, in the context of the particular case.” Armacost v. Davis, 462 Md.
at 524.
43
It is not obvious how the summary judgment ruling in favor of Dr. Khan (or the
exclusion of evidence that Dr. Khan departed from the standard of care) may have
affected the verdicts in favor of either CRNA Sergott or Nurse Dinisio. In a trial against
multiple defendants, the court instructs the jury that “[e]ach defendant is entitled to a fair
and separate consideration of that defendant’s own defense and is not to be affected by
[the jury’s] decision with respect to the other defendant[s].” Maryland Civil Pattern Jury
Instruction (MPJI-Cv) 1:20(b). Correctly understood, the issue of whether Dr. Khan
violated the applicable standard of care in his treatment of Mr. Reid was distinct from the
issues of whether CRNA Sergott or Nurse Dinisio violated the applicable standards of
care in their treatment of Mr. Reid. At trial, the plaintiffs had the opportunity to present
any evidence that might prove that CRNA Sergott and Nurse Dinisio violated the
applicable standards of care. Additional evidence of negligence by Dr. Khan would not,
in any direct way, have advanced the plaintiffs’ case against CRNA Sergott or Nurse
Dinisio.
The plaintiffs nevertheless argue that the absence of Dr. Khan “tainted the
proceedings” against the remaining defendants. The plaintiffs argue that, without
evidence of Dr. Khan’s negligence, they were “unable to combat” certain arguments
made by CRNA Sergott and Nurse Dinisio. The plaintiffs cite the following remarks
made during closing arguments:
[COUNSEL FOR NURSE DINISIO:] [I]f everything their expert [Dr.
McAlary] said is true, the policies and procedures, they all say it’s Dr.
Khan’s responsibility. Dr. Khan never assessed him . . . as a fall risk. Dr.
Khan never ordered a wheelchair. And he isn’t here in Court.
44
And . . . we’re not pointing the finger at anyone because every health care
provider that’s ever treated [Mr. Reid] was on the same page. We’re not
saying that Dr. Khan did anything wrong. We’re saying that he did it right,
because [Mr. Reid] wasn’t a fall risk. . . .
Dr. Lippman, Plaintiffs’ own orthopedic expert, said he wasn’t a fall risk.
[Mr. Reid’s primary care physician] never said he was a fall risk. [Mr.
Reid’s endocrinologist] never said he was a fall risk. Dr. Khan never said
he was a fall risk. CRNA Sergott never said he was a fall risk.
The plaintiffs also cite a later remark made by counsel for Nurse Dinisio: “And
why is her following everyone else’s orders and doing exactly what everyone else has
done in the past, why does that make her negligent? It simply does not.” In addition, the
plaintiffs cite the following remark made by counsel for CRNA Sergott: “Dr. Khan
assessed him for discharge. Dr. Khan did not consider him to be a fall risk. And Dr.
Khan, who wrote the discharge order, did not order that he go out in the wheelchair.”
According to the plaintiffs, these remarks demonstrate that CRNA Sergott and
Nurse Dinisio “boostrap[ped] on the lack of evidence regarding Dr. Khan’s negligence.”
We disagree with this characterization. A recurring theme of the quoted remarks was the
theory (echoed throughout the arguments by all defendants) that Mr. Reid was not, in
fact, a fall risk and thus that no one needed to provide him with a wheelchair. The quoted
remarks pointed out that Dr. Khan did not order a wheelchair to show that Dr. Khan
evidently agreed that Mr. Reid was not a fall risk. These remarks are insufficient to
demonstrate that the lack of evidence of Dr. Khan’s negligence probably affected the
jury’s determination of the claims against CRNA Sergott or Nurse Dinisio.
If the case had proceeded to trial against all defendants (including Dr. Khan), the
evidence and arguments concerning CRNA Sergott and Nurse Dinisio would have been
45
nearly identical to what the jury already considered. In that scenario, the jury would have
received additional information about the care provided by Dr. Khan and competing
expert opinions about whether he complied with the standards of care applicable to him.
With or without the additional evidence, the jury still would need to make individualized
determinations of whether the plaintiffs proved by a preponderance of the evidence that
CRNA Sergott or Nurse Diniso violated the applicable standards of care. In all
likelihood, additional evidence about Dr. Khan’s alleged negligence would have had
minimal effect on the jury’s consideration of the claims against CRNA Sergott or Nurse
Dinisio.
Likelihood of Prejudice from Other Rulings at Trial
In addition to arguing that reversal of the summary judgment ruling requires a new
trial as to all defendants, the plaintiffs contend that the circuit court made other reversible
errors at trial. The plaintiffs take issue with the court’s rulings precluding certain expert
testimony about the cause of Mr. Reid’s fall, precluding certain expert testimony about
the adequacy of BACE’s policies, omitting from the verdict sheet a question about
negligence of BACE, and allowing the jury to consider the issue of contributory
negligence. For the remainder of this part of the Discussion, we will assume, without
deciding, that the court erred in each of these rulings. Operating under that assumption,
we see no substantial likelihood that any of these purported errors affected the jury
verdicts in favor of CRNA Sergott or Nurse Dinisio.
The first purported error concerns the court’s decision to limit the scope of expert
testimony from Dr. Krasnow. At trial, the plaintiffs offered Dr. Krasnow as an expert in
46
internal medicine and emphasized that he would not address any standard-of-care issues.
After an extensive inquiry into his knowledge and experience, the court prohibited Dr.
Krasnow from opining that anesthesia probably caused Mr. Reid’s blood pressure to
decline or that the decline in blood pressure probably caused his fall. On appeal, the
plaintiffs contend that the trial court’s ruling improperly precluded them from introducing
evidence of the causation element of their negligence claims.
We agree with the defendants that the exclusion of expert opinions about causation
could not have affected the jury verdicts in favor of CRNA Sergott or Nurse Dinisio. The
special verdict sheet required the jury to consider the issues of a breach of the standard of
care separately from the issues of whether any breach caused Mr. Reid’s injury. The jury
answered “No” to the questions asking whether CRNA Sergott or Nurse Dinisio breached
the standard of care in their treatment of Mr. Reid. Consequently, the jury did not answer
the additional questions asking whether any breach “caused [Mr. Reid] to fall outside
BACE, causing him injury, after he was discharged[.]”
The proffered opinion testimony from Dr. Krasnow concerned the cause of Mr.
Reid’s injuries, not whether any health care provider breached a standard of care. The
admission or exclusion of the testimony, therefore, would not have affected the
determination of whether CRNA Sergott or Nurse Dinisio breached their applicable
standards of care. Cf. Livingstone v. Greater Washington Anesthesiology & Pain
Consultants, P.C., 187 Md. App. 346, 359 (2009) (concluding that plaintiffs sustained no
prejudice from trial court’s failure to instruct jury about substantial factor test for
causation where jury found no breach of standard of care by defendant physicians and
47
thus “did not reach the issue of causation”).12
The plaintiffs argue that the exclusion of Dr. Krasnow’s causation opinions could
not be harmless because the court’s instructions to the jury “linked” the issue of breach of
standard of care with the issue of causation. This argument is devoid of merit. The court
provided appropriate explanations of the elements of a medical negligence claim (based
on MPJI-Cv 27:1), the standard of care for a health care provider (based on MPJI-Cv
27:2), and the element of causation (based on MPJI-Cv 19:10). No juror would
reasonably interpret those instructions to mean that proving a breach of the standard of
care required proof of causation.
