Lindgren v. Chang CA4/1
CourtCalifornia Court of Appeal
Date FiledOctober 23, 2026
DocketD085410
StatusUnpublished
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Full Opinion
Filed 10/23/26 Lindgren v. Chang CA4/1
NOT TO BE PUBLISHED IN OFFICIAL REPORTS
California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions
not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion
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COURT OF APPEAL, FOURTH APPELLATE DISTRICT
DIVISION ONE
STATE OF CALIFORNIA
DEBRA LINDGREN, D085410, D085960
Plaintiff and Appellant,
v. (Super. Ct. No. 37-2021-
00000343-CU-MM-CTL)
ANGELA A. CHANG,
Defendant and Respondent.
APPEAL from a judgment of the Superior Court of San Diego County,
Robert C. Longstreth, Judge. Reversed with instructions.
Singleton Schreiber and Benjamin I. Siminou for Plaintiff and
Appellant.
Cole Pedroza, Kenneth R. Pedroza and Matthew S. Levinson; Schmid
& Voiles, Kyle A. Cruse and Robert B. Fessinger, for Defendant and
Respondent.
I. INTRODUCTION
David and Debra Lindgren1 sued Dr. Angela A. Chang for medical
malpractice and loss of consortium. A jury found in Dr. Chang’s favor,
determining that she did not breach her duty of care. On appeal, Debra, who
has been substituted in David’s place after his death, asserts the trial court
failed to instruct the jury properly. She claims that in addition to ordinary
medical negligence, the trial court should have instructed the jury on her
theory of informed refusal.2 Debra also appealed from the trial court’s
postjudgment award of costs to Dr. Chang as the prevailing party; we
consolidated that issue with her initial appeal.
Substantial evidence supports Debra’s informed refusal theory, so the
trial court erred in refusing to instruct the jury on that issue. We therefore
reverse the judgment and remand for a new trial on the informed refusal
claim. Based on our reversal of the judgment, we also vacate the cost award.
II. BACKGROUND
A. Factual Background
David was diagnosed with tonsillar cancer in 2012 and was successfully
treated with chemoradiation and tumor resection. He continued to see
1 We refer to the Lindgrens by their first names for clarity and not out of
disrespect.
2 The “ ‘informed refusal’ doctrine . . . describes a physician’s
responsibilities to a patient when that patient refuses diagnostic testing
before a diagnosis is made and treatment recommended.” (Moore v.
Preventive Medicine Medical Group, Inc. (1986) 178 Cal.App.3d 728, 736
(Moore).) At times, Debra refers to the doctrine as “informed referral,” but we
decline to adopt that terminology.
2
specialists for cancer screenings, and by 2016, there were no signs of the
cancer’s recurrence. Dr. Chang, an ear, nose, and throat specialist, began
treating David in 2018.
In May of 2019, David reported a sore throat and weight loss to
Dr. Chang. Concerned that David may have cancer, Dr. Chang ordered a
PET-CT scan. David underwent the scan on June 3, 2019, and two
radiologists prepared a report analyzing the images. The impression portion
of that report ruled out any recurrence of David’s prior tonsillar cancer.3 It
also stated, “Proximal esophageal hypermetabolic activity and right posterior
nasopharyngeal hypermetabolic activity, most likely posttreatment changes.
Consider correlation with direct visualization. Alternatively, consider MRI
neck soft tissue without and with contrast.”
Dr. Chang called David on June 5, 2019, to discuss the PET-CT scan
results. The details of that discussion are disputed, and as the trial court
noted, they are “the heart of this case.”
Dr. Chang memorialized the call in a note which states, “[d]iscussed
PET results with patient. Recommend [gastroenterologist follow-up] with
Dr. Paredez for evaluation of hypermetabolic area in proximal esophagus.”
When testifying at trial, Dr. Chang did not remember the exact words she
spoke during the call. Based on her customary practice, she believed she
would have repeated the impression portion of the PET-CT scan report
verbatim. Dr. Chang explained that she referred David to a
gastroenterologist to “evaluate and treat” David, “specifically to look at the
area of abnormality in the esophagus,” because she did not know what was
causing it and that issue was beyond the scope of her practice.
