In My Opinion: Assessing the Risk of Criminal Liability

 

By R. Chet Loftis, UMA General Counsel

 

UMA Bulletin  April 2002

 

Physicians know about the risk of civil liability for negligent or intentional misconduct. They also generally know about the risk of disciplinary action against their license or staff privileges for unprofessional, unethical, or incompetent care. But until recently, physicians probably had little, if any, reason to believe that practicing medicine could ever expose them to the risk of criminal liability.

The risk, however, is real. It is real in the sense that there are general laws on the books that apply as much to the practice of medicine as they do to anything else. It is real in the sense that there are specific laws on the books and government programs in place to identify and prosecute allegations of billing fraud. It is real in the sense that people in our society tend to look for a wrongdoer as the first response to a bad outcome and put pressure on prosecutors "to do something." And, finally, it is real in the sense that physicians in Utah and other states have faced criminal charges of Medicaid fraud and even homicide.

 

Decision to Prosecute

Our system of justice is based on the adversarial model, and the notion that truth is most likely to result from the zealous advocacy of competing parties. Rightly or wrongly, this model is relied on not only in the civil context, but in the criminal one as well. It turns the state into your opponent and prosecutors into your adversary-a gut-wrenching thought and an incredibly daunting prospect. All that it takes to trigger these events is probable cause and prosecutorial discretion: 1) Probable cause applies when, in the opinion of a judge or grand jury, it is more likely than not that a crime was committed and that the defendant committed it; and 2) It is the decision of the prosecutor, subject only to his or her discretion, that a particular set of facts warrants the expenditure of time and money to pursue the case as a crime or not.

Historically speaking, prosecutors have rarely brought criminal charges for treatment errors. One need only compare the number of wrongful death lawsuits with the extremely low number of criminal prosecutions to conclude this.

The fact remains, however, that the threshold for bringing a criminal case is low-it just takes probable case and prosecutorial discretion. Moreover, if the prosecution comes, it will come in the form of both an opponent and an adversary until, most likely, the bitter end.

 

Timing of Legal Protections

Few protections are afforded to a criminal defendant before his or her case goes to court. But if and when it does, the Constitution and other legal protections will kick in-protections such as the burden that is placed on prosecutors to prove their case by proof beyond a reasonable doubt, the right to exclude unreliable or improperly obtained evidence, the right to cross-examine one's accusers, the right to appeal the details of the proceeding to the scrutiny of a higher court, and the right to have a jury-rather than an arm of the state-decide the ultimate question of guilt.

It is also where two of the most important factors of all come into play: the testimony of the expert witness and the language of the law itself.

The law relies heavily on expert testimony. In my opinion, there is no question that the existence of well understood and defined community standards for a particular medical procedure or course of treatment is the best way to minimize the risk of improper civil or criminal prosecutions.

Without commonly accepted standards, hindsight decisions about what is right and what is not are left to a hired expert to determine and to communicate to a jury. Consequently, the more that physicians in the same specialty develop such standards and find proper and legal ways to hold those who give contrary testimony accountable, the more likely it is that unfounded claims will not be brought or rewarded.

 

Language of Utah Law

Homicide is, of course, the greatest prosecutorial threat to any person, physician included. Utah law divides homicide into four categories: aggravated murder, murder, manslaughter, and negligent homicide.

Aggravated murder occurs when a person intentionally or knowingly causes the death of another under one of 17 different aggravating circumstances. Examples include: multiple victims, murder-for-hire, hostage situations, and extreme cruelty. Aggravated murder is a capital offense punishable by death, life imprisonment, or life in prison without parole.

Murder occurs when: (a) a person intentionally or knowingly causes the death of another, (b) a person engages in conduct that is clearly dangerous to human life, and with the intent to cause serious bodily injury, that results in death, or (c) a person engages in conduct that evidences a depraved indifference to human life that results in death. Murder is a first degree felony punishable by five years to life in prison.

In the context of medicine, manslaughter occurs when a physician has created an unjustifiable risk that results in the death, that the physician knew of the risk and failed to try and correct it, and that such failure was a gross deviation from the standard of care. Manslaughter is a second degree felony punishable by one to five years in prison.

Similarly, negligent homicide occurs when a physician has created an unjustifiable risk that results in the death, that the physician failed to perceive the risk, and that such failure was a gross deviation from the standard of care. Negligent homicide is a class A misdemeanor punishable by up to one year in prison.

The primary difference, therefore, between aggravated murder and murder is the existence or absence of one of the 17 aggravating factors. The primary difference between manslaughter and negligent homicide is whether the risk was actually known and ignored or the risk should have been known.

But in either case, aggravated murder and murder require an intentional or knowing killing, and manslaughter and negligent homicide require: (1) a death, (2) the physician's affirmative creation of an unjustifiable risk, and (3) the failure to act upon the risk amounting to a "gross deviation from the standard of care."

