Opinion

Burris, Stuart v. Amazon.com

  • 2024 TN WC 3
Court
Tennessee Court of Workers' Compensation Claims
Filed
Dec 8, 2023
Status
Published
On the bench
Dale Tipps
Cited by
0 cases
Authority
More cited than 15.0%

The opinion

FILED

Dec 08, 2023

09:05 AM(CT)

TENNESSEE COURT OF

WORKERS' COMPENSATION

CLAIMS

TENNESSEE BUREAU OF WORKERS’ COMPENSATION CLAIMS

IN THE COURT OF WORKERS’ COMPENSATION CLAIMS

AT MURFREESBORO

STUART BURRIS, ) Docket Nos. 2022-05-0597

Employee, ) 2022-05-1262

v. )

AMAZON.COM, )

Employer, )

and )

WWL VEHICLE SERVICES ) State File Nos. 28454-2022

AMERICAS, INC., ) 18029-1262

Employer, )

and )

AMERICAN ZURICH INS. CO., )

Insurance Carrier, )

and ) Judge Dale Tipps

LIBERTY MUTUAL INS. CO., )

Insurance Carrier. )

EXPEDITED HEARING ORDER GRANTING BENEFITS

The Court held an Expedited Hearing on November 30, 2023, on whether Mr. Burris

is entitled to medical and temporary disability benefits. The two employers in this

consolidated claim each contended that the other was responsible for his current symptoms.

For the reasons below, the Court holds that Mr. Burris is likely to prevail at a hearing on

the merits that he is entitled to medical treatment and temporary disability benefits in his

claim against Amazon.

History of Claim

Mr. Burris injured his low back on March 3, 2020, while working for WWL. He

received authorized medical treatment, primarily through Dr. James Fish, who diagnosed

a herniated lumbar disc with radiculopathy. After physical therapy and a steroid injection,

Dr. Fish placed Mr. Burris at maximum medical improvement in July 2021, assigned a

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permanent impairment rating, and returned him to full duty.1 Mr. Burris testified that his

back was not the same after his injury, and it never felt like he was at maximum

improvement. Nonetheless, he continued to work at WWL until December 2021, when he

began working for Amazon.

On January 19, 2022, he claimed he suffered a new injury to his low back while

lifting a box at Amazon. He testified that the pain this time was much worse and that, for

the first time, his symptoms were in his right leg. He was unable to walk for a time and

had to use crutches for an even longer period.

Amazon denied the claim for insufficient notice but eventually accepted it, offered

a panel, and authorized medical treatment with Dr. Michael McNamara in September. Dr.

McNamara diagnosed a herniated lumbar disc and ordered physical therapy.

Amazon terminated benefits in October, again asserting a notice defense, but later

reversed that position and sent Mr. Burris back to Dr. McNamara in December. It also sent

a questionnaire to Dr. McNamara advising him of Mr. Burris’s earlier back injury and

asking whether he still believed that the “current back issues [were] more than 50.01%

causally related to his alleged injury at Amazon.” Dr. McNamara responded that Mr.

Burris “had a significant preexisting condition causing his problem, which was

exacerbated, so he would be less than 50 percent from his injury.”

Mr. Burris returned to Dr. Fish in March 2023. After reviewing the most recent

MRI from March 2022, Dr. Fish said Mr. Burris had sustained a new injury while working

for Amazon. He based this on the fact that the MRI showed a large, right-sided disc

extrusion at the L5-S1 level, while earlier MRIs only showed moderate central protrusion.

Also, Mr. Burris’s original left leg pain changed to significantly worse right-leg symptoms.

Amazon sent Dr. McNamara a copy of Dr. Fish’s opinion and asked if Mr. Burris’s

current symptoms were “more than 50.01%” related to the Amazon incident or to his

previous injury. Dr. McNamara selected the “Previous work injury” response.

Both treating physicians gave depositions in this case. Dr. Fish testified about Mr.

Burris’s first injury, explaining that he had a “moderate central disc protrusion at L5-S1.”

He described a protrusion as where “the disc is pushing out of the disc space, but it’s still

contained by the ligament. There’s not a hole in the ligament where free disc is getting

out.”

Dr. Fish continued treating Mr. Burris after the maximum improvement date, but he

characterized the symptoms as flare-ups of “the exact same symptoms” as before. He

explained that a second MRI in September 2021 showed no new disc herniations or

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The parties did not settle this claim.