3 An impression in a medical report is a summary of the main points.
3
Based on the radiological impression of the PET-CT scan report, to
which Dr. Chang deferred, Dr. Chang believed the hypermetabolic activity in
David’s esophagus was benign. In subsequent reports dated December 6,
2019, and January 7, 2020, Dr. Chang documented that the PET-CT scan as
“negative,” meaning there were no signs of cancer.
However, Dr. Chang knew that David’s symptoms and increased
hypermetabolic activity could signify cancer. Indeed, Dr. Chang ordered the
PET-CT scan to screen David for cancer, and cancer was on Dr. Chang’s
differential diagnosis4 after she read the scan results. But Dr. Chang did not
notify David of that risk because it “was . . . a low possibility at [that] point.”
Dr. Chang further testified that she would not have told David he was
cancer free because she has never said that to a patient. She also stated she
would not have referred David to a gastroenterologist for acid reflux because
she treats that condition.
When David testified, he described the June 5, 2019 phone call
differently. According to David, Dr. Chang told him he did not have cancer
and suggested that he see Dr. Paredez for acid reflux. Dr. Chang did not
recommend that Dr. Paredez conduct a direct visualization of his esophagus,
and if she had, David would have “run to the doctor.”
David scheduled an appointment with Dr. Paredez to occur sometime in
August. However, he did not keep that appointment because he began taking
acid reflux medicine prescribed by his primary care physician and his
symptoms improved.
4 A differential diagnosis identifies the possible conditions that could
explain a patient’s symptoms before a final diagnosis is made.
4
David began seeing a different gastroenterologist, Dr. John Kuldau, in
December of 2019. Dr. Kuldau performed a series of tests on David’s
esophagus and found a cancerous tumor during a January 14, 2020
endoscopy.
David underwent a tracheotomy, radiation, chemotherapy, and
ultimately had his voice box removed. While this appeal was pending, David
decided to forgo additional surgery and instead transitioned to hospice care.
David died on October 15, 2025.
B. Procedural History
In 2021, the Lindgren’s sued Dr. Chang for medical malpractice and
loss of consortium. The Lindgren’s alleged that Dr. Chang failed “to
appropriately examine, evaluate, diagnose, treat, and/or test [David] for head
and neck cancer and/or refer [David] for treatment of same.” They further
alleged that Dr. Chang’s negligence caused a delayed cancer diagnosis, which
allowed David’s cancer to spread, shortened his life expectancy, and caused
significant injuries.
At trial in 2024, both parties presented conflicting expert testimony as
to whether Dr. Chang breached her duty of care to David. David’s experts
opined that his symptoms combined with the PET-CT scan results should
have been treated as cancer until proven otherwise. Dr. Chang and her
expert acknowledged that cancer was a possibility under the circumstances,
but they believed the chances of that were extremely low. Both parties also
presented competing expert testimony on whether the delay in treating
David’s esophageal cancer from the June 5, 2019 phone call to the January
14, 2020 diagnosis caused David’s injuries.
In their trial brief, the Lindgrens asserted their intention to pursue two
theories of liability against Dr. Chang: ordinary medical negligence and
5
informed refusal. Under the informed refusal theory, the Lindgrens argued
that Dr. Chang breached her duty to disclose the risks of declining her
referral to a gastroenterologist. In response to Dr. Chang’s objections that
informed refusal had not been pleaded, the Lindgrens sought leave to amend
their complaint during trial.
The Lindgrens also proposed several modified CACI jury instructions
regarding informed refusal. They submitted two versions of CACI No. 534,
which defines the informed refusal doctrine.5 One version was titled
“Informed Referral,” while the other was titled “Informed Refusal.” Both
proposals modified the standard instruction as follows:
A physician [or ENT] must explain the risks of refusing a
procedure not following a recommended referral for
treatment in language that the patient can understand and
give the patient as much information as he needs to make
an informed decision, including any risk that a reasonable
person would consider important in deciding not to have
[a/an] [insert medical procedure] accept the referral for
treatment. The patient must be told about any risk of
death or serious injury or significant potential
complications that may occur if the procedure
recommendation is refused. A physician [or ENT] is not
required to explain minor risks that are not likely to occur.