The second purported error concerns the exclusion of expert opinion testimony
from Dr. McAlary. During redirect examination, the court sustained an objection to a
question asking Dr. McAlary to explain an earlier statement in which he indicated his
disagreement with “policies” of BACE. In their appellate brief, the plaintiffs assert that
the purpose of this question was “to elicit testimony that [Dr. McAlary] believed [that]
BACE had independent negligence” and that certain BACE policies “breached the
standard of care[.]” The plaintiffs complain that, because they lacked expert testimony
on that issue, the court withheld a question “about the independent negligen[ce] of
BACE” from the verdict sheet.
12
BACE observes that, although the court precluded Dr. Krasnow from testifying
about the cause of Mr. Reid’s fall, the court admitted expert testimony on causation from
another expert, Dr. McAlary. The cumulative nature of the excluded testimony
strengthens the conclusion that the ruling caused no substantial prejudice. See Myers v.
Estate of Alessi, 80 Md. App. 124, 140 (1989).
48
Because the plaintiffs made no proffer of the excluded testimony, there is no basis
to conclude that the testimony might have helped prove that either CRNA Sergott or
Nurse Dinisio breached an applicable standard of care. See Univ. of Maryland Med. Sys.
Corp. v. Waldt, 411 Md. 207, 235 (2009). The plaintiffs have identified no evidence
establishing that either CRNA Sergott or Nurse Dinisio had authority or control over any
purportedly insufficient policies. It is difficult to imagine how testimony criticizing
BACE’s policies might have affected the jury’s consideration of the claims against
CRNA Sergott or Nurse Dinisio. They were not the targets of this line of questioning.
As the plaintiffs acknowledge, the “intention” of their proposed redirect examination was
to generate a theory of “independent negligence” by BACE, as an additional basis for
liability of that defendant. The plaintiffs have failed to establish that the exclusion of this
testimony might have influenced the verdicts in favor of CRNA Sergott or Nurse Dinisio.
The third purported error concerns the omission of defendant BACE from the
verdict sheet. During trial, counsel for BACE conceded that CRNA Sergott and Nurse
Dinisio acted as employees or agents of BACE. Based on that concession, the court
instructed the jury that BACE was liable for injuries or damages caused by the negligence
of CRNA Sergott or Nurse Dinisio. The court did not include any separate questions on
the verdict sheet asking the jury to decide whether CRNA Sergott and Nurse Dinisio
acted as employees or agents of BACE.
We see no likelihood that omitting questions about agency from the verdict sheet
may have affected the verdicts in favor of CRNA Sergott or Nurse Dinisio. An agency
relationship was not an element of the claims against CRNA Sergott or Nurse Dinisio.
49
The question of whether they acted as employees or agents was material only to the
determination of whether BACE might be vicariously liable for damages caused by their
negligence. If the court had included questions about agency on the verdict sheet, as the
plaintiffs suggest, the jury never would have reached those questions. Because the jury
found no breach of the standard of care, the jury could not hold either of them liable, nor
could it hold BACE vicariously liable for negligence not found to occur. See Retina Grp.
of Washington, P.C. v. Crosetto, 237 Md. App. 150, 176-77 (2018).
The fourth purported error concerns the court’s decisions to instruct the jury on the
issue of contributory negligence and to include a question about contributory negligence
on the verdict sheet. The plaintiffs contend that the evidence did not properly support
any defense of contributory negligence and that the court erred by submitting that issue to
the jury. Ultimately, however, the jury never decided that issue. The directions on the
verdict sheet stated that, if the jury answered “No” to the questions asking whether
CRNA Sergott or Nurse Dinisio breached the standard of care, the jury should not answer
the question about contributory negligence. Because the jury found no breach of the
standards of care by CRNA Sergott or Nurse Dinisio, the jury did not answer the later
question asking whether Mr. Reid’s “own negligence contributed to his fall outside
BACE[.]”
In some circumstances, purported errors concerning a jury’s consideration of
contributory negligence may be rendered harmless if the jury considers that issue
separately from other issues and if the jury finds no primary negligence. For example, in
Landon v. Zorn, 389 Md. 206, 225-26 (2005), the Court concluded that the plaintiffs
50
sustained no prejudice from the trial court’s refusal to give a custom instruction
concerning the proof of contributory negligence in a medical malpractice case. The
Court observed that, because the jury found no breach of the standard of care by the
defendant physician, the jury did not reach the later question regarding contributory
negligence. Id. at 228. For that reason, the plaintiffs “c[ould] show no prejudice as a
result of the court’s refusal to give the requested instruction.” Id. Similarly, in
Consolidated Waste Industries, Inc. v. Standard Equipment Co., 421 Md. 201, 226
(2011), the Court concluded that the plaintiff sustained no prejudice from a purported
error in including a contributory negligence question on the verdict sheet. The Court
explained that the jury never decided the question of contributory negligence because it
found no negligence and no resulting damages. Id.
The plaintiffs nevertheless contend that, in the circumstances of this case,
submitting the issue of contributory negligence to the jury amounted to prejudicial error.
In support of that contention, the plaintiffs attempt to analogize this case to Barbosa v.
Osbourne, 237 Md. App. 1 (2018).
In Barbosa v. Osbourne, 237 Md. App. at 3, plaintiffs alleged that a surgeon
negligently cut a patient’s bile duct during an operation to remove an inflamed
gallbladder. The surgeon invoked a defense of contributory negligence, based on
allegations that the patient had delayed seeking treatment for his abdominal pain and that
this delay complicated the surgery. Id. at 6. The court denied a pretrial motion to
prohibit the surgeon from claiming that the patient’s delay in seeking treatment amounted
to contributory negligence. Id. at 7. Throughout the trial, the surgeon “vigorously
51
pursued a contributory negligence defense[,]” by raising that defense in opening
statement, cross-examining witnesses on that issue, presenting testimony about the
alleged contributory negligence from three medical experts, and raising that defense in
closing arguments. Id. The jury found no violation of the standard of care by the
surgeon and thus did not answer the question on the verdict sheet concerning contributory
negligence. Id. at 8.
On appeal, this Court adopted the rule that “the purported negligence of a patient
plaintiff, which precedes any medical treatment,” may not “be raised as a defense of
contributory negligence[] by a physician [who] subsequently treats that [patient][.]”
Barbosa v. Osbourne, 237 Md. App. at 13. Accordingly, we determined that the trial
court “committed multiple errors” by “permitting [the surgeon] to raise the issue of [the
patient’s] purported negligent delay in seeking treatment at every stage of the trial,” by
instructing the jury that the patient’s pre-treatment negligence was a defense, and by
“providing the jury with a special verdict sheet reiterating that instruction[.]” Id. at 19-
20.
For “two independent but factually-related reasons[,]” we concluded that these
errors probably influenced the verdict concerning a breach of the standard of care.
Barbosa v. Osbourne, 237 Md. App. at 20. “The first reason[,]” we stated, was “the
repeated invocation, by the defense, of [the patient’s] alleged negligence in failing to seek
immediate treatment that pervaded every aspect of the trial below.” Id. “The second
reason” was that “the defense relentlessly blended the two issues” of the patient’s alleged
negligence and the surgeon’s alleged negligence, by urging the jury to consider the
52
patient’s pre-treatment conduct before deciding whether the surgeon was negligent. Id. at
21-22. “The defense thereby invited the jury to consider [the patient’s] negligence in
deciding the very first question of the special verdict form, namely, whether [the surgeon]
had deviated from the standard of care.” Id. at 22.
