Berry v. McCowans Ltd [2005] ScotCS CSOH_66 (18 May 2005)
OUTER HOUSE, COURT OF SESSION [2005] CSOH 66 |
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A3028/00
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OPINION OF LORD DAWSON in the cause LINDA BERRY Pursuer; against McCOWANS LIMITED Defenders: ________________ |
Pursuers: Milligan; Thompsons
Defenders: Thomson; Simpson & Marwick, W.S.
18 May 2005
[1] The pursuer seeks damages in this case against the defenders in respect of an alleged injury which she claims she suffered while in the employment of the defenders. The defenders are a company engaged in the manufacture of confectionery. In particular they manufactured sweets called "Oddfellows" at their factory at 44 Tryst Road, Stenhousemuir. After manufacture, the sweets were scooped into buckets and delivered to a separate part of the factory for packaging into cellophane bags. The baskets of "loose" sweets were emptied into a hopper which then delivered the appropriate weight of sweets into the bags waiting below. On 18 November 1997 the pursuer was engaged in the task of emptying the baskets into the hopper. This was a job she had done many times before. The pursuer avers that as she tipped out a basket she felt pain across her right shoulder and neck. She further avers that the weight of sweets in the basket was too great to allow such a task to be undertaken safely. As a result of such a fault on the part of the defenders, the pursuer avers that she sustained a partial tear of her rotator cuff tendon. The defenders deny the pursuer's averments and claim that any problem the pursuer had with her shoulder were caused not by any injury suffered by her on 18 November 1997 but by degenerative changes in the right acromio-clavicular joint. [2] The first witness was the pursuer herself. She testified that she had been a factory worker with the defenders for eight years. On 18 November 1997 at about 1.50pm to 2.00pm she was working on the "Oddfellows" bagging machine. She was filling the hopper with sweets. The sweets came to the machine in baskets mounted on pallets. The baskets had been filled by two other employees. To do the job she had to take a basket from its pallet, approach the machine and climb up two steps towards the hopper. She then laid the basket on the third step and lifted it into the hopper. In doing so, she felt pain in her right shoulder such as she had never felt before. She still had pain. She explained that the baskets were made of hard plastic and were about 18 inches deep by two feet. They were rectangular in shape. They were quite heavy, even without the sweets. She alleged that each basket weighed 28 kilograms. She knew that as she had weighed one after the accident. They were all of such a weight. They were overflowing, which was not common. They were normally about half full, usually about seven scoops of sweets each, an amount she could manage to lift to the hopper without difficulty. This basket was too full. She had complained about the weight "all the time" to Sally, her supervisor and to Robert Hunter, the "Health and Safety man". Sally did nothing. Robert said she should speak to the man who was filling the baskets. She told "Jock" who said it was nothing to do with him. [3] She then explained in more detail as to how she did the job of emptying the baskets into the hopper. She went up two steps carrying the basket. She then put the basket against her chest. Unlike her previous evidence, she could not remember if she put the basket on the third step. The hopper was about a foot above her head. She carried the basket with her fingers facing towards the ground. She then had to change the position of her hands such that her fingers were facing towards the ceiling. To do so, she held the basket with one side against her stomach and the other pressed against the hopper, thus freeing her hands. She then lifted the basket and tipped the contents in. At that stage the top edge of the hopper was at the level of her chest, again slightly different from her previous evidence. There was a third step. She could not stand on it, but could put the basket on it (not, it would seem, that she did so). She had complained because the baskets were too full and thus too heavy. If they ran out of baskets they would fill them up. In the past, they were less full. She had never been trained in lifting weights. The machine was no longer in the factory. The pursuer was then shown a document No.7/1 of process which was headed "Weight Control Check". That sheet was dated 18 November 1997. It appeared therefrom that six individual bags of sweets were weighed every fifteen minutes. The average weight of each bag was 104 grams. The last sample bags had been weighed at 1.45pm. The sheet was signed by the pursuer as "packer". She explained that that job entailed taking the individual bags after the sweets had been through the hopper and packing them into boxes. The packaging operation was a two person job. One emptied the baskets into the hopper, from whence they would drop in measured amounts into individual bags which would then proceed along a conveyor belt to the other person who would pack the bags into boxes. Her name appeared as packer as each of the two persons would change jobs hour by hour. The sheet was also signed by the pursuer's co-worker, Dawn Wilson. [4] The pursuer was also referred to No.6/8 of process which comprised two sketches of the bagging machine. The first had been made by two engineers at the pursuer's request. It showed the height of each of the three steps as, 340mm, 310mm and 300mm. The distance between the top step and the bottom of the hopper was shown as 680mm. Thus the height of the bottom of the hopper to the floor was 1.63 metres. The pursuer agreed with these measurements. In this sketch the steps are shown as facing the machine. In the second sketch the steps are shown as at right angles to the machine. The pursuer said she was 5'3" in height. She was also shown a sketch attached to No.6/7 of process and forming the sixth page thereof. (This had been drawn in the course of compiling a report by Christopher Hayre, an ergonomist). The pursuer stated that the basket was not as big as shown in the sketch but that the position was the same. She did not tip it in like that as her hands were in fact under two side handles. [5] That day she had been working with Danny, Tommy and Dawn. Dawn was doing the packing and thus was near the pursuer and saw what happened. The pursuer dropped the basket and told Dawn she had hurt her shoulder. Then they swapped over and the pursuer went on to packing. She told Danny what had happened. He said he had hurt his wrist before on the same job. The pursuer continued packing until the end of the shift. She did not report the incident. She thought that she had just pulled a muscle and did not think it serious. She did tell someone called Cindy but had no idea where that person was now. She just carried on working. She took painkillers. [6] About two weeks later she went to her GP because the pain was worse and extended down her arm. She could still do her job - she just had to. The pain affected her when doing housework or shopping. She could not drive. It stopped her sleeping. She could not remember if she told the GP how it happened. She did not think it was serious. Her fingers were sore and tightened up. Her nails turned blue. She had no such problems before the accident. The GP gave her painkillers which did not help. She went back to see him and was sent to see Mr Lindsay, a specialist orthopaedic surgeon in about October 1998. This followed five visits to her GP. The practice records are No.6/1 of process. On 4 December 1997 she complained that for four weeks she had experienced aching arms, shoulders (plural) and hands (plural). She had one episode of blue discolouration of her hands and fingernails lasting about two hours. On examination she had good movement in all joints. She got occasional tingling at her arms and hands. On 19 December 1997 she informed her GP that her job involved repeatedly picking up small items on a conveyor belt. Her right hand tended to seize up and her right shoulder and arm were most painful. The GP suspected that this repetitive action was to blame for her symptoms. The painkillers were not helping. The GP discussed matters with her but she had no option regarding a change of work. The GP considered referring her to physiotherapy if a stronger painkiller he prescribed did not work. On 6 February 1998 the GP reported no change. She was complaining additionally of intermittent neck pain. He referred her for x-ray. On 20 February 1998, the GP recorded that the x-ray was normal. There had been no change. Accordingly he referred her to the specialist. From the date of the alleged incident in November 1997 until she saw Mr Lindsay in October 1998, she carried on working. She just took painkillers. After examination, Mr Lindsay reported back to the GP in the following terms:- (No. 6/1 of process, p.18)"Thank you for referring Linda Berry. She is a 38 year old lady who has had pain in her right shoulder, right arm and right hand and fingers since December last year. This apparently started after lifting a heavy basket at work. She describes the pain as being intermittent. She often feels her arm goes 'dead' in the mornings. She also feels that her fingers become numb and she has to manipulate them to get them moving.
On examination, she had a full range of neck movement and a full range of shoulder movement. Manipulation of the shoulder showed a clicking sound over the anterior aspect of the shoulder. I think she may have a dislocatory biceps tendon. Examination of her hand showed normal power and sensation. She did, however, have mildly positive Tinel sign on the right with radiation to her fingers which was absent on the left and also a mildly positive Phalen sign on the right which was absent on the left. She may also have got a mild carpal tunnel syndrome. I have ordered a nerve conduction test to be done.
In the meantime, I think she should be booked for arthroscopy of her right shoulder to assess the state of the biceps tendon and rotator cuff. I have also ordered a series of shoulder x-rays which will be reviewed when available".
This letter was dated 6 October 1998. On the same date Mr Lindsay wrote to Dr Cull, a neurophysiologist, requesting him to carry out certain studies on the pursuer in relation to carpal tunnel syndrome.
