When YOUR Treating Physician is Selected as an Expert Witness Against You

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Medical Justice provides consultations to doctors facing medico-legal obstacles. We have solutions for doctor-patient conflicts, unwarranted demands for refunds, online defamation (patient review mischief), meritless litigation, and a gazillion other issues. If you are navigating a medico-legal obstacle, visit our booking page to schedule a consultation – or use the tool shared below.
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Every time I believe I’ve seen it all, I am proven wrong.

One of our member physicians (we’ll call him Dr. A) is in the middle of a professional liability lawsuit alleging malpractice. The plaintiff’s attorney selected as its expert a specialist who lives and works over a thousand miles away. He practices the same specialty as the defendant. So, in theory, he should be qualified to opine on the subject matter. In theory, he should be able to identify whether the defendant, Dr. A., breached the standard of care and whether such a breach, if identified, caused any injury.

So far, so good.

But many years ago, the defendant doctor (Dr. A) scheduled a consultation with the expert to identify whether he was a candidate for surgery.

And he did have that consultation.

The defendant doctor ultimately chose to have his surgery performed elsewhere.

Still, the expert never terminated the doctor-patient relationship. Generally, after a single consultation, there’d be no reason to formally terminate such a relationship. Regardless, many years passed. And now this same surgeon has reappeared as an expert witness in a medical malpractice case against Dr. A.

Oy.

Is the expert disqualified legally from serving in that capacity?

Probably not.

But…

I believe it is a conflict of interest to serve as a physician’s treating doctor and then serve as an adverse expert witness against his former patient in an unrelated medical malpractice case. A physician has an obligation to advocate for his patient. Here, Dr. A was a patient of the expert’s. Even though the encounter took place years ago, that relationship was never terminated. And now Dr. A’s former physician is stepping up to testify against him.

While the legal system may not have much to say about this, the Board of Medicine may.

There are thousands of physicians who could serve as an expert in the med mal suit. There is no specific reason this expert must play that role. Likely this expert forgot he received protected health information about Dr. A. It’s possible old records were shredded. Or he forgot about the past encounter. Still, if there was a formal doctor-patient relationship in place, and now the expert is acting against his former patient’s interest, it could be an ethical minefield to wear that second hat.

The plaintiff’s attorney should be advised of the expert’s prior role as Dr. A’s physician.

Once the expert’s memory is refreshed, the expert will likely withdraw and move on. That would be the smart move. If the expert stays put, I would not be surprised if a complaint is filed with the Board of Medicine once the dust settles.

What do you think?

Medical Justice provides consultations to doctors facing medico-legal obstacles. We have solutions for doctor-patient conflicts, unwarranted demands for refunds, online defamation (patient review mischief), meritless litigation, and a gazillion other issues. If you are navigating a medico-legal obstacle, visit our booking page to schedule a consultation – or use the tool shared below.
“Can Medical Justice solve my problem?” Click here to review recent consultations… all. Here’s a sample of typical recent consultation discussions…
  • Former employee stole patient list. Now a competitor…
  • Patient suing doctor in small claims court…
  • Just received board complaint…
  • Allegations of sexual harassment by employee…
  • Patient filed police complaint doctor inappropriately touched her…
  • DEA showed up to my office…
  • Patient “extorting” me. “Pay me or I’ll slam you online.”
  • My carrier wants me to settle. My case is fully defensible…
  • My patient is demanding an unwarranted refund…
  • How do I safely terminate doctor-patient relationship?
  • How to avoid reporting to Data Bank…
  • I want my day in court. But don’t want to risk my nest egg…
  • Hospital wants to fire me…
  • Sham peer review inappropriately limiting privileges…
  • Can I safely use stem cells in my practice?
  • Patient’s results are not what was expected…
  • Just received request for medical records from an attorney…
  • Just received notice of intent to sue…
  • Just received summons for meritless case…
  • Safely responding to negative online reviews…
We challenge you to supply us with a medico-legal obstacle we haven’t seen before. Know you are in good hands. Schedule your consultation below – or click here to visit our booking page.

Jeffrey Segal, MD, JD

Chief Executive Officer and Founder
Dr. Jeffrey Segal, Chief Executive Officer and Founder of Medical Justice, is a board-certified neurosurgeon. Dr. Segal is a Fellow of the American College of Surgeons; the American College of Legal Medicine; and the American Association of Neurological Surgeons. He is also a member of the North American Spine Society. In the process of conceiving, funding, developing, and growing Medical Justice, Dr. Segal has established himself as one of the country’s leading authorities on medical malpractice issues, counterclaims, and internet-based assaults on reputation. Dr. Segal was a practicing neurosurgeon for approximately ten years, during which time he also played an active role as a participant on various state-sanctioned medical review panels designed to decrease the incidence of meritless medical malpractice cases. Dr. Segal holds a M.D. from Baylor College of Medicine, where he also completed a neurosurgical residency. Dr. Segal served as a Spinal Surgery Fellow at The University of South Florida Medical School. He is a member of Phi Beta Kappa as well as the AOA Medical Honor Society. Dr. Segal received his B.A. from the University of Texas and graduated with a J.D. from Concord Law School with highest honors. In 2000, he co-founded and served as CEO of DarPharma, Inc, a biotechnology company in Chapel Hill, NC, focused on the discovery and development of first-of-class pharmaceuticals for neuropsychiatric disorders. Dr. Segal is also a partner at Byrd Adatto, a national business and health care law firm. Byrd Adatto was selected as a Best Law Firm in the 2023 edition of the “Best Law Firms” list by U.S. News – Best Lawyers. With decades of combined experience in serving doctors, dentists, and other providers, Byrd Adatto has a national pedigree to address most legal issues that arise in the business and practice of medicine.

