Opinion

Lee, Chevis v. PAE Holdings Corp.

  • 2025 TN WC 54
Court
Tennessee Court of Workers' Compensation Claims
Filed
Aug 11, 2025
Status
Published
On the bench
Switzer
Cited by
0 cases
Authority
More cited than 38.7%

The opinion

FILED

Aug 11, 2025

01:13 PM(CT)

TENNESSEE COURT OF

WORKERS' COMPENSATION

CLAIMS

TENNESSEE BUREAU OF WORKERS’ COMPENSATION

IN THE COURT OF WORKERS’ COMPENSATION CLAIMS

AT NASHVILLE

Chevis Lee, ) Docket No. 2025-60-2116

Employee, )

v. )

PAE Holdings Corp., ) State File No. 82916-2023

Employer, )

And )

Indemnity Insurance Company of ) Judge Kenneth M. Switzer

North America, )

Carrier. )

EXPEDITED HEARING ORDER

Chevis Lee sought an order that PAE Holdings Corporation authorize surgery

recommended by the treating physician. PAE contended that the proposed surgery is not

reasonable and necessary based on utilization review reports. After an expedited hearing

on July 31, 2025, the Court orders that PAE provide the surgery.

Claim History

Mr. Lee, a firefighter, injured his neck and left shoulder while doing pushups at

work on November 1, 2023. PAE accepted the claim. He treats with Dr. Ryan Snowden,

an orthopedic spine surgeon.

In March 2024, Mr. Lee saw Dr. Snowden’s physician assistant, who diagnosed

cervicalgia with left upper-extremity radiculopathy and left-shoulder pain. She ordered

additional physical therapy and an evaluation by a shoulder specialist.

A month later, Dr. Snowden personally examined Mr. Lee and noted a “positive

left-sided Spurling’s, light pain with range of motion of the shoulder. He is distally

neurologically intact with C7 dysesthesia in the left arm.” Dr. Snowden diagnosed cervical

foraminal stenosis with radiculopathy. He wrote that Mr. Lee was still participating in

1

physical therapy principally for his neck. Dr. Snowden added that an epidural steroid

injection might be necessary at C6-C7.

At the next visit in May, Dr. Snowden assessed cervical radiculopathy and left-

shoulder pain, and he recommended still more physical therapy. He said an injection was

unnecessary at that time.

In June, Dr. Snowden recorded that an MRI of the neck showed disc protrusion at

C5-C6 and narrowing at C6-C7 into the nerve tunnels. He added that the pain originated

from C6-C7 and C7-T1. He recommended injections targeting the right C7-T1 and left

C6-C7 and an EMG nerve conduction study.

In July, Dr. Snowden noted that the EMG results were normal. Further, Mr. Lee’s

shoulder specialist recommended surgery, which PAE authorized. The injections were

administered in August.

At the next visit in September, Dr. Snowden’s physician assistant discussed

potential surgery at C5-C7 and anterior cervical discectomy and fusion—the subject of this

hearing. But they agreed that the shoulder took priority, and that surgery occurred in

October.

After shoulder surgery, Mr. Lee returned to Dr. Snowden in early December

reporting ongoing neck pain and intermittent tingling. The doctor wrote, “The patient has

previously undergone conservative treatments, including physical therapy, anti-

inflammatories, and epidural injections, which have not provided lasting relief. He has

completed shoulder rehabilitation and is now ready to proceed with surgical intervention

for his cervical radiculopathy.”

Immediately afterward, PAE submitted the recommendation to utilization review,

resulting in noncertification of the surgery. Dr. Kimberly Terry, a neurological surgeon,

noted that Mr. Lee is a former smoker, and a current MRI report was unavailable. She

explained that the previous MRI report was over one year old, and Dr. Snowden’s

evaluation in early December “did not include any specific physical exam findings.”