[7] On 13 October 1998 (No.6/1 of process, p.20) the GP wrote at the pursuer's request to the defenders requesting that consideration be given to her undertaking light duties. The pursuer said that she gave the letter to George Ferguson but that nothing happened. She carried on working but it was hard to cope with the pain. In February 1999 she underwent certain nerve studies for her hand. On 8 March 1999 she complained again to her GP who gave her a certificate for three weeks as she was in pain and could not do work which involved heavy lifting. In March 1999 she was reviewed by the orthopaedic registrar (No.6/1 of process, p.23). Later that month, she was put on the waiting list for a right shoulder arthroscopy (No.6/1 of process, p.24). She was signed off work until after the operation. The problem was her shoulder not her hands. In September 1999, she saw Mr Lindsay again (No.6/1 of process, p.29). She was still off work. Page 33 of No.6/1 of process was a doctor's certificate regarding her benefits. Also in September she had surgery for the carpal tunnel syndrome. This helped for a couple of months. She did not in fact have the operation to her shoulder until September 2000. This helped. She still had pain but not as bad. She could cope with it. She returned to work in the November after the operation. She had light duties for two weeks. She can now do heavy lifting with the help of painkillers. She was coping with it but she found heavy lifting difficult. She could lift her arm to a position straight out from the shoulder. Above that was quite sore. Previously, she liked to swim but she has never been back. She got a bit "crabbit" because of the pain. [8] Mr Thompson, in cross examination, asked the pursuer about the operation she was carrying out when she allegedly suffered injury. She was shown the sketches No.6/8 and 6/7. She said she had to walk up the side of the machine. No.6/8, sketch 2 was correct. No. 6/7 was wrong. She said that she had to wedge the basket after turning round on the steps. She could rest the top edge of the basket on the top of the hopper. She then pivoted it, turned and tipped the sweets into the hopper. The pain which she suffered was sharp and caused her to drop the basket. She told her co-worker Danny that day that she had hurt her shoulder. She also told Cindy Buchanan. Dawn was only 4-6 feet away and saw it happen. The pursuer did not, however, report the occurrence to her employers. She had previously complained about heavy baskets but nothing had been done. There was no point in reporting it as nothing would be done. It was not sufficiently serious to report. She still did not report it afterwards even though the pain was still there. She measured the basket later because someone told her that if she wished to make a claim she would have to get the weight. Contrary to her evidence in chief, she did not weigh a basket on the day of the accident. The weight was definitely 28 kgs. She was referred to No.7/1 (the weight control check). She explained that this was not her job as the weights were done by Danny. The signature on the form was not hers. Her name appeared as "packer" because the jobs were swapped about in the course of the day. The accident happened about 2.00pm but the shift did not finish until 4.45pm. She therefore did a couple of hours work after the accident. They swapped every hour but she did not think she went back on the hopper. She thought Danny did it. She could not remember what she did. [9] The pursuer was then referred to the GP records (p.4) which show that on 4 December 1997 she first sought his assistance regarding pain to her shoulders and hands. This was two weeks after the accident. The summary of her complaints was correct. However, the GP seems to record that she had been suffering these problems for some four weeks. When asked if she had had the symptoms for four weeks, she said she "didn't know". She could not remember saying four weeks. She did not say the condition was getting worse. She could not remember what was discussed. It was put to her that she had been experiencing pain for four weeks and that there had been no accident. She denied those allegations. She accepted however that she made no mention of any accident to the GP - saying "It was just a pain to me". She was then referred to the GP's entry of 19 December where he records his suspicion that "repetitive action was to blame". The pursuer recollected that there was some discussion as to the cause of her symptoms. It was again pointed out to her that she told the doctor that her job involved "picking up small items on a conveyor belt". She did not know why once again she made no mention of an accident. She accepted that she knew he was trying to find out what was the cause of the symptoms but still she did not tell him about heavy lifting. The next entry on the GP's records was at p.3A and related to 6 February 1998. This records no change in her condition with the addition of "intermittent neck pain". The pursuer claimed that she had always complained of neck pain. Again, she made no mention of any accident. Page 16 of No.6/1 of process was the letter of referral to the orthopaedic clinic dated 21 February 1998. In this letter the GP makes no mention of any accident to the pursuer. She accepted that she "just didn't tell him about the accident". She also accepted that the GP was correct when he said that she had "good range of shoulder movements". Page 18 is Mr Lindsay's response, already referred to. He apparently "asked her how she did it" and she told him about the accident. This was the first mention of any accident to any doctor and occurred on 6 October 1998, almost a year later. It was put to her that by this stage she thought a claim would be better if only one incident involving heavy lifting had been the cause. It was suggested that she had made up the story of the accident. It was further put that that explained why she had not mentioned it earlier. The pursuer denied these allegations. [10] The pursuer said that she was not always sure that the accident had occurred on 18 November. She remembered now because Dawn was paid off two weeks later. She originally thought it had happened on the 15th. It was put that she told her solicitors that and that her claim was intimated with that date. It was further put to her that it later turned out that she had not been working that day. The pursuer first said she did not know and then said she found out that the date was wrong. It was put that she then gave the date as the 17th. She did not know. She could not remember why she thought it was the 15th. [11] Some of the other records were then put to the pursuer. She accepted that as at 4 March 1999 there was "no tenderness". (P.23 of 6/1 of process). [12] The pursuer then claimed that even though she had worked in other factories she did not know that there was an accident book. She knew that there were union representatives but she had never had an accident before. She had worked for the defenders for two years. It was only after the accident that she was told she should have reported it. None of her colleagues suggested it. [13] Dawn Hunter was the next witness. She worked with the pursuer for the defenders as a packer. She was sure that the pursuer had an accident on 18 November 1997, two weeks before she was paid off on 5 December. She was working at the bagging machine with the pursuer, Danny, Tommy and Colin. She was packing the bags of sweets. The pursuer was lifting the "loose" sweets into the hopper. The sweets were brought in in baskets about 2 feet by 2 feet. You went up two steps and tilted the basket into the hopper. She did that job sometimes, as did the others. [14] She saw the pursuer walk up the steps. The basket was full to the brim. It was fuller than it should be. It should have been about one-half full - some 14-16 kg. She weighed a basked that morning as she had hurt her wrist. It weighed 26 kg. She had weighed one a couple of weeks before when it was 24 kg. Lifting the baskets was heavy work and sometimes difficult. She had complained to the supervisor but nothing had been done as there was a shortage of baskets. She had been there five years and it was always a problem. The pursuer went up the steps with the basket. She tilted it into the hopper. She screamed that she had hurt her wrist. She had pains up her arm. She told her to report it to Sally but did not know if she did. She carried on working. It was reported to Danny who took over the packing. The witness was near to the pursuer and could see clearly. The pursuer mentioned pain right up to her shoulder. [15] In cross examination, the witness claimed to have weighed baskets several times. This was rather pointless as she never reported it nor did she complain about it. Her own wrist injury was too minor to mention. She weighed a basket that morning just out of curiosity. She had no intention of telling anyone. She had no reason for watching the pursuer that day. She told her to report it to Sally. They should have put it in the accident book. She knew there was one - everyone did. She was asked how many bags of sweets she would pack from one basket. She said about 60 although mathematically a basket of 28kg should produce about 280 x 100g. bags. [16] The next witness was Donald Wilson who was a plant operator with the defenders. He was in fact the group leader. The pursuer, and a number of others, were part of his group. The pursuer worked the bagging machine. It was his signature on No. 7/1 of process for 18 November 1997. He was aware that the pursuer was injured. She told him that a week to one and a half weeks before their conversation she had been lifting baskets and felt pain in her shoulder. It was still sore when she told him. She had pains down her arms and in her fingers. [17] Mr Wilson explained that the baskets were full - sometimes 14 kg. If they were short of baskets for Oddfellows, more had to be put in. 14 kg was about half -filled to the brim they would weigh 21-25 kg at least. Those who filled the baskets had a scoop which held about 7 kg. They should put two scoops in each basket. They were putting 3 or 4 in to get production up. Some people, including the pursuer and Dawn, complained that they were too heavy. Mr Wilson passed the complaints on to management who provided more baskets. Mr Wilson tried to keep the pursuer off heavy work but there were not many jobs that did not involve lifting. [18] Under cross examination, Mr Wilson was asked about No.7/1 which he had signed. It showed the shift finished at 13.45 (which appears to be before the accident at 2.00pm, according to the pursuer). He could not recall the early finish. There was no question about the pursuer telling him of an accident that day. She told him a week to a week and a half later that the accident had occurred on 18th. [19] Alan Hartley had been a maintenance engineer with the defenders for a long time. He knew the pursuer. He was aware of an accident as she had told him. About two weeks after the "accident" she asked him to do a drawing of the machine and he produced No.6/8 of process, No.2. He took approximate measurements with a tape. The steps were as shown and the height to where you fill the hopper was 1.65 metres. There was a lip on the hopper to stop sweets coming out. Mr Hartley weighed five baskets which averaged 28 kg. Sometimes they were full, sometimes half full depending on the number of baskets available. There