The two reasons that supported the determination of prejudice in Barbosa are
absent from this case. Here, the issue of contributory negligence did not “pervade[] every
aspect of the trial” (Barbosa v. Osbourne, 237 Md. App. at 20), to such a degree that it
affected the assessment of the standard of care. The defendants here did not “blend[]”
(id. at 21) the issue of Mr. Reid’s alleged negligence with the issues of whether CRNA
Sergott and Nurse Dinisio violated the standard of care.
In this case, the defendants’ theory of contributory negligence was little more than
an alternative explanation for the cause for Mr. Reid’s fall, mutually exclusive of the
plaintiffs’ explanation. As counsel for BACE phrased it during opening statements, the
defendants argued that Mr. Reid simply “tripped and fell[]” and “it had nothing to do
with the procedure or the anesthesia.” Evidence tending to show that Mr. Reid tripped
was still relevant to causation, regardless of whether that evidence generated a defense of
contributory negligence. The court’s eventual rulings on the issue of contributory
negligence (which occurred after the presentation of evidence) did not affect the scope of
any evidence presented to the jury. The defendants’ expert witnesses did not rely on any
information about Mr. Reid’s conduct after he left the facility when they opined that
CRNA Sergott and Nurse Dinisio provided adequate treatment at the facility. Under the
circumstances, there was no risk of the type of prejudice described in Barbosa—that the
53
jury might have considered Mr. Reid’s alleged negligence when deciding whether CRNA
Sergott or Nurse Dinisio violated the standards of care.
Affirmance of Judgments in Favor of CRNA Sergott and Nurse Dinisio
In sum, we conclude that neither the error in granting Dr. Khan’s motion for
summary judgment nor the other alleged trial errors justify overturning the verdicts in
favor of CRNA Sergott or Nurse Dinisio. These challenged rulings pertain to matters
unconnected to the factual questions of whether CRNA Sergott or Nurse Dinisio
breached the applicable standards of care: Dr. Khan’s alleged negligence; proof of
causation; alleged independent negligence by BACE; vicarious liability of BACE; and
alleged post-treatment contributory negligence by Mr. Reid. The plaintiffs have failed to
show a likelihood that errors or alleged errors, alone or in combination, affected the
jury’s determination that the plaintiffs failed to meet their burden of proving that CRNA
Sergott or Nurse Dinisio breached the applicable standards of care.
Accordingly, the judgment is affirmed with respect to the claims against CRNA
Sergott and Nurse Dinisio. The judgment is also affirmed with respect to claims that
BACE is vicariously liable for alleged negligence of CRNA Sergott or Nurse Dinisio.
III. Judgment in Favor of Defendant BACE
In Part I of this Discussion, we concluded that the circuit court erred when it
granted summary judgment in favor of Dr. Khan and Jahangir Khan, M.D., LLC. In Part
II, we concluded that the plaintiffs failed to demonstrate any ground for reversing the
judgment to the extent that it was based on the jury verdicts in favor of CRNA Sergott
and Nurse Dinisio.
54
The remaining defendant, BACE, is not similarly situated with CRNA Sergott or
Nurse Dinisio. The complaint alleged that, at the time of the alleged negligence, Dr.
Khan and Jahangir Khan, M.D., LLC, acted as employees or agents of BACE. As a
result of the summary judgment ruling, the court never adjudicated the issue of whether
an agency relationship exists between those defendants and BACE.
In its appellate brief, BACE concedes that, if this Court reverses the summary
judgment ruling, this Court must vacate the judgment with respect to claims that BACE is
vicariously liable for alleged negligence of Dr. Khan and Jahangir Khan, M.D., LLC. In
light of that concession, the judgment in favor of BACE cannot stand. The plaintiffs are
entitled to a new trial of claims against BACE along with the trial of their claims against
Dr. Khan and Jahangir Khan, M.D., LLC. We will discuss the remaining issues raised in
this appeal because those issues might recur at a second trial and because the resolution
of those issues might affect the scope of the issues at a second trial.
Causation Testimony from Dr. Krasnow
The plaintiffs contend that the circuit court abused its discretion when it precluded
one expert witness, Dr. Krasnow, from opining that anesthesia caused Mr. Reid’s blood
pressure to decline and that the decline in blood pressure caused him to fall outside of the
BACE facility. We perceive no abuse of discretion in the court’s ruling.
The plaintiffs offered Dr. Krasnow as an expert in the field of “[i]nternal medicine
only.” During direct examination, counsel for the plaintiffs asked Dr. Krasnow to explain
why Mr. Reid’s blood pressure readings after the procedure were lower than his pre-
procedure readings and “trend[ing] downward.” All defendants objected, arguing that
55
Dr. Krasnow was not properly qualified to give expert opinions on that subject. The
defendants observed that Dr. Krasnow does not administer anesthesia medications in his
practice and that he does not evaluate patients after sedation.
With the court’s permission, counsel for the plaintiffs questioned Dr. Krasnow
extensively about his education, knowledge, and experience. Dr. Krasnow explained
that, in his oncology practice, he regularly provides patients with long-acting painkillers,
including narcotic analgesics (such as morphine) and benzodiazepines (such as Valium).
Dr. Krasnow stated that lowering a person’s blood pressure is “one of the side effects” of
narcotic analgesics. Dr. Krasnow claimed to have some familiarity with Propofol but
said that he had not researched any medical literature about Propofol when rendering his
opinions. Dr. Krasnow stated that Propofol is “very similar to opioids in most respects,”
but that it exerts its effects through a different brain receptor “than what classical opioid
drugs work on.” Dr. Krasnow also stated that Propofol exerts its effects through the same
brain receptors as benzodiazepines. Dr. Krasnow explained that he does not use Propofol
in his practice because it is a short-acting sedative, approved only for use as anesthesia.
Based on that testimony, the court precluded Dr. Krasnow from offering opinions,
to a reasonable degree of medical certainty, on whether Propofol caused Mr. Reid’s blood
pressure to decline or whether the decline in blood pressure caused him to fall. The court
gave the following explanation for its ruling:
[THE COURT:] . . . I am not going to let him testify to the fall being
caused by the Propofol. . . . . For a myriad of reasons. He does not do
post-op care, he does not use Propofol, he cited no medical literature to
support that type of conclusion, he has no experience in it, he does not do
drugs by infusion which was done here. He made the statement that short
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acting drugs wear off almost as soon as you stop using them. . . . His
experience is all with long-acting drugs. Additionally, I don’t think we
have any basis to connect this fall to anything he has said. So, . . . I’m not
going to let that question come in. I’m not going to strike his testimony
thus far either.
Although the court sustained the defendants’ objection, the court permitted Dr.
Krasnow to testify, in general terms, that Propofol “can” lower a person’s blood pressure.
Dr. Krasnow later stated, without objection, that a decrease in blood pressure can make a
person dizzy or less alert and limit the person’s ability to function. On this record, we see
no abuse of discretion.
“Any witness who testifies as an expert . . . must have sufficient knowledge, skill,
and experience to make a well-informed opinion.” Smith v. Pearre, 96 Md. App. 376,
396 (1993). When deciding whether to admit expert testimony, the court must determine:
“(1) whether the witness is qualified as an expert by knowledge, skill, experience,
training, or education, (2) the appropriateness of the expert testimony on the particular
subject, and (3) whether a sufficient factual basis exists to support the expert testimony.”
