Mary Margaret Upchurch and Rickie Upchurch v. Adam I. Lewis, M.D. and Jackson Neurosurgery Clinic, PLLC
CourtMississippi Supreme Court
Date FiledAugust 6, 2026
Docket2023-CT-01296-SCT
StatusPublished
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Full Opinion
IN THE SUPREME COURT OF MISSISSIPPI
NO. 2023-CT-01296-SCT
MARY MARGARET UPCHURCH AND RICKIE
UPCHURCH
v.
ADAM I. LEWIS, M.D. AND JACKSON
NEUROSURGERY CLINIC, PLLC
ON WRIT OF CERTIORARI
DATE OF JUDGMENT: 07/12/2023
TRIAL JUDGE: HON. M. BRADLEY MILLS
TRIAL COURT ATTORNEYS: WHITMAN B. JOHNSON, III
MARK P. CARAWAY
KIMBERLY NELSON HOWLAND
JOHN MICHAEL COLEMAN
SENICA MANUEL TUBWELL
CLAIRE K. ROBINETT
CRYMES G. PITTMAN
ANN RUSSELL CHANDLER
JOSEPH E. ROBERTS, JR.
L. CARL HAGWOOD
DAVID MARK EATON
COURT FROM WHICH APPEALED: RANKIN COUNTY CIRCUIT COURT
ATTORNEYS FOR APPELLANTS: JOSEPH E. ROBERTS, JR.
CRYMES MORGAN PITTMAN
ANN RUSSELL CHANDLER
ATTORNEYS FOR APPELLEES: L. CARL HAGWOOD
DAVID MARK EATON
NATURE OF THE CASE: CIVIL - MEDICAL MALPRACTICE
DISPOSITION: THE JUDGMENT OF THE COURT OF
APPEALS IS REVERSED. THE JUDGMENT
OF THE RANKIN COUNTY CIRCUIT
COURT IS REINSTATED AND AFFIRMED -
08/06/2026
MOTION FOR REHEARING FILED:
CONSOLIDATED WITH
NO. 2024-CT-00396-SCT
ADAM I. LEWIS, M.D. AND JACKSON
NEUROSURGERY CLINIC, PLLC
v.
MARY MARGARET UPCHURCH AND RICKIE
UPCHURCH
DATE OF JUDGMENT: 02/21/2024
TRIAL JUDGE: HON. M. BRADLEY MILLS
COURT FROM WHICH APPEALED: RANKIN COUNTY CIRCUIT COURT
ATTORNEYS FOR APPELLANTS: L. CARL HAGWOOD
DAVID MARK EATON
ATTORNEYS FOR APPELLEES: JOSEPH E. ROBERTS, JR.
CRYMES MORGAN PITTMAN
ANN RUSSELL CHANDLER
NATURE OF THE CASE: CIVIL - MEDICAL MALPRACTICE
DISPOSITION: AFFIRMED - 08/06/2026
MOTION FOR REHEARING FILED:
MANDATE ISSUED:
EN BANC.
GRIFFIS, JUSTICE, FOR THE COURT:
¶1. Mary Margaret Upchurch (Mary) and her husband, Rickie, filed a medical-malpractice
lawsuit in the Rankin County Circuit Court related to a surgery performed at Merit Health
Rankin by Dr. Adam I. Lewis, a neurosurgeon with Jackson Neurosurgery Clinic, PLLC.
The Upchurches settled their claims against Merit Health Rankin and proceeded to trial
against Dr. Lewis and Jackson Neurosurgery.
¶2. The “jury found that Dr. Lewis was not negligent in his care and treatment of Mary
and returned a verdict in favor of Dr. Lewis and Jackson Neurosurgery.” Upchurch v. Lewis,
2
No. 2023-CA-01296-COA, 2025 WL 2700957, at *1 (Miss. Ct. App. Sept. 23, 2025). The
circuit court entered a judgment adopting the jury’s verdict, and it later denied the
Upchurches’ post-trial motion for judgment notwithstanding the verdict and motion for new
trial. Id. The Upchurches timely appealed. Id.
¶3. On appeal, the Court of Appeals found “that insufficient evidence supported the jury’s
verdict” and therefore reversed the circuit court’s judgment and the jury’s verdict in favor
of Dr. Lewis and Jackson Neurosurgery and remanded the case for a new trial. Id. at *2. Dr.
Lewis filed a petition for writ of certiorari, which we granted.
¶4. Upon review, we find sufficient evidence was presented to support the jury’s verdict.