As for the elements of their informed refusal claim, the Lindgrens
submitted two options. A modified version of CACI No. 533, the standard
instruction for the elements of informed consent, as well as a modified
5 Modifying CACI No. 532, the standard instruction defining informed
consent, the Lindgrens also proposed a third instruction defining informed
refusal.
6
version of CACI No. 535, the standard instruction for the elements of
informed refusal.6
Finally, the Lindgrens sought to modify CACI No. 502, which governs
the standard of care in medical negligence cases. They proposed an
instruction that added the following underlined paragraph to the standard
instruction:
Except as to Plaintiffs claim in CACI 533 and CACI 534
regarding defendant’s alleged failure to disclose all relevant
information necessary for the plaintiff to make an informed
decision to see a gastroenterologist, you are instructed that:
An ENT is negligent if he or she fails to use the level of
skill, knowledge, and care in diagnosis and treatment that
other reasonably careful ENTs would use in similar
circumstances. This level of skill, knowledge, and care is
sometimes referred to as "the standard of care."
You must determine the level of skill, knowledge, and care
that other reasonably careful ENTs would use in similar
circumstances based only on the testimony of the expert
witnesses who have testified in this case.
The Lindgrens proposed a second version of CACI No. 502 which
similarly excluded the expert testimony requirement from “Plaintiff’s claim
under CACI 533 and CACI 534 regarding informed referral to a specialist.”
Finding the theory inapplicable, the trial court refused to instruct the
jury on informed refusal and did not grant the Lindgrens leave to amend
6 We acknowledge that Debra has not challenged the trial court’s refusal
to instruct the jury with these two instructions (CACI Nos. 533 & 535) or her
proposed version of CACI No. 532. However, we do not construe this as a
waiver of Debra’s claims as Dr. Chang appears to suggest.
7
their complaint. Instead, the trial court instructed the jury on ordinary
medical negligence.
The jury returned a special verdict in favor of Dr. Chang, finding that
she was not negligent in the diagnosis or treatment of David. The trial court
entered judgment in Dr. Chang’s favor on November 8, 2024, and the
Lindgrens timely appealed. The trial court awarded Dr. Chang costs as the
prevailing party, and the Lindgrens appealed from that order as well (case
No. D085960). This court consolidated the two appeals.
III. DISCUSSION
A. Standard of Review
“A party is entitled upon request to correct, nonargumentative
instructions on every theory of the case advanced by him which is supported
by substantial evidence.” (Drury v. Ryan (2025) 109 Cal.App.5th 1102, 1109.)
“ ‘A trial court generally may refuse to give any instruction that is not
entirely correct. Nevertheless, when a proposed instruction addresses an
issue that is crucial to a fair presentation of the case to the jury, the trial
court has the obligation to give an appropriate instruction on that issue, not
necessarily in the wording of the proposed instruction.’ ” (Veronese v.
Lucasfilm Ltd. (2012) 212 Cal.App.4th 1, 24.)
“We independently review claims of instructional error viewing the
evidence in the light most favorable to the appellant.” (Orichian v. BMW of
North America, LLC (2014) 226 Cal.App.4th 1322, 1333.)
B. The Trial Court Erred in Refusing the Lindgrens’ Proposed
Modification to CACI No. 534
Debra argues the trial court erred in refusing her modifications to
CACI No. 534. She claims the jury should have been instructed on informed
refusal because Dr. Chang recommended a medical procedure; namely, direct
8
visualization of David’s esophagus. Debra also contends that the informed
refusal doctrine applies whenever a doctor refers a patient to a specialist.
Dr. Chang argues that informed refusal does not apply because she did
not recommend any procedures and David never indicated we would decline
the referral. Dr. Chang also claims “informed referral” is not a recognized
theory, and the Lindgrens failed to timely raise that issue in the trial court.
We find sufficient evidence of Debra’s informed refusal theory existed
to give an informed refusal instruction.
1. Informed Refusal
“This case turns on the interrelationship between two duties of a
physician—namely, a physician’s duty of care and a physician’s duty to
obtain his [or her] patient’s informed consent to medical procedures.” (Flores
v. Liu (2021) 60 Cal.App.5th 278, 290.) Under the duty of care, (i.e. ordinary
medical negligence), a physician must “ ‘use such skill, prudence and
diligence as other members of his [or her] profession commonly possess and
exercise.’ ” (Ibid.)