Md. Rule 5-702. Contrary to the plaintiffs’ arguments, not every challenge to the basis
for expert testimony strictly concerns the weight of the testimony rather than its
admissibility. See Katz, Abosch, Windesheim, Gershman & Freedman, P.A. v. Parkway
Neuroscience & Spine Inst., 485 Md. 355, 372, 380 (2023). Although it is not always
necessary for an expert to have personal experience with the medical issues in question,
an opinion on medical causation should not be admitted unless it is shown to be based on
reliable information and a reliable methodology. See Roy v. Dackman, 445 Md. 23, 41-
43 (2015). Trial courts have “‘broad latitude’” in determining whether expert testimony
57
meets this threshold of reliability. Katz, Abosch, Windesheim, Gershman & Freedman,
P.A. v. Parkway Neuroscience & Spine Inst., 485 Md. at 361 (quoting Kumho Tire Co. v.
Carmichael, 526 U.S. 137, 142 (1999)).
The circuit court acted within its discretion when it determined that the plaintiffs
failed to establish a sufficient basis for Dr. Krasnow to opine that Propofol caused Mr.
Reid’s fall. The shortcoming was not simply that Dr. Krasnow lacked first-hand
experience with Propofol or other short-acting anesthetic drugs. The testimony failed to
establish that Dr. Krasnow had the requisite knowledge, gained from any source, about
the probable effects of Propofol on a person’s blood pressure. Dr. Krasnow did not, for
instance, testify that he learned through education, training, study, or research that
Propofol has been shown to reduce blood pressure in some percentage of patients for
some duration. At best, Dr. Krasnow’s testimony established that he knew that Propofol
has many similarities (but also some important differences) with certain painkillers
known to have the side effect of causing a person’s blood pressure to decline. The
testimony elicited by the plaintiffs did not support the specific opinions proffered: that
Propofol probably caused Mr. Reid’s blood pressure to decline and that the decline in
blood pressure probably caused his fall.
Opinion Testimony about BACE’s Policies
The plaintiffs contend that the circuit court erred by precluding Dr. McAlary from
offering opinions about the adequacy of “policies” of BACE. Although the plaintiffs
broadly accuse the court of “muzzling” their presentation of evidence concerning
BACE’s policies, their appellate brief mentions only one actual evidentiary ruling made
58
during Dr. McAlary’s testimony.
Testifying as an expert in anesthesiology, Dr. McAlary expressed his opinions that
CRNA Sergott and Nurse Dinisio violated the applicable standards of care by failing to
identify Mr. Reid as a fall risk and by failing to ensure that he would be discharged by
wheelchair. Shortly before the end of cross-examination, counsel for BACE asked: “You
disagree with the policies of BACE?” Dr. McAlary answered: “Well, yes, I disagree with
the policy, but that’s a whole separate issue.”
During redirect examination, counsel for the plaintiffs posed the following
question to Dr. McAlary: “You . . . indicated earlier that you thought that . . . the BACE
policies were insufficient[.] [W]hat did you mean by that?” Counsel for BACE made a
general objection, and the court sustained the objection. In a bench conference that
followed, counsel for BACE asserted that Dr. McAlary had “never testified . . . that the
BACE policies were insufficient” when asked during his deposition to disclose his
standard-of-care opinions. Counsel for the plaintiffs argued that the defendants had
“opened the door” to testimony about BACE’s policies by mentioning certain policies
during cross-examination. BACE continued to object on the grounds of what Dr.
McAlary said or did not say in discovery.
Ultimately, the court did not rule on the alleged discovery violation. Before any
ruling on that subject, counsel for the plaintiffs asked the court to decide a narrower issue
of whether Dr. McAlary could opine that CRNA Sergott breached the standard of care by
failing to advise Nurse Dinisio that Mr. Reid needed a wheelchair. Over the defendants’
objections, the court permitted the plaintiffs to elicit that opinion from Dr. McAlary.
59
Counsel for the plaintiffs abandoned the earlier line of questioning about BACE’s
purportedly “insufficient” policies.
In their appellate brief, the plaintiffs assert that the purpose of their question to Dr.
McAlary was “to elicit testimony that he believed BACE had independent negligence as
their policies/procedures breached the standard of care to a reasonable degree of medical
certainty.” If this assertion is true, we see no reason why the plaintiffs could not have
explored that issue on direct examination rather than waiting until redirect examination.
Generally, trial courts have wide discretion to control the scope of redirect examination.
See Feeney v. Dolan, 35 Md. App. 538, 548 (1977). When the court sustained the
objection, the court reasonably could have concluded that redirect examination was not
the appropriate time for the plaintiffs to introduce a new theory of a defendant’s breach of
the standard of care.13
In any event, even if the court was required to permit the plaintiffs to use their
redirect examination to explore a new theory of medical negligence, the record still is
inadequate to evaluate any alleged error. “Error may not be predicated upon a ruling that
. . . excludes evidence unless the party is prejudiced by the ruling, and . . . the substance
of the evidence was made known to the court by offer on the record or was apparent from
the context within which the evidence was offered.” Md. Rule 5-103(a)(2). Under this
Rule, an appellant must make a proffer of the substance of the excluded evidence in order
13
Moreover, the court could have concluded that the wording of the question was
improper. Dr. McAlary had testified that he “disagree[d]” with a BACE “policy,” but
counsel for the plaintiffs claimed that he had “indicated” that he believed that BACE’s
policies were “insufficient[.]”
60
to obtain appellate review of a contention that the trial court erred by excluding that
evidence. See Univ. of Maryland Med. Sys. Corp. v. Waldt, 411 Md. 207, 235 (2009).
“Without a proffer, it is impossible for appellate courts to determine whether there was
prejudicial error or not.” Id. An appellant’s failure to make a proffer of the substance of
the excluded testimony ordinarily precludes appellate review of a ruling to exclude that
testimony. See Keefover v. Giant Food, Inc., 83 Md. App. 306, 314 (1990).
At trial, the plaintiffs made no proffer of what Dr. McAlary might have said in
response to the question about what he meant when he “indicated” that BACE’s policies
were “insufficient[.]” The substance of his response was not apparent from the context.
Neither Dr. McAlary’s statement that he “disagree[d]” with a “policy” of BACE nor the
question asked during redirect examination mentioned or alluded to a specific policy or
policies. BACE’s written policies were extensive. Excerpts admitted into evidence from
the BACE policy manual (such as “20.4 Discharge Phase” or “23 Administration of
Anesthesia”) span multiple pages and address various aspects of post-anesthesia care.
Because the record does not include sufficient information about the nature or extent of
Dr. McAlary’s possible standard-of-care criticisms, it is insufficient for appellate review
of the evidentiary ruling. See Univ. of Maryland Med. Sys. Corp. v. Waldt, 411 Md. at
235-36.
In their brief, the plaintiffs suggest that this Court can infer the substance of Dr.
McAlary’s opinions about BACE’s policies. The plaintiffs note that, during an earlier
series of questions, Dr. McAlary had stated that he would offer opinions to a reasonable
degree of medical certainty unless he indicated otherwise. Based on that statement, the
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plaintiffs argue that, “when Dr. McAlary indicated that he disagreed with BACE’s
policies and that they were not correct, he was clearly indicating that they breached the
standard of care[.]”