We therefore reverse the decision of the Court of Appeals, we reinstate and affirm the
judgment of the circuit court adopting the jury’s verdict in favor of Dr. Lewis and Jackson
Neurosurgery, and we affirm the circuit court’s order denying the Upchurches’ motion for
judgment notwithstanding the verdict and new trial.
FACTS AND PROCEDURAL HISTORY
¶5. We find the facts were sufficiently addressed and outlined by the Court of Appeals
and therefore incorporate those facts as follows:
Mary suffered from severe fibromyalgia and chronic back pain. In 2009,
she underwent surgery to have a spinal cord stimulator manufactured by St.
Jude Medical Inc. (St. Jude) implanted to provide relief from the pain. The
spinal cord stimulator was powered by a battery that St. Jude also
manufactured. The two system components were connected by leads that ran
from the spinal cord stimulator and plugged into the battery, also referred to
as an implantable pulse generator. To provide Mary with relief from her pain,
the battery was supposed to send an electrical current through the leads that
connected to the spinal cord stimulator. Unfortunately, the St. Jude spinal cord
stimulator provided inadequate relief for Mary’s back pain. As a result, in
3
2011, Mary underwent another procedure to have a pain pump implanted. The
pain pump delivered small doses of pain-relieving medicine directly into
Mary’s spinal cord, which finally began to provide her with adequate relief.
In 2014, the Upchurches moved to Mississippi. In September 2015,
Mary had surgery to replace the original St. Jude battery connected to her
spinal cord stimulator with a new St. Jude battery. At trial, Rickie testified that
after the September 2015 surgery to replace the original battery, the spinal cord
stimulator finally began providing Mary with noticeable pain relief. In the
spring of 2016, the Upchurches learned during a visit to Mary’s doctor that her
pain pump would need to be replaced soon. Mary’s physician referred her to
Dr. Lewis for the replacement of the pain pump.
At trial, the Upchurches called Dr. Lewis to testify as an adverse fact
witness during their case-in-chief. Though he was never offered or accepted
as an expert medical witness in any field, Dr. Lewis testified about the care
and treatment he provided to Mary. Dr. Lewis stated that during his
consultation with the Upchurches, he discussed replacing Mary’s current pain
pump with a pain pump manufactured by Boston Scientific. According to
Rickie’s testimony, although there were serious risks associated with replacing
the pain pump, Mary was willing to undergo the procedure due to the
significant benefits and relief she received from the pain pump. During the
consultation, Dr. Lewis also asked the Upchurches about Mary’s St. Jude
spinal cord stimulator. Rickie testified that he and Mary told Dr. Lewis that
they felt the St. Jude stimulator system was working well and providing Mary
with fairly consistent pain relief after the surgery several months earlier to
replace the battery. The Upchurches explained that their only complaint with
the St. Jude system was that the battery seemed to take a long time to charge.
Even though the Upchurches expressed an overall satisfaction with
Mary’s St. Jude system, Dr. Lewis testified that he recommended Mary switch
to the spinal cord stimulator manufactured by Boston Scientific. Although Dr.
Lewis stated that Todd Dyess, a Boston Scientific sales representative, joined
in his consultation with the Upchurches, Dyess later testified that he had no
recollection of any consultation with Dr. Lewis and the Upchurches.
Regardless of Dyess’s presence or absence at the consultation, Dr. Lewis
stated that he recommended to the Upchurches that Boston Scientific’s spinal
cord stimulator would be an upgrade to Mary’s current St. Jude model. Dr.
Lewis explained that the Boston Scientific spinal cord stimulator only took
fifteen minutes to charge and could be programmed to provide different types
of stimulation to help reduce Mary’s pain.
4
In contrast to Dr. Lewis’s testimony about the consultation, Rickie
stated that his and Mary’s discussions with Dr. Lewis remained limited to the
replacement of Mary’s pain pump and her St. Jude battery. Rickie testified that
they never discussed with Dr. Lewis replacing Mary’s spinal cord stimulator
or the leads that connected the spinal cord stimulator to the battery. In fact,
Rickie testified that Dr. Lewis repeatedly assured the Upchurches the leads
from Mary’s St. Jude spinal cord stimulator would fit into the Boston
Scientific Precision Spectra battery that he recommended to them. Rickie
stated that even if the topic of replacing the leads or the stimulator had come
up, he and Mary never would have consented to those procedures. Rickie
explained that he and Mary felt the risks associated with replacing the leads or
the stimulator outweighed any potential benefits of the procedures. As Rickie
testified, “[Mary] already had significant benefit from the pain pump[,]” which
they consented to replace despite the associated risks, and therefore, “[t]here
was no reason in our minds to [also] accept the greater risks of moving the
leads in her spine.”
