Russell v. COOLEY DICKINSON HOSPITAL, INC

• Decision Date: 08 August 2002
• Citation: 437 Mass. 443,772 NE 2d 1054
• Parties: ELISE RUSSELL v. COOLEY DICKINSON HOSPITAL, INC., & another.
• Court: United States State Supreme Judicial Court of Massachusetts Supreme Court

437 Mass. 443

772 NE 2d 1054

ELISE RUSSELL v. COOLEY DICKINSON HOSPITAL, INC., & another.¹

Supreme Judicial Court of Massachusetts, Hampshire.

March 7, 2002.

August 8, 2002.

Present: MARSHALL, C.J., GREANEY, IRELAND, SPINA, COWIN, SOSMAN, & CORDY, JJ.

Susan D. Sachs for the plaintiff.

Margaret W. Hassan for the defendants.

IRELAND, J.

This case presents a question of first impression in the Commonwealth: whether an employee who receives workers' compensation benefits for "temporary total disability" is precluded from claiming that she is a "qualified handicapped person," capable of performing "the essential functions of the position involved" with or without "reasonable accommodation," for purposes of claiming employment discrimination under G. L. c. 151B, § 4 (16). A Superior Court judge granted summary judgment for the defendants, concluding that the plaintiff was barred from claiming that she was a "qualified handicapped person" for purposes of bringing an employment discrimination claim because she was receiving disability benefits on the assertion of being "temporarily totally disabled." The judge further concluded that the defendants did not fail to provide the plaintiff with a reasonable accommodation and, therefore, were entitled to summary judgment on those claims. The plaintiff appealed and we transferred the case to this court on our own motion. The plaintiff claims that the rulings of the Superior Court were erroneous, that she should not have been barred automatically from claiming she was a "qualified handicapped person" simply because of her prior claims for, and receipt of, disability benefits, and that the defendants failed to provide her with a rehabilitation position, leave extension, or reserve position to accommodate her disability, in violation of G. L. c. 151B, § 4 (16). Although we conclude that pursuit, and receipt, of disability benefits based on an assertion of total disability does not automatically estop a plaintiff from pursuing an action for employment discrimination, we affirm the judgments in this case because the plaintiff has no reasonable expectation of showing that Cooley Dickinson Hospital, Inc. (hospital), failed to provide a reasonable accommodation under G. L. c. 151B, § 4 (16).

I. Facts.

Because an understanding of the facts is critical to an understanding of the results, we set them out in some detail. The plaintiff, Elise Russell, currently works at the hospital as a part-time patient registration and admitting assistant. Russell began her employment at the hospital in the admitting department in 1987, taking a job in another department for a short time, and returning to the admitting department in 1988. Admitting assistants perform various duties associated with the admitting of patients, including entering patient data into the hospital computer system. The relevant job description requires the use of keyboarding, stating that admitting assistants must have "fine motor skills for the effective and efficient handling of writing tools, office equipment ... and entry of patient data."

On numerous occasions between December, 1991, and September, 1994, the plaintiff reported work-related injuries that caused pain in her upper extremities, neck, or back, which she believed were related to her use of the computer. The hospital responded by adjusting the plaintiff's work environment in consultation with a physical therapist and specialist treating the plaintiff. Among the changes the hospital made were excusing the plaintiff from working at the reception desk, lowering her desk to a specified height, adjusting the height of her computer, providing new chairs with improved ergonomics, providing a document holder, providing wrist rests, and permanently assigning the plaintiff to the fourth of the admitting clerk stations to accommodate a lighter work volume and to allow the plaintiff to pace herself.

The plaintiff took an industrial accident leave of absence from August 31, 1993, to November 24, 1993, for surgery to alleviate some of her symptoms. Her pain, however, persisted when she returned to work. On the advice of her physician, the plaintiff commenced a second leave of absence in September, 1994. The plaintiff received workers' compensation benefits based on temporary total disability during both of her leaves of absence.²

The hospital's third-party administrator of its self-insured workers' compensation fund, Compco, hired Lucinda Palmer, president of Action Care Management Services, Inc., to manage the plaintiff's medical treatment and to facilitate her return to work. Palmer reviewed the plaintiff's medical records, interviewed her, visited and spoke with her regularly, and accompanied her to various medical appointments. She submitted periodic reports to Compco, copies of which she forwarded to the plaintiff's attorney at the attorney's request.³

To meet departmental needs during the plaintiff's absence, the hospital requested that part-time admitting assistants work additional hours, had the department's assistant managers cover a shift, and used reserve employees to cover shifts when they were available.⁴ In January, 1995, it posted a temporary sixteen-hour a week admitting assistant position to cover some of the plaintiff's hours.