The plaintiffs’ proposed inference is unreasonable. When Dr. McAlary expressed
his “disagree[ment]” with some unidentified “policy,” he immediately differentiated that
statement from his other opinions by adding that his disagreement was “a whole separate
issue.” His testimony cannot be fairly interpreted as any definite opinion on any
standard-of-care-issues. It is not uncommon for medical experts to state that they
disagree with a decision, or that they personally would have made a different decision,
without going so far as to say that the decision violates the prevailing standard of care.
Expert testimony that merely criticizes some aspect of medical treatment is not equivalent
to an opinion that the treatment violated the standard of care. See Retina Grp. v.
Washington, P.C. v. Crosetto, 237 Md. App. 150, 176 (2018) (holding that an “off-hand
response” in which an expert “criticized” a treatment decision did not amount to an
opinion that the treating physician departed from the standard of care); Ramsey v.
Physicians Mem’l Hosp., Inc., 36 Md. App. 42, 49 (1977) (holding that expert’s
testimony that “he personally would have” taken a particular action did not amount to
testimony that the failure to take that action “was violative of the minimal standard of
care”).
Omission of Questions about Agency from Verdict Sheet
The plaintiffs contend that the circuit court erred by failing to include questions on
the verdict sheet asking whether CRNA Sergott and Nurse Dinisio acted as agents of
62
BACE. The plaintiffs’ contention is not properly preserved.
During trial, counsel for BACE stipulated that CRNA Sergott and Nurse Dinisio
acted as employees or agents of BACE and that BACE was vicariously liable for
negligence of either CRNA Sergott or Nurse Dinisio. Later, during discussions about the
content of the verdict sheet, counsel for the plaintiffs asserted that they were “free to
reject that stipulation.” The court asked counsel for the plaintiffs whether they were
requesting, for example, “an actual question on the verdict sheet” asking whether Nurse
Dinisio was an agent or employee of BACE.
In response, counsel for the plaintiffs requested “the scope of employment
language” from the verdict sheets used in Reiss v. American Radiology Services, LLC,
241 Md. App. 316 (2019), aff’d, 470 Md. 555 (2020). The verdict sheets used in that
case did not include separate questions asking whether the defendant physicians acted as
employees of a defendant professional association. Id. at 343-48. Rather, the verdict
sheets inserted a modifying clause—“acting in [the physician’s] capacity as an employee
of [the professional association]”—within the questions asking whether the physicians
breached the standard of care. Id. at 343, 345, 347.
Seeking clarification, the circuit court asked counsel for the plaintiffs to confirm
that they were requesting language such as: “was Gary Sergott . . ., comma, acting in his
capacity as an agent for the Baltimore Ambulatory Center for Endoscopy, comma,
negligent in the care of Carroll Reid.” Counsel responded that the plaintiffs were
requesting “the instruction that was in [Reiss] for both [d]efendants.”
On appeal, the plaintiffs fault the court for failing to include what they call “the
63
question of agency” on the verdict sheet. The plaintiffs argue that, despite the stipulation
from BACE, the court was required to submit the “question of agency . . . to the jury”
because it was “a factual matter” for the jury to decide. Under the circumstances, the
contention that the court erred by failing to include questions on the verdict sheet
concerning whether CRNA Sergott and Nurse Dinisio acted as agents of BACE is not
properly preserved. See Md. Rule 2-522(b)(5) (stating that “[n]o party may assign as
error . . . the refusal of the court to submit a requested issue unless the party objects on
the record before the jury retires to consider its verdict, stating distinctly the matter to
which the party objects and the grounds of the objection”).
Counsel for the plaintiffs did not request questions about agency on the verdict
sheet. Counsel requested certain “scope of employment language” within the questions
asking about whether CRNA Sergott and Nurse Dinisio breached the applicable standards
of care. The court twice sought clarification, asking the plaintiffs whether they were
requesting stand-alone questions about agency or merely modifying clauses that would
presuppose the existence of an agency relationship. In response, counsel did not request
any particular questions about agency on the verdict sheet. On this record, the plaintiffs
are deemed to have waived any contention that the court erred by failing to submit
questions concerning the issue of agency to the jury. See Selective Way Ins. Co. v.
Nationwide Prop. & Cas. Ins. Co., 242 Md. App. 688, 740 (2019) (citing Weichert Co. of
Maryland, Inc. v. Faust, 419 Md. 306, 316 n.1 (2011)).14
14
Ultimately, the verdict sheet did not include clauses referring to BACE within
the questions about the alleged negligence of CRNA Sergott and Nurse Dinisio. The
64
Availability of Contributory Negligence Defense
Of all the issues raised in this appeal, the one issue that almost certainly will arise
at a second trial is the issue of contributory negligence. This Court reviews without
deference the circuit court’s determination that the evidence was sufficient to establish a
defense of contributory negligence. See Barbosa v. Osbourne, 237 Md. App. 1, 9 (2018).
Under Maryland law, “the doctrine of contributory negligence bars a plaintiff’s
recovery against a defendant who causes an injury where [the] injury is also a result of
the plaintiff’s own failure to exercise due care.” Kiriakos v. Phillips, 448 Md. 440, 474
n.38 (2016) (citing Coleman v. Soccer Ass’n of Columbia, 432 Md. 679, 687 (2013)).
Contributory negligence is an affirmative defense, and the defendant bears the burden of
production for each element of the defense. See Rosenthal v. Mueller, 124 Md. App. 170,
173-74 (1998). Although even “‘meager evidence’” may be enough to generate a factual
question of contributory negligence, a defendant “‘cannot sustain this burden by offering
a mere scintilla of evidence, amounting to no more than surmise, possibility, or
conjecture that [the] other party has been guilty of negligence[.]’” Id. at 174 (quoting
Fowler v. Smith, 240 Md. 240, 246-47 (1965)).
To prove that a patient was contributorily negligent, a defendant health care
provider must prove that the patient’s conduct “‘f[ell] below the standard to which [a
patient] should conform for [the patient’s] own protection’” and that the conduct was “‘a
plaintiffs have not specifically challenged that aspect of the verdict sheet. Moreover, the
plaintiffs have cited no authority that might have required those questions to include
modifying clauses mentioning the stipulated agency relationship.
65
legally contributing cause co-operating with the negligence of the defendant in bringing
about the [patient’s] harm.’” Kassama v. Magat, 368 Md. 113, 127 (2002) (quoting
Craig v. Greenbelt Consumer Servs., Inc., 244 Md. 95, 97 (1966)) (further citation
omitted); see also DiLeo v. Nugent, 88 Md. App. 59, 72-73 (1991). In assessing a
patient’s conduct, “‘the standard of care to be used as the criterion is that of an ordinarily
prudent person under the same or similar circumstances, not that of a very cautious
person.’” Moodie v. Santoni, 292 Md. 582, 586-87 (1982) (quoting Menish v. Pollinger
Co., 277 Md. 553, 559 (1976)). Even if the act done by the patient “‘turns out to be an
error of judgment, this alone does not make the act negligent if an ordinarily prudent
person may have made the same error.’” Hill v. Wilson, 134 Md. App. 472, 492 (2000)
(quoting Faith v. Keefer, 127 Md. App. 706, 747 (1999)).