On June 15, 2016, Dr. Lewis performed Mary’s surgery. Dr. Lewis
removed Mary’s St. Jude battery and replaced it with the Boston Scientific
Precision Spectra battery. He then successfully connected the first lead from
Mary’s St. Jude spinal cord stimulator to the new battery. Dr. Lewis testified,
however, that the second lead would not fit properly into the new battery. At
various points throughout his testimony, Dr. Lewis described the second lead
as irregularly shaped, bent, flimsy, and corroded. After he was unable to
connect the second lead to the Boston Scientific battery, Dr. Lewis testified
that someone was sent to Rickie in the waiting room to ask if Rickie wanted
to stop Mary’s procedure or give additional consent for the replacement of her
spinal cord stimulator.
The jury heard contradictory testimony as to what occurred when the
hospital employee spoke to Rickie in the waiting room. According to Dr.
Lewis, Rickie’s informed consent was obtained to replace Mary’s spinal cord
stimulator. As a result, Dr. Lewis testified that he performed a laminectomy on
Mary, which required him to remove a portion of Mary’s spinal bone to access
her spinal canal. Dr. Lewis stated that he then replaced Mary’s existing St.
Jude stimulator with a Boston Scientific stimulator and completed the surgery.
Rickie confirmed that a hospital employee approached him in the
waiting room and informed him that there had been a problem fitting Mary’s
St. Jude stimulator leads into the new Boston Scientific battery. Rickie stated
that the employee asked if Rickie wanted Dr. Lewis “to put the leads in or . .
. put in the new battery and . . . do whatever or just quit[.]” Rickie repeatedly
5
testified that the employee never informed him that continuing surgery meant
exposing Mary to greater risks by performing a laminectomy to replace Mary’s
current leads with more invasive paddles. Rickie also testified that the
employee never specifically discussed with him that replacing the leads to
Mary’s spinal cord stimulator with paddles posed the risk of paralysis.
Rickie stated that he never received a phone call from either Dr. Lewis
or his assistant regarding the progress or outcome of Mary’s surgery. In the
afternoon, hospital personnel escorted Rickie to the post-anesthesia care unit
(PACU), where Mary was recovering. Rickie testified that Mary’s post-surgery
recovery differed from her prior surgical experiences. Rickie explained that
Mary woke up slowly and was “in a lot of pain[,]” which “usually [was] not
the case” after surgery. Rickie stated that he remained with Mary in the PACU
and once she was transferred to her own hospital room.
After Mary was moved to a room, Rickie testified that she began to
complain of numbness in her legs, particularly her left leg. A friend came to
stay with Mary while Rickie left for about an hour. Rickie testified that upon
returning to the hospital, he remained with Mary in her room until about 11:30
p.m. Rickie stated that although he had seen Dr. Lewis before Mary’s
procedure, he (Rickie) had no further communication with or contact from Dr.
Lewis on the day of Mary’s procedure.
For his part, Dr. Lewis testified that after Mary’s surgery, he examined
her in the PACU and entered a post-operative note around 5 p.m. to document
his findings. Like Rickie, Dr. Lewis observed that Mary was slow to wake up
from her surgery. Dr. Lewis also observed that Mary had a little weakness in
her left leg and a little numbness below her left knee and in her left foot. Dr.
Lewis acknowledged that “the first signs [of a hematoma, or a blood clot,] are
numbness followed by weakness.” Dr. Lewis explained that “when someone
develops a hematoma in the spinal cord, it’s not usually one sided.” Rather,
both sides of the body are affected. Dr. Lewis stated that when a hematoma
forms after spinal surgery, the symptoms generally begin “with burning intense
pain down the leg [that] progresses to . . . dense numbness, and then it goes to
paralysis on both sides.” Dr. Lewis maintained that when he examined Mary
in the PACU, he only observed slight weakness and numbness on one side of
her lower body. He explained that Mary’s symptoms did not overly concern
him at that time since he had just operated on the left side of her spinal cord.
Dr. Lewis further explained that he expected any issues Mary was
experiencing to resolve within the next twenty-four hours.
