Canada Judgment

Supreme Court of British Columbia

Joda v. Bell

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Professional case brief

Research organized from the available case record

Source document

01

Holding and result

Following Seller v. Grizzle, the court cannot compel the plaintiff to obtain third-party medical/employment records; the plaintiff must provide authorizations so defendants may obtain the records themselves, and defendants must bear the initial cost to obtain those records from third-party suppliers.

Court disposition

Application granted in part: plaintiff not ordered to obtain records; plaintiff ordered to provide authorizations to defendants; defendants to obtain records and be liable for payment to third-party suppliers.

Orders

  • Plaintiff to provide authorizations to the defendants permitting the defendants to request and obtain clinical and employment records from treating practitioners in Alberta.
  • Defendants to be liable for payment to third-party suppliers for the production of those records.
  • Parties to prepare any consequential amendments to the order for signature and return to the court.
  • Order may be signed electronically and in counterpart.

02

Material facts

Parties

Dalia Joda

Plaintiff Counsel: C. Wagner; W. Seidlik (Articled Student)

Keeghan Bell

Defendant

Janet Lee Bell

Defendant Counsel: C. Alikashani

Insurance Corporation of British Columbia

Third Party Counsel: C. Alikashani

Amounts and remedies

  • Trial Length (days): 10
  • Accident Year: 2,015
  • Trial Year: 2,024

03

Procedural history

  1. Posture

    Motor Vehicle Accident / Personal Injury / Pre Trial Production Application (discovery Phase); Trial Scheduled June 17, 2024

04

Questions and positions

Legal issues

Party arguments

Applicant
Plaintiff relied on Seller v. Grizzle to argue there is no obligation to obtain copies of treating practitioners' records that are not in the plaintiff's possession; plaintiff does not object to production or relevance but should not be compelled to retrieve records and is concerned about bearing initial costs.
Respondent
Defendants sought authorizations so they may request records directly from third-party suppliers (and pay them) or required plaintiff to obtain the records with defendants reimbursing costs; defendants argued the court can order authorizations where territorial jurisdiction over third parties is lacking.

05

Court’s reasoning

  1. 01

    Seller v. Grizzle, 1994 CanLII 887 (BC SC)

    A plaintiff is not obliged to obtain copies of third-party clinical records that are not in the plaintiff's possession; documents are only 'in control' if the plaintiff has obtained copies

  2. 02

    Court's reasoning referring to Halliday practice (jurisprudential practice)

    Where a court lacks territorial jurisdiction over non-parties, it may nonetheless order authorizations or consent in a form acceptable to protect privacy interests (e.g., Halliday terms) to facilitate production

  3. 03

    Solomon v. McLean, 2016 BCSC 1765

    Allocation of payment for obtaining clinical records is a relevant consideration and has been addressed in subsequent jurisprudence

06

Ratio, limits and disposition

Ratio decidendi

Following Seller v. Grizzle, the court cannot compel the plaintiff to obtain third-party medical/employment records; the plaintiff must provide authorizations so defendants may obtain the records themselves, and defendants must bear the initial cost to obtain those records from third-party suppliers.

Obiter and limits

  • The dispute over who sends authorizations is largely logistical and unnecessary to litigate in court
  • There are practical impediments obtaining records outside the province given territorial limits of the court
  • The form of authorization can be tailored to address privacy concerns (Halliday terms)
  • Parties were directed to agree consequential amendments; order may be signed electronically and in counterpart
  • Master's colloquial remark about resolving who returns the order by informal means

Court disposition

Application granted in part: plaintiff not ordered to obtain records; plaintiff ordered to provide authorizations to defendants; defendants to obtain records and be liable for payment to third-party suppliers.

  • Plaintiff to provide authorizations to the defendants permitting the defendants to request and obtain clinical and employment records from treating practitioners in Alberta.
  • Defendants to be liable for payment to third-party suppliers for the production of those records.
  • Parties to prepare any consequential amendments to the order for signature and return to the court.
  • Order may be signed electronically and in counterpart.

Source and reliance status

Supreme Court of British Columbia · 6 October 2023

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Judgment reading view

Judgment text

The complete available source text.

