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Defense Digest

Proposed Expert’s Qualification to Proffer Standard of Care Opinions Must Be Evaluated Under the Entirety of Section 512 of the MCARE Act

Defense Digest, Vol. 31, No. 2, June 2025

June 1, 2025

by Tyler R. Price

Key Points:

  • Standard of Care: Patient assessment and discussion of procedures to be performed to evaluate the patient prior to surgery fall under the purview of the standard of care, not informed consent. 
  • Expert Qualifications: Proper analysis of an expert’s qualifications encompasses more than the expert’s board certification, as directed by the MCARE Act.
  • Superior Court remanded to trial court with instructions to revisit its decision regarding the gastroenterologist’s qualifications to offer standard of care opinions against a colorectal surgeon.

An alleged failure to assess a patient via non-surgical interventions prior to performing a surgical procedure may result in a breach of the standard of care. A recent trial court opinion addressed the proper analysis of an expert’s qualification to proffer standard of care opinions as instructed by the MCARE Act. The Pennsylvania Superior Court, in McAleer v. Geisinger Medical Center, 332 A.3d 38 (Pa. Super. 2025), reversed and remanded the trial court’s decision to grant summary judgment in favor of the health care defendants. The Superior Court directed the lower court to revisit the standard of care expert’s qualifications to determine if he is qualified to offer such testimony. 

Facts
A colonoscopy revealed the patient had a large polyp that was unable to be completely removed due to its size and the patient’s anatomy. The patient was referred by the primary care physician to a colorectal surgeon for evaluation of either a possible partial colectomy or a repeat colonoscopy under full anesthesia.

At the initial evaluation with the colorectal surgeon, the surgeon discussed laparoscopic, possible open right hemicolectomy, possible ostomy, and the risks of each procedure. Of note, these were all surgical interventions, and the assessment prior to surgery—a colonoscopy—was never discussed. The colorectal surgeon performed a laparoscopic right hemicolectomy, and the patient was discharged two days later.

Six days after surgery, the patient presented to the emergency department with abdominal complaints. Post-surgical complications, including a blood clot and tissue death, resulted in the patient undergoing several surgical procedures to remove the damaged tissue. 

The patient filed a lawsuit alleging negligence and claiming the colorectal surgeon recommended and performed a procedure that was counter-indicated for the patient’s condition.

Standard of Care Includes Proper Assessment and Discussions of Assessment Procedures Prior to Surgery 
In order to set forth a cause of action in negligence, a plaintiff is required to plead sufficient facts which would establish that: (1) the doctor owed them a duty of care; (2) the doctor breached that duty; (3) the patient was injured; and (4) the injuries were proximately caused by the doctor’s breach of duty. 

Here, the patient claimed the colorectal surgeon recommended and performed the wrong procedure without properly assessing the patient prior to performing the surgery to remove the polyp. The patient’s experts opined: the colorectal surgeon breached the standard of care by failing to properly assess the patient; had the colorectal surgeon properly assessed the patient, then a colonoscopy would have been performed; and, consequently, the patient would not have suffered post-surgical complications. Further, the court noted there was no evidence that the patient would have refused the colonoscopy under general anesthesia or an endoscopic procedure. Both procedures are non-surgical assessments performed prior to surgery. 

The court concluded that the patient was not given any option within the standard of care. Thus, the patient did not have the opportunity to even choose or reject an assessment option within the standard of care. 

Qualifications to Offer Expert Testimony Requires Analysis Beyond Proposed Expert’s Board Certification 
Through discovery, the patient submitted the expert report of a physician who was board certified in internal medicine and gastroenterology. The gastroenterologist concluded that the colorectal surgeon failed to fully assess the patient prior to surgical intervention, violating the standard of care. The trial court disqualified the gastroenterologist from offering standard of care opinions of a colorectal surgeon based solely on his curriculum vitae and for failing to practice in the same subspecialty as the colorectal surgeon. The appellate court disagreed. 