Mr. Lee appealed to the medical directors, who agreed with the denial. The medical

directors reasoned, “It is suggested that a current MRI of the cervical spine be obtained,

and an office reevaluation with a complete description of current symptoms and current

neurologic exam be obtained[.]”

PAE did not authorize a visit with a neurologist. Instead, Mr. Lee returned to Dr.

Snowden on January 28. Notes from the visit state that on examination, a Spurling’s test

was positive on the left greater than the right, reproducing C6-7 radicular pain. Dr.

Snowden wrote:

2

We have been treating the C5-6 and C6-7 levels with physical therapy, anti-

inflammatories, and multiple epidural injections. The patient has also had

shoulder surgery. Given the persistence of symptoms and the poor quality

of the MRI read, we will have the MRI over-read by our neuroradiologist.

We will continue to press forward with surgical clearance for the C5-C6 and

C6-7 ACDF.

Dr. Snowden ordered another MRI, performed on January 29. The report

documented “[m]oderate right and severe left foraminal stenosis at C6-7 with impingement

of the exiting C7 nerve roots,” and “[s]mall central disc protrusion at C4-5 mildly flattens

the ventral cord. Moderate left foraminal stenosis with small impingement of the exiting

left C5 nerve root.”

PAE Holdings requested another utilization review, and on February 6, Dr. Steven

Zielinski, a neurological surgeon, concluded that the surgery is not medically necessary.

The report stated that among the documents he reviewed was an MRI performed on January

14, 2025, and read by “J. King III, M.D.,” but neither party offered a copy of this report

into evidence. Dr. Zielinski wrote:

Review of the current records did not identify the claimant’s smoking status.

Review of the cervical MRI report did not identify significant stenosis at

either C5-6 or at C6-7. No nerve compression or impingement was detailed.

The cord was normal. The current physical exam also did not detail any focal

neurological defects in the upper extremities that would support the C5-6 or

C6-7 levels as pain generators[.]

(Emphasis added).

Mr. Lee requested review by the medical directors, who agreed with the denial on

February 20. They wrote: “It is suggested the ATP and the radiologist confer and issue a

joint addendum for the 01.14.25 MRI. The alternative is a second opinion with the second

opinion spine surgeon having access to actual MRI images.

PAE never offered a second opinion with a spine surgeon.

After Dr. Snowden learned of the denial in February, he made a “Note to Chart,”

stating:

We reviewed his updated MRI report. He has based on my read confirmed

on this new report, notable severe left C6-C7 foraminal stenosis. He also has

central disc protrusion flattening of the cord, particularly in the lateral recess

at C5-C6 with [sic] both correlates to his left arm symptoms. Again, I am

3

recommending C5-6, C6-C7, and ACDF[,] which are better correlated on

this updated MRI with a much more adequate read.

An addendum to the “Note” reads, “This patient is a nonsmoker/never smoker.”

On March 10, Mr. Lee submitted the medical directors’ February letter to utilization

review, along with a copy of the January 29 MRI report signed by Dr. Snowden and read

by Dr. Hilary Orlowski.1 Utilization review characterized it as an “Inappropriate Duplicate

Request.” Registered nurse Miranda Kent wrote that “the same request will not be

processed again, absent objective documentation of a material change in the injured

employee’s medical condition.”

Mr. Lee appealed that denial again to the medical director, who agreed with it. Dr.

Robert Snyder wrote:

Not medically supportable in the absence of a thorough neurologic

examination and agreement between the radiologist and the surgeon as to the

MRI findings. 01.28.25 note does not describe the location of symptoms to

permit assessment of possible appropriate levels for surgery. There is

apparently no neurologic deficit on suboptimal documentation of physical

exam. Distinguishing shoulder from neck symptoms is not possible with

current history and exam. An EMG might be useful with the history of

shoulder surgery.