During the winter spanning 1994 to 1995, the plaintiff's condition improved and she expressed a desire to return to work. Palmer contacted the plaintiff's supervisor, Janet Mc-Enaney, who indicated that she was willing to allow the plaintiff to return to work on a modified duty basis and to "accommodate [the plaintiff] on a very gradual and incremental return to work." As a preliminary step, commonly used to acclimate returning employees still experiencing pain, Palmer scheduled a "work simulation" with an occupational therapist in March, 1995. During the simulation, the plaintiff performed functions that would be required of her at work, including keyboarding. The simulation occurred over a period of weeks, starting with ten minutes of keyboarding and gradually increasing to fifteen minutes. The plaintiff suffered significant pain during the simulations and discontinued them.

Palmer reported that, after completing occupational therapy and visiting with physicians, "it was determined that [the plaintiff] is apparently not going to be able to fulfill the functional demands of her job." Palmer copied the report to the plaintiff's attorney. The plaintiff did not tell Palmer or anyone at the hospital that she disagreed with the report or that she thought she could perform her job.

Palmer then focused her efforts on "vocational rehabilitation" for the plaintiff so that she could learn the skills necessary to perform a different job, not requiring heavy keyboarding or writing. Palmer's report indicated that the plaintiff agreed with this approach. Palmer then requested, with the plaintiff's cooperation and the plaintiff's attorney's approval, that the Department of Industrial Accidents office of education and vocational rehabilitation categorize the plaintiff as suitable for vocational rehabilitation because of her inability to return to her job. The plaintiff and her attorney participated in the preparation of an individualized work rehabilitation plan.

On May 11, 1995, Palmer wrote to the defendant Sharon L. Gasior, inquiring whether the plaintiff could pursue another job at the hospital. The surgeon who operated on the plaintiff's hand recommended pursuing other positions with the following limitations: "[F]ull time [work] with no continuous use of arms or hands in repetitive tasks, such as keyboarding or writing, for greater than [twenty] minutes. Repetitive tasks need to be followed by a brief rest, and then she must change to a different task. She must perform no repetitive lifting or carrying, and intermittent lifting or carrying is allowed to [fifteen] pounds only."

On May 26, 1995, Palmer, Gasior, and Joyce Boucher, the hospital's occupational health nurse, met and discussed the possibility of finding the plaintiff a position suiting the limitations set out by her doctor. They concluded that there were no such positions at that time, with the exception of possible reserve positions in the linen or laundry departments. Palmer and Boucher examined the positions in the linen and laundry departments, and concluded that there was no single position that would meet the plaintiff's restrictions, but that there were functions in the various jobs that the plaintiff could perform. Gasior agreed to consider creating a rehabilitation position of a composite of duties from different positions. Gasior told Palmer that if a rehabilitation position were identified and could be provided, she would inform Palmer or the plaintiff in writing.

Gasior consulted with the supervisors in the laundry and linen departments and the director overseeing both departments. The creation of a position comprising the various duties that the plaintiff likely could perform would require oversight by supervisors of both departments. Gasior was unable to resolve the question of a rehabilitation position for the plaintiff until September, 1995. Hospital policy provides that industrial accident leaves of absence are not to exceed one year, the longest leave the hospital provides. The plaintiff was aware of the policy prior to May, 1995, and believed that she would be terminated at the end of her leave if the hospital did not create a rehabilitation position for her.

In late July, 1995, Gasior wrote to Palmer stating that she still did not know whether the hospital would be able to provide a rehabilitation position because the issue was still being evaluated. Palmer shared the letter with the plaintiff. On July 28, 1995, the plaintiff told Palmer about the hospital policy regarding leaves of absence, positing that the hospital was "stalling" its response. Palmer conveyed the plaintiff's concerns to Gasior on August 17, 1995, who responded that...