The Superior Court recognized that the trial court failed to consider expert qualifications under the MCARE Act as a whole. Specifically, the trial court made no determination of whether the gastroenterologist and the colorectal surgeon had substantially similar standards of care for the specific care at issue. Furthermore, the trial court made no determination as to whether the gastroenterologist possessed sufficient training, experience, and knowledge to provide testimony as a result of his involvement in a related field of medicine. 

In reversing the judgment and remanding for a new trial, the Superior Court held that it was improper to disqualify the gastroenterologist’s opinions based solely on his certification and curriculum vitae. 

Implications and Conclusions
The Superior Court’s decision in this case highlights the critical balance between the standard of care at every step in patient care and when experts may be qualified to offer opinions as to each standard of care. This case highlights the importance of physicians consistently advocating for their patients throughout every stage of care and ensuring that all alternatives to surgical intervention are thoroughly explained, in alignment with the appropriate standard of care.

The Superior Court’s ruling emphasizes the need to analyze an expert’s qualifications to render standard of care opinion beyond the same specialty analysis and said expert’s curriculum vitae. The court’s decision reminds us that we must expand our analysis of an expert’s qualifications to consider the MCARE Act entirely, including whether a proposed expert possesses sufficient training, experience, and knowledge to provide testimony as a result of involvement in a related field of medicine.

This case was remanded to the trial court with instructions to revisit its decision regarding the gastroenterologist’s qualifications to offer standard of care opinions against a colorectal surgeon. 

*Tyler is a member of our Health Care Department and works in our Philadelphia, PA office. 


 

Defense Digest, Vol. 31, No. 2, June 2025, is prepared by Marshall Dennehey to provide information on recent legal developments of interest to our readers. This publication is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. ATTORNEY ADVERTISING pursuant to New York RPC 7.1. © 2025 Marshall Dennehey. All Rights Reserved. This article may not be reprinted without the express written permission of our firm. For reprints, contact tamontemuro@mdwcg.com.

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What’s Hot in Workers’ Comp - News and Results*