Janet Bullock, who worked as the primary nurse on the surgical
6
recovery floor at the time of Mary’s transfer, testified that Mary arrived on her
floor around 4:30 p.m. Around 5 p.m., Nurse Bullock entered a note stating
that Mary could not move her left leg. Nurse Bullock’s note further stated that
although Mary had minimal movement in her right toes, Mary complained of
numbness in both her right lower leg and foot. Nurse Bullock testified that
Mary’s condition “was highly irregular” and concerning. As a result, Nurse
Bullock called Dr. Lewis to report her observations and ask what steps he
wanted her to take with regard to Mary’s care. During their telephone
conversation, Dr. Lewis told Nurse Bullock to give Mary a steroid shot. Nurse
Bullock evaluated Mary again around 6:30 p.m. and found that Mary’s
condition did not appear to have changed or improved after the steroid shot.
At 7 p.m., Nurse Bullock finished her shift, and another nurse took over
Mary’s care and supervision.
Dr. Lewis testified that on the morning after Mary’s surgery, he
reexamined Mary around 7:15 a.m. At that time, Dr. Lewis noted that Mary’s
condition had worsened and that she was very weak in both legs. Based on his
concern that Mary had developed a hematoma, Dr. Lewis took Mary back to
surgery. Upon questioning, Dr. Lewis maintained that his findings when he
examined Mary in the PACU had differed from the observations that Nurse
Bullock made. Dr. Lewis stated that if he had observed paralysis on Mary’s
entire lower left side as Nurse Bullock’s note had indicated, he either would
have ordered a CAT scan or taken Mary immediately back to surgery. Dr.
Lewis testified that Mary’s hematoma presented not as an immediate
post-surgical complication but rather appeared to have developed gradually
overnight.
During Mary’s second surgery, Dr. Lewis discovered a large hematoma
pressing down on her spinal cord. Dr. Lewis also discovered that Mary “had
bleeding from every incision.” Dr. Lewis stated that “[s]omething had
happened where she had had some kind of reaction either to the anesthesia or
medication that caused every incision in her body, from the pain pump, even
the tract to connect the leads, . . . was bleeding and oozing.” Dr. Lewis
removed the blood clot and explored Mary’s incisions. Dr. Lewis testified that
although he consulted with both a hospitalist and a hematologist, they were
unable to determine what caused Mary’s surgical incisions to bleed.
Dr. Lewis stated that Mary initially seemed to improve after he removed
the hematoma, but then her weakness eventually returned and increased. Due
to Mary’s renewed weakness and the bleeding around her incisions, Dr. Lewis
took her to surgery for a third time. During the third surgery, Dr. Lewis did not
find another hematoma or any other cause of Mary’s weakness, and he
7
attributed her condition to post-surgical swelling around her spinal cord.
The paralysis in Mary’s legs failed to improve. In August 2018, the
Upchurches filed a medical-malpractice lawsuit against Dr. Lewis, Jackson
Neurosurgery, and Merit Health Rankin.[1] Prior to trial, the Upchurches
settled their claims involving Merit Health Rankin.
The Upchurches designated Dr. Narlin Beaty as an expert in not only
general neurosurgery but also the implantation, removal, and replacement of
spinal cord stimulators, batteries, and leads. With no objection from Dr. Lewis,
the circuit court accepted Dr. Beaty as an expert witness in these areas. Dr.
Beaty testified that he practiced as a neurosurgeon and was familiar with spinal
cord stimulators manufactured by Boston Scientific, St. Jude, and Medtronic.
Dr. Beaty stated that he regularly performed surgeries that involved
implanting, removing, and replacing these models and their batteries. Dr.
Beaty also stated that he was familiar with the standard of care that existed in
2016 with regard to not only performing but also obtaining consent for the
implantation of spinal cord stimulators, batteries, and leads.
During his testimony, Dr. Beaty discussed Dr. Lewis’s characterization
of Mary’s St. Jude leads as “corroded.” Dr. Beaty testified that although he had
“seen lots of leads” during his practice, he had “never seen . . . rust or iron
oxidation on a lead.” Dr. Beaty explained that the leads “live in fat” inside the
human body, “and generally[,] if you want to keep a piece of metal intact, you
. . . oil it. You put oil on it, and so the fat from the human [body’s] oil usually
keeps them intact.” In addition, Dr. Beaty noted that just nine months before
Dr. Lewis operated on Mary, another surgeon had replaced Mary’s St. Jude
battery. Dr. Beaty testified that nothing from the prior surgeon’s notes
indicated there had been an issue with the condition of Mary’s St. Jude leads
at that time.