4 thoughts on “When YOUR Treating Physician is Selected as an Expert Witness Against You”

  1. I fully agree with you. The expert would subject his testimony to the argument that he held malice against the defendant doctor who chose to have surgery by another physician. As one who has testified many times, primarily in issues related to workers’ compensation benefits, it has always been the practice of those for whom I have testified to be certain I have had no relationships of consequence that might possibly color the objectivity of my opinions.

    Reply
  2. It is unclear from the commentary about when a relationship with a prior treating physician ends. One would think that in a normal medical context if the problem for which the patient sought treatment has resolved, or the patient sought treatment from another physician, then, the relationship ended with the consultation.
    In a legal context, the relationship never ends because it was never formally terminated.
    Again this is one of those legal issues, which trips up most physicians that have not been specifically educated about the specifics of physician-patient relationship and its end.

    Would the opposing attorney then ask the expert witness the following questions:
    a)Do you remember treating the physician/defendant as a patient? (Since it was many years ago, the likely answer would be no).
    b)Do you think that your can render an unbiased opinion about the physician defendant even though you consulted with that physician defendant years ago as a patient? (The expert witness would say yes).
    c)Do you consider yourself to have an ongoing treatment relationship with the physician defendant even though you only saw him/her once for a consultation years ago? (The expert witness would say no).

    Those three questions dispose of the issue of whether the expert witness is biased against more or less.
    The defendant physician’s attorney would then rightly ask if the relationship was ever formally terminated (but in the mind of the expert and the defendant physician, the answer would be no it was not, but it was only for a one time consult, and was not maintained, therefore the relationship lapsed of its own accord by the parties involved).
    The defendant physician’s attorney could then ask if the expert witness harbored ill will against the defendant physician, because he sought to have surgery elsewhere. The expert witness would say no, and perhaps say that he did not even remember the consult from so many years ago.
    Again these are a lot of tortured twists and considerations because of legal interpretation.
    Would the board of medicine step in? Maybe. Should they? No. We have far too much intervention on the part of boards of medicine. They would turn the expert into a victim by probably admonishing him about terminating a relationship with the defendant physician, even though it was clear that both physicians considered the relationship over and done with, with the single consultation.

    Bottom line, every physician is going to have to beef up their knowledge of all of the legal pitfalls that they encounter in various different realms every single day.

    Also as I recall in such cases the name of the expert witness and their testimony is usually released to the defense in fairly prompt manner or should be, so that if there is a challenge to the expert witness, as in this case, another witness can be obtained. Or, the matter can be brought before a judge to settle this issue along the lines of what I have mentioned above.

    How to get legally entangled without even trying, would make the name of a great book for every medical student, resident, and practicing physician, to read.

    Reply
  3. Classic case of the devil residing within the details. If Doctor A’s consult was about, say, an experimental treatment for acne and Dr. Expert will be testifying about A’s treatment of someone for a subarachnoid hemorrhage, there’s no obvious conflict. More on this below.

    But if Dr. A consulted the expert about having hand surgery and is testifying against him because A botched surgery because of, say, a hand deformity that adversely affected his performing that surgery, it’s a different matter.

    In the former case, there’s no conflict because the initial contact has no bearing on the instant case. In the latter, while first contact would be germane to instant case, preservation of confidentiality becomes a real issue.

    But—and it’s a big but—the question still remains whether Dr. Expert is being asked about the case Dr. A botched or about the content of what transpired between A and Expert years ago. If the question is, “based on what you know about Dr. A, do you consider that he committed a malpractice?”, that’s clearly asking for a breach of doctor-patient confidentiality. If, on the other hand, the question is, “given what you see on this plaintiff’s CT scan, would you have done the operation that Dr. A did?”, I fail to see a conflict since no private information is asked for or relevant.

    Reply
  4. If counsel questions you “as an expert witness” if defendant “committed malpractice” the expert should always respond: “I am not serving as an expert medical witness to answer if any participant in the care of this patient can be designated under any pejorative legal definition.”

    “Because I am not an attorney, I do not respond to legal questions. If counsel would like to ask me a medical question I will respond.”

    “I have not had legal training and I am not a member of the Bar.”

    Every sufficiently skilled attorney who is involved representing patients will ask: “In your opinion doctor did the defendant fulfill the standard of care for this patient?”

    That is the correct question,

    Michael M. Rosenblatt, DPM

    Reply

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Jeffrey Segal, MD, JD
Chief Executive Officer & Founder

Jeffrey Segal, MD, JD is a board-certified neurosurgeon and lawyer. In the process of conceiving, funding, developing, and growing Medical Justice, Dr. Segal has established himself as one of the country's leading authorities on medical malpractice issues, counterclaims, and internet-based assaults on reputation.

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