Wade v. University Physicians & Surgeons — West Virginia high court upheld dismissal for failure to satisfy medical-malpractice pre-suit requirements

Case
Donta Wade v. University Physicians & Surgeons, Inc.; Marshall Health Network, Inc.; Holly Nauert, D.O.; and Lee Van Horn, M.D.
Court
Supreme Court of Appeals of West Virginia
Judge
Chief Justice C. Haley Bunn; Justice William R. Wooton; Justice Charles S. Trump IV; Justice H. L. Kirkpatrick; Justice James W. Flanigan
Date Decided
September 22, 2026
Docket No.
25-377
Topics
Medical Professional Liability; Pre-Suit Requirements; Screening Certificate of Merit; Patient Confidentiality
Source
Read the full opinion

Background

Donta Wade alleged that, after requesting a new primary care provider, he was assigned to resident physician Dr. Holly Nauert. Wade claimed that Nauert assured him his information would remain confidential and accessible only to his physician. After obtaining his medical records, however, he learned that Nauert routinely discussed his treatment with attending physician Dr. Lee Van Horn.

Wade sued Nauert, Van Horn, University Physicians & Surgeons, and Marshall Health Network under ten theories, including negligent infliction of emotional distress, invasion of privacy, breach of contract, negligent oversight, and breach of duty. The Circuit Court of Cabell County determined that the claims fell under West Virginia’s Medical Professional Liability Act and dismissed the amended complaint without prejudice because Wade had not timely supplied a screening certificate of merit or a statement in lieu of one before filing suit. The Intermediate Court of Appeals affirmed.

The Court’s Holding

The Supreme Court of Appeals affirmed. It held that MPLA coverage turns on the factual circumstances underlying a claim, not the label attached to it. Wade’s allegations arose from health-care services rendered by health-care providers, including his concerns about which physicians participated in his care. Each pleaded claim therefore qualified either as a health-care anchor claim or as an ancillary claim related or contemporaneous to that claim and still arising within the context of rendering health-care services.

Because the MPLA governed, Wade had to serve the required screening certificate of merit—or, if expert testimony was unnecessary, a statement in lieu of the certificate—at least thirty days before filing his complaint. His post-filing statement in lieu did not satisfy that requirement. The court therefore upheld dismissal without reaching Wade’s theory that the respondents waived an objection by failing to answer his “Notice of Impending Legal Action.”

Key Takeaways

  • Courts determine MPLA coverage from the facts underlying the claims rather than the causes of action selected by the plaintiff.
  • An ancillary claim falls within the MPLA only when there is a qualifying health-care anchor claim and the ancillary claim is related or contemporaneous to it while remaining within the context of rendering health-care services.
  • A statement asserting that no screening certificate of merit is necessary must be served by the same pre-suit deadline applicable to the certificate; filing it after suit begins does not cure noncompliance.

Why It Matters

The decision reinforces that plaintiffs cannot avoid the MPLA’s procedural requirements merely by pleading common-law or statutory labels. At the same time, the court preserved limits on MPLA coverage: a connection to a health-care setting alone is insufficient without a qualifying health-care anchor claim and the required relationship between that claim and any ancillary claims.

For practitioners, the decision underscores the need to evaluate MPLA coverage before filing and to serve either a screening certificate of merit or a proper statement in lieu within the statutory timeframe.

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