In Dr. Beaty’s expert opinion, Dr. Lewis deviated from the standard of
care owed to Mary in three ways. Specifically, Dr. Beaty stated that Dr. Lewis
failed to be properly prepared for surgery, obtain proper informed consent for
surgery, and properly communicate with Merit Health Rankin’s nursing staff
after Mary’s surgery. With regard to Dr. Lewis’s preparedness for surgery, Dr.
Beaty testified that Dr. Lewis should have ensured that a St. Jude
1
The Upchurches claimed Dr. Lewis (1) began surgery without proper or compatible
equipment, (2) failed to appropriately monitor or treat Mary’s neurological condition after
surgery, (3) failed to obtain proper informed consent, and/or (4) failed to communicate
properly with the Merit Health Rankin nursing staff.
8
representative was present and that the proper medical equipment was
available when he began Mary’s surgery. Dr. Beaty stated, “[T]he bottom line
is, it’s the surgeon’s responsibility to ensure that the operating room, a
representative[,] and all pieces along the chain are functional and that the
equipment is present in order to provide surgery.”
Dr. Beaty testified that a Boston Scientific adapter, known as the
Precision S8 adapter, existed “to connect existing leads that otherwise do not
fit . . . to the Boston Scientific [Precision Spectra] battery” and “to fix the
problem that . . . [Mary] and Dr. Lewis had . . . that day.” Further testimony
presented at trial reflected that Boston Scientific designed its Precision S8
adapter to connect the Precision Spectra battery with stimulator leads designed
by other manufacturers, such as St. Jude. Even though Dr. Lewis offered
testimony to contest whether Boston Scientific’s Precision S8 adapter was
available at the time he performed Mary’s surgery, Dr. Beaty stated that the
adapter’s availability did not alter his opinion that Dr. Lewis deviated from the
standard of care. Dr. Beaty testified that he knew of no way to make Boston
Scientific’s Precision Spectra battery compatible with St. Jude leads without
an adapter. Dr. Beaty further opined that trying to connect a Boston Scientific
battery to St. Jude leads was not only outside the directions-of-use information
that Boston Scientific provided for its Precision Spectra battery but also fell
below the standard of care. Dr. Beaty reiterated that the standard of care
additionally required Dr. Lewis to have a St. Jude medical-device sales
representative present for Mary’s surgery so that the representative could assist
with any equipment-related issues that arose.
Dr. Beaty concluded that Dr. Lewis “ended up doing more surgery
because he was not prepared for the planned surgery[,] and unfortunately for
[Mary][,] that additional surgery cost her a great deal of neurological function
and changed the quality of her life.” He stated that if Dr. Lewis “had the
appropriate battery, then the additional surgery would not have been
necessary[,] and the complication would not have happened.” In addition to the
mid-surgery complication, Dr. Beaty concluded that the initial surgery Dr.
Lewis performed “caused compression of [Mary’s] spinal cord” and “a
hematoma[,] which . . . then [had to be] evacuated the following morning.”
Dr. Beaty also testified regarding the ways he believed Dr. Lewis
deviated from the standard of care in obtaining informed consent prior to
Mary’s surgery, handling the mid-surgery complication that arose, and
communicating with Merit Health Rankin’s nursing staff after surgery. Dr.
Beaty stated Dr. Lewis’s post-operative note demonstrated that Mary had “a
small but present neurologic deficit[,]” and several notes from the nursing staff
9
“document[ed] a large neurologic deficit.” Dr. Beaty testified that other than
ordering steroids for Mary, which was inadequate, no other steps were taken
to address the neurologic deficit. According to Dr. Beaty, the communication
failure between Dr. Lewis and the nursing staff also led to Mary’s poor
outcome after surgery.
In addition to Dr. Beaty, the Upchurches designated Dr. Stephen
Bloomfield, a neurosurgeon and academic professor, as a second expert
witness in the implantation and replacement of spinal cord stimulators, leads,
and batteries. Again, without any objection from Dr. Lewis, the circuit court
accepted Dr. Bloomfield as an expert witness in these designated fields. Like
Dr. Beaty, Dr. Bloomfield opined that Dr. Lewis deviated from the standard
of care and failed to appropriately prepare for surgery when he operated on
Mary without having the Boston Scientific Precision S8 adapter available.
According to Dr. Bloomfield:
[t]he standard of care would have dictated that the contact points
needed to be tested with a proper system. And if [Dr. Lewis] did
not prepare that proper system by [having] an S8 adapter prior
to the separation, then he would have had to close the operation
and then make plans to get that adapter to be able to perform
that function.