On the other hand, “[t]o comply with the duty to obtain a patient’s
informed consent, a physician must ‘disclose to the patient all material
information—that is, “information which the physician knows or should know
would be regarded as significant by a reasonable person in the patient’s
position when deciding to accept or reject a recommended medical
procedure.” ’ ” (Flores v. Liu, supra, 60 Cal.App.5th at pp. 292–293.) Within
informed consent principles exists the “ ‘informed refusal’ doctrine,” under
which “a doctor has a duty to disclose all material information to his patient
which will enable that patient to make an informed decision regarding the
taking or refusal to take [diagnostic] test[ing].” (Moore, supra,
178 Cal.App.3d at p. 736.)
9
There are certain “ ‘minimal’ disclosures that are always material,”
including “ ‘the risks involved in accepting [and] rejecting [each] proposed
[procedure],’ particularly the ‘potential of death or serious harm.’ ” (Flores v.
Liu, supra, 60 Cal.App.5th at p. 293.) “ ‘If the physician knows or should
know of a patient’s unique concern or lack of familiarity with medical
procedures, this may expand the scope of required disclosure.’ ” (Jambazian
v. Borden (1994) 25 Cal.App.4th 836, 845.)
In general, the duty of disclosure under the informed refusal doctrine
“is predicated upon a recommended treatment or diagnostic procedure.”
(Vandi v. Permanente Medical Group, Inc. (1992) 7 Cal.App.4th 1064,
1069, 1070.) It may also arise when a doctor adheres to one of several
conflicting schools of thought. (Id., at p. 1071 & fn. 5.) In contrast, “the
failure to recommend a procedure must be addressed under ordinary medical
negligence standards.” (Id. at p. 1070.)
For example, in Moore, an internist strongly recommended that a
patient see a specialist about a mole on his ear because it was suspicious and
its exact nature would not be known until it was removed or studied
microscopically. (Moore, supra, 178 Cal.App.3d at p. 735.) The patient did
not immediately heed the internist’s advice, and when the mole was
subsequently discovered to be cancerous, extensive surgery was required.
(Id. at pp. 734–735.) Under the informed refusal doctrine, the court in Moore
held that the internist had “a duty to disclose to [the patient] all material
information which would enable [him] to make an informed decision whether
to see the specialist or not,” including “the risk to [the patient] if he was not
examined by the specialist.” (Id. at p. 738.)
The court in Moore noted that “[t]his is not a case in which no
diagnostic testing was recommended,” because the internist told the patient
10
“the mole should be removed or studied microscopically so that it could be
properly diagnosed.” (Moore, supra, 178 Cal.App.3d at p. 738, fn. 4.) The
Moore court also rejected the internist’s argument that informed refusal was
inapplicable because he “was merely the referring physician and had no
reason to suppose [the patient] would not take his advice to see a specialist.”
(Id. at p. 738.) Without knowledge of the risks involved in not seeing the
specialist, the patient “was not in a position to make an informed decision
concerning the doctor’s recommendation. The fact [the internist] was not
going to do the actual diagnosis underscores the importance of relaying this
information to [the patient] at the time of his visit. [The internist] would not
learn whether [the patient] went to the specialist or refused to heed his
advice.” (Id. at pp. 738–739.)
On the other end of the spectrum is Scalere v. Stenson (1989)
211 Cal.App.3d 1446, 1448 (Scalere), where a patient reported pain and
discomfort after brachial artery surgery. The surgeon examined the patient
and did not recommend any further treatment because he believed that the
patient was progressing satisfactorily. (Ibid.) About a year later, the patient
required additional surgery on her brachial artery “with resultant damage.”
(Ibid.) The court in Scalere held that because the surgeon did not propose
any therapy, procedure, or diagnostic testing, the informed refusal doctrine
did not apply. (Id. at pp. 1449–1451.) The Scalere court noted that the
surgeon “could hardly ‘disclose’ what he did not believe,” and that
“ ‘[n]egligent failure to advise a patient to pursue a potentially necessary
course of treatment is actionable under ordinary medical negligence
standards.’ ” (Id. at p. 1453.)