2

protrusions. When Mr. Burris improved from this flare-up, Dr. Fish again discharged him

to regular duty and restated his original maximum medical improvement date because of

“[n]o change in pathology. No change in symptoms.”

Regarding the Amazon incident, Dr. Fish said the March 2022 MRI showed that the

original moderate protrusion and L5-S1 was now a large right-sided extrusion. He

explained that the herniation “got worse and it also popped through the ligament at that

level.” Also, “[i]t’s certainly compressing the right S1 nerve root.” Dr. Fish described

how this was consistent with Mr. Burris’s description of the injury, as well as his current

symptoms. He confirmed his opinion that Mr. Burris’s symptoms are more than fifty

percent causally related to the Amazon incident. He also said he would now recommend

surgery, which Mr. Burris did not require before going to Amazon.

Dr. Fish disagreed with Dr. McNamara’s causation opinion because “[t]here was a

significant anatomic change to the disc pathology where the disc became much larger and

extruded.” He also pointed out that the new symptoms were right-sided, while they were

on the left after the WWL injury.

Dr. McNamara, on the other hand, was asked during his deposition whether Mr.

Burris’s “disc herniation is more likely than not attributed to the previous employment.”

He said that it was present in the previous employment (WWL), and “he may or may not

have made it worse.” He explained that he had seen the first two MRIs but not the one

from March 2022, and that he “can’t really make a conclusive statement about [causation]

until I see – until somebody sees that.” However, he also said he believed this was “an

exacerbation of the pre-existing condition.” That is, the new symptoms might not be a new

injury but an extension of the original injury.

Amazon also introduced a record review report from Dr. Tarek Elalayli, who

disagreed with Dr. Fish. He did not find a “significant anatomical change” between the

first MRI and the March 2022 film. Observing that “the patient clearly has a history of

back and leg pain prior to the [Amazon] injury,” Dr. Elalayli said that the Amazon injury

is causally related less than fifty percent to Mr. Burris’s disc herniation and symptoms.

Mr. Burris asked for an order to furnish medical treatment. He is still in pain and

cannot work as he used to. He also requested temporary disability benefits, explaining that

because he received no disability benefits while he was unable to work, he lost his car and

is only able to find part-time work.

WWL contended that it provided all the benefits to which Mr. Burris was entitled

because of his 2020 injury. It argued that his current symptoms and any entitlement to

benefits are the result of his injury at Amazon.

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Amazon denied that Mr. Burris suffered a compensable injury while working there.

It insisted that his current problems relate primarily to his original injury at WWL.

Findings of Fact and Conclusions of Law

Admissibility of Medical Proof

Before reaching the merits of this case, the Court must address an evidentiary

objection made by both employers. Each objected to medical evidence offered by the other,

to the extent that Mr. Burris could rely on it to meet his burden of proof. That is, can the

Court consider medical proof submitted by one employer if it is favorable to Mr. Burris’s

claim against the other employer, or must he offer it himself?

Counsel presented no authority for this argument but said that consolidation of cases

under Rule 42.01 does not create one action or make those who are parties in one suit

parties in the other. This is correct, but it does not address the question of whether evidence

in a consolidated claim can only be relied upon by the party presenting it.

After careful consideration, the Court overrules the objections and holds that it can

consider all admissible proof, regardless of which party submits it. To hold otherwise

would defeat the purpose of consolidation, which Rule 42 states is “avoid[ing] unnecessary

costs or delay.” This judicial economy is achieved by allowing “a single trial of common

issues.” Rainbow Ridge Resort, LLC v. Branch Banking & Tr. Co., 525 S.W.3d 252, 258

(Tenn. Ct. App. 2016).

The common issue here is the source of Mr. Burris’s current symptoms, and each

employer has offered medical evidence on that issue. Requiring multiple hearings for Mr.

Burris to present the same medical proof is antithetical to the idea of judicial economy, as

WWL observed when it moved to consolidate the claims. Ultimately, the Court is tasked

with determining which, if either, of the employers are responsible for benefits. That is the

fundamental reason for consolidating the claims: to weigh all available evidence instead of

a piecemeal approach that could result in conflicting findings. Further, considering all

admissible evidence, regardless of the source, seems consistent with Smith v. Galloway

Construction, LLC, 2019 TN Wrk. Comp. App. Bd. LEXIS 70, at *9-10 (Oct. 28, 2019)

(trial court properly admitted into evidence, over employer’s objection, medical records

filed by the employer, where the employee failed to file any documentation other than his

own affidavit to support his claim.).