RESULTS ​Perry Merlo (Harrisburg) obtained a favorable ruling involving a claimant who sustained a recognized lower back injury while employed by the defendant and continued to seek workers’ compensation benefits. Following an independent medical examination, Perry filed a termination petition alleging that the claimant had fully recovered from her work injury as of September 10, 2025. The claimant opposed the petition and presented testimony from her own medical expert. The judge granted the termination petition, finding the testimony of the defense medical expert more credible than the testimony of the claimant and her expert; and finding that the claimant had fully recovered from her work-related injury as of September 10, 2025. Kacey C. Wiedt (Harrisburg) secured a complete victory involving a alleged hand laceration resulting additional shoulder and upper extremity injuries. The defense successfully demonstrated that the claimant did not sustain the additional injuries alleged, had fully recovered from the accepted injury, and was terminated for performance-related reasons unrelated to his work injury. Relying in part on text messages and photographs that contradicted the claimant’s alleged limitations, the defense secured a decision denying the claim petition in its entirety and granting the termination petition effective June 10, 2025. The claimant recovered no additional benefits despite previously making a $230,000 settlement demand. Anthony Natale III (King of Prussia) secured a complete defense victory involving an alleged ongoing disability following a work-related cervical spine injury sustained in a truck accident. The defense successfully demonstrated that the claimant had been released to return to full-duty work, was subsequently discharged for cause after failing a mandatory drug test, and had fully recovered from his work injury. Following litigation of both the suspension and termination Petitions, the court found that the claimant was capable of returning to unrestricted employment and had fully recovered from his cervical spine injury. Anthony Natale III (King of Prussia) secured a complete defense victory involving an allegation of ongoing orthopedic and neurological injuries, including post-concussion syndrome, resulting from a motor vehicle accident while volunteering for the township. The defense successfully demonstrated that the claimant had fully recovered from her work-related injuries and was exaggerating her symptoms. Finding the defense medical expert more credible, the court granted the termination petition and concluded that the claimant had fully recovered. The court also dismissed all four of the claimant’s review petitions challenging prior utilization review determinations that found her medical treatment to be unreasonable and unnecessary. Anthony Natale III (King of Prussia) secured a complete defense victory involving a low back injury. The defense successfully demonstrated through medical evidence that the claimant had fully recovered from her work injury. Following litigation of the termination petition, the court found the defense expert credible and concluded that the claimant was fully recovered. The court granted the termination petition despite the claimant proceeding without counsel and arguing that personal circumstances prevented her from adequately defending the matter. As a result, the claimant’s entitlement to ongoing workers’ compensation benefits was terminated. . *Prior Results Do Not Guarantee a Similar Outcome NEWS Congratulations to Kacey Wiedt on being named Best Lawyers in America® 2027 "Lawyer of the Year" for Workers' Compensation Law - Employers. We are also proud to celebrate our firm’s 14 workers’ compensation attorneys who have been recognized in the 2027 editions of The Best Lawyers in America® and Best Lawyers: Ones to Watch® in America. This distinction is especially meaningful, as fewer than 6% of practicing attorneys in the United States earn recognition from their peers through the Best Lawyers selection process. The Best Lawyers in America® Heather Byrer Carbone Daniel W. Deitrick Benjamin K. Durstein Linda Wagner Farrell Keri L. Morris-Johnston Anthony Natale III Michele R. Punturi Andrea C. Rock Robin M. Romano Robert P. Schenk Michael A. Sebastian Francis X. Wickersham A. Judd Woytek Best Lawyers: Ones to Watch® in America Alana Staniszewski Angela DeMary (Mount Laurel) is presenting at the National African American Insurance Association (NAAIA) Annual Conference on September 24. In a panel workshop session, "Old Instincts, New Tools: How AI is Actually Transforming Claims Handling," Angela will discuss existing and emerging AI techniques relevant to claims and legal defense, and explore how AI works alongside traditional methods to improve efficiency and outcomes. For more information, click here. Judd Woytek (King of Prussia) is speaking at the National Comp conference in Las Vegas in September. He joins a group of panelists to present “Older, Wiser, But Costlier to Heal: What an Aging Workforce Means for Employers and for the Industry,” a discussion focused on the challenges employers face in balancing safety, compliance, and productivity as the workforce continues to age. Judd and his co-presenters will address proactive strategies to reduce workplace risk, support older employees, navigate age-discrimination and workers’ compensation issues, and build a safer, more resilient workforce. For more information, visit National Comp. Conference and Trade Show.

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106 Marshall Dennehey Attorneys Recognized in the 2027 Editions of The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America