Source document

Supreme Court of British Columbia

Judgment· 6 October 2023

2023 BCSC 1958

2023 BCSC 1958 Joda v. Bell

IN THE SUPREME COURT OF BRITISH COLUMBIA Citation: Joda v. Bell, 2023 BCSC 1958 Date: 20231006 Docket: M174786 Registry: Vancouver Between: Dalia Joda Plaintiff And Keeghan Bell and Janet Lee Bell Defendants And Insurance Corporation of British Columbia Third Party Before: Master Robertson Oral Reasons for Judgment In Chambers Counsel for the Plaintiff: C. Wagner W. Seidlik, Articled Student Counsel for Janet Lee Bell and ICBC: C. Alikashani Place and Date of Trial/Hearing: Vancouver, B.C. October 6, 2023 Place and Date of Judgment: Vancouver, B.C. October 6, 2023 [1] THE COURT: The application today is for production of clinical and employment records in a motor vehicle accident matter where the motor vehicle accident occurred on September 8, 2015. There have been a series of discoveries with continuations, with a trial that is now scheduled for June 17, 2024, for 10 days. [2] The dispute here is not that the documents are subject to production or are irrelevant, or any procedural issue terms of the demand complying with the Supreme Court Civil Rules, but rather whether or not they ought to be delivered at all. Specifically, while many of the orders being sought are proceeding without opposition, the dispute arises with respect to how the records of treating practitioners in Alberta ought to be obtained. [3] In particular, the issue arises as to whether or not the plaintiff

should provide to the defendants authorizations so that they may seek the records themselves, which means they will also pay those third‑party suppliers directly, or whether or not the plaintiff should request the documents from the third‑party suppliers and provide them to the defendants on the basis that the defendants will reimburse them for the costs, which the defendants say they agree to do. [4] After submissions, it remains unclear as to why there is resistance to one form over the other. It seems unnecessary to come to court on this sort of dispute. However, the plaintiff's position is supported by case law. [5] The decision of Seller v. Grizzle, 1994 CanLII 887 (BC SC) ("Seller"), involved an application where the court considered the difference between whether or not such records are in the "care and control" of the plaintiff. Specifically, in commenting upon clinical records of a plaintiff's treating practitioners the court considered whether they were in the plaintiff's control, noting that they were in the plaintiff's power to obtain, however, that they were not necessarily in their possession or control. In that case, given that such records were not in the plaintiff's actual possession, the plaintiff was not obliged to either list or produce them. The court noted as follows: The right of the patient is to have access to the documents and to obtain copies of those

documents at his or her own expense. If copies are obtained, those are documents in the control of the patient. But I see nothing in the Rules of Court which requires the patient to obtain copies simply for the purpose of disclosure and production to the opposite party. [6] The plaintiff relies on that decision here and argues that there is nothing that obligates them to go out and seek and request the records themselves, despite that they do not object to their relevance or production. [7] The secondary issue with respect to carrying the costs for obtaining such records is, perhaps, what is driving this particular bus. Nonetheless, the plaintiff relies on Seller as authority for the proposition that they have no obligation in the first instance to obtain them. [8] There is always a logistical impediment in obtaining records outside of the province, given the lack of this court's jurisdiction over non‑parties outside of British Columbia. To address this, this court has confirmed that it may be appropriate to order authorizations where the court doesn't have this territorial jurisdiction over the third‑party suppliers, despite arguments by plaintiffs that a court cannot order "consent". [9] However, in doing so, rarely does the issue of who is sending out the authorization arise. Even if privacy concerns arise, the form of the authorization can be done on Halliday terms. Thus,

the issue of who is going to order the records comes down to who is going to be liable to pay for them in the first instance. [10] Cases that have gone on to consider Seller have, in that respect, been more in the context of payment of the clinical records, including Solomon v. McLean, 2016 BCSC 1765. [11] Ultimately, I am bound to follow Seller. As I cannot make an order compelling the plaintiff to obtain documents, I make the order that the authorizations will be provided to the defendant, for the defendant to send out, which means that the defendant will be liable for payment to the third party suppliers. [12] That will require some consequential amendments to the order, but I am sure you can work on that over the lunch break and come back at 2:00 p.m. with that for signature. I will, just to make it easier, add a term that the order can be signed electronically and in counterpart to enable you to finalize it over PDF without all of you having to come back. I guess you can play rock, paper, scissors as to which of you will bring the order back up for signature and entry. "Master Robertson"

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Authorities

Authorities used by the court

Cases, legislation, regulations, and constitutional provisions identified in the available record.

Seller v. Grizzle, 1994 CanLII 887 (BC SC)

Case cited

Solomon v. McLean, 2016 BCSC 1765

Case cited

Reference to Halliday terms (practice precedent)

Case cited

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