An alternative would have been for him to use the old battery
that he was removing to test this[,] but he would have required
the programmer from the old battery company from St. Jude[,]
and he did not have that presence. So he would need to connect
the old battery again and then run those diagnostics to see
whether or not the electrode needed to be fixed or not.
Dr. Bloomfield further agreed with Dr. Beaty’s opinion that Dr. Lewis
deviated from the standard of care after examining Mary in the PACU
following her initial surgery. Dr. Bloomfield stated that based on Dr. Lewis’s
post-operative progress note, “there was a significant suspicion that [Mary]
was experiencing a compromise in function of her spinal cord into the thoracic
spine.” Dr. Bloomfield explained, “Dr. Lewis had come to see [Mary] because
of that suspicion. He examined her, found some findings that were abnormal[,]
and then placed her on steroids . . . in the effort to reduce the irritation of the
spinal cord hoping that that would help her spinal cord function recover.” Dr.
Bloomfield testified, however, that the standard of care requires “that
whenever a patient has a new neurological problem after surgery that can only
be explained as a possible complication of the surgery[,] then an imaging study
10
is necessary emergently . . . to prove if there is pressure against the spinal cord
as she did have later on the next day.” Dr. Bloomfield stated that taking such
measures would give a patient who experienced pressure to his or her spinal
cord the best chance for recovery.
On cross-examination, Dr. Bloomfield again testified that the St. Jude
leads were incompatible with the Boston Scientific Precision Spectra battery.
Although Dyess, Boston Scientific’s sales representative, had stated that he did
not know if the Precision S8 adapter was available at the time of Mary’s
surgery, Dr. Bloomfield explained “that if the S8 adapter was requested prior
to the surgery[,] it would have been made available.” And like Dr. Beaty, Dr.
Bloomfield opined that “[i]f the S8 adapter was not available despite asking
for it to begin with, then it would be a violation of the standard of care to try
to place the St. Jude electrodes into a Boston Scientific battery that was not
compatible with those leads.”
The Upchurches also called Dyess as a fact witness during their
case-in-chief. At the time of Mary’s surgery, Dyess worked as a Boston
Scientific medical-device sales representative, and his sales territory included
Mississippi. Dyess stated that in June 2016, he had not been trained on and
was not familiar with the Boston Scientific Precision S8 adapter. Dyess
testified, however, that he never made off-label recommendations or those not
approved by the Federal Drug Administration to doctors and patients. As a
result, Dyess specifically denied ever representing to patients or physicians that
a Boston Scientific battery would be compatible with St. Jude leads.
Although Dyess was present during Mary’s surgery, he refuted Dr.
Lewis’s earlier testimony that he (Dyess) had been present during the
pre-surgical consultation between Dr. Lewis and the Upchurches. Because he
was present during Mary’s surgery, Dyess knew that Dr. Lewis had trouble
fitting one of Mary’s St. Jude leads into the Boston Scientific battery. Dyess
stated, though, that he was not close enough to the operating table to clearly
see the reason for the difficulty. Dyess testified that from his vantage point,
one of Mary’s leads appeared to fit into the Boston Scientific battery, while the
other lead only partially fit into the new battery. Dyess stated that to the best
of his knowledge, he did not remember seeing a corroded lead as Dr. Lewis
had earlier testified.
By agreement, the parties played for the jury the videotaped deposition
of Ranjan Nageri, who served as Boston Scientific’s designated corporate
representative under Mississippi Rule of Civil Procedure 30(b)(6). Nageri
stated that he had worked at Boston Scientific for thirteen years, had an
11
engineering background, held patents on several medical devices related to
neurostimulation, and was familiar with the spinal cord stimulator systems that
Boston Scientific manufactured and sold. Nageri testified that he was also
familiar with the directions-for-use booklet that Boston Scientific had
published on its Precision Spectra system. The Upchurches entered the
Precision Spectra’s directions-for-use booklet into evidence as an exhibit
during Nageri’s testimony. Boston Scientific’s directions-for-use booklet on
the Precision Spectra system reflected a copyright date of 2015, which was
over a year prior to the June 15, 2016 surgery that Dr. Lewis performed to
connect Mary’s St. Jude leads to the Precision Spectra battery.