Afterward, Mr. Lee sent Dr. Snyder’s denial to Dr. Snowden, who responded on

April 14 with a dictated letter.2 In part, it says:

[T]here is substantial documentation of symptoms, exam, imaging, and

results of diagnostic testing; no further testing is warranted. He has had a

positive response to multiple epidural injections, which have been diagnostic

for his foraminal stenosis. He has significant C5-C6 and C6-C7 foraminal

stenosis with a positive Spurling’s. He is not having any associated

weakness, but continues to have pain down the neck and left arm. At this

point, there is no further indication for non-surgical management, and denial

is unwarranted . . . given the year of medical records that are available for

review.

1

Mr. Lee’s counsel wrote that she offered “a joint addendum to the 1/14/25 MRI.” However, as previously

stated, this MRI report was not introduced into evidence. Rather, the signed report counsel submitted to

utilization review was the January 29 report. Counsel argued that Dr. Orlowski is a neuroradiologist but

offered no proof of the doctor’s specialty.

2

The letter is dated January 28, 2025.

4

Mr. Lee returned to Dr. Snowden on April 22. Dr. Snowden wrote that Mr. Lee has

a history of cervical foraminal stenosis “and has previously undergone an epidural

injection, which provided temporary relief.” Dr. Snowden recommended an injection at

C6-7 and referred him to a physiatry specialist. As to the proposed surgery, Dr. Snowden

wrote, “I documented a long course of nonsurgical measures and noted that the patient

maintains positive Spurling’s test results with hypoactive reflexes.”

PAE submitted the injection to utilization review, which denied the

recommendation. The medical director upheld it, reasoning that the September 2024 office

note “indicates” that a recent injection provided no relief, so “repeating what has not

worked [is] very unlikely to help.”

For his part, Mr. Lee testified that he continues to have constant pain in his neck,

which interferes with his shoulder rehabilitation. For most of every day, he also feels

tingling and numbness in his arm, from his neck to fingertips. He has followed all of Dr.

Snowden’s instructions, including physical therapy for over one year. Mr. Lee wants to

return to work as soon as possible and is frustrated by his lack of progress.

Findings of Fact and Conclusions of Law

To obtain his requested benefits, Mr. Lee must show a likelihood of prevailing at a

hearing on the merits that he is entitled to the recommended fusion surgery. Tenn. Code

Ann. § 50-6-239(d)(1) (2024); McCord v. Advantage Human Resourcing, 2015 TN Wrk.

Comp. App. Bd. LEXIS 6, at *7-8, 9 (Mar. 27, 2015). Mr. Lee relied on Dr. Snowden’s

records and PAE on the utilization review reports.

The Appeals Board has held that “the utilization review system is intended to ensure

the availability of quality medical care services for injured and disabled employees and to

manage medical costs in workers’ compensation matters.” Gentry v. Arapazuma, 2022 TN

Wrk. Comp. App. Bd. LEXIS 30, at *12 (July 19, 2022). Section 50-6-204(a)(3)(H)

provides that treatment prescribed by an authorized physician “shall be presumed to be

medically necessary[.]” The burden of production is on an employer who chooses to

challenge treatment prescribed by an authorized physician. Id. at *14. A trial court “is not

bound by the determination of the utilization review physician or the Bureau’s Medical

Director but is charged with conducting a de novo review to determine whether Employer

rebutted the presumption that the prescribed treatment is reasonably necessary to treat the

work injury.” Id.

When expert opinions differ, the Court may consider, among other things, “the

qualifications of the experts, the circumstances of their examination, the information

available to them, and the evaluation of the importance of that information by other

experts.” Orman v. Williams Sonoma, Inc., 803 S.W.2d 672, 676 (Tenn. 1991).

5

Here, the experts are all well-qualified, so this factor is neutral.

As to the circumstances of their examinations, Dr. Snowden is Mr. Lee’s authorized

treating physician and is presumed correct regarding the reasonable necessity of his

recommendations. He personally evaluated Mr. Lee seven times over the past year, while

his physician assistant saw him twice with Dr. Snowden reviewing and signing her records.