were steps beside the machine. You had to turn 90º to put the sweets into the hopper. This was altered after he did his drawing. The hopper could take 6 or 7 baskets. It was kept full. To tip the sweets in you would re-adjust your hold and lift to shoulder height. [20] In cross examination, Mr Hartley said that the pursuer never mentioned a claim when she asked him to do the drawing although he knew that was her purpose. This was two weeks after the accident. It could have been longer. She said she had hurt her arm lifting baskets. That is why he weighed them. She did not ask him to. The baskets were full but not overflowing. [21] The next witness was Mitchell Johnston who had been a maintenance fitter with the defenders for 25 years. He knew the pursuer and had heard that there had been an accident. The pursuer asked him to do a drawing some months thereafter. He produced sketch No. 6/8 of process, No.1. He was aware that the pursuer was putting in a claim and needed a drawing as the defenders would not allow a photograph to be taken. He also measured the machine. He drew it as it was on the day. It was different at the time of the accident. The steps were face on - they used to be the side. He also had seen the job of filling the machine done. You go up to the second step and rest the basket on the third. You then change grip, lift and tip in. there is 31/2 to 4 feet to lift. As for the baskets, the recommended weight was 14 kg - i.e. half full. This was always the case - it was standard practice. If there was a shortage of baskets you "double up". He had seen that often. He was shown the plan No.6/7 of process. He commented that the basket was 18 inches not 2 feet. He compared it to a large supermarket shopping basket. [22] Sally Hale was the packaging manager. She had started in May 1997 as a supervisor. She knew the pursuer and was aware she had been injured because the pursuer told her. She could not remember when. She accepted that sometimes the baskets were heavy and that she had received complaints. She could not say she did anything about them. She herself could lift 20 kg as she was used to it, although it could be heavy for someone else. The weights varied. She had seen them at 25 kg. All the staff would have passed comments about the weight. She had told those who packed the baskets to make them lighter but they could not do it if there were not enough baskets. [23] Dr Brian Merrick was the next witness. He spoke for the Greave Medical Centre where he was a partner and the pursuer had been a patient. He spoke to No.6/1 of process the GP records, many of which had already been discussed with the pursuer. Many of the entries shortly after the "accident" had been made by Dr Heckford, now retired. Dr Merrick could not, of course, speak to their strict accuracy but was able to confirm that Dr Heckford would have conformed to good practice and been as thorough as the circumstances permitted. The entry of 13 October 1998 was made by Dr Merrick himself. He probably asked how the problem had come about and was told that while at work the previous November the pursuer had suffered the onset of pain while lifting. It was he who wrote to the defenders requesting lighter duties. He did so because the symptoms would be aggravated by heavy lifting. Dr Merrick then confirmed the various certificated absences from work and spoke to his various contacts with the orthopaedic specialists and the treatment the pursuer had been given. [24] In cross examination, Dr Merrick agreed that where a fresh complaint was made to a GP he would be interested in the circumstances surrounding the onset of symptoms, "the precipitating circumstances". That was basic. If there had been an accident he would have expected the patient to tell the GP, although they did not do it in every case. There was no note of any such event. That means that she probably made no mention of an accident to Dr Heckford. The entry "4/52" was inconsistent with 18 November. She complained of problems with her arms, shoulders and hands - all in the plural. She also complained of "aching" not of having been hurt in her right shoulder. The entry of 19 December made no mention of an accident even though the doctor was discussing the possible cause of her problems, which was stated to be the repetitive action involved in the job. Dr Merrick would have expected the pursuer to mention if she did have an accident, although not all patients tell their doctor immediately. As for the entry for 6 February 1998 alleging neck pain, this had not been mentioned before. It was an additional feature. There had been no suggestion of neck pain since the "accident". As late as October 1998 in the referral letter (p.16) there was still no mention of an accident or of heavy objects. Mr Lindsay's report of December 1998 did mention heavy lifting. Since the GP did not tell him about that, the pursuer must have told him. Although there was a suspicion of a problem with the biceps tendon (p.18) this was to explain "clicking" and the eventual diagnosis, was osteo-arthritis in the A.C. joint. [25] Christopher Hayne was called a an expert in occupational health and risk management. He was given sight of certain papers regarding the pursuer's claim and prepared a report (No. 6/7 of process). He was more than familiar with the Manual Handling Operations Regulations 1992. Attached to his plan, Mr Hayne provided two diagrams comparing the dimensions involved in the "bagging" operation with the safe weights according to guidance supplied to supplement the Regulations, which should be taken into account in assessing risk of injury. Mr Hayne first considered the situation if the steps were face-on to the machine. In such a case, the weight of the basket, which he had been given, exceeded the recommended maximum of 13.5 kg. If the weight were required to be held away from the body, the recommendation was 7 kg. Thus 28 kg was well in excess and a potential for injury existed. In such a case there are two choices, either limit the load or use a mechanical feed into the hopper. A weight of 14 kg would be marginally in excess if the elbows were held at the sides but would be double the guidance if the arms were extended. If the steps were at the side of the machine - i.e. at 90º - the question of rotation would have an effect. Mr Thompson objected to this line of evidence on the basis that there was no averment on record to the effect that the pursuer was required to twist or turn in the performance of the operation. On reflection, I sustain that objection. [26] In cross examination, Mr Hayne was referred to his report (No. 6/7 of process). In relation to paragraph 3 he had not been told that the pursuer had actually weighed a basket. With regard to the expression "head height" it was pointed out to him that the pursuer's evidence was "upper chest level". Therefore Diagram 2 was the more accurate. In paragraph 12, Mr Hayne accepted that he had got the weights of 15 kg - 20 kg from an unsigned document of the defenders. In diagram 1, it was assumed that the open end of the basket was where the curved arrow can be seen. In that position a good portion of the sweets will have gone from the full basket into the hopper. Although the pursuer had said she lifted the basket to chest height, it appeared from Mr Hayne's measurements and diagrams that the lip of the hopper would be at waist height. Further, if the basket was supported on the hopper, some of the weight (about half) would be borne by the hopper. Also, as the pursuer tipped the basket it would get lighter as the contents fell out. [27] The final witness for the pursuer was James Crossan, F.R.C.S. (Glasgow), a consultant orthopaedic hand and upper limb surgeon at the Western Infirmary, Glasgow. He had some 25 years experience in shoulder and hand surgery. He had seen the pursuer twice and prepared two reports, one on 18 July 2001 (No. 6/10 of process) and one on 27 September 2002 (No. 6/5 of process). [28] He was referred first to No. 6/10 of process. He explained that the shoulder was a complex joint. Where the collar bone met the shoulder blade was known as the acromio-clavicular or A.C. joint. The rotator cuff tendon was between that joint and the rotator cuff from the muscles at the front and back of the shoulder blade. It stretched 5 or 6 cms over the top of the shoulder and arm. The A.C.joint was in direct contact with the upper part of the rotator cuff tendon. This was a very tight complex. The bursa provided a lubricating mechanism - i.e. there was fluid in it. The cortisone injected was therefore there to "bathe" the tendon but the injections failed to relieve the pain. They were less likely to be effective where there was tissue damage. The pursuer gave the classical description of rotator cuff tendon tearing which was partial and on the underside of the tendon. That did not show on x-ray. The arthroscopy showed no full-thickness tear. There was scope above the tendon. If put under the tendon, roughness would have been seen. "Shoulder impingement syndrome" occurred where the tendon was swollen in the tunnel or if the tunnel which holds it narrowed, as in degenerative change. Both partial tears and degeneration can occur at the same time. In a woman of the pursuer's age there would have been degeneration anyway and the partial tear would make it worse. As for the pursuer's present status, this came as no surprise to Mr Crossan and was likely to continue indefinitely. [29] By the time Mr Crossan came to prepare his second report on 27 September 2002 (No. 6/5 of process) he had seen the pursuer's medical records (No. 6/1 and 6/2 of process) and was therefore able to give more detail. He accepted that prior to 4 December 1997 the pursuer had no problem with her shoulder and that even at that time there was no mention of a rotator cuff injury. The fact that the pursuer had taken two weeks to go to her GP was not surprising as many patients think that they have pulled a muscle. Only when it fails to improve do they visit their doctor. In Mr Crossan's view, the problems with the pursuer's hand and neck were not related to the shoulder. Having reviewed all the documents relative to the time preceding the arthroscopy, Mr Crossan remained of the view that the pursuer suffered shoulder impingement syndrome and rotator cuff injury. As for the arthroscopy itself, the surgeons had removed part of the clavicle and the collar bone which left a gap creating space for the tendon to move. Mr Crossan described it as "taking the roof of the tunnel". This was a standard procedure which he had seen many times. He pointed out that the same operation will coincidentally assist the tendon. Mr Crossan was asked to comment on the observation that the pursuer had a "reasonably good" result from the resection. His view was that the result was "unexpectedly good" for someone with an injury. This, to him, indicated that she did have an injury, as, if the problem were purely arthritic, she would be symptom and pain free. [30] On 18 October 2002, Mr Crossan wrote a letter to the pursuer's solicitors (No.6/9 of process) in which he detailed what he considered to be "important points".These were as follows:-
"1. The shoulder impingement syndrome caused by partial rotator cuff tear is characterised by pain over the mass of deltoid muscle in the shoulder which is worse at night time than during the day. Patients characteristically have a painful arc of movement between 60 and 120 degrees.