Moreover, in all four cases, there must be evidence of proof beyond a reasonable doubt to convict.

 

 Application of the Law in Utah

Physicians have not been tried for murder in connection with a death caused by improper medical treatment in other states. Rather, they hive been tried for manslaughter or, more recently, negligent homicide in those rare Instances when charges have been brought. See generally: Annotation, Homicide Predicated on Improper Treatment of Disease or Injury, 45 ALR 3d 114 (1972, Supp. 2000). One exception to this is People v. Phillips, 73 Cal. Rep. 720 (App. 1969) where a physician was convicted of murder because the care and treatment accorded was so reckless and wanton that malicious intent could be implied.

Utah is one of the few states with a court decision on the question of criminal liability for medical treatment. The case is State v. Warden, 813 P.2d 1146 (Utah 1991), and the ruling of the court upheld the jury's verdict convicting Dr. David Warden for negligent homicide.

In 1986, Dr. Warden agreed to deliver an 18-year-old patient's baby at home. The jury returned a verdict of negligent homicide against Dr. Warden, relying on evidence that he failed to: (1) use an ultrasound to confirm the due date, (2) examine the patient when labor began six weeks early and only asked to be contacted when contractions were three to five minutes apart, and (3) treat or disclose to the family the respiratory problems of the newborn, which resulted in the child's death within 10 hours of birth. In addition, expert testimony established that: (1) the baby was six to seven weeks premature and

weighed about four pounds, (2) the baby's condition could deteriorate quickly with subtle symptoms, (3) the standard of care called for an examination before delivery and hospitalization for a baby six weeks premature, and (4) the baby would have had a 99 percent chance of survival had he been hospitalized.

On appeal, Dr. Warden's conviction turned on whether there was sufficient evidence from which a jury could conclude that there was a substantial and unjustifiable risk of death of which the defendant should have been aware.

At the Utah Court of Appeals, two of three judges ruled in favor of Dr. Warden, stating that the evidence was "sufficiently inconclusive" to establish that there was a substantial and unjustifiable risk of death that defendant should have been aware of, even looking at the evidence in a light most favorable to the jury.

The Court of Appeals ruling was appealed, and four of five justices of the Utah Supreme Court reversed that ruling, holding that the evidence was sufficient to convict Dr. Warden of negligent homicide citing the facts mentioned above.

Despite its ruling, the Supreme Court attempted to allay the fears of physicians with the following language:

"In situations where it is alleged that a medical doctor was negligent in the treatment of a patient, that doctor may be held civilly liable if the evidence establishes that it is more likely than not that the doctor's treatment fell below the appropriate standard of care. In contrast, a doctor may be held criminally liable only when the evidence establishes beyond a reasonable doubt that the doctor's treatment created a substantial and unjustifiable risk that the patient would die, that the doctor should have but failed to perceive that risk, and the risk is of such a nature and degree that the failure to perceive it constitutes a gross deviation from the standard of care. Given the high showing required for negligent homicides, doctors' negligence in the treatment of patients will rarely precipitate criminal liability. It is also true, however, that if doctors act with criminal negligence, they should not escape criminal liability merely because the negligence occurred in a professional setting."

Justice Stewart dissented, arguing that there was not sufficient evidence to support the verdict on various grounds and, in conclusion, stated:

"In my view, the criminal law should not be used to punish a physician for a death when he or she makes a decision that turns out to have a fatal consequence, simply because some other physician, acting in more favorable circumstances, would have done differently."

The message of the majority is that doctors should not be overly concerned with the possibility of being prosecuted but, at the same time, they should not expect special treatment under the law.

In contrast, the message of Justice Stewart is that it is not appropriate to impose criminal liability on physician by second guessing his or her professional judgment.

 

Drawing a Few Conclusions

Physicians are not strangers to death, but despite the large number of wrongful death lawsuits, very few prosecutors have brought criminal charges.

It is also clear that some judges are particularly sensitive to the difficult situation that physicians find themselves in. If you add all of the judges together, the vote was 5 to 3 against Dr. Warden and in favor of ruling that there was enough evidence to support the jury verdict for conviction.

Moreover, if a physician were convicted of a crime, the crime, in all likelihood, would be for negligent homicide which, as a class A misdemeanor, would carry a prison term of up to one year. Since one year is the maximum, it is possible that a conviction would result in little or no prison time.

Still, the risk is real. Death is, after all, the ending of a life. And when a death could have been avoided there is the possibility, because the loss is so great, that a physician could be exposed to criminal liability if major gaps are found in the treatment of the patient.

In addition to taking every reasonable precaution to prevent medical errors, the next key, in my opinion, is to have a plan to manage the financial costs of defending yourself should the need ever arise. In my limited experience, I have seen that it is possible for the threat and expense of prosecution to be as emotionally debilitating and financially destructive as the penalty the state seeks to impose for the alleged crime.

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