During this time, Dr. Snowden was able to assess Mr. Lee’s symptoms, response to various

types of conservative treatment, and his credibility. “It seems reasonable that the

physicians having greater contact with the Plaintiff would have the advantage and

opportunity to provide a more in-depth opinion, if not a more accurate one.” Id. at 677.

This factor strongly favors Dr. Snowden’s opinion over the other experts, who performed

record reviews.

As for the information available to them, the utilization review physicians and

medical directors reviewed all of Dr. Snowden’s records, but some confusion exists as to

whether Dr. Zielinski saw the January 29 MRI report. Dr. Zielinski wrote that he reviewed

a January 14 report read by Dr. King, which is not in the record.

As to the importance of that information, Dr. Zielinski wrote that the MRI he saw

“did not identify significant stenosis at either C5-6 or at C6-7. No nerve compression or

impingement was detailed. The cord was normal.” This conflicts with the January 29

MRI—the only one in the record. That MRI found “[m]oderate right and severe left

foraminal stenosis at C6-7 with impingement of the exiting C7 nerve roots,” and “[s]mall

central disc protrusion at C4-5 mildly flattens the ventral cord. Moderate left foraminal

stenosis with small impingement of the exiting left C5 nerve root.” Simply put, this MRI,

which Dr. Zielinski either did not see or inaccurately interpreted, documents very different

findings.

Further, Dr. Zielinski did not see Dr. Snowden’s “Note to Chart” stating that Mr.

Lee is a “never smoker,” or the April letter stating that Mr. Lee “has significant C5-C6 and

C6-C7 foraminal stenosis with a positive Spurling’s.” This is all critical information that

Dr. Zielinski overlooked. The factor favors a finding that Dr. Snowden’s opinion should

be credited.

PAE focused its arguments largely on Dr. Snyder’s March denial. It contends that

Dr. Snyder suggested as many as six measures that should be taken before the surgery can

be considered reasonable and necessary. Of them, PAE argued that Dr. Snyder

recommended “a thorough neurologic examination.” Mr. Lee countered that PAE has

never authorized a visit with a neurologist. Dr. Snyder also recommended “agreement

between the radiologist and the surgeon as to the MRI findings.” Mr. Lee responded that

this took place; apparently Dr. Snowden and Dr. Orlowski conferred—although he offered

no proof on this point, other than Dr. Snowden’s electronic signature on the January 29

6

MRI. Dr. Snyder also wrote, “An EMG might be useful with the history of shoulder

surgery.” This was not authorized. Nor was a second opinion by a spine surgeon.

Considering the medical proof, since December, Dr. Snowden has been adamant

that surgery is reasonable and necessary, after first offering conservative treatment for

several months. Utilization review has taken place four times since then, and every time it

has yielded an opinion that the proposed course of action is unwarranted. That occurred

even for the last recommendation for an injection—more conservative treatment. That

time, the medical directors wrote that the injection provided no relief. However, Dr.

Snowden’s January 28 letter and April 2025 notes said that the injection did provide

temporary relief.

In sum, at every turn, PAE has thrown down a roadblock when Dr. Snowden has

recommended surgery and now an injection. The doctor has attempted to follow some of

the suggestions from the medical directors. At trial, Mr. Lee expressed respectful

frustration, which this Court believes is appropriate under the circumstances.

Moreover, the doctors opposing the surgery have not presented other non-surgical

options to relieve Mr. Lee’s symptoms. He has tried conservative treatment with no

significant improvement. Likewise, no doctor has said that Mr. Lee was not credible or

that his symptoms were not real. The fact that Dr. Snowden is offering a possible solution

must weigh in favor of surgery. The Appeals Board upheld a trial court order to authorize

surgery, where the medical experts disagreed on its reasonable necessity, but they offered

“no countervailing recommendations for reasonable and necessary medical treatment.”

