Appellate Victory - "Hybrid" Experts 

Orlando Partner, Therese A. Savona, obtained an appellate victory from the First District Court of Appeal. The appellate court agreed that a plaintiff must provide financial discovery to the defense when the plaintiff identifies individuals as “hybrid” experts.

Prior to trial, CSK sought financial discovery from plaintiff and a well-known plaintiffs’ firm related to “hybrid experts/treating physicians.” The trial court agreed with CSK and ordered the well-known plaintiffs’ firm to provide financial information between its firm and the “hybrid” witnesses. Plaintiff petitioned for a writ of certiorari from the First District.

The appellate court dismissed the petition, finding the trial court did not depart from Florida law since plaintiff’s “hybrid experts/treating physicians” acted as experts retained for the purpose of trial – they were provided litigation binders with various medical records from plaintiff’s other providers with the intent to provide testimony of this additional treatment. The First District determined: “This is the work of an expert witness, not an ordinary treating physician.” In reaching its ruling, the First District explained: “A party’s label for a witness matters little. Instead, the substance of the testimony drives the analysis.”

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