The employee's expert, Dr. Cohen, provided several different opinions regarding causation of the herniated disc. Dr. Cohen initially opined that the employee's disc herniation and surgery were a direct result of the April 2002 work accident. Dr. Cohen then changed his opinion and opined that the employee actually sustained the herniation while in physical therapy from two incidents; one involving turning the wheel of a stationary bike and the second involving lifting weights. Ultimately, Dr. Cohen changed his opinion yet again and in his January 11, 2010 deposition testified the herniated disc and surgery where caused by an incident when the employee turned the steering wheel during a simulated driving activity. However, Dr. Cohen admitted that the employee never told him anything about an injury involving simulated driving.
Further, the medical records do not substantiate Dr. Cohen's theory of causation. The employee underwent physical therapy at HealthSouth Rehabilitation Center on November 6, 2003 (Claimant's Exhibit K). The therapy note from that date indicates that the employee performed simulated driving of a semi-truck for five to ten minutes. However, there is no indication of any "additional injury" to his back and legs. Rather, the therapist's assessment in the November 6, 2003 record states, "The client tolerated today's treatment/therapeutic activity with minimal complaints of pain and difficulty." Id. Further, when the employee next returned to physical therapy on November 12, 2003, the therapy note states that the employee was doing well that day. It also stated that the employee's pain had decreased with cortisone injections. The November 13, 2003 physical therapy notes state that the employee did not have any new complaints. The November 19, 2003 HealthSouth Physical Therapy record specifically notes that the location of the employee's pain was at his shoulder. There is no indication of any back or leg complaints. There is no mention of any back complaints in the HealthSouth Physical Therapy records until November 21, 2003, over two weeks after the alleged "additional injury". At that time, the employee stated, "My shoulder feels pretty good, but now my back is hurting again." There is no indication in that record that the employee reported that it was due to his physical therapy or specifically, as he alleges, the simulated driving that he performed on November 6, 2003. The HealthSouth Physical Therapy records do include several references to turning the steering wheel during simulated driving. However, the statements are all similar to the statement made by the employee to the therapist on December 5, 2003 that, "It is still difficult to turn the steering wheel with my left arm to the right." There is no indication that the simulated driving was causing any injury to his back or legs. The employee participated in fourteen physical therapy sessions in the approximately two months between the date of the alleged "additional injury", November 6, 2003, and when he was discharged from physical therapy on December 26, 2003. During those fourteen sessions, there is only one mention of back pain, which is referenced fifteen days after the alleged "additional injury". There is no mention of any
increase in leg pain. Further, there is no indication in the records that the simulated driving that the employee was completing as part of his physical therapy caused any "additional injury" to his back or legs (employee's Exhibit K).
The employee returned to Dr. Gornet on November 24, 2003. He reported that he was working in therapy after shoulder surgery and developed "increasing left buttock and left leg pain." There is no indication that this was due to any specific incident in therapy when performing simulated driving. Dr. Gornet noted that these symptoms were new compared to his previous symptoms, which had only been in the right leg (employee's Exhibit M). On November 7, 2003, the day after the alleged "additional injury," the employee was evaluated by Dr. Hulsey for a follow-up evaluation for his left shoulder (employee's Exhibit P). Although Dr. Hulsey indicated that the employee was still having difficulty with his back, there is no indication of any new injury that the employee sustained to his back or legs in physical therapy the day before Dr. Hulsey's examination. Dr. Hulsey's November 7, 2003 record does not include any indication that the employee made any complaints of his physical therapy aggravating his back or legs in any way, let alone any specific incident while performing simulated truck driving. Id.
Dr. Bernardi testified that, based on Dr. Vaught's October 14, 2004 surgical findings, the employee's allegations that he injured his L4-5 disk in November 2003, simply defy logic (Dr. Bernardi 10/9/09 Deposition P. 23). Dr. Bernardi testified that:
If [employee] ruptured in late 2003 or early 2004, he should have had the same kind of symptoms that he had in September of 2004, but he didn't have the same kind of symptoms. If he ruptured it in late 2003 or 2004, his body should have reabsorbed it. But instead, it didn't reabsorb it. Instead, he had this huge disc fragment in September. I mean, the nature of his symptoms and the findings on his studies suggests that what he had when he was admitted to the hospital in October 2004 was an acute disc herniation, and not one that had been sitting there for a year. Id.
Dr. Coyle testified that an individual with findings similar to Claimant's October 2004 myelogram would "barely be able to walk around". (Dr. Coyle Deposition 5/25/10 P. 62). Dr. Coyle testified that the L4-5 disc herniation as seen on the October 2004 myelogram "is really a massive disc herniation. This is not something that somebody could walk around with from September '03- or January of '04 until October of '04. It's really a very impressive disc herniation" Id. at 64. Further, Dr. Coyle testified that:
There is no way that you can attribute the incapacitated state he was in at the time he had this [October 2004] myelogram and had this surgery to physical therapy either in the previous January or the previous fall. He got this way somehow in the fall of 2004. He did not get this way in January of 2004. And no matter what the MRI of September shows, it's not indicative of where he was in January of 2004 or the fall of 2003. It's a data point that clearly shows there's a significant difference between the MRI and the myelogram. Something was happening in September 2004 that culminated in that massive extrusion seen October $13^{\text {th }}$, 2004, but it's not in any way related to lifting in January of 2004 or bicycling and
turning the steering wheel in the fall of 2003 (Dr. Coyle Deposition 5/25/10 P. 6970).