Marshall Dennehey is proud to highlight the firm’s 106 attorneys who have been recognized in the 2027 editions of The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America. Less than 6% of all practicing lawyers in the U.S. were selected by their peers for this recognition. Additionally, four of the firm’s attorneys received the Best Lawyers® 2027 “Lawyer of the Year” awards in their respective practice areas and demographic regions. Since it was first published in 1983, Best Lawyers® has become universally regarded as the definitive guide to legal excellence. Best Lawyers lists are compiled based on an exhaustive peer-review evaluation. For more information, please visit https://www.bestlawyers.com/. OUR 2027 LAWYERS OF THE YEAR Harrisburg, PA Christopher Reeser, Personal Injury Litigation - Defendants Kacey Wiedt, Workers Compensation Law - Employers Roseland, NJ Justin F. Johnson, Medical Malpractice Law - Defendants Leonard Leicht, Personal Injury Litigation - Defendants   OUR 2026 BEST LAWYERS IN AMERICA Philadelphia, PA Nicholas D. Bowers, Personal Injury Litigation - Defendants Josh J. T. Byrne, Professional Malpractice Law - Defendants Jefferey J. Chomko, Insurance Law James H. Cole, Insurance Law John J. Delany III, Personal Injury Litigation - Defendants Laurianne Falcone, Personal Injury Litigation - Defendants John P. Gonzales, Employment Law - Management John Hare, Appellate Practice Daniel D. Krebbs, Personal Injury Litigation - Defendants Michele Punturi, Workers' Compensation Law - Employers Bradley D. Remick, Product Liability Litigation - Defendants Andrea Cicero Rock, Workers' Compensation Law - Employers Robin M. Romano, Workers' Compensation Law - Employers Daniel J. Ryan, Jr., Personal Injury Litigation - Defendants Gary M. Samms, Professional Malpractice Law - Defendants Christopher N. 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Marquis, Personal Injury Litigation - Defendants Patricia A. Monahan, Insurance Law; Litigation - Insurance Patrick T. Reilly, Commercial Litigation; Mass Tort Litigation / Class Actions – Defendants; Product Liability Litigation - Defendants Brett C. Shear, Medical Malpractice Law - Defendants Teresa O. Sirianni, Education Law; Employment Law – Management; Litigation - Labor and Employment Stuart Sostmann, Product Liability Litigation – Defendants Danielle M. Vugrinovich, Mass Tort Litigation / Class Actions - Defendants Scranton, PA Sarah E. Argo, Litigation - Insurance Michael J. Connolly, Personal Injury Litigation – Defendants; Professional Malpractice Law - Defendants Matthew Keris, Litigation - Health Care; Medical Malpractice Law - Defendants John T. McGrath, Jr., Insurance Law; Medical Malpractice Law – Defendants; Product Liability Litigation - Defendants William J. McPartland, Insurance Law John R. 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Wickersham, Workers' Compensation Law - Employers A. Judd Woytek, Workers' Compensation Law – Employers Erie, PA Patrick M. Carey, Personal Injury Litigation - Defendants Joel M. Snavely, Health Care Law; Insurance Law New Haven, CT Michael Wrona, Commercial Litigation, Litigation - Bankruptcy  Mount Laurel, NJ David D. Blake, Litigation - Insurance Barbara Davis, Personal Injury Litigation - Defendants Lynne Nahmani, Litigation - Health Care John H. Osorio, Personal Injury Litigation - Defendants John L. Slimm, Legal Malpractice Law – Defendants; Professional Malpractice Law – Defendants Roseland, NJ Robert T. Evers, Medical Malpractice Law - Defendants Justin F. Johnson, Medical Malpractice Law - Defendants Julia Klubenspies, Medical Malpractice Law - Defendants Leonard C. Leicht, Personal Injury Litigation - Defendants Patricia M. McDonagh, Appellate Practice Sunny Sparano, Litigation - Construction Randall S. Watts, Health Care Law New York, NY Tonya M. 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Williamson, Personal Injury Litigation - Defendants Cleveland, OH Vincent E. Cononico, Litigation – Insurance, Personal Injury Litigation - Defendants Jillian L. Dinehart, Personal Injury Litigation - Defendants David J. Fagnilli, Insurance Law Jason P. Ferrante, Health Care Law, Litigation - Health Care Andrew H. Isakoff, Transportation Law Leslie M. Jenny, Litigation - Health Care; Medical Malpractice Law – Defendant OUR 2026 BEST LAWYERS: ONES TO WATCH Jacksonville, FL Sean J. Reeves, Personal Injury Litigation – Defendants; Product Liability Litigation - Defendants Orlando, FL Carolin A. Pacheco, Insurance Law Mount Laurel Stacey Gorin, Insurance Law Melville, NY Kimberly Gitlin, Personal Injury Litigation – Defendants Matthew A. Gray, Insurance Law; Personal Injury Litigation - Defendants Philadelphia, PA Holli K. 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