2. Patients with pure acromioclavicular osteoarthritis do not have much in the way of night pain but do have pain over the top of the shoulder where the collarbone joins the shoulder blade. These patients have a painful arc of movement between 130 and 180 degrees of elevation. They also experience pain when the arm is drawn across the chest.
3. The operation to treat each of the above conditions happens to be the same.
4. Both conditions often coexist in the same patient.
5. In a recent series of patients undergoing surgical decompression of the rotator cuff, 25% gave a history of onset of symptoms caused by an injury (Nutton et al 1997: Journal of Bone and Joint Surgery).
6. Finally, her hospital notes record a maximum range of elevation of 90º indicating that she demonstrated a painful arc syndrome characteristic of rotator cuff disease (60-120 maximum)".
(1) liability on the facts - did the pursuer have an accident?
(2) if she did then are the defenders responsible? - liability in law;
(3) did it cause injury to the rotator cuff tendon? - causation; and
(4) if so, what is the measure of loss? - quantum.
Examples of incredibility (40 or so)
[61] She procured Dawn Hunter as a witness to lie for her. Saying that the lip of the hopper was at mid or upper chest height, when it was at waist height. Claiming that she had to lift the weight above her head. The fact that at the relevant time at least half the weight of the basket was supported by the hopper. The simple fact that, when she was doing the operation, which she says caused the pain, the basket must have been effectively empty. Not mentioning the accident to Donald Wilson at the time. Claimed she did (in cross) but he contradicted that. Not complaining about accident to management at the time. (Particularly when she had previously complained about the baskets, according to her. She said she had complained to Sally the supervisor, Robert Hunter the health and safety manager, and thirdly, Jock Henderson). Not reporting accident at the time. (Particularly when she claims she told various work colleagues including Donald, and Cindy Buchanan). Not mentioning accident to the GP on 4 December 1997, two weeks after the accident. Telling the GP that she had been suffering from the pain for four weeks! Complaining to GP not just about the shoulder but about wrist and hand symptoms. All part of the same complaint, it seemed. Investigated for rheumatoid arthritis. Not mentioning accident to GP despite detailed discussion of her work on 19 December. Not mentioning accident to doctor in February 1998 when seen on two occasions. Only complaining about neck pain in February, as a new complaint, but claiming in court that it was part of the alleged incident. Only mentioning accident to Mr Lindsay in October 1998. Pursuer's excuse for failure to the tell the doctors is a combination of: she didn't think the accident was serious. Sometime in cross-examination she said she didn't know what was causing the pain, but when I asked why it never occurred to her to wonder what the cause of her pain was she said that was why she went to the doctor a fortnight later. Totally inconsistent with the idea that she did not tell the doctor what had happened in this immediate post accident period. She claimed that it never occurred to her to discuss the matter with the doctor. Totally incredible. Then no explanation at all for the detailed discussion on 19 December, but absence of any reference to the accident. Seemed to suggest that it was because she said what her job was at the time of attendance rather than what she had been doing when the pain started. Totally inconsistent with the idea that she never had pain before the accident and then had pain caused by, and suffered after the accident. How could she claim that she did not know what was causing the pain? She even claimed that she didn't know why the doctor was asking about her job on the 19 of December. Incredible. She told Mr Lindsay because he asked what happened, she said. But in fact what she said he said was not that, but "he asked what I had done at work - what my job was - I told him that I had done it when carrying baskets." So his question seems to have been the same as the GP's question, even on her account! She could not tell the court why she told the specialist but not the GP (cross-examination).Those excuses are totally incredible.
[62] Further, in relation to the two witnesses who came to the court to say that she had told them about the accident and the fact that she had suffered an injury only a week or two after the accident. At least one of them was lying and the other may have been mistaken rather than lying, but esto she did say this it completely undermines the idea that she did not realise the supposed injury at the time of speaking to her doctor. According to the pursuer she suffered bad pain in her shoulder at the time of the accident which got worse consistently thereafter until she went to her GP. Further, she was adamant that she had never suffered shoulder pain before the alleged accident. The idea, as she claimed in cross-examination, that she did not wonder what the cause of her pain was, was unbelievable. It was equally unbelievable that she would not explain to the doctor what she thought had caused the trouble. They obviously had a long discussion about possible causes on 19 December, yet she never mentioned a heavy lifting incident.
Other claims by the pursuer which were incredible
[63] Claiming to have weighed a basket of sweets on the day of the accident, after it. (She said this in Chief. After it was pointed out that this position was ludicrous given that she did not complain to management or report the accident, (and was also inconsistent with the idea of her not mentioning the incident to her doctor because she thought it was insignificant) she claimed that the weighing exercise was done at some other time substantially after the alleged accident). The idea that the basket weighed 28 kilos at all. 4.5 stones. The idea that the basket contained the equivalent of 280 bags of sweets. (Un-bagged). (If they could not weigh that, then she fabricated the whole story abut weighing the basket). Her claim that the baskets were filled to overflowing. That would mean sweets were spilling on the floor at all the time. (Even Dawn Hunter said the baskets in question could be full to the brim rather than overflowing). Being unaware of the existence of the accident book at the defender's factory. Being unaware of the existence of any accident book in any factory where she has ever worked previously. (Miss Hunter gave the game away by accepting that anyone would know that the accident book existed. She simply claimed not know where it was, which is perhaps more understandable). Both these points are strengthened by the fact that at first in her evidence in chief the pursuer said that she did not fill in the accident book because she did not think the accident was serious. Claiming to be able to date the accident to the 15th because Miss Hunter said that she was paid off about two weeks later. No clear explanation as to why she changed from 15th to 18th. Not sure if she had ever suggested the 17th! Then she said she couldn't remember why she had said the 15th. Claiming that the accident happened at or about 1:50 or 2 pm, when on the 18th the machine closed down about that time. The pursuer claimed she continued working on another aspect of the machine. But it was not working then. Claiming she told Donald that she hurt her shoulder and him saying that he had hurt his wrist beforehand. (Donald indicated he was only told later and said nothing about his wrist, so did not support the pursuer on this)." [64] In relation to the pursuer's reliability, Mr Thompson submitted that the court should take into account all the above factors plus the pursuer's vague and inconsistent demeanour. [65] Mr Thompson then referred to the principal eye witness, Dawn Hunter, whom he claimed was also incredible and unreliable. He referred to the following factors. Bristling with hostility to the defender, even before I started questioning her. Standing watching the pursuer go up the steps and tip the basket, for no apparent reason. Not in her line of sight normally. [66] Allegation that the pursuer screamed. The pursuer said no such thing. The pursuer was at pains to emphasise that it seemed minor at the time. Allegation that the injury was obviously quite serious: I asked for this in cross-examination and she agreed. Contradicted by the pursuer. Allegation that the pursuer hurt her wrist and pain went up her arm. No mention of her shoulder until counsel for the pursuer suggested to her that the shoulder was hurt as well. Completely different description of injury to that given by the pursuer. The claim that she told the pursuer to report the accident. The pursuer contradicted this. The pursuer claimed that the accident was not serious enough for her to consider reporting it. Her claims that they all continued working on the machine when the form shows that the machine had either already stopped, or stopped almost immediately. Her claim to have weighed baskets of sweets on three separate occasions. Supposedly essentially for her own curiosity. Her estimate of being able to get 60 bags into the basket being contrary to the supposed 240. One-quarter! Her claim to have weighed the basket on the second occasion, when she hurt her own wrist, only two weeks after weighing one previously. No reason to do it again. Particularly as she accepts she did not complain to management on this occasion, nor report her accident. The claim not to have bothered reporting her accident or injury to the defender's management or supervisors, despite weighing the basket on that occasion too. Her claim that the purpose of weighing the baskets was to let her fellow employees know. They knew that the baskets were heavy anyway. Her claim to have weighed a third basket on the morning of the supposed accident befalling the pursuer. She said this was a coincidence. She would have no reason for doing this. She had weighed two previously, one only two weeks before, she claims. [67] Her initial position was that she was sure that the date of the accident was the 18th because she had been paid off about two weeks later. That would be no reason to conclude that it was the 18th rather than some other date around that time. Her later "recollection" in cross-examination that she knew it was the 18th because she went off work