Standard Applied and Medical Causation

To grant Mr. Burris’s requests, he must prove he is likely to prevail at a hearing on

the merits. Tenn. Code Ann. § 50-6-239(d)(1) (2023); McCord v. Advantage Human

Resourcing, 2015 TN Wrk. Comp. App. Bd. LEXIS 6, at *7-8, 9 (Mar. 27, 2015).

4

The first element Mr. Burris must prove is that his alleged injury arose primarily out

of and in the course and scope of his employment. He must show “to a reasonable degree

of medical certainty that [the incident] contributed more than fifty percent (50%) in causing

the . . . disablement or need for medical treatment, considering all causes.” “Shown to a

reasonable degree of medical certainty” means that, in the opinion of the treating physician,

it is more likely than not considering all causes as opposed to speculation or possibility.

Tenn. Code Ann. § 50-6-102(12)(A)-(D).

Applying these principles to the facts of this case, the central issue is whether Mr.

Burris is likely to prove that either of the work incidents was the primary cause of his

current injuries. WWL relied on the testimony of Dr. Fish, who concluded that the Amazon

injury was primarily responsible. Based on the opinions of Drs. McNamara and Elalayli,

Amazon disagreed.

As a starting point, Dr. Fish and Dr. McNamara are both authorized panel physicians

whose causation opinions are presumed correct. Tenn. Code. Ann. § 50-6-102(12)(E).

Therefore, Dr. Fish’s opinion that Mr. Burris’s injury at Amazon was the primary cause of

his current symptoms is presumed correct. The same is true of Dr. McNamara’s opinion

that the new symptoms might be an extension of the original injury.

The question then is, did either employer rebut any of these presumptions? If so,

which of the three doctors’ opinions is most convincing?

In evaluating conflicting expert testimony, a trial 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

through other experts.” Brees v. Escape Day Spa & Salon, 2015 TN Wrk. Comp. App. Bd.

LEXIS 5, at *14 (Mar. 12, 2015).

Beginning with the first factor, the doctors’ qualifications were not emphasized or

challenged during the hearing. With little information concerning their respective

qualifications, the Court does not find any determinative differences among the doctors.

As to the other factors, Dr. Fish has treated Mr. Burris for over three years,

beginning with his first injury at WWL. Since then, he has seen Mr. Burris many times

and observed his condition, both before and after the Amazon injury. Dr. McNamara, on

the other hand, saw Mr. Burris twice, the first time eight months after the Amazon incident.

Dr. Elalayli never met or examined Mr. Burris.

The Court finds that Dr. Fish was more familiar with Mr. Burris, his preexisting

condition, and the progress of his symptoms. Thus, the “circumstances of examination”

factor favors Dr. Fish. Case law generally supports this conclusion. “It seems reasonable

5

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.” Orman v.

Williams Sonoma, Inc., 803 S.W.2d 672, 677 (Tenn. 1991); see also Smith v. TrustPoint

Hosp., LLC, 2021 TN Wrk. Comp. App. Bd. LEXIS 1, at *21 (Jan. 6, 2021) (trial court did

not err in accepting the authorized treating physician’s opinion over that of another expert,

where the authorized physician had the benefit of seeing the employee’s condition during

surgery, which confirmed his pre-operative diagnoses, and where the authorized physician

“followed Employee as a patient and saw her lack of progress with conservative care

firsthand.”).

The information available to the doctors was not identical, either. Dr. McNamara

initially thought that Mr. Burris’s problems were primarily the result of his work at WWL.

He later testified they could be an exacerbation of a preexisting injury, although he also

said Mr. Burris “may or may not have made it worse.” More importantly, he candidly

acknowledged he lacked important information, the third MRI. Dr. McNamara said he

could not “really make a conclusive statement about [causation] until I see – until

somebody sees that.” This equivocal testimony does not rise to the level of a reliable

causation opinion.

