Superior Court Addresses Discoverability of Documents Under Patient Safety and Healthcare Quality Improvement Act in a Med Mal Case

In the case of Boyle v. Mainline Health, Inc., No. 2454 EDA 2023 (Pa. Super. July 17, 2025 Lazarus, P.J., King, J., and Lane, J.) (Lane, J., Concurring and dissenting)(Maj. Op. by King, J.), the Superior Court ruled that reports created for the hospital’s patient safety organization constituted “deliberation or analysis of” the patient safety evaluation system. As such, the court ruled that these reports were privileged under the Patient Safety and Healthcare Quality Improvement Act. 

This case arose out of a medical malpractice lawsuit by the Plaintiffs seeking compensation for birth injuries sustained by their child.

During the course of discovery, the Defendants produced a privilege log regarding certain documents. The Plaintiff followed a discovery motion in response. The trial court granted the Plaintiff’s Motion.

On appeal, the Superior Court affirmed in part and reversed in part. As part of the ruling, the Superior Court noted that the Defendants had a patient safety plan, which established a patient safety committee under MCARE.

The court found other documents that were not privileged given that those documents did not arise from a matter reviewed by the patient safety committee.

However, noted above, the court did find that certain other documents fell within the scope of the statutory privilege provided under the Patient Safety and Healthcare Quality Improvement Act.

Anyone wishing to review a copy of this decision may click this LINK. The concurring and dissenting Opinion issued by Judge Lane can be viewed HERE.


Source: “The Legal Intelligencer State Appellate Case Alert,” www.Law.com (Aug. 6, 2025).

Judge Powell of Lackawanna County Rules on Medical Practice Pleading Isssues

In the case of Menon v. Geisinger Wyoming Valley Medical Center, No. 2024-CV-7436 (C.P. Lacka. Co. June 23, 2025, Powell, J.), Judge Mark Powell of the Lackawanna County Court of Common Pleas overruled various Preliminary Objections filed by the different medical Defendants to the Plaintiff’s medical malpractice Complaint.

This medical malpractice action arose from the death of a full-term newborn baby.

Relative to the Plaintiff’s claims of negligent infliction of emotional distress related to alleged negligent care during the late pregnancy stage and the delivery, the Defendants filed a demurrer. The Defendants asserted that the Plaintiffs failed to allege a contemporaneous sensory perception of the harm-producing event as required under Sinn v. Burd and Bloom v. Regional Medical Center.

The court disagreed and ruled that the Plaintiffs sufficiently pled a continuous traumatic sequence of events that included direct observation of the newborn’s distress and death. The court cited to the case of Neff v. Lasso, for the proposition that concept of sensory perception in this context under Pennsylvania law is not limited to visual observation but also includes awareness through experience and presence.

Judge Powell also overruled the Defendants’ objections regarding the lack of specificity with respect to the allegations of negligence and agency claims contained in the Complaint. The court held that, under Pennsylvania’s fact-pleading standard, Plaintiffs are not required to identify every employee and are not required to site specific hospital policies at issue at the pleadings stage.

Rather, the court found that, in this case, the Plaintiffs’ detailed allegations provided the Defendants with adequate notice of the claims presented. The court noted that the identity of unnamed agents could be ascertained through discovery efforts.

In this regard, the court emphasized that, in medical malpractice cases, Defendants typically control the relevant records and personnel information.

Anyone wishing to review a copy of this decision may click this LINK.

Source: Lackawanna Jurist, Vol. 126, No. 27 (July 4, 2025).

Court Addresses Medical Charting Issues in a Medical Malpractice Case

In the case of Creech v. Piotr F. Zembrzuski, No. 2024-CV-9004 (C.P. Lacka. Co. July 21, 2025, Nealon, J.), the court overruled Preliminary Objections filed against a medical malpractice Complaint in a wrongful death litigation.

According to the Opinion, a mother commenced this lawsuit against various healthcare providers for treating her daughter. The mother alleges that the healthcare providers failed to timely and properly diagnose the Plaintiff’s decedent’s deteriorating medical conditions.

According to the Opinion, the Plaintiff-mother asserted, among other claims, that the healthcare providers failed to timely and appropriate document the daughter’s findings and that their violation of the medical records documentation obligation prevented the mother from identifying in the Complaint each hospital agent who allegedly negligently treated the daughter.

The hospital Defendants filed a demurrer to the medical record charting allegations on the ground that the mother did not cite any statute, regulation, or other law that was allegedly violated or that supported the imposition of civil liability for untimely or inadequate medical entries.

The medical providers also sought to dismiss one hospital Defendant on the basis that it was merely a holding company which cannot be liable unless the mother pierced the corporate veil.

The court overruled the Preliminary Objections.

Judge Nealon noted that, under Pennsylvania law, physicians are obligated to make timely entries in a patient’s medical record that accurately, legibly, and completely reflect specific information regarding patient evaluation and treatment. The court noted that those charting requirements have been recognized as establishing standards of care and conduct for physician.

Accordingly, the court found that the mother’s allegations related to the hospital Defendants’ alleged violations of those medical records documentation standards were relevant to the Plaintiff’s negligent claims.