11
2. Analysis
Dr. Chang testified that she referred David to a gastroenterologist to
“evaluate and treat” David, “specifically to look at the area of abnormality in
the esophagus.” According to her custom and practice, Dr. Chang would have
read the radiologists’ impression from the PET-CT scan report verbatim to
David. Thus, she would have told David to “[c]onsider correlation with direct
visualization. Alternatively, consider MRI neck soft tissue without and with
contrast.” Multiple doctors told the jury that “direct visualization” referred to
viewing the esophagus with a camera, as during an endoscopy. Additionally,
an MRI is an imaging procedure.
Viewing these facts favorably to Debra as we must, there is sufficient
evidence that Dr. Chang referred David to a gastroenterologist to undergo a
procedure. Unlike Scalere, Dr. Chang did in fact recommend further
treatment. And although Dr. Chang may not have selected a specific
procedure or diagnostic test, she suggested direct visualization or an MRI,
which are methods which, if used in this situation, would assist in diagnosis
of problems in David’s esophagus. We see no material difference between
this case and Moore, where the internist recommended that the patient’s
mole “be removed or studied microscopically so that it could be properly
diagnosed.” (Moore, supra, 178 Cal.App.3d at p. 738, fn. 4.)
Because we find sufficient evidence that Dr. Chang recommended a
procedure, we do not reach Debra’s claim that informed refusal broadly
applies to specialist referrals, nor do we adopt Debra’s “informed referral”
terminology. However, while not endorsing the wording change, here the
references to “informed referral” in Debra’s proposed instructions would
likely be insignificant to jurors’ understanding of the concept. And while not
12
ideal, replacing “refusing a procedure” with “not following a recommended
referral for treatment” in CACI No. 534 made little difference in this
instance. These modifications fit squarely within the facts of this case as well
as the holding of Moore.
Additionally, Dr. Chang knew that David’s symptoms and increased
hypermetabolic activity could signify cancer. Although Dr. Chang believed
“[c]ancer was a low possibility,” one potential harm in failing to detect the
disease was death, bringing the matter within the minimal disclosures that
are always material. (Flores v. Liu, supra, 60 Cal.App.5th at p. 293; see also,
Truman v. Thomas (1980) 27 Cal.3d 285, 293 [applying informed refusal
doctrine where the probability of cancer was low but “the potential harm of
failing to detect the disease at an early stage was death”].) David also had a
“ ‘unique concern’ ” for cancer, which “ ‘may expand the scope of required
disclosure.’ ” (Jambazian v. Bordeen, supra, 25 Cal.App.4th at p. 845.)
Further, as was the case in Moore, without knowledge of the risk of
cancer, David “was not in a position to make an informed decision concerning
[Dr. Chang’s] recommendation,” and “[t]he fact [Dr. Chang] was not going to
do the actual diagnosis underscores the importance of relaying this
information to [David] at the time of his visit.” (Moore. at pp. 738–739.) Any
lack of refusal by David during the June 5, 2019 phone call, therefore, does
not necessarily defeat the informed refusal doctrine as Debra suggests.
Finally, although Debra did not assert her informed refusal theory
until shortly before trial, that theory still should have been presented to the
jury because Dr. Chang has not shown prejudice from the delay. “Courts
must apply a policy of liberality in permitting amendments at any stage of
the proceeding, including during trial, when no prejudice to the opposing
party is shown.” (P&D Consultants, Inc. v. City of Carlsbad (2010) 190
13
Cal.App.4th 1332, 1345.) “ ‘If new facts are being alleged, prejudice may
easily result because of the inability of the other party to investigate the
validity of the factual allegations. . . . If the same set of facts supports merely
a different theory . . . no prejudice can result.’ ” (Eng v. Brown (2018)
21 Cal.App.5th 675, 700.) “ ‘[I]t is an abuse of discretion to deny leave to
amend where the opposing party was not misled or prejudiced by the
amendment.’ ” (Atkinson v. Elk Corp. (2003) 109 Cal.App.4th 739, 761.)