During his video deposition, Nageri explained that the “Compatible
Leads” section of the directions-for-use booklet listed all the leads that Boston
Scientific had tested and determined to be compatible with the Precision
Spectra battery. Nageri confirmed that Boston Scientific designed and
manufactured all the listed compatible leads. He further confirmed that Boston
Scientific did not design the Precision Spectra system to be compatible with
leads other than those specifically identified and that an adapter was required
to make the Precision Spectra battery compatible with leads manufactured by
St. Jude, Abbott, or Medtronic. Nageri stated that Boston Scientific designed
the Precision S8 adapter to make its Precision Spectra battery compatible with
St. Jude and Abbott leads. Similarly, Boston Scientific designed the Precision
M8 adapter to make its battery compatible with Medtronic leads. According
to Nageri, Boston Scientific had determined after conducting research analysis
that the leads had “different dimensional characteristics, . . . and for them to
be suitably mechanically and electrically compatible with [the battery], we
would need an adapter.” Nageri stated that he was uncertain when Boston
Scientific’s Precision S8 adapter had become available for use.
The parties (also by agreement) played the video deposition of Dr.
Lewis’s designated expert neurosurgery witness, Dr. Warren Neely. Dr. Neely
represented that he was familiar with spinal cord stimulators, batteries, and
pain pumps as well as the procedures related to those devices’ implantation,
replacement, and removal. He acknowledged, however, that about twenty years
had elapsed since he last participated in a procedure involving the implantation
of a spinal cord stimulator or battery. He further acknowledged that he had
only assisted in the implantation of the spinal cord stimulator’s paddles and not
the implantation of the spinal cord stimulator itself. Dr. Neely explained that
because he did not perform such surgeries directly, he referred patients
needing spinal cord stimulators or batteries to other physicians. Based on Dr.
Neely’s lack of personal experience with the implantation of spinal cord
stimulators and batteries, the circuit court only allowed him to testify as an
12
expert in general neurosurgery.
Dr. Neely opined that Dr. Lewis did not breach the standard of care
owed to Mary in obtaining consent for and performing her surgery on June 15,
2016. Dr. Neely further opined that Dr. Lewis complied with the appropriate
standard of care in his diagnosis and treatment of Mary after her initial surgery.
Dr. Neely testified that a hematoma was a known risk of spinal surgery and
that the development of one after Mary’s surgery did not necessarily indicate
that Dr. Lewis had breached the standard of care.
On cross-examination, Dr. Neely acknowledged that Mary had her St.
Jude battery replaced in September 2015 without any compatibility issues
arising. He further acknowledged that Mary’s medical records indicated she
was being referred to Dr. Lewis for the replacement of her pain pump. Dr.
Neely agreed that if Dr. Lewis failed to explain to the Upchurches before
surgery that Mary’s leads might also need to be replaced during surgery, then
that omission would have resulted in a deviation from the standard of care. In
addition, Dr. Neely admitted that he had seen no consent form in his review of
Mary’s medical documents that specifically discussed the possibility of
needing to replace Mary’s leads during surgery.
In response to further questioning, Dr. Neely agreed that Dr. Lewis’s
own notes about his pre-surgical consultation with the Upchurches appeared
to indicate that Dr. Lewis was unsure if Mary’s St. Jude leads would be
compatible with the Boston Scientific Precision Spectra battery. While
reiterating that he did not perform the type of surgery that Mary underwent, Dr.
Neely acknowledged that not knowing before surgery if two types of systems
are compatible “[c]ould be” a deviation from the standard of care for
performing surgery.
Id. at *2-8 (alterations in original) (footnote omitted).
¶6. Dr. Lewis testified that he “at all times in [his] care and treatment of [Mary]
follow[ed] the standard of care” for a neurosurgeon. He further testified that he had the
proper equipment necessary to conduct the surgery. Dr. Lewis acknowledged that the
“directions for use” for the Boston Scientific battery did not list St. Jude products as
compatible, but he explained that “as surgeons, we use off label and mix and match all the
13
time.” Moreover, he testified that in his thirty-three years of experience, he had used Boston
Scientific batteries with St. Jude leads with “[e]xcellent success.” Dr. Lewis explained that
in Mary’s case, there was unexpected difficulty with the second lead, specifically, “the
second lead was flimsy and corroded and . . . was not going to go all the way into the pulse
generator.” He agreed that the leads were “fine” during Mary’s prior surgery in September
2015, but he explained that “after [that surgeon] put the leads in[,] [the surgeon] used
Betadine and . . . some Vancomycin powder . . . that maybe contaminated the lead at that
time.”