The evidence in this case included various statements to the effect that Mr. Reid
“tripped” when he fell on the sidewalk outside of the BACE facility. The apparent source
of these statements was Ms. Reid, who did not actually see the fall and thus lacked
personal knowledge of how it occurred. When Ms. Reid returned to the facility to seek
emergency assistance, she told a BACE employee that Mr. Reid “fell over the height
difference between the sidewalk and the dirt[.]” One of the nurses recorded: “while
walking to car, [patient] fell over the height difference between the sidewalk and dirt per
patient’s wife.” When an ambulance arrived, Ms. Reid reported that Mr. Reid “had
tripped on the sidewalk and fallen[.]” An emergency medical technician recorded: “Per
family, patient just came out of ambulatory surgery. Patient had endoscopy done.
Patient tripped on sidewalk and fell.” One day after the injury, Ms. Reid told a physician
66
that Mr. Reid “did not see a drop off of the ground next to the sidewalk and turned [his]
foot on [the] edge of [the] sidewalk” causing him to “fall forward onto [his] knees and
right arm.”
At trial, the plaintiffs contended that the evidence was insufficient to prove any
contributory negligence on the part of Mr. Reid. Counsel argued that the defendants were
not entitled to an instruction concerning contributory negligence in a medical malpractice
case unless the defendants produced some evidence “that the [patient] had received
treatment from a health care provider[,] that [the patient] had been given instructions by
that provider[,] and that [the patient] had not followed or unreasonably delayed in
following those instructions.” Counsel for the plaintiffs also argued that there was no
basis to conclude that Mr. Reid did anything unreasonable, such as walking into a
hazardous condition.
The circuit court stated that there was a “variety of testimony as to what, how Mr.
Reid was doing when he left[,]” which was “not necessarily his testimony, but the
statements that were made to the medical personnel that . . . he lost his footing on the
corner of the pavement[.]” The court reasoned that the jury was “free to look at it from a
variety of different ways.” Over the plaintiffs’ objections, the court delivered a jury
instruction based on Maryland Civil Pattern Instruction (MPJI-Cv) 27:5, the pattern
instruction that covers contributory negligence in a medical malpractice case. The court
instructed the jury:
The patient cannot recover if the patient’s negligence is a cause of the
injury. Negligence is doing something that a patient using ordinary care
would not do or not doing something that a person using ordinary care
67
would do. Ordinary care means that caution, attention[,] or skill a
reasonable person would use under similar circumstances. . . . The
[d]efendant has the burden of proving by a preponderance of the evidence
that a patient’s negligence was the cause of the patient’s injury.
In accordance with its ruling, the court included a question on the verdict sheet
asking: “Do you find that [Mr. Reid’s] own negligence contributed to his fall outside
BACE?”
During closing arguments by the defendants, only one attorney specifically
mentioned the issue of contributory negligence. Counsel for Nurse Dinisio stated that the
question of “whether or not [Mr. Reid] was contributorily negligent” concerned “the
whole issue of did he simply trip and fall[,]” which counsel said was “sort of in another
way on the causation piece of it.”
On appeal, the plaintiffs contend that the circuit court erred by submitting the issue
of contributory negligence to the jury. In support of their contention, the plaintiffs rely
on Barbosa v. Osbourne, 237 Md. App. 1 (2018). In that opinion, this Court explained
that a defendant health care provider may not raise the affirmative defense of
contributory negligence in a medical malpractice action “unless there is some evidence
‘that the injured party acted, or failed to act, with knowledge and appreciation, either
actual or imputed, of the danger of injury which his conduct involves.’” Id. at 9 (quoting
Thomas v. Panco Mgmt. of Maryland, LLC, 423 Md. 387, 418 (2011)). Surveying
Maryland appellate opinions concerning the availability of a contributory negligence
defense in medical malpractice cases, we wrote:
Our appellate courts have upheld the submission of a contributory
negligence issue to a jury, in medical malpractice cases, but only where
68
there was evidence adduced that [the patient] had received treatment from a
health care provider, that [the patient] had then been given instructions by
that provider, and that [the patient] had not followed, or unreasonably
delayed in following, those instructions.
Barbosa v. Osbourne, 237 Md. App. at 10 (citing Moodie v. Santoni, 292 Md. at 591;
Hopkins v. Silber, 141 Md. App. 319, 325, 331 (2001); Kassama v. Magat, 136 Md. App.
637, 647, 663 (2001), aff’d, 368 Md. 113 (2002); Smith v. Pearre, 96 Md. App. 376, 394
(1993); Myers v. Estate of Alessi, 80 Md. App. 124, 133 (1989); and Chudson v. Ratra,
76 Md. App. 753, 773 (1988)).15
As the plaintiffs observe, the evidence in this case did not satisfy the criteria stated
in Barbosa v. Osbourne, 237 Md. App. at 10. There was no evidence that Mr. Reid failed
to follow, or unreasonably delayed in following, any instructions from his health care
providers. His health care providers instructed him that he could not drive a vehicle,
operate machinery, or drink alcohol for at least 12 hours and that he should avoid making
critical decisions or signing legal documents for the rest of the day. No one instructed
him that he could not walk to the passenger seat of his car while under the influence of
anesthesia. In fact, they allowed him to walk to the car—and their decision to allow him
to do so is the basis of the claim of malpractice. The crux of this claim was that Mr. Reid
should not have been walking at all, because the defendants’ medical negligence
impaired his functioning and rendered him incapable of exercising the degree of care for
15
Citing the Barbosa opinion, the Comment to MPJI-Cv 27:5 states: “A medical
malpractice plaintiff may be held to have been contributorily negligent only where [the
plaintiff] received treatment from a healthcare provider, was given instructions by that
provider, and did not follow, or unreasonably delayed in following those instructions.”
69
his own safety that an ordinary person would exercise while walking.16
Despite the language from Barbosa v. Osbourne, the defendants argue that the
evidence indicating that Mr. Reid tripped was sufficient to prove contributory negligence.
The defendants cite no authority upholding the submission of the issue of contributory
negligence to a jury in a medical malpractice case under factual circumstances analogous
to the present case. The defendants make almost no attempt to reconcile their proposed
theory of contributory negligence with the statement from Barbosa v. Osbourne, 237 Md.
App. at 10. Only one defendant even acknowledges the cited statement. In his brief,
CRNA Sergott asserts that the present case “does not fit the issue mentioned” in Barbosa,
“where the issue of contributory negligence was allowed only where a patient had been
given instructions and failed to follow or unreasonably delayed in following those
instructions.”
In our assessment, the defendants have failed to establish that their theory of
contributory negligence in this medical malpractice case is compatible with the statement
from Barbosa v. Osbourne, 237 Md. App. at 10, or that it is otherwise supported by other
16
As a basic principle, contributory negligence presupposes primary negligence.
See Booth v. McLean Contracting Co., 108 Md. 456, 460 (1908). To the extent that the
defendants have attempted to articulate a theory of contributory negligence, they have
described it as mutually exclusive of any primary medical negligence. For instance,
CRNA Sergott argues that the jury could find that “the care given to Mr. Reid was
completed without a breach of the standard” and that his injuries were “merely the
unfortunate result of [his] trip and fall over the difference in the height of the pavement.”
(Emphasis added.) Similarly, Nurse Dinisio argues that jury could find that Mr. Reid
“simply tripped and fell because he did not see the uneven sidewalk.” (Emphasis added.)
No defendant has described a factual theory of contributory negligence that might coexist
with a finding of primary medical negligence.