Burns-Herrera v. State Indus., LLC, 2022 TN Wrk. Comp. App. Bd. LEXIS 37, at *17

(Sept. 12, 2022).

Finally, in addition to considering the Orman factors, live testimony by a lay witness

may influence the trier of fact in the consideration of expert medical proof. Caskey v.

Powers Pizza, LLC, 2015 TN Wrk. Comp. App. Bd. LEXIS 37, at *9 (Oct. 7, 2015). Mr.

Lee credibly testified that he still suffers disabling neck pain along with tingling and

numbness, and he wants to return to work. The Supreme Court has consistently held that

an employee’s assessment as to his or her own physical condition is competent testimony

that is not to be disregarded. Limberakis v. Pro-Tech Sec., Inc., 2017 TN Wrk. Comp. App.

Bd. LEXIS 53, at *5-6 (Sept. 12, 2017).

The Court finds that PAE has not offered sufficient evidence to overcome the

presumption attached to Dr. Snowden’s opinion. The Court holds that Mr. Lee is likely to

prevail at a hearing on the merits that he is entitled to surgery. PAE shall immediately

authorize it. Unless an interlocutory appeal is filed, compliance with this order must occur

by seven business days of the date below as required by Tennessee Code Annotated section

50-6-239(d)(3).

7

The Court sets a status hearing on December 8 at 11:00 a.m. Central Time. You

must dial 615-532-9552 or 866-943-0025 to participate.

IT IS ORDERED.

ENTERED August 11, 2025.

________________________________________

JUDGE KENNETH M. SWITZER

Court of Workers’ Compensation Claims

Appendix

Exhibits:

1. Mr. Lee’s Affidavit

2. Composite medical records

CERTIFICATE OF SERVICE

I certify that a copy of this Order was sent on August 11, 2025.

Name Certified Regular Email Sent to

Mail mail

Jill Draughon, X jdraughon@hughesandcoleman.com

employee’s attorney sconner@hughesndcoleman.com

David Deming, X ddeming@manierherod.com

employer’s attorney tjoiner@manierherod.com

_______________________________________

Penny Shrum

Clerk, Court of Workers’ Compensation Claims

WC.CourtClerk@tn.gov

8

Right to Appeal:

If you disagree with the Court’s Order, you may appeal to the Workers’ Compensation

Appeals Board. To do so, you must:

1. Complete the enclosed form entitled “Notice of Appeal” and file it with the Clerk of the

Court of Workers’ Compensation Claims before the expiration of the deadline.

¾ If the order being appealed is “expedited” (also called “interlocutory”), or if the

order does not dispose of the case in its entirety, the notice of appeal must be filed

within seven (7) business days of the date the order was filed.

¾ If the order being appealed is a “Compensation Order,” or if it resolves all issues

in the case, the notice of appeal must be filed within thirty (30) calendar days of

the date the Compensation Order was filed.

When filing the Notice of Appeal, you must serve a copy on the opposing party (or attorney,

if represented).

2. You must pay, via check, money order, or credit card, a $75.00 filing fee within ten calendar

days after filing the Notice of Appeal. Payments can be made in-person at any Bureau office

or by U.S. mail, hand-delivery, or other delivery service. In the alternative, you may file an

Affidavit of Indigency (form available on the Bureau’s website or any Bureau office)

seeking a waiver of the filing fee. You must file the fully-completed Affidavit of Indigency

within ten calendar days of filing the Notice of Appeal. Failure to timely pay the filing

fee or file the Affidavit of Indigency will result in dismissal of your appeal.

3. You are responsible for ensuring a complete record is presented on appeal. If no court

reporter was present at the hearing, you may request from the Court Clerk the audio

recording of the hearing for a $25.00 fee. If you choose to submit a transcript as part of your

appeal, which the Appeals Board has emphasized is important for a meaningful review of

the case, a licensed court reporter must prepare the transcript, and you must file it with the

Court Clerk. The Court Clerk will prepare the record for submission to the Appeals Board,

and you will receive notice once it has been submitted. For deadlines related to the filing of

transcripts, statements of the evidence, and briefs on appeal, see the applicable rules on the

Bureau’s website at https://www.tn.gov/wcappealsboard. (Click the “Read Rules” button.)