early that day for a doctor's appointment. The pursuer claimed that she got the date of the 18th from Mrs Hunter's recollection of being paid off. But if the pursuer had asked, surely Mrs Hunter would have said the date under reference to this supposed appointment. The appointment was just made up during cross-examination. The denial by Mrs Hunter of any discussion with the pursuer including the date on which the accident happened, when even the pursuer claimed that they spoke about that. [68] Mr Thompson then turned his attention to the next witness Donald Wilson whom, he claimed, was unreliable in certain respects and contradicted the pursuer in others. The pursuer claimed that she told Wilson on the day of the accident: immediately, and that he said that he had hurt his wrist doing the job. She said she was positive that she had told him that day (in cross-examination). Wilson did not confirm any of this. Rather, his recollection was that he was told by the pursuer one of one half weeks later that she had hurt her shoulder. Accepting him as reliable would leave the court with the bizarre situation that the pursuer did not tell the GP about the accident to which she was attributing her shoulder pain, despite the fact that she was attributing it to the accident to Mr Wilson only a few days earlier. Further, it would be left with the proposition that she reported to Wilson but did not report it to the defenders. That is a highly unlikely state of affairs. The overwhelming likelihood is that Mr Wilson is wrong about when the pursuer mentioned the supposed injury. (In any event, if Mr Wilson is right, just because the pursuer told Mr Wilson then does not mean that it was true. She may have made up her mind to claim that she had suffered an accident earlier in November, but she may not have thought to lie to her doctor about it! After all, she no doubt was looking for successful treatment. So she might well tell him the truth, while fabricating a story to co-workers in the hope of making a claim.)Alan Hartley
[69] In Chief he stated emphatically that the pursuer told him about the accident a fortnight after it happened. In cross-examination this turned out to be complete fabrication. He had no basis for even suggesting that it was a fortnight after accident. He was yet another (third) witness who took it upon himself to weigh baskets. According to him he was not asked to do this by the pursuer, but did it himself. All the baskets averaged 28 kilos, he said. This runs contrary to even the pursuer's evidence, which suggested that over-loading was not particularly common. Accepted in cross-examination that he knew that the pursuer must have been contemplating making a claim at the time that she asked him to do the sketch. Utterly inconsistent with the pursuer's story if this was two weeks after the accident.Mitchell Johnston
[70] Generally credible. Measurements of the steps and hopper were reliable, (as were those of Alan Hartley).Sally Hale
[71] Generally credible. Not reliable on maximum weight. She never weighed the boxes and it would be difficult for someone to say that the box was 25 Kilograms rather than, say 20. Reliable that nobody ever told her that they had weighed a basket or what the weight had been.Dr Merrick
[72] Credible and reliable. Not the best witness to speak to the obvious issue. One might ask why the pursuer did not tell her solicitors that the GP she saw about her injury early on, and most of the time, was a different doctor in the practice, Dr Hickford. But in any event, Dr Merrick's views and opinions about his colleague, and likelihoods of what was said and done, are of importance in the case.Christopher Hayne
[73] Credible and generally reliable. However, Mr Hayne was hampered by the fact that he was told a story by the pursuer which was inaccurate in several material respects. The orientation of the steps; lack of information about the gap to the hopper; the width, breadth, and depth of the basket; the shape of the basket; the fact that the basket had handles; the requirement to lift the load above head height; the omission of the fact that the basket rested on the lip of the hopper; and the height of the lip of the hopper being at her waist, rather than at midchest level.Mr Crossan
[74] With considerable regret it is submitted that Mr Crossan did not approach this case in the manner reasonably to be expected of any expert witness charged with a duty to consider and report objectively upon the matters in respect of which he was instructed. The delay between examining the patient and writing the report provides at best only a partial explanation for his errors and inadequacies. It is utterly plain that he simply accepted at the outset all the suggestions and allegations made by the pursuer in respect of her accident, her injury, her symptoms, and the supposed diagnosis made by those treating her. It was on information from the pursuer alone, together with his post-operative examination of her, that Mr Crossan made his diagnosis of impingement syndrome. At the time of expressing his concluded view, he had no information otherwise available to him. Thereafter, when presented with the GP records and medical records, he should have considered fully all the elements of the case, including suggested accident, suggested earlier complaint of pain, suggested attendance at the general practitioner, and suggested diagnosis by the doctors treating the pursuer. Had he done this he would have recognised that in every material respect what he had been told by the pursuer was untrue or inaccurate. This ought to have given him pause for thought. Further, it is submitted that any orthopaedic surgeon producing a proper objective report, would have gone through the GP and medical records in detail to describe the history of the case and, where appropriate, compare the evidence therein with the account give by the patient. It is submitted that this is invariable practice. The fact that it was not followed by Mr Crossan in this case would be a grave and valid criticism in the ordinary case. Mr Crossan, in cross-examination accepted that he should have put in these details. He really did offer no tenable explanation for his failure to do so. He seems never to have taken account of the fact that everything he had been told by the pursuer, which could be checked by the records, had turned out to be inaccurate or untrue. Instead of looking at the matter objectively, he continued with premise that the pursuer had suffered an impingement syndrome, and it is plain that what he did, at best, was to ask himself whether he could continue to support his original diagnosis notwithstanding the contents of the records. His approach clearly became an exercise in trying to support his original diagnosis of tendon damage causing impingement. This is demonstrated throughout his evidence by the fact that time and time again he accepted that his postulation could only be correct if the less likely of two possibilities applied. [75] For example: he should have expected the pursuer to report the accident to the doctor at the time, though a minority of patients might not; he should have expected there to be clear symptoms of a shoulder injury by the first attendance at the GP, though a minority of patients might not have the symptoms; he should have expected the symptoms to be clearly stated in the few consultations with the GP following the initial one, though a minority of patients might not have the symptoms; he should have expected the symptoms to include pain over the deltoid mass, though a minority of patients might not have this symptom, or otherwise that the explanation for silence in the records was a series of doctors had failed to note such symptoms even though they were present; he accepted that in 75% of patients suffering the very condition which he posited, the condition arose without any accidental injury at all; he accepted that the treating surgeon did not consider that the patient had any material impingement syndrome, his diagnosis, and therefore he depended on the treating surgeon being wrong at least in relation to the contribution of the supposed syndrome; he accepted that there was only one note in the entire records which showed restriction of movement supposedly consistent with the condition he claimed the pursued had. Accordingly his diagnosis depended upon all the other doctors failing to make adequate examination or adequate notes. Further, it depended upon misinterpreting the record in question because the movements described were not those necessary for his diagnosis. Further, it involved preferring the note-taking of a house officer to that of the treating consultant orthopaedic surgeon; he accepted that the fact that the restriction of movement in question was only noted at the time of the pursuer's attendance at hospital for her operation nearly three years after the supposed accident, was hardly supportive of his position, yet he chose to explain this on the basis that the condition could have been getting worse over the three-year period; he accepted that the treating surgeon made findings which were unsupportive of his diagnosis, such as movement being full and the pain being on full abduction, and accordingly that his diagnosis depended on the pursuer being better on the days when she was seen by the treating surgeon than she was at other times, although at some points in his evidence Mr Crossan seemed also to suggest that such symptoms and signs might have been present but missed by the treating surgeon: Mr Lindsay examined, found signs for AC joint and not impingement syndrome; this is no way to approach the issues involved. One cannot start with a diagnosis and then try to squeeze it to fit the available information. But that is precisely what Mr Crossan did in his reports and what he persistently did during the course of his evidence. As a matter of the most simple logic, this approach and the concessions which had to be made by Mr Crossan along the way, mean that it was impossible for him reasonably to assert that on balance of probabilities the pursuer suffered an injury in the course of the accident which caused impingement syndrome by virtue of damage to the tendon in question. [76] Mr Thompson then turned to deal with the merits and, firstly, the question of whether the accident happened as averred by the pursuer. The defender avers:"on the day in question the records indicate;
pursuer was on bagging machine with Donald Wilson. (Admitted).