¶7. “After considering all the parties’ testimony and evidence, the jury returned a verdict
in favor of Dr. Lewis and Jackson Neurosurgery and found that Dr. Lewis was not negligent
in his care and treatment of Mary.” Id. at *8. The circuit court entered a judgment on the
jury verdict. The Upchurches filed a motion for a judgment nothwithstanding the verdict
(JNOV) and a motion for a new trial, which the circuit court denied. Id. The Upchurches
timely appealed, and the case was assigned to the Court of Appeals.
¶8. On appeal, the Upchurches argued (1) the circuit court erred by denying their motion
for a JNOV and motion for a new trial because the overwhelming weight of the evidence
demonstrated that Dr. Lewis began surgery without compatible equipment and therefore
breached a surgeon’s nondelegable duty to be prepared for surgery, (2) the circuit court erred
by denying their motion for directed verdict on the issue of liability of the Merit Health
Rankin nursing staff, and (3) the circuit court erred by giving certain jury instructions.
¶9. “After the Upchurches designated their appellate record, Dr. Lewis and Jackson
14
Neurosurgery sought to amend the designation to include over forty additional documents.”
Id.
The estimated costs of the amended record designation requested by Dr. Lewis
and Jackson Neurosurgery exceeded $30,000. The circuit court granted the
Upchurches’ request to assess the cost of an amended designation to Dr. Lewis
and Jackson Neurosurgery but also granted Dr. Lewis and Jackson
Neurosurgery leave to file another amended designation if they so chose.
Aggrieved by the circuit court’s order assessing the costs of the amended
designation to them, Dr. Lewis and Jackson Neurosurgery also appealed.
Id. The Court of Appeals consolidated the two appeals since they “stem[med] from the same
underlying matter[.]” Id.
¶10. On appeal, the Court of Appeals “reverse[d] the circuit court’s judgment and the
jury’s verdict in favor of Dr. Lewis and Jackson Neurosurgery and remand[ed] the case for
a new trial.” Id. at *2. The Court explained:
Upon reviewing the issues raised in appellate case number
2023-CA-01296-COA, we find, in light of the substantial credible evidence the
Upchurches presented through their fact and expert witnesses, there was
insufficient evidence to support the jury’s verdict in favor of Dr. Lewis and
Jackson Neurosurgery. Dr. Lewis’s own testimony constituted the only
evidence that the medical device he implanted during Mary’s surgery was
compatible with another manufacturer’s previously implanted medical device
and that his decision to “mix and match” different manufacturers’ medical
equipment complied with the standard of care.
After reviewing the record, we cannot find that Dr. Lewis was ever
tendered or accepted as an expert witness, and any testimony he gave regarding
the standard of care was improperly admitted. Dr. Lewis was the sole witness
to testify that mixing and matching different manufacturers’ medical
equipment complied with the standard of care. By contrast, the Upchurches
presented multiple expert witnesses who testified that performing Mary’s
surgery with only a different manufacturer’s medical device available breached
the standard of care. In light of this and the substantial evidence that the
Upchurches provided as to the standard of care and Dr. Lewis’s negligence in
causing Mary’s injuries, we find that insufficient evidence supported the jury’s
15
verdict. As a result, we conclude that the circuit court erred by denying the
Upchurches’ post-trial motion for JNOV.
Id. at *1-2. Because the Court of Appeals found this issue dispositive, it “decline[d] to
address the Upchurches’ remaining arguments on appeal[.]” Id. at *2.
¶11. Regarding Dr. Lewis and Jackson Neurosurgery’s appeal in Cause No. 2024-CA-
00396-COA, the Court of Appeals found “no error in the circuit court’s order assessing the
costs of an amended designated appellate record to Dr. Lewis and Jackson Neurosurgery”
and “therefore affirm[ed] the circuit court’s order at issue in Dr. Lewis and Jackson
Neurosurgery’s consolidated appeal.” Id. at *2.
¶12. Dr. Lewis and Jackson Neurosurgery timely filed a petition for writ of certiorari. In
their petition, they argued that the Upchurches failed to object to Dr. Lewis’s testimony on
the grounds that he had not been tendered as an expert witness and that the failure to object
constituted a waiver of the issue on appeal. Dr. Lewis and Jackson Neurosurgery asked that
the decision of the Court of Appeals be reversed and that the jury’s verdict be reinstated in
their favor.
¶13. Notably, the petition for writ of certiorari was filed only in Cause No. 2023-CA-
01296. The petition was not filed in and does not address Cause No. 2024-CA-00396, in
which the Court of Appeals affirmed the circuit court’s order assessing to Dr. Lewis and
Jackson Neurosurgery the costs of the amended appellate record designation. In other words,
Dr.