4. After the Workers’ Compensation Judge approves the record and the Court Clerk transmits

it to the Appeals Board, a docketing notice will be sent to the parties.

If neither party timely files an appeal with the Appeals Board, the Court Order

becomes enforceable. See Tenn. Code Ann. § 50-6-239(d)(3) (expedited/interlocutory

orders) and Tenn. Code Ann. § 50-6-239(c)(7) (compensation orders).

For self-represented litigants: Help from an Ombudsman is available at 800-332-2667.

NOTICE OF APPEAL

Tennessee Bureau of Workers’ Compensation

www.tn.gov/workforce/injuries-at-work/

wc.courtclerk@tn.gov | 1-800-332-2667

Docket No.: ________________________

State File No.: ______________________

Date of Injury: _____________________

___________________________________________________________________________

Employee

v.

___________________________________________________________________________

Employer

Notice is given that ____________________________________________________________________

[List name(s) of all appealing party(ies). Use separate sheet if necessary.]

appeals the following order(s) of the Tennessee Court of Workers’ Compensation Claims to the

Workers’ Compensation Appeals Board;ĐŚĞĐŬŽŶĞŽƌŵŽƌĞĂƉƉůŝĐĂďůĞďŽdžĞƐĂŶĚŝŶĐůƵĚĞƚŚĞĚĂƚĞĨŝůĞͲ

ƐƚĂŵƉĞĚŽŶƚŚĞĨŝƌƐƚƉĂŐĞŽĨƚŚĞŽƌĚĞƌ;ƐͿďĞŝŶŐĂƉƉĞĂůĞĚͿ͗

ප Expedited Hearing Order filed on _______________ ප Motion Order filed on ___________________

ප Compensation Order filed on__________________ ප Other Order filed on_____________________

issued by Judge _________________________________________________________________________.

Statement of the Issues on Appeal

Provide a short and plain statement of the issues on appeal or basis for relief on appeal:

________________________________________________________________________________________

________________________________________________________________________________________

________________________________________________________________________________________

________________________________________________________________________________________

Parties

Appellant(s) (Requesting Party): _________________________________________ ‫܆‬Employer ‫܆‬Employee

Address: ________________________________________________________ Phone: ___________________

Email: __________________________________________________________

Attorney’s Name: ______________________________________________ BPR#: _______________________

Attorney’s Email: ______________________________________________ Phone: _______________________

Attorney’s Address: _________________________________________________________________________

* Attach an additional sheet for each additional Appellant *

LB-1099 rev. 01/20 Page 1 of 2 RDA 11082

Employee Name: _______________________________________ Docket No.: _____________________ Date of Inj.: _______________

Appellee(s) (Opposing Party): ___________________________________________ ‫܆‬Employer ‫܆‬Employee

Appellee’s Address: ______________________________________________ Phone: ____________________

Email: _________________________________________________________

Attorney’s Name: _____________________________________________ BPR#: ________________________

Attorney’s Email: _____________________________________________ Phone: _______________________

Attorney’s Address: _________________________________________________________________________

* Attach an additional sheet for each additional Appellee *

CERTIFICATE OF SERVICE

I, _____________________________________________________________, certify that I have forwarded a

true and exact copy of this Notice of Appeal by First Class mail, postage prepaid, or in any manner as described

in Tennessee Compilation Rules & Regulations, Chapter 0800-02-21, to all parties and/or their attorneys in this

case on this the __________ day of ___________________________________, 20 ____.

______________________________________________

[Signature of appellant or attorney for appellant]

LB-1099 rev. 01/20 Page 2 of 2 RDA 11082

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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