With regard to the claim against the alleged holding company, the court ruled that the mother had specifically alleged that the alleged holding company owned and operated the subject hospitals, employed the physicians and other professionals who treated the decedent, and provided medical care and services to the decedent.

Under the standard of review that requires the court to accept the Plaintiff’s factual allegations as true, and which prohibits the hospital Defendants from presenting a speaking demurrer, the court held that the Defendant’s Preliminary Objections should be overruled.

Anyone wishing to review a copy of this decision may click this LINK.

Superior Court Upholds a Forum Selection Clause Found in Consent To Treatment Form in Medical Malpractice Case

In the medical malpractice case of Somerlot v. Jung, No. 2578-EDA-2024 (Pa. Super. July 30, 2025 Lazarus, P.J., Kunselman, J., and King, J.) (Op. by Kunselman, J.), the Pennsylvania Superior Court affirmed the validity of forum selection clauses in a medical consent form.

According to the Opinion, in this personal injury action, the Plaintiff had undergone treatment with certain medical providers and, under the contract entered into with those medical providers, the Plaintiff agreed that any litigation would be pursued solely in Bucks County.

The Plaintiff brought this personal injury lawsuit in Philadelphia County.

The Superior Court affirmed the decision of the Philadelphia County Court transferring the case to Bucks County based upon the forum selection clause.

The Superior Court upheld the general principle of contract law that the parties are free to pre-select among all possible proper venues as to which venue would be utilized to decide any legal disputes that might arise between them. Accordingly, the Superior Court affirmed the lower court’s decision.

Anyone wishing to review a copy of this decision may click this LINK.

Summary Judgment Granted in Amusement Ride Case

White Water Landing Log Flume - Dorney Park

In the case of Tepox v. Six Flags Entertainment Corp., No. 2024-CV-2312 (C.P. Lehigh Co. May 16, 2025 Pavlack, J.), the court granted summary judgment in a case where a Plaintiff, while at an amusement park, was hit by water while walking over a bridge built over a log flume water ride 

The court noted that the bridge was designed for people to both observe the ride and to get wet by the splash the ride creates.

The court ruled that the no-duty rule/inherent risk doctrine applicable to amusement park accidents supported the entry of summary judgment in this case. 

The court noted that spectators and patrons assume certain risks when participating in amusements such that no duty exists on the part of the Defendant to protect against those risks.

Anyone wishing to review a copy of this decision may click this LINK.

Bad Faith Claim Goes Up In Smoke In Fire Loss Claim - But Right To Amend Allowed

In the case of Wendolowski v. Erie Insurance, No. 2023-CV-3806 (C.P. Lacka. Co. July 14, 2025 Nealon, J.), the court addressed Preliminary Objections filed by a carrier challenging the legal sufficiency of the insured’s bad faith claim arising out of a fire loss.

The court noted that, to recover for statutory bad faith, an insured must establish that the carrier did not have a reasonable basis for denying benefits under the policy and, that the carrier knew, or recklessly disregarded, its lack of a reasonable basis in denying the claim.

In this matter, the court noted that the Plaintiff’s Complaint baldly alleged that the carrier acted in bad faith in failing to pay his claimed loss in full. The court noted that the Plaintiff did not provide any facts arguably supporting any conclusion that the carrier lacked a reasonable basis for disputing the extent of the laws or that the carrier knew or recklessly disregarded the absence of such a reasonable basis.

As such, the court granted the carrier’s demurrer to the insured’s bad faith claim. However, the insured was permitted to file an Amended Complaint in an effort to provide the requisite factual support for a statutory bad faith claim.

Anyone wishing to review a copy of this decision may click this LINK.

Source of image:  Photo by Kurt Hudspeth on www.pexels.com.

Summary Judgment Granted In Favor of Restaurant in Foodborne Illness Claim Due to Lack of Expert for Plaintiff

In the case of Lawrence v. Texas Roadhouse Holdings, LLC, No. CI-23-00720 (C.P. Lanc. Co. May 22, 2025 Brown, P.J.), the court granted the Defendant’s Motion for Summary Judgment in a case where the Plaintiff alleged that he contracted a foodborne illness after eating at a Texas Roadhouse restaurant in Lancaster County.

The court noted that, while medical tests completed on the Plaintiff after his visit to the restaurant raised the possibility of E. coli colitis, the record revealed that the Plaintiff was never definitively diagnosed with E. coli. The court also noted that the Plaintiff’s discharge diagnosis from his initial medical visit was for acute gastroenteritis, rather than any specific foodborne illness. It was also indicated that no stool sample was taken that could have been analyzed to definitively identify any foodborne illness.

In granting summary judgment in this matter, the court emphasized that the Plaintiff did not present any competent expert medical evidence to establish a causal link between the Plaintiff's consumption of food at the restaurant and his alleged illness.

Anyone wishing to review a copy of this decision may click this LINK.

I send thanks to Attorney Jennifer G. Shorr of the Philadelphia office of the Weber Gallagher law firm for bringing this case to my attention.