Dr. Elalayli said he reviewed the third MRI, but he disagreed with Dr. Fish’s

interpretation of it. However, he did not explain why Mr. Burris’s symptoms switched to

a different leg and increased to the point where he had great difficulty walking. Dr. Fish’s

explanation of the MRI results is more persuasive because his interpretation coincides with

his contemporaneous observation of Mr. Burris’s symptoms, as well as his testimony that

those symptoms were consistent with the large right-sided disc extrusion he saw on the

films.

Put simply, Dr. Fish explained convincingly why he believes the Amazon incident

caused a new, or at least significantly worsened, disc injury at the L5-S1 level, a

“significant anatomic change to the disc pathology.” Additionally, Mr. Burris’s testimony

that he experienced new, different, and more intense symptoms after the Amazon injury

supports the conclusion that the condition described by Dr. Fish was caused by that work

accident. See Limberakis v. Pro-Tech Sec., Inc., 2017 TN Wrk. Comp. App. Bd. LEXIS

53, at *5-6 (Sept. 12, 2017) (“[A]n employee’s assessment as to his own physical condition

is competent testimony that is not to be disregarded.”). In sum, the opinions of Drs.

McNamara and Elalayli do not outweigh Dr. Fish’s opinion and its presumption of

correctness.

For these reasons, the Court holds Mr. Burris is likely to prove at trial that his current

symptoms arose primarily out of the January 19, 2022 lifting accident at Amazon.

Therefore, Amazon must approve continuing treatment with Mr. Burris’s authorized panel

physician, Dr. McNamara, including, if he still feels it necessary, the MRI and potential

surgery mentioned in his last medical note.

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Temporary Disability Benefits

To receive temporary total disability benefits, Mr. Burris must prove (1) he became

disabled from working due to a compensable injury; (2) a causal connection between his

injury and his inability to work; and (3) his period of disability. For temporary partial

disability benefits, He must show that his treating physician returned him to work with

restrictions that Amazon either could not or would not accommodate. See Jones v. Crencor

Leasing and Sales, 2015 TN Wrk. Comp. App. Bd. LEXIS 48, at *7, 8 (Dec. 11, 2015).

Mr. Burris did not see Dr. McNamara until September 7, 2022, nine months after

his injury. He testified in his deposition that he left his job at Amazon because he was

severely limited by his injury, which suggests he might eventually be entitled to temporary

disability benefits for some portion of that time. However, although Amazon furnished

some medical treatment during that interval, no medical records show he was taken off

work. Therefore, he does not appear likely to prove entitlement to disability benefits for

that period at this time.

Dr. McNamara’s office note from the September 7 visit says that Mr. Burris “will

be off work status at this point.” When Mr. Burris returned to Dr. McNamara on December

14, the doctor recommended an MRI to determine whether he was a surgical candidate.

He also filled out a workers’ compensation report that said Mr. Burris was off work until

“return appt” after the MRI. Because the claim was denied, Mr. Burris never had the MRI

or the return appointment, but he said in his deposition that he began work at a new job on

February 13, 2023. Therefore, he appears likely to prove he is entitled to temporary total

disability benefits of $466.67 per week2 from September 7, 2022, through February 12,

2023.

Since returning to work, Mr. Burris said he is making less than his Amazon wages,

but he offered no proof of medical restrictions or details as to the wage disparity.

Therefore, the Court cannot find he is likely to prove entitlement to temporary partial

disability benefits.

IT IS, THEREFORE, ORDERED as follows:

1. Amazon shall furnish medical treatment made reasonably necessary by Mr. Burris’s

January 19, 2022 injury under Tennessee Code Annotated section 50-6-204. Dr.

McNamara shall be the authorized treating physician.

2

Mr. Burris testified that he earned $17.50 per hour and worked forty hours per week at Amazon. This

approximates an average weekly wage of $700.00 and a compensation rate of $466.67.

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2. Amazon shall pay Mr. Burris temporary total disability benefits of $10,600.08 for

the period of September 7, 2022, through February 12, 2023.

3. A status hearing will take place on March 13, 2024, at 9:30 a.m. Central Time.

The parties must call 615-532-9552 or toll-free at 866-943-0025 to participate.

Failure to call might result in a determination of issues without your participation.