As the trial court acknowledged, the sufficiency of Dr. Chang’s
communications during the June 5, 2019 call was “the whole case,” “the facts
are all going to be in front of the jury on this issue,” and “the facts aren’t a
surprise, the theory is a surprise.” The Lindgrens’ informed refusal claim
was simply a different theory based on the existing facts and evidence. As
discussed below, no additional expert testimony was needed for that new
theory because the experts already testified regarding the risk of cancer
based on the PET-CT scan and causation, and whether that risk should have
been disclosed was a matter for the jury. (Betterton v. Leichtling (2002)
101 Cal.App.4th 749, 756.)
We therefore see no prejudice from an amendment that would add an
informed refusal theory. Indeed, Dr. Chang failed to assert in her brief or at
oral argument any prejudice that she might have suffered from such an
amendment. Based on the lack of prejudice or change to any of the
underlying facts, the trial court abused its discretion in denying the
Lindgrens leave to amend to add the informed refusal theory.
In sum, we find sufficient evidence of Debra’s informed refusal theory.
The trial court erred in refusing to instruct the jury on that theory with
Debra’s modified version of CACI No. 534.
14
C. The Trial Court Erred in Refusing CACI No. 502
Debra claims the jury should have been instructed that expert
testimony is not required to establish negligence on informed refusal
grounds. Dr. Chang argues that CACI No. 502 as given adequately covered
Debra’s negligence claims, and Debra’s modifications to the standard
instruction were confusing and erroneous. We find that the trial court should
have given a modified version of CACI No. 502 for the informed refusal
theory.
1. Expert Testimony in Informed Refusal Cases
Because the duty of care in ordinary medical negligence actions “is
pegged to what reasonable physicians using such skill, prudence and
diligence as other members in the relevant medical community would do,
whether that duty was breached ‘ “in a particular case is generally a question
for experts” ’ except where ‘ “the matter . . . is . . . within the common
knowledge of laymen.” ’ ” (Flores v. Liu, supra, 60 Cal.App.5th at p. 292.) On
the other hand, the role of experts in informed refusal cases is different
because the physician’s disclosure duties are “pegged to what a ‘reasonable
person’ in the patient’s position would deem to be ‘material’ to her medical
decisionmaking (rather than being pegged to customs for disclosure in the
profession).” (Id. at p. 294.)
Accordingly, in informed refusal cases, the trier of fact has a
“paramount role,” and experts have a “subsidiary role.” (Arato v. Avedon
(1993) 5 Cal.4th 1172, 1184; id. at p. 1191.) “Whether to disclose a significant
risk is not a matter reserved for expert opinion. Whether a particular risk
exists, however, may be a matter beyond the knowledge of lay witnesses, and
therefore appropriate for determination based on the testimony of experts.”
15
(Betterton v. Leichtling, supra, 101 Cal.App.4th at p. 756.) Similarly,
“[w]here the complexity of the causation issue is beyond common experience,
expert testimony is required to establish causation.” (Hernandez v. County of
Los Angeles (2014) 226 Cal.App.4th 1599, 1614.) Finally, “ ‘ “a doctor must
also reveal to his patient such additional information as a skilled practitioner
of good standing would provide under similar circumstances.” [Citation.]
Therefore, expert testimony is relevant and admissible to determine the duty
to disclose matters other than the risk of death or serious harm and
significant potential complications.’ ” (Betterton v. Leichtling, supra,
101 Cal.App.4th at pp. 754–755.)
2. Analysis
Because there was sufficient evidence to support Debra’s informed
refusal theory as discussed above, Debra was also entitled to an instruction
informing the jury of an expert’s limited role under that theory. The
standard form of CACI No. 502 given in this case failed in that regard
because it told the jury that it must determine Dr. Chang’s negligence based
solely on expert witness testimony.
As for Debra’s modifications to CACI No. 502, Dr. Chang argues that
the references therein to Debra’s informed refusal theory are confusing and
unclear. We disagree. One of Debra’s versions of CACI No. 502 refers to
“Plaintiff’s claim in CACI 533 and CACI 534 regarding defendant’s alleged
failure to disclose all relevant information necessary for the plaintiff to make
an informed decision to see a gastroenterologist.” The other version of CACI
No. 502 likewise referenced “CACI 533 and CACI 534 regarding informed
referral to a specialist.” Proposed CACI No. 533 modified the elements of an
informed consent claim to reflect Debra’s “informed referral theory,” and
proposed versions CACI No. 534 defined that theory. We do not find these
16
cross-instructional references confusing or misleading under these
circumstances.