Pursuer says that she was taking turns with Mr Wilson. (But did not say that in evidence: rather she said she was with Dawn Hunter).
pursuer has given at least two dates for her accident in the past:
first date given was 15/11/97.
Pursuer accepted that date was wrong.
Later date given was 18th November 1997.
For that day there is an 'weight control check document'. It ends before or at the time of the accident.
Yet the pursuer and Hunter both claimed that they worked on at the same machine on the day of the supposed accident. Normally they would. But not on that day.
Sally Hale in evidence:
did not support any idea of early mention of an accident befalling the pursuer. She said that there was mention of one or more injuries at indeterminate times. She did not support the idea that the pursuer came to her and reported an accident or injury as having recently befallen her.
Donald Wilson said:
he did not recall mention of any accident at the time it allegedly happened.
Accordingly he was contradicting the pursuer.
He said he recalled her mentioning it a week or 11/2 weeks later."
"4/12/97:
(GP records, page 4):
first attendance by pursuer at GP at the alleged accident.
[Read].
'4 week-aching of arms/shoulders and hands'
not consistent with accident only two weeks prior.
'shoulders'. Not right shoulder.
Complaint is of general ache.
Seventeen days after the date of 'accident'
Injury supposedly sufficient to cause supposed 'impingement of rotator cuff'.
Yet: no visit to GP (or hospital) for seventeen days.
And: no mention of accident.
Complaint is of 'aching arms/shoulders and hands'.
In this entry there is discussion/consideration of synovitis.
And mention of tingling at arms and hands.
Suggest: not consistent with shoulder injury in accident at work."
Even Mr Crossan accepts that this is inconsistent with the idea of an overt shoulder injury as claimed by the pursuer. He thinks that this entry is something to do with a complaint of fibromyalgia, a totally different condition to anything later diagnosed by anyone. But leaving aside the issues of medical causation, the pursuer has claimed consistently that she suffered significant pain at the time of injury; never suffered shoulder pain before the accident; and suffered increasing pain in her shoulder between the accident and her first attendance at her GP, yet on any view this attendance has nothing to do with any such history whatsoever. It is submitted that this fact on its own, in the particular circumstances of the case and given the claims made by the pursuer as to the nature of her injury and the symptoms developed thereafter is sufficient reason for disbelieving the pursuer and holding her to be a liar.
[84] This adminicle of evidence on its own justifies the defenders being assoilzied in this case. It simply cannot be explained away. [85] One only has to contrast what is contained in this record and in her concessions in evidence with the story she gave Mr Crossan (first report) to see that she is lying. She is lying to try and prove a connection between the supposed accident and her condition that does not exist."Also:
'good movement or joints'.
Suggest: not consistent with injury suggested by Crossan.
further:
the GP records no accident-type signs or symptoms such as muscle spasm or muscle strain, or anything of that nature."
As Mr Hooper said in cross-examination:
"One would expect complaint to be of sharp pain. Not 'aching', which implies a dull pain.
19/12/97:
GP records, page 4.
Pursuer goes back to general practitioner.
Still no mention of any accident.
Quite the contrary:
job's repetitive nature emphasised.
'I suspect repetitive action is to blame for symptoms'. 'Discussed. No option re change of work'.
no hint of an accident, despite much discussion.
6/2/98:
GP records, page 3A.
'No change - also mentions intermittent neck pain? Element of cervical spondylosis - try soft collar... night time'."
The neck pain was new, 21/2 months after the supposed accident. Yet the claim on record was that she hurt her neck in the accident. The pursuer never mentioned neck pain in evidence in relation to the accident until I challenged her about the matter in cross-examination.
"21/2/98:
GP records, page 16. GP referral.
'Troubled with intermittent neck and right shoulder/arm pain. This started around November 1997...'
No mention of specific incident.
No mention of injury at work.
Rather there is reference to repetitive manipulation of small objects.
Also:
shoulder good range of movement. And nil specific.
Intermittent.
Not indicative of acute shoulder injury, surely?
Then:
6/10/98:
GP records, page 18:
report from orthopaedic surgeon.
'Pain in right shoulder, right arm and right hand and fingers since December last year. This apparently started after lifting a heavy basket at work.'
This is the first mention of alleged accident in the records. Almost one year after it is supposed to have happened.
So generally:
1. No claim of accident at natural time and no credible explanation.
2. Information given which was inconsistent with any accident happening at all, and inconsistent with the supposed date of the accident.
3. Symptoms inconsistent with the accident and with the date of the accident."
The pursuer avers:
"She felt a pain across her right shoulder and neck. 18th November 1997. She thought she had only a pulled muscle and continued to work. However she suffered increased pain and she suffered numbness in her right hand. Attended her GP on 4th December 1997.
Pain in right shoulder, arm and hand. Fingers became numb.
Clicking of right shoulder.
Mild carpal tunnel syndrome right side. Surgery 1999.
Surgery: unrelated to shoulder.
Arthroscopy to shoulder September 2000.
Diagnosis: shoulder impingement.
Treatment: open decompression of rotator cuff.
Likely partial tear of the rotator calf tendon."
Despite the slightly hesitant way of pleading the tear to the tendon, it is that the pursuer must prove to succeed. There is no other basis for establishing causation on the pleadings or in evidence. GP records afail to support the pursuer in relation to any accident causing shoulder injury. The issue of whether an accident happened at all has been dealt with above. In this section concentration is more upon the issue of what injury, if any, was sustained an any such accident.
[88] It is possible, and indeed on one view consistent with the evidence given by the pursuer, that some sort of minor incident did occur at about the time the pursuer stated. But even if that is right, and it is denied by the defenders, it does not mean that any injury was sustained by the pursuer, still less that the tendon in question was damaged in the course of it. It seems that the pursuer's own view was that she had sustained little or not injury at the time. It is only subsequently that she has claimed that her symptoms date from the supposed accident."4/12/97:
(GP records, page 4):
first attendance by pursuer at GP at the alleged accident.
[Read].
'4 week-aching of arms/shoulders and hands'.
It is submitted that that is not consistent with accident only two weeks prior.
'shoulders'. Not right shoulder.
Complaint is of general ache.
Seventeen days after the date of 'accident'.
Injury supposedly sufficient to cause supposed 'impingement of rotator cuff'.
Yet: no visit to GP (or hospital) for seventeen days.
And: no mention of accident.
Further:
complaint is of 'aching arms/shoulders and hands'.
All symptoms together: not carpal symptoms later as Crossan suggests. Crossan suggests this on the basis of what he has been told by the pursuer.
Mr Crossan said he did not consider that this entry was related to any supposed tendon damage or shoulder impingement syndrome. He sees it as being possible fibromyalgia. It certainly seems to have been treated as such by the GP. So the only explanation consistent with Mr Crossan's diagnosis is of the tendon had been damaged in the accident but had not yet swollen sufficiently to cause impingement. Given that much of the evidence emphasised the narrowness of the passage through which the tendon moves, common sense suggests that the likelihood in most cases would be for an earlier, rather than a later onset of the problem. That was the evidence of Mr Hooper. In any event, as was so often the case with his evidence, Mr Crossan could only assert his proposition by dismissing this likelihood on a "not necessarily" basis. In this entry there is discussion/consideration of synovitis, and mention of tingling at arms and hands. Suggest, not consistent with shoulder injury in accident at work. Also, "good movement of joints". Suggest, not consistent with injury suggested by Mr Crossan. It is all very well for Mr Crossan to say that it could have taken six weeks for the injury to manifest itself. But the likelihood must surely be that it would have manifested itself straight away, especially with the sort of injury described by the pursuer.
"19/12/97:
GP records, page 4.
Pursuer goes back to general practitioner.
Still no mention of any accident.
Quite the contrary:
job's repetitive nature emphasised.
'I suspect repetitive action is to blame for symptoms'.
'Discussed - No option re change of work'.
no hint of an accident, despite much discussion.
No hint of any feeling that three was a rotator cuff injury."
Mr Crossan said, for him this was the first indication of there being shoulder impingement. But the sole basis for that was simply that shoulder pain was singled out. That was equally consistent, as even Mr Crossan accepted, with the pursuer feeling pain in the AC joint.
"6/02/98.
GP records, page 3A.
No change. Also intermittently pain-? Cervical spondylosis.
20/02/98.
X-ray normal.
still no mention of accident.
21/2/98:
GP records, page 16.