70
authorities. We agree with the plaintiffs, therefore, that the evidence did not properly
generate an affirmative defense of contributory negligence.
In addition, we agree with the plaintiffs that the evidence failed to establish a
prima facie case of contributory negligence on the part of Mr. Reid. Contrary to the
defendants’ suggestions, this case was unlike an ordinary trip-and-fall (or slip-and-fall)
negligence case, in which a plaintiff presents evidence of an unsafe condition and it is up
to the jury to decide whether the plaintiff unreasonably failed to see and avoid the unsafe
condition. E.g., Cador v. Yes Organic Market Hyattsville Inc., 253 Md. App. 628, 644-
45 (2022); Tennant v. Shoppers Food Warehouse Md. Corp., 115 Md. App. 381, 394-95
(1997). At trial, neither the plaintiffs nor the defendants presented evidence that there
was any visible hazard that a person exercising ordinary care should have seen and
avoided.
The evidence in this case may have been sufficient for a jury to find that Mr. Reid
was not looking down while he was walking and that he tripped. But evidence that a
person suffered injury after walking on something that they did not see, without more, is
inadequate to conclude that the person was contributorily negligent.
For example, in Anne Arundel County v. Fratantuono, 239 Md. App. 126, 141-43
(2018), this Court held that a local government was not entitled to a contributory
negligence instruction where the plaintiff suffered injuries after stepping on a defective
water meter lid on a grassy area next to a public sidewalk. Although the plaintiff
“testified that she was looking ahead while she was walking[,]” the defendant “presented
no evidence that she would have observed anything amiss had she been looking down.”
71
Id. at 142. “The record contain[ed] no indication that anything about the appearance of
the lid would have suggested that it would flip if disturbed[.]” Id. at 142-43.
Viewed in the light most favorable to the defendants, the evidence may have been
sufficient for the jury to find that Mr. Reid may have “tripped” on some unknown “height
difference” between the sidewalk and the dirt next to it. No party presented any evidence
about the extent of this height difference. Consequently, there was no evidentiary basis
to conclude that it was not reasonably safe for Mr. Reid to step where he did.
In her brief, Nurse Dinisio tells us that there was “indisputable photographic
evidence” showing that Mr. Reid failed to see “an open and obvious difference in
elevation” between the sidewalk and the ground next to it. Yet the only photographs
admitted into evidence were taken too far away to evaluate the height difference.17 A
fact-finder would need to resort to speculation to conclude, based on the evidence
presented, that an ordinary person exercising due care would have avoided stepping
where Mr. Reid stepped.
Although the evidence in this case did not support a defense of contributory
negligence, nothing should preclude the defendants on remand from introducing evidence
tending to show that Mr. Reid fell because he tripped even though he was capable of
walking safely to his car. Evidence that Mr. Reid tripped remains relevant to determining
the cause of his injuries. A simple trip-and-fall was one possible explanation. The
defendants remain perfectly free to argue, as they did at the first trial, that they are not
17
Appendix B to this opinion includes copies of the photographs admitted into
evidence that depict the location of Mr. Reid’s fall.
72
liable for Mr. Reid’s injuries if he fell simply because he tripped on the edge of the
sidewalk and not because of any medical negligence. The circuit court, however, should
not instruct the jury on the issue of contributory negligence, nor should it permit the
defendants to argue that the evidence proves that Mr. Reid committed contributory
negligence.
Claims of “Independent Negligence” by BACE
In addition to the issues raised by the plaintiffs in this appeal, defendant BACE
raises an issue concerning the scope of the remaining issues upon remand. The appellate
brief from BACE poses the following question: “If summary judgment in favor of
Appellees Jahangir M. Khan, M.D. and Jahangir M. Khan, M.D., LLC is reversed, are the
allegations against Appellee Baltimore Center for Endoscopy, LLC in a new trial limited
to vicarious liability?”
BACE argues that the plaintiffs failed to present evidence of any “independent
negligence” by BACE, i.e., negligence independent from the conduct of its agents or
employees. Specifically, BACE points out that the plaintiffs failed to produce expert
testimony establishing that BACE’s policies violated any applicable standards of care or
that any such violation caused Mr. Reid’s injuries. BACE argues that, because “[t]he
issue of BACE’s independent negligence was decided by the trial court” at the first trial,
the plaintiffs “cannot attempt to reassert this claim or any new claim for the independent
negligence of BACE at the trial on remand.”
A review of the transcript supports the assertion that the circuit court actually
decided the issue of independent negligence by BACE. At the close of the evidence
73
presented by the plaintiffs, counsel for BACE moved for a “partial [j]udgment” with
respect to “any independent allegations of negligence by the facility.” The court denied
all motions for judgment at that time.
On the next day of trial, counsel for BACE again argued that it was entitled to a
judgment as a matter of law with respect to any allegations of independent negligence.
Counsel argued that the plaintiffs had never introduced any expert opinion testimony
establishing that BACE’s policies departed from the accepted standards of care.
The defendants provided an expedited copy of a transcript of Dr. McAlary’s trial
testimony. Based on the parties’ discussions of the content of the transcript, the court
concluded that Dr. McAlary had never testified that any policies of BACE violated an
applicable standard of care. For that reason, the court said that it was “not going to allow
the policy discussion” during the defendants’ case and that it was “not going to allow”
any theory that BACE’s policies breached the standard of care “to go to the jury.” In
light of the ruling, counsel for the plaintiffs acknowledged that, “at th[at] point,” their
only claim against BACE rested on a theory of “vicarious liability.”
During discussions about the verdict sheet, the court stated that, because there was
“no testimony that BACE violated the standard of care[,] . . . BACE itself c[ould ]not be
held liable” for its own negligence. At the close of all evidence, the court denied the
defendants’ renewed motions for judgment, but added: “Basically, BACE is out.” In
accordance with those rulings, the court did not submit to the jury any questions
concerning the negligence of defendant BACE.
This record establishes that the circuit court, in substance, granted a motion for
74
partial judgment in favor of BACE. The court determined that the plaintiffs had failed to
produce evidence to support a claim of negligence by BACE, independent from its agents
or employees. In the interest of providing more clarity for the parties and any reviewing
court, it would have been a better practice for the court to have made a more formal
announcement and written record of its ruling. Nevertheless, the transcript demonstrates
that the plaintiffs had an adequate opportunity to oppose the motion for partial judgment
and that they understood the substance of the court’s ruling.
In their reply to BACE, the plaintiffs offer no direct response to the argument that,
on remand, their claims against BACE should be limited to a theory of vicarious liability.
Rather, the plaintiffs reiterate their contentions that the court improperly excluded the
expert testimony that they needed to support their claim of independent negligence by
BACE. As explained above, we have rejected those contentions because the plaintiffs
failed to make an adequate proffer of the excluded testimony.
In their reply brief, the plaintiffs note that Dr. McAlary stated during cross-
examination that he “disagree[d] with the policy” of BACE. The plaintiffs also cite a
comment that Dr. McAlary made during redirect examination. Counsel for the plaintiffs
asked: “Aside from saying that Mr. Reid needed a wheelchair, would Mr. Sergott be
required to speak with Nurse Dinisio about anything else regarding Mr. Reid?” Dr.
