Dorothy King v. Virginia Betts
354 S.W.3d 691
| Tenn. | 2011Background
- Nurse Battle objected to MTMHI's night locker policy for medication administration; policy shifted duties to nurses with on-call pharmacist support
- MTMHI implemented night locker by removing pharmacists from night/weekend shifts but required on-call coverage and after-hours med access via night locker
- MTMHI provided training, resources, and policies to address nurses' safety and licensing concerns; Board of Nursing and Board of Pharmacy reviewed the policy
- Battle and King sued MTMHI and related officials in Davidson County Chancery Court under 42 U.S.C. § 1983 alleging First Amendment retaliation and a hostile work environment
- Trial court granted summary judgment and judgment on the pleadings; Court of Appeals reversed on immunity and retaliation claims; Supreme Court granted discretionary review
- Court held MTMHI defendants entitled to qualified immunity; Battle failed to show clearly established right or adverse action warranting relief
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Battle's criticisms concerned a matter of public concern | Battle’s statements about patient safety and policy impacts public welfare | Speech was primarily personal commentary about job duties and licensing | Speech involved matters of public concern |
| Whether the right to publicly criticize the night locker policy was clearly established | Right was clearly established at time of conduct | Right not clearly established given mixed personal/public speech | Right not clearly established; immunity applied |
| Whether MTMHI defendants took adverse employment actions against Battle | Multiple actions were retaliatory and chilled speech | Actions were de minimis or non-retaliatory | No material adverse employment action established; no §1983 retaliation |
| Whether qualified immunity should be affirmed given posture of record | Defendants violated clearly established rights | Qualified immunity applies; no clearly established violation | Defendants entitled to qualified immunity |
| Role of state courts in §1983 with qualified immunity in Tennessee; standards applied | State-law procedures should govern immunity analysis | Saucier/Pearson framework applies; federal standards prevail | Apply federal qualified-immunity analysis within state-court §1983 action |
Key Cases Cited
- Harlow v. Fitzgerald, 457 U.S. 800 (1982) (establishes two-step qualified immunity analysis (now flexible after Pearson))
- Anderson v. Creighton, 483 U.S. 635 (1987) (fact-specific approach to clearly established rights)
- Saucier v. Katz, 533 U.S. 194 (2001) (established two-step sequence for qualified immunity (clarity later flexible))
- Pearson v. Callahan, 555 U.S. 223 (2009) (flexible approach to prongs; court may address prongs in any order)
- Bd. of County Comm’rs v. Umbehr, 518 U.S. 668 (1996) (government employee retaliation rights context; general protection of speech)
- Garcetti v. Ceballos, 547 U.S. 410 (2006) (speech by public employee evaluated for public concern; employer interests)
- Connick v. Myers, 461 U.S. 138 (1983) (public concern test for employee speech balancing content and context)
- Waters v. Churchill, 511 U.S. 661 (1994) (limits on government employer restrictions on speech in workplace)
- Hed v. Creighton, 483 U.S. 639 (1987) (clarifies clearly established standard requires similar circumstances)
- Hope v. Pelzer, 536 U.S. 730 (2002) (clarity of law assessment; not liable for subsequent developments)
- Mitchell v. Forsyth, 472 U.S. 511 (1985) (establishes public official immunity framework; burden on plaintiff)