GP referral.
'Troubled with intermittent neck and right shoulder/arm pain. This started around November 1997...'.
no mention of specific incident.
No mention of injury at work.
Rather there is reference to repetitive manipulation of small objects.
Also:
shoulder good range of movement. And nil specific.
Not indicative of acute shoulder injury, surely.
Then (eight months later!):
6/10/98:
GP records, page 18:
report from orthopaedic surgeon.
'Pain in right shoulder, right arm and right hand and fingers since December last year. This apparently started after lifting a heavy basket at work.'
this is the first mention of alleged accident in the records.
Almost one year after it is supposed to have happened.
Record continues at page 18:
'full range of movement' in shoulder.
Carpal tunnel suspected.
And arthroscopy for shoulder - may have 'dislocating biceps tendon'.
Assess 'state of biceps tendon and rotator cuff'.
specialist is saying full range of movement.
No suggestion of restriction in accordance with impingement syndrome.
No suggestion of painful movement on abduction between 90 and 180 degrees.
Specialist is focusing on completely different possibility because he sees nothing indicating impingement syndrome."
But instead of accepting all this Mr Crossan seeks to explain it away by suggesting that Mr Lindsay has missed symptoms which existed; claiming that Mr Lindsay saw the pursuer on a good day.
"13/10/98.
GP records, page 20.
GP request for light duties.
If we are talking about acute injury in acute incident, surely we would expect request for light duties immediately?
Not one year after the alleged accident.
12/02/99.
GP records, page 21.
Nerve conduction studies results.
Mild carpal tunnel suggested.
Non-accident explanation for arm symptoms thereby given.
04/03/99.
GP records, page 23.
Falkirk District Royal infirmary letter to GP.
Report regarding nerve conduction studies, but also:
'her right shoulder she says then pain is still persisting. No tenderness or instability could be elicited.'
not supportive of the Crossan theory.
No mention of impingement syndrome or similar.
No mention of any sign on symptoms supporting the syndrome.
No mention of restriction of movement; pain on particular movement; pain in the deltoid mass. Then 4 GP attendances for other things...
Then:
08/03/99.
(GP records, page 3).
Complaint of painful shoulder + +
'exacerbated by work'.
Three-week certificate sign off work. Then continued thereafter.
not being said 'caused by'.
She had arthritis in shoulder (as we later learn).
So movement can be painful...
yet another opportunity to record a symptom or sign indicative of shoulder impingement, yet nothing supportive of Mr Crossan was said. Up until now the pursuer had been doing full duties. She was quite adamant in evidence this was the case. She seemed to be aggrieved she had not been put on light work when earlier requested. So how would she have managed with shoulder impingement for so long?
Then just repeat attendance for certificates while awaiting orthopaedic appointment and arthroscopy. Till 21/06/99, plus four weeks....
May 1999.
Thompsons intimate claim for the accident (date of accident said to be 15th November 1997.
(02/0699.
(GP records, page 26.
(Pursuer signs mandate for records for this litigation.
(So she is making an accident claim by now.)
*22/09/99.
GP records, page 29.
Mr Lindsay, orthopaedic surgeon, report to GP.
Shoulder considered to be separate problem from carpal tunnel.
Pain localised to right AC joint (acromio-clavicular).
Pain on the full abduction and cross abduction of arm, suggestive of AC joint pathology.
Confirmed by lignocaine injection helping."
"Record of 22/9/99 continued:
Also:
new x-ray showed Joint space narrowing and signs of osteoarthritis there.
Plan: admitted after carpal tunnel operation, for arthroscopy and AC joint resection.
the x-ray confirmed the diagnosis made by Mr Lindsay. Arthritis in the AC joint.
this is nearly two years after the supposed accident.
Two years' of wear and tear on the tendon and AC joint, regardless of the supposed accident. Even if there was an element of shoulder impingement at this stage, nobody could properly assert that on balance of probabilities an apparently minor incident two years earlier was the cause or a material contributor to it.
04/10/99.
GP records, page 33.
Certificate by Dr Merrick.
Regarding shoulder. Heavy lifting in December 1997 mentioned.
This is what the pursuer is now claiming.
He simply based this on the erroneous information in the letter from Lindsay provided by the pursuer to him.
07/10/99.
GP records, page 35.
Orthopaedic report to GP.
Carpal tunnel symptoms disappeared after carpal tunnel release.
12/01/00.
GP records, page 2.
GP clinical notes.
'Shoulder painful again recently.'
Carpal tunnel release September 1999:
'not made any difference'. Tingling and numbness.
this shows shoulder has been better and is now worse again.
Still off work throughout the period.
Suggests osteoarthritis.
Tends to point away from Crossan theory. Inflammation and: no reason to get worse again.
Then:
4 more GP attendances for other things in the following six months.
None for arm or shoulder.
04/05/00.
Falkirk District Royal Infirmary attendance
Pursuer goes into history of supposed accident. Lifting the basket mentioned.
'Pain-sharp and hot in ant aspect of shoulder'
but this is a list of present symptoms.
Not an account of pain at the time of accident.
The record says 90 degrees restriction on extension and flexion.
Pain making sleeping on right side difficult."
Mr Crossan seizes upon this as supportive. Mr Hooper, however, pointed out that these notes were made by a house officer. Not a specialist. They fall to be compared with the notes made by Lindsay six months earlier. Abduction is not recorded. Different movements are recorded. The record is irrelevant. Even if it is relevant, all it could possibly show is an impingement, but not an impingement caused by rotator cuff tear. Pain at 90 degrees can be either AC joint or tendon, but pain on high abduction or cross abduction can only be AC joint, and Lindsay never changed his diagnosis because of this finding, so why should we? Even if Mr Crossan were right it is only evidence of impingement developing since she was last seen in September 1999. Shoulder AC joint could just have got worse in the six months, causing impingement but not through any tear of the rotator cuff tendon. So not accident related. Could quite easily have developed naturally in a way explained by Crossan, as happens in 75% of cases. But more importantly: pain at night is just as consistent with AC pathology. No pain over deltoid mass is recorded, even at this point. The treating surgeon still does not diagnose impingement.
Then:
"22/06/00.
Solicitor request. Awaiting operation.
24/07/00.
GP records, page 1.
'Right shoulder still causing problems'
'also tingling in right hand again - had decompression in September'
02/8/00.
GP records, page 40.
GP letter to employers.
Not fit for work at present. Not until after shoulder operation.
28/08/00.
Solicitor request in letter regarding fitness for light work.
'Still gets a lot of problems with right shoulder even doing light housework.'
Not fit at present.
08/09/00.
Hospital records.
Pain top of shoulder.
No shoulder stiffness."
"10/09/00.
GP records, page 41. Hospital operation notes.
Arthroscopy of shoulder.
Open AC resection.
Open resection of lateral end of clavicle (GP notes page 42),
'Diagnosis: AC joint arthritis right shoulder'.
no need for acute incident to explain the shoulder pain.
Progressive symptoms to operate, expected.
Pursuer had arthritis in right shoulder.
The treating surgeon did not mention the condition speculated about Mr Crossan."
As Hooper explained: during operation he would expect surgeon to look for their two rotated enough. But none was noted, therefore none was seen. Therefore, reason to think the pursuer had a tear, the arthritis provides a sufficient explanation for the pursuer's symptoms. The treatment worked: that suggests that the diagnosis was correct.
"30/11/00
GP records, page 45.
Recurrence of carpal tunnel symptoms.
And getting it in the left arm.
'Good recovery following shoulder operation for AC Joint arthritis.'
November/December 00.
Hospital records.
Review and discharge of pursuer.
Pain free. Full Movement.
October 2001.
GP records, page 61.
Crush injury to the left hand.
No further entries regarding carpal tunnel syndrome or shoulder up to recovery of documents in May 2002. No suggestion by pursuer that she has ever had to go back to GP or hospital because of her shoulder problem."
Mr Hooper, on 31 May 2001, found the pursuer pain free with a full range of movement. Return to work 2 months post operation is an astonishing recovery.