4. Unless an interlocutory appeal of the Expedited Hearing Order is filed, compliance

with this Order must occur no later than seven business days from the date of entry

of this Order as required by Tennessee Code Annotated section 50-6-239(d)(3). The

Employer must submit confirmation of compliance with this Order to the Bureau by

email to WCCompliance.Program@tn.gov no later than the seventh business day

after entry of this Order. Failure to submit confirmation within seven business days

may result in a penalty assessment for non-compliance. For questions regarding

compliance, contact the Workers’ Compensation Compliance Unit via email at

WCCompliance.Program@tn.gov.

ENTERED December 8, 2023.

______________________________________

DALE TIPPS, JUDGE

Court of Workers’ Compensation Claims

APPENDIX

Exhibits:

1. Affidavit of Stuart Burris

2. Rule 72 Declaration of Colleen Giller

3. Rule 72 Declaration of Jennifer Talib

4. Deposition transcript of Dr. James Fish

5. Indexed medical records

6. Deposition transcript of Dr. Michael McNamara

7. August 8, 2022 Choice of Physician Form

8. October 20, 2022 Notice of Change or Termination of Benefits

9. December 8, 2022 correspondence between Amazon’s counsel and Dr. McNamara

10. March 28, 2023 correspondence between Amazon’s counsel and Dr. McNamara

11. Record review report of Dr. Tarek Elalayli

12. Deposition transcript of Stuart Burris

8

Technical record:

1. Petitions for Benefit Determination

2. Dispute Certification Notices

3. Requests for Expedited Hearing

4. WWL’s Motion for Consolidation

5. Order consolidating claims

6. Joint Motion to Reduce time for Plaintiff to Respond to Discovery

7. Amazon’s Motion for Continuance

8. Order denying continuance

9. Motion to Compel Exam

10. Response in Opposition to Compel Exam

11. Order compelling exam

12. Employers’ Witness Lists

13. Employers’ Exhibit Lists

14. Amazon’s Pre-Hearing Brief

15. WWL’s Position Statement

16. Mr. Burris’s Motion for Continuance

17. Order denying continuance

CERTIFICATE OF SERVICE

I certify that a copy of the Order was sent as indicated on December 8, 2023.

Name Certified Fax Email Service sent to:

Mail

Stuart Burris, X X 1635 Dodd Trail

Employee Murfreesboro, TN 37128

1767wildcat@gmail.com

Adam Brock-Dagnan, X acbrock-dagnan@mijs.com

Attorney for Amazon

Eric Shen, X eric.shen@libertymutual.com

Attorney for WWL

______________________________________

PENNY SHRUM, COURT CLERK

wc.courtclerk@tn.gov

9

Expedited Hearing Order Right to Appeal:

If you disagree with this Expedited Hearing Order, you may appeal to the Workers’

Compensation Appeals Board. To appeal an expedited hearing order, you must:

1. Complete the enclosed form entitled: “Notice of Appeal,” and file the form with the

Clerk of the Court of Workers’ Compensation Claims within seven business days of the

date the expedited hearing order was filed. When filing the Notice of Appeal, you must

serve a copy upon all parties.

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

calendar days after filing of 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 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 the appeal.

3. You bear the responsibility of ensuring a complete record on appeal. You may request

from the court clerk the audio recording of the hearing for a $25.00 fee. If a transcript of

the proceedings is to be filed, a licensed court reporter must prepare the transcript and file

it with the court clerk within ten business days of the filing the Notice of

Appeal. Alternatively, you may file a statement of the evidence prepared jointly by both

parties within ten business days of the filing of the Notice of Appeal. The statement of

the evidence must convey a complete and accurate account of the hearing. The Workers’

Compensation Judge must approve the statement before the record is submitted to the

Appeals Board. If the Appeals Board is called upon to review testimony or other proof

concerning factual matters, the absence of a transcript or statement of the evidence can be

a significant obstacle to meaningful appellate review.

4. If you wish to file a position statement, you must file it with the court clerk within ten

business days after the deadline to file a transcript or statement of the evidence. The

party opposing the appeal may file a response with the court clerk within ten business

days after you file your position statement. All position statements should include: (1) a

statement summarizing the facts of the case from the evidence admitted during the

expedited hearing; (2) a statement summarizing the disposition of the case as a result of

the expedited hearing; (3) a statement of the issue(s) presented for review; and (4) an

argument, citing appropriate statutes, case law, or other authority.

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 (check one or more applicable boxes and include the date file-

stamped on the first page of the order(s) being appealed):

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

□ Compensation Order filed on__________________ □ 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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