422 So.3d 88
Ala.2025Background
- Betty Callens, age 81, suffered multiple left hip injuries and surgeries, including complications during rehabilitation after hip-replacement surgery.
- Callens was transferred to St. Martin's In-The-Pines for rehab, where a nurse allegedly caused a third hip injury during a routine bath.
- Callens filed suit against Brookdale and St. Martin's for negligence, wantonness, battery, and medical malpractice.
- St. Martin’s moved for summary judgment, arguing Callens provided no supporting expert medical testimony on standard of care or causation.
- The trial court granted summary judgment to St. Martin’s (but not Brookdale), finding Callens’s lack of expert testimony fatal to her claims.
- On appeal, Callens argued her claims involved routine care comprehensible to laypeople, not requiring expert testimony.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Need for Expert Testimony | Claims involved routine, custodial care, not requiring expert testimony. | Care at issue was medical/complex, thus requiring expert testimony. | Expert testimony required because care for Callens's condition is not routine and outside lay knowledge. |
| Applicability of "Layman Exception" | Injury was obvious, so breach could be understood by lay juror. | Circumstances (multiple surgeries, immobilizer device) were complex and not within lay understanding. | Exception does not apply; lay jurors could not assess standard of care for Callens's circumstances. |
| Sufficiency of Defendant's Expert (Britton) | Britton not qualified due to possible administrative role during preceding year. | Britton’s affidavit established hands-on nursing experience during relevant time. | Record showed Britton qualified; affidavit allowed. |
| Burden at Summary Judgment | Burden on defendant to establish standard of care before burden shifts. | Defendant need only show plaintiff failed to support essential element (expert testimony). | Burden was properly on Callens to produce expert testimony once St. Martin’s moved for summary judgment. |
Key Cases Cited
- Pruitt v. Zeiger, 590 So. 2d 236 (Ala. 1991) (expert testimony required in medical malpractice to prove standard of care, breach, and causation)
- Tuscaloosa Orthopedic Appliance Co. v. Wyatt, 460 So. 2d 156 (Ala. 1984) (layman exception for expert testimony in medical-malpractice cases)
- Lyons v. Walker Reg'l Med. Ctr., 791 So. 2d 937 (Ala. 2000) (requirement of expert testimony in medical negligence cases unless exception applies)
- Ex parte HealthSouth Corp., 851 So. 2d 33 (Ala. 2002) (clarified the layman exception regarding when expert testimony is unnecessary)
- Allred v. Shirley, 598 So. 2d 1347 (Ala. 1992) (enumerates exceptions to expert testimony requirement in malpractice)
- Collins v. Herring Chiropractic Ctr., LLC, 237 So. 3d 867 (Ala. 2017) (reformulation of layman exceptions)
- Rivard v. University of Alabama Health Servs. Found., P.C., 835 So. 2d 987 (Ala. 2002) (expert testimony must establish causation in malpractice cases)