[91] Mr Thompson then summarised his submissions by saying that Crossan's assessment is not based on the GP or medical records, but account given by pursuer. The account is inaccurate. For example, the carpal tunnel syndrome started at the same time as the shoulder symptoms. There is no support for his diagnosis in the records. All symptoms are simply be due to arthritis in the AC joint. That was the diagnosis of the treating surgeon before the surgery. It remained the diagnosis after the surgery. The surgery cured the symptoms, or at least improved them substantially. The arthritis. For Crossan to be correct, we would expect a consistent degree of disability and pain. For Crossan to be correct we would expect significant injury to the tissues for them to remain swollen for three years. For Crossan to be correct we would expect substantial injury/accident/pain to instigate problem. For Crossan to be correct we would expect sufficiently serious accident for the pursuer to associate it with the shoulder pain two weeks later. Yet there was no mention of it then, or subsequently for nearly a year. For Crossan to be correct we would not expect her to keep working for 16 months and then stop work. Would expect her to be absent straightaway, or shortly afterwards. Accident just did not happen. Even if something happened, there was no rotator cuff tear. Crossan produced a report riddled with fundamental errors. He did not apply his mind to the issues. Crossan gave his evidence in a partial manner. [92] Mr Hooper gave his evidence well and fairly. No impact was made by cross-examination. His assessment and logic is flawless. All the acceptable evidence indicates: no rotator cuff tear. AC joint pathology only. Mr Crossan's own tests suggests that (except nocturnal pain and that is a worthless point because the pursuer's own evidence about such pain was scant; such evidence as was given way in response to a leading question. Hooper rejected the thesis. If you lie on a sore shoulder you get pain. It is obvious. There is nothing to choose in general between the expertise of the two experts. But Hooper did his job properly. Crossan did not. Hooper diagnosed on the basis of examination, what the pursuer said, the medical and GP records, and detailed and objective consideration and thought. Crossan quite simply did not do this. [93] Mr Thompson invited the court to reject the evidence of Mr Crossan and accept that of Mr Hooper. The final chapter was quantum.Pain and suffering
[94] The pursuer has suffered from two conditions unrelated to any accident. Carpal tunnel syndrome, and degenerative change of the right acromio-clavicular joint. Esto any accident whatsoever occurred, there was no injury. At the most there was some sort of transitory discomfort. Not really an injury at all. The pursuer continued working, both that day and subsequently. Until at least 16 months after the alleged incident, then went off work. (Esto the pursuer suffered some injury, it could only relate to pre-existing degenerative change). Likely that she would have suffered the same pain, anyway but perhaps a little later. Her life was hampered anyway by the carpal tunnel syndrome which, on any view, was not caused by the alleged accident. In any even, the surgery in September 2000 effectively cured the problem. When examined the pursuer has full and pain free range of movement in her shoulder. She returned to work quickly after the operation. Problem is re-occurrence of carpal tunnel syndrome in right, and start of it in left, arm.Wage loss
[95] The pursuer avers she was off work from 8 March 1998. [96] The defender avers the pursuer was off work from March 1999 until November 2000. That is supported by GP records (see above).Wage records
[97] Absence 13/03/99 or so until 02/11/00. Eighty-one weeks. Pre accident earnings £122 say £125, = £10,125, projected. Sick pay and SSP, total £1644.44. Net wage loss £8480.56. Interest: 2.75 years @ 8% per annum = 22 percent = £1865. Total wage loss inclusive of interest = £10,345. Joint minute deals with wage loss. The pursuer was unemployed for three or four years before starting employment with the defender starting in June 1996. Why? Not married. No family.Loss of employability
[98] Pursuer claims to be unable to carry out heavy work and unfit for light work. In Mr Thompson's submission, she is able to do her old job. She has free and full range of movement in her shoulder. If she is restricted in her activities at all, it is because of carpal tunnel syndrome. Any unfitness for repetitive work is particularly due to the carpal tunnel issue. Carpal tunnel syndrome symptoms commenced in her left arm at about the time that they re-occurred in her right arm.Conclusion
[99] The pursuer has failed to prove that any accident happened; that an accident happened in the way claimed by the pursuer on record; that an accident happened in the way claimed by the pursuer in evidence; that if an accident took place it occurred in breach of common law duty on the part of the defenders; that if an accident took place it occurred in breach of statutory duty by the defenders; that she suffered any injury whatsoever; that in particular she suffered a tear to her rotator cuff tendon; that any such tear caused an impingement of her shoulder; that the symptoms she suffered, and the operation that she required, were caused by any impingement of her shoulder. That esto there was any such impingement it was caused by the accident. That the pursuer suffered any loss, injury and damage as a result of any accident.Opinion
[100] I deal with matters in the order of the four "chapters" suggested by counsel. The first of these was liability on the facts, posing the question "did the pursuer have an accident?". At the outset, it has to be noted that, in relation to this question, no evidence was led by the defenders. To answer this question, then, I am wholly dependent on the impression made upon me by the pursuer and her witnesses. There were only two eye-witnesses to the alleged accident on 18 November 1997, the pursuer herself and Dawn Hunter. Largely for the reasons given by Mr Thompson, I found neither of these witnesses credible or reliable. Almost from the start of her evidence, the pursuer seemed to me to be evasive and changed her evidence several times. Further, there was such inconsistency between her evidence and other evidence in the case that I found it difficult either to credit or trust what she said about any "accident" in which she hurt her shoulder. These were specified by Mr Thompson in his submissions and can be found at pp.36-38 hereof. The pursuer also made a number of claims concerning her "accident" which I found difficult to accept (pp.39-41). Miss Milligan, herself, conceded that in this case the weight of the basket which the pursuer was required to tip into the hopper was crucial. Only if that weight was excessive could the pursuer's claim succeed. Miss Milligan submitted that it had been proved, on uncontroverted, evidence that it was probable that the basket weighed some 25-28kg. While I accepted that from time to time there were not enough baskets and that on such occasions the "scoopers" probably did put in more sweets than the norm in order to keep production flowing. I was not satisfied that the basket lifted by the pursuer probably was of the weight that was claimed. In the first place, that seemed to me to be inherently unlikely. 28kg amounts to some 41/2 stones which is quite a weight to lift repeatedly to the height of the hopper. Further, the evidence which supports such a weight depends almost entirely on a number of actual weighings having taken place before, at the time of and after the "accident". I had considerable doubts about that evidence. Firstly, the idea that a number of employees would independently go about weighing basket after basket seems in itself unlikely. Secondly, what would be the point in repeating such an exercise if nothing was ever done about it? Thirdly, surely one weighing would be sufficient to enable anyone to tell the approximate weight of subsequent baskets just with the naked eye. I had considerable doubts about such evidence and did not therefore find the assertion it was designed to support to be established. Apart from the question of weight I found the other evidence of the employees to be credible and reliable with the exception of Dawn Hunter (dealt with by Mr Thompson at pp.40-41). I found this witness to be aggressive in her evidence. My impression was that she did not care for the defenders as employers and was prepared to exaggerate and amplify her evidence when it appeared to her to support the pursuer's claim against them. Further, there were a number of inconsistencies between her evidence and that of the pursuer, most significantly that the pursuer had hurt her wrist and not her shoulder. For all these reasons, I do not find it proved even on a balance of probabilities, that the pursuer sustained an accident as averred and testified to by her. [101] The second "chapter" in the case related to liability in law and the question posed was "if the pursuer did have an accident are the defenders responsible?". Miss Milligan relied in this context on the expert evidence of Mr Hayne. While I accept that evidence, it becomes clear on close examination that his conclusions were based upon information supplied to him which, as I have said, I do not hold to be accurate. I therefore answer this question in the negative also. [102] The third "chapter" was causation - that is "did any accident to the pursuer cause injury to the rotator cuff tendon?". Miss Milligan dealt with this at pp.31-34 hereof and relied on the evidence of Mr Crossan. A detailed critique of Mr Crossan's evidence was made in Mr Thompson's written submission (set out in some detail at pp.44-47 and pp.56-69 hereof). By and large, I agree with those submissions. In saying that I mean no disrespect to Mr Crossan who clearly was given some inaccurate information from the outset and was unable to look at the fuller picture painted by the medical records until some time after the preparation of his first report. Also, I was impressed by the logical and measured way in which Mr Hooper gave his evidence. He, of course, had the advantage of a "pre-view" of Mr Crossan's reports but, nevertheless I found that his criticisms thereof cast considerable doubts on Mr Crossan's views. I do not, therefore, hold it to be established on the balance of probabilities that the pursuer sustained the injury averred by her. That, of course, fits in with the view I have expressed as to whether the pursuer eve had an "accident" at all. [103] Had I been awarding damages I would have done so on the basis of Miss Milligan's Schedule brought up to date. Although I consider the case of Mitchell to have been more serious, there has been a further lapse of time and therefore I would have awarded £8,000 as solatium. The parties were agreed as to wage loss in a Joint Minute and were further agreed that the relevant figure as to benefits was £4,063.37. [104] In the whole matter, therefore, I sustain the second and third pleas-in-law for the defenders and assoilzie them from the conclusions of the Summons.