Dr. Chang is correct, however, that the proposed versions of CACI
No. 502 are incomplete. They except all expert testimony from the informed
refusal claim instead of explaining that expert testimony is needed to
determine the duty to disclose matters other than the risk of death or serious
harm, whether a risk of cancer existed, and whether the delay in treatment
caused David’s injuries. (Betterton v. Leichtling, supra, 101 Cal.App.4th at
pp. 754–756; Hernandez v. County of Los Angeles, supra, 226 Cal.App.4th at
p. 1614.) But the proper role of expert testimony was “crucial to a fair
presentation of the case to the jury.” (Veronese v. Lucasfilm Ltd., supra,
212 Cal.App.4th at p. 24.) Without a modified version of CACI No. 502, the
jury would have been unaware that it was supposed to determine whether
Chang should have disclosed David’s cancer risk without relying on expert
testimony.
Consequently, despite the wording of Debra’s proposed version of CACI
No. 502, the trial court still had an obligation to give an appropriate
instruction on the role of expert testimony in Debra’s informed refusal claim.
(Veronese v. Lucasfilm Ltd., supra, 212 Cal.App.4th at p. 24.)
D. The Trial Court’s Instructional Errors Were Prejudicial
“In determining whether instructional error was prejudicial, a
reviewing court . . . determine[s] whether it is ‘reasonably probable’ that
erroneous instructions misled the jury. [Citations.] ‘A “reasonable
probability” in this context “does not mean more likely than not, but merely a
reasonable chance, more than an abstract possibility.” ’ ” (Carcamo v. Los
Angeles County Sheriff’s Dept. (2021) 68 Cal.App.5th 608, 622.)
17
Several doctors, including Dr. Chang and her expert, testified that
there was a chance David had cancer based on his symptoms and the June
2019 PET-CT scan. As such, there was expert testimony establishing a
potential for death or serious harm if David did not pursue treatment. The
jury found that Dr. Chang did not breach her duty of care under these
circumstances, but that was based solely on expert opinion. Had it been
instructed on informed refusal, the jury would need to determine whether a
reasonable person in David’s position would have wanted to know the risk of
cancer. That is a question the jury would decide without the assistance of
experts, and there was evidence in Debra’s favor on that issue.
Specifically, Dr. Chang testified that she knew David previously had
cancer, and she was seeing him to screen for cancer. Additionally, David
testified that he told Dr. Chang that he thought he may have cancer based on
his symptoms, he wanted the PET-CT scan to check for cancer, if Dr. Chang
recommended a direct visualization of his esophagus he would have “run to
the doctor,” and if Dr. Chang told him there was a risk of cancer, he would
have promptly seen a gastroenterologist. David’s family practitioner,
Dr. Dan Harper, testified that David and Debra acted like newlyweds based
on their belief the PET-CT scan showed David was cancer free, and David
never expressed any reluctance with pursuing medical care.
As for causation, there was competing expert testimony regarding
whether the delay in treatment produced David’s injuries. But the jury never
reached the issue of causation based on its verdict that Dr. Chang did not
breach her ordinary duty of care.
Under these circumstances, there is more than an abstract possibility
that jury would have found in Debra’s favor if instructed on informed refusal.
The trial court’s failure to instruct on that theory was therefore prejudicial.
18
Accordingly, we reverse the judgment and remand the matter for a new trial
on Debra’s informed refusal theory.
E. The Cost Award Is Vacated
“ ‘An order awarding costs falls with a reversal of the judgment on
which it is based.’ ” (Bevis v. Terrace View Partners, LP (2019)
33 Cal.App.5th 230, 263.) Thus, the order awarding costs is vacated.
IV. DISPOSITION
The judgment is reversed, and the cost award is vacated. The matter is
remanded to the trial court for a new trial on Debra’s informed refusal
theory. Debra is awarded costs on appeal.
RUBIN, J.
WE CONCUR:
DO, Acting P. J.
BERMÚDEZ, J.
19