Moreover, Dr. Bernardi testified that he did not believe there were any "medical records that suggested that Mr. Jordan had lumbar radiculopathy at all until at least September of 2004 when he had the MRI scan of his low back which showed the large disc herniation for which he subsequently had the surgery performed by Dr. Vaught." (Dr. Bernardi 10/9/09 Deposition P. 8). Dr. Bernardi noted that the Nerve Conduction Study and EMG performed by Dr. Phillips on February 6, 2004 did not show any evidence of lumbar radiculopathy (Dr. Bernardi 10/9/09 Deposition P. 13). Further, Dr. Bernardi did not see any evidence in the medical records from late 2003 or early 2004 that the employee needed low back surgery nor that any treatment provider had recommended surgery in that time period. Id. at 14. Dr. Bernardi testified that he did not feel the employee needed low back surgery in that time period because:
He did not have symptoms that suggested nerve root compression, he did not have physical findings that suggested nerve root compression, and he did not have electro-physiological studies, an EMG test, that suggested he any type of symptomatic nerve root compression. Id. at 14-15.
Dr. Coyle's testimony is extremely compelling regarding the findings of the employee's diagnostic studies in September and October 2004. Dr. Coyle testified that the September 27, 2004 lumbar MRI revealed a disc/osteophyte complex with associated protrusion at L4-5 (Dr. Coyle Deposition 5/25/10 P. 14). Further, Dr. Coyle testified that the myelogram taken just two and half weeks later, on October 13, 2004, revealed a much different disc at L4-5. The myelogram revealed that in the two and a half weeks since the MRI, the disc was "extruded up, it was extruded down the canal. It was compressing both the L4 and L5 nerve roots." Id. Dr. Coyle testified that, based on his review of employee's September 27, 2004 MRI and October 13, 2004 myelogram, that "something dramatic changed" between those two diagnostic studies. Id. 26-28. Moreover, Dr. Coyle testified the employee "blew the disc out between September 27th, 2004, and October 13th, 2004. No doubt about it." Id. at 29-30. Moreover, Dr. Bernardi testified that "People will have a week or two [of being symptom free] they can put together, but they don't' have ten months they can put together. If they go ten months and they don't have symptom, and then they develop symptoms again, that's kind of what's called a recurrence. That's not a manifestation of the same disc herniation. That's a new problem (Dr. Bernardi 10/9/09 Deposition P. 63). Dr. Coyle noted that the employee's epidural injections would not cover up the symptoms as employee presented in October 2004. He testified that an epidural steroid injection will not mask foot drop as it is a motor deficit (Dr. Coyle Deposition 5/25/10 P. 16).
Based on all of the evidence presented, including the physical therapy records, I find that the employee's testimony regarding his "additional injury" at physical therapy is not credible.
I find the opinions of Dr. Bernardi and Dr. Coyle, are more credible than Dr. Cohen. Dr. Cohen's lack of credibility is further documented by the multiple different opinions he provided regarding causation. I find that employee did not sustain "an additional injury" to his back and legs while treating for his left shoulder. The employee had a herniated disk at L4-5 in October
2004 that required surgery. However, I find that this was not medically causally related to the April 2002 accident. Furthermore, I find that the employee's accident was not a substantial factor in causing the employees additional injury to his back and legs.
Accordingly, the employee is not entitled to any benefits that resulted from the herniated disc or subsequent surgery. Therefore the employee's claim for previously incurred medical expenses is denied.
Dr Cohen testified that the employee's work injury was a substantial factor in causing an injury to the employee's right shoulder. However, Dr. Cohen stated that he did not see any medical records referencing the employee's right shoulder before he saw him.
Based on the lack of medical documentation regarding an injury to the employee's right shoulder, I find that Dr. Cohen's opinion regarding medical causation of the employee's right shoulder is not credible. Furthermore, I find that the employee did not meet his burden of proof in proving that his work accident was a substantial factor in causing the employee's injury to his right shoulder. Therefore, based on all of the evidence presented, I find that the employee's right shoulder injury was not medically causally related to the employee's work accident in April of 2002.
Dr. Stillings did opine that the employee sustained a 25\% permanent partial psychiatric disability as a result of the April 2002 injury and resulting mood disorder. He also found that employee sustained an additional 15\% permanent partial disability as a result the April 2002 accident and resulting pain disorder (Claimant's Ex. D). However, Dr. Stillings admitted that he did not separate employee's shoulder condition from his low back condition when proving his opinions regarding permanent partial disability (Dr. Stillings Dep. P. 33). Further, Dr. Stillings admitted that he does not differentiate the effect of the bilateral shoulders versus the low back versus the legs in terms of their impact on his diagnosis. Id. at 23.
The employee has failed to offer any evidence as to what, if any, psychiatric permanent partial disability he sustained due to the compensable injuries. Based on the evidence presented, I find that the employee has failed to meet his burden of proof regarding any psychiatric injury or disability. Therefore, I find that the employee's work accident in April of 2002 was not a substantial factor in causing the employee's psychiatric injury. Furthermore, I find that the employee's psychiatric injury was not medically causally related to the employee's work accident in April of 2002.