McAlary responded: “Well, [CRNA Sergott] could justify the basis for the wheelchair,
since they had a policy that said if you walk in, you walk out without looking at any of
the factors that would make that policy incorrect and not individualized in the specific
patient need.” Neither his statement expressing “disagree[ment]” with a policy nor his
75
comment that a particular policy was “incorrect” are equivalent to an opinion that any
policies violated the standard of care or that any such violation caused Mr. Reid’s
injuries. See Retina Grp. of Washington, P.C. v. Crosetto, 237 Md. App. 150, 176
(2018). Thus, the cited testimony was insufficient to support a claim of independent
negligence by defendant BACE.
The plaintiffs have failed to demonstrate any error in the circuit court’s ruling
granting a partial judgment as to claims of negligence by BACE, independent from its
agents or employees. Accordingly, we affirm the judgment to the extent that includes a
partial judgment on that issue. At a second trial on remand, the claims against BACE are
limited to a theory of vicarious liability.
The partial judgment on that issue does not necessarily mean that the plaintiffs are
barred from presenting evidence about BACE’s policies on remand. Evidence that Dr.
Khan knew (or should have known) that BACE’s existing policies did not require the use
of a wheelchair may be relevant when assessing allegations that he failed to comply with
the standard of care. Moreover, it remains unclear whether the evidence will show that
Dr. Khan had authority or control over BACE’s policies.
At his deposition, Dr. McAlary opined that there were “[t]wo mechanisms” by
which Dr. Khan could have complied with the standard of care—he could have ordered
Nurse Dinisio to provide a wheelchair “as part of the discharge instructions” or he “could
have created a policy” requiring the use of a wheelchair for patients with certain risk
factors. Dr. McAlary opined that “there was no mechanism taken either by policy or
76
order to protect this patient from this occurrence.”18 If the plaintiffs produce evidence
indicating that Dr. Khan had authority or control over BACE’s policies, then the
plaintiffs may pursue their theory that Dr. Khan committed negligence by failing to act
either by order or by policy. This proposed theory would not entail any claim of
“independent negligence” by BACE. Rather, this theory would support a claim of
underlying negligence by Dr. Khan (or Jahangir Khan, M.D., LLC) for which BACE
might be found vicariously liable.
CONCLUSION
For the reasons stated in this opinion, the judgment is affirmed in part and
reversed in part. The case is remanded for a new trial on some but not all claims.
The judgment is reversed to the extent that it includes the order granting summary
judgment in favor of Dr. Khan and Jahangir Khan, M.D., LLC. The judgment is reversed
to the extent that it concerns claims that BACE is vicariously liable for alleged
negligence of Dr. Khan and Jahangir Khan, M.D., LLC. The “related specialty”
requirement of the Health Care Malpractice Claims Act does not prohibit Dr. McAlary
from offering expert opinion testimony that Dr. Khan departed from the standard of care
in his post-procedure discharge assessment of Mr. Reid.
The judgment is affirmed to the extent that it includes the jury verdicts in favor of
CRNA Sergott and Nurse Dinisio. The judgment is affirmed to the extent that it concerns
18
At the summary judgment hearing, counsel for Dr. Khan acknowledged that the
allegations against him encompassed the theory that “he should have had a policy” that
would “require a wheelchair” for patients with certain risk factors.
77
claims that BACE is vicariously liable for alleged negligence of CRNA Sergott or Nurse
Dinisio.
The judgment is also affirmed to the extent that includes the grant of a partial
judgment in favor of defendant BACE, as to claims of negligence independent from its
agents or employees. This case is remanded for a new trial on the remaining claims
against Dr. Khan, Jahangir Khan, M.D., LLC, and BACE.
At a trial on the remaining claims, the circuit court should not provide jury
instructions on contributory negligence, nor should it submit questions about contributory
negligence to the jury. The court may permit the defendants to argue that Mr. Reid fell
not because of any medical negligence but because he simply tripped. The court should
not permit the defendants to argue that Mr. Reid committed contributory negligence.
JUDGMENT OF THE CIRCUIT COURT
FOR BALTIMORE COUNTY AFFIRMED
IN PART AND REVERSED IN PART.
ORDER GRANTING SUMMARY
JUDGMENT IN FAVOR OF APPELLEES
JAHANGIR KHAN AND JAHANGIR
KHAN, M.D., LLC, REVERSED.
JUDGMENT AFFIRMED AS TO
APPELLEES DARLENE DINISIO AND
GARY SERGOTT. JUDGMENT
AFFIRMED IN PART AND REVERSED IN
PART AS TO APPELLEE BALTIMORE
AMBULATORY CENTER FOR
ENDOSCOPY, LLC. CASE REMANDED
FOR FURTHER PROCEEDINGS
CONSISTENT WITH THIS OPINION.
COSTS TO BE PAID 50% BY
APPELLANTS AND 50% BY APPELLEES
(EXCLUDING DINISIO AND SERGOTT).
78
APPENDIX A
As phrased in the appellant’s brief, the questions presented are:
Did the Trial Court err in granting summary judgment to Dr. Khan when it
correctly recognized that post-procedure fall-risk assessments for patients undergoing
anesthesia is cross-disciplinary and not unique to any specific specialty – from a
specialist physician (including gastroenterologists and anesthesiologist) all the way down
to a medical technician (in this case, a licensed practical nurse), yet Appellants’ otherwise
imminently qualified expert (a board-certified practicing anesthesiologist) was not the
correct expert to opine on the post-procedure assessment of fall risk after anesthesia by a
physician.? []Did the Trial Court err in granting summary judgment to Dr. Khan when it
ignored that fall risk assessments are performed thousands of times every day across the
State of Maryland in a variety of practice settings – many times by minimally
licensed/trained/qualified staff – and found that there is no overlap in post-procedure fall
risk assessments between a gastroenterologist and an anesthesiologist – which would be
one of the common scenarios in which both specialists’ paths cross on a daily basis. []Did the Trial Court err in granting summary judgment to Dr. Khan when it
entirely failed to address Appellants’ imminently qualified secondary standard of care
expert (a board-certified internist) – who also opined as to whether the patient was a fall
risk under the influence of anesthesia. []Did the Trial Court err in (1) reading the jury instruction for contributory
negligence to the jury and/or (2) in allowing the question of contributory negligence to be
posed to the jury on the Verdict Sheet, despite the fact that there was no evidence of
contributory negligence generated in this case?
Did the Trial Court err in granting summary judgment to Dr. Khan when the
remaining Appellees bootstrapped onto this ruling and argued that Dr. Kahn’s lack of
negligence proves their lack of negligence.
Did the Trial Court err in prohibiting Appellants’ Expert Witness, Steven
Krasnow, M.D., from testifying regarding the effect of anesthesia on blood pressure and
that the anesthesia caused Mr. Reid to fall, even though Dr. Krasnow was already
qualified to serve as an expert in the case, was familiar with anesthesia, was familiar with
the effects of anesthesia on blood pressure, was familiar with the fall risks associated
with anesthesia, and was familiar with the anesthesia in this case.Did the Trial Court err in prohibiting Appellants’ Expert Witness Brian
McAlary, M.D. from testifying against Appellee BACE’s faulty policies and procedures
A1
even though Dr. McAlary previously testified at a discovery deposition that the policies
and procedures of BACE, even if perfectly followed, led to the injuries that Mr. Reid
sustained.
- Did the Trial Court err in not adding Defendant/Appellee Baltimore Ambulatory Center for Endoscopy’s (“BACE”) name to the Verdict Sheet despite Plaintiffs/Appellants specifically requesting that it be included?
A2
APPENDIX B
A3
A4
A5
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