The Court of Special Appeals overturned the trial court's
ruling as to the medical negligence claim. It held that Dr. Debrun did not
dedicate more than 20% of his professional activities to activities directly
involving testimony, and he was therefore qualified to testify as to the
standard of care pursuant to the rule. The Court of Appeals granted certiorari
to determine whether the Court of Special Appeals properly interpreted the 20%
rule. The Court of Appeals reversed the judgment of the Court of Special
Appeals.
UMMS and Dr. Zoarski argued to the Court of Appeals that Dr.
Debrun's activities – conducting peer review, reading journals, observing
procedures, discussing patients with former colleagues, and attending
conferences – were not "professional activities" in the sense of relating to the
profession of medicine. According to them, Dr. Debrun was retired, all of his
professional activities were for the purpose of testifying in medical
malpractice cases; and therefore 100 percent of his time was dedicated to
activities directly related to giving testimony. Allowing him to qualify as an
expert witness, they contended, eliminated the purpose of the requirement,
allowing professional witnesses to criticize practicing doctors without
themselves being members of the profession. The Waldt's countered by reasoning
that Dr. Debrun's activities were "professional activities," but did not
directly relate to giving testimony in medical malpractice cases.
MD. CODE ANN., CTS. JUD. PROC. ¶ 3-2A-04(b)(4) states that
an expert "may not devote annually more than twenty percent of the expert's
professional activities to activities that directly involve testimony in
personal injury claims." Therefore, to discern whether an expert is qualified to
testify under this requirement, the courts must perform a mathematical equation:
judges must identify those activities that "directly involve testimony in
personal injury claims" (the numerator) and then divide by those activities that
comprise the body of "professional activities" in general (the denominator). The
center of activities that counts as the numerator (i.e. activities that
"directly involved testimony") include: (1) the time the doctor spends traveling
for testimony purposes; (2) the time spent assisting an attorney in responding
to discovery; (3) the time spent in reviewing materials, preparing reports, and
conferring with attorneys when the doctor is aware that he will likely be called
upon to sign an affidavit or otherwise testify; and (4) the time spent on any
similar activity that has a clear and direct relationship to testimony to be
given by the doctor or the doctor's preparation to give testimony.
The Court of Appeals, however, had yet to rule on the
meaning of the phrase "professional activities" as is it used in the 20% rule.
The Court of Appeals concluded that activities are "professional activities"
when the activity contributes to or advances the profession to which the
individual belongs or involves the individual's active participation in that
profession. Professional activities include time devoted to testifying and
engaging in peer review of journal articles, but do not include time devoted to
reading journal articles, observing procedures, discussing patients with outer
professionals, and attending conferences when those activities are undertaken
for personal reasons.
Under the Court of Appeals' construction of professional
activities, however, Dr. Debrun's professional activities were limited to
testifying in medical malpractice cases and assisting with peer review of
medical journals. His work involving peer review of medical journals qualified
as "professional," even though he was not paid for his time, because he was
contributing to the profession. He was utilizing his knowledge gained through
years of experience and was advancing his field. Dr. Debrun's other activities,
however, despite being related to the field of interventional neuroradiology,
did not actively contribute to the development or advancement of the field or
involve his active participation in the field and were therefore not
professional activities. Such activities included reading journals for pleasure,
observing medical procedures for his own personal knowledge, discussing patients
with former colleagues, and attending conferences.
Under this classification, Dr. Debrun devoted 50 hours
annually to activities directly involving testimony and 242 hours total to
professional activities annually (50 hours on testimony and 192 hours on peer
review). Therefore, Dr. Debrun devoted 20.66% of his professional time to
activities directly involving testimony and did not satisfy the 20% rule and was
properly excluded from testifying regarding the standard of care.