March 10, 2009

PDG Psychological, P.C. v Travelers Ins. Co. (2009 NY Slip Op 50437(U))

Headnote

The court considered the fact that the plaintiff sought to recover assigned first-party no-fault benefits and attempted to lay a foundation for the admission of its claim forms by presenting the testimony of an employee. The main issue decided was whether the plaintiff provided sufficient evidence to prove its case. The holding of the case was that the plaintiff did not meet its burden to proffer evidence in admissible form and failed to demonstrate that the witness possessed sufficient personal knowledge of the office practices and procedures to lay a foundation for the admission of the documents as business records. Therefore, the court affirmed the judgment that dismissed the complaint due to the plaintiff's failure to make a prima facie showing.

Reported in New York Official Reports at PDG Psychological, P.C. v Travelers Ins. Co. (2009 NY Slip Op 50437(U))

PDG Psychological, P.C. v Travelers Ins. Co. (2009 NY Slip Op 50437(U)) [*1]
PDG Psychological, P.C. v Travelers Ins. Co.
2009 NY Slip Op 50437(U) [22 Misc 3d 141(A)]
Decided on March 10, 2009
Appellate Term, Second Department
Published by New York State Law Reporting Bureau pursuant to Judiciary Law § 431.
This opinion is uncorrected and will not be published in the printed Official Reports.
Decided on March 10, 2009

SUPREME COURT OF THE STATE OF NEW YORK

APPELLATE TERM: 2nd, 11th and 13th JUDICIAL DISTRICTS


PRESENT: : WESTON PATTERSON, J.P., GOLIA and STEINHARDT, JJ
2008-409 Q C.
PDG Psychological, P.C. a/a/o STANLEY LESTTLE, Appellant,

against

Travelers Insurance Co., Respondent.

Appeal from a “judgment” of the Civil Court of the City of New York, Queens County (Lee A. Mayersohn, J.), dated August 4, 2005, deemed from the judgment entered December 26, 2007 (see CPLR 5520 [c]). The judgment, after a nonjury trial, dismissed the complaint.

Judgment affirmed without costs.

At the trial in this action by a provider to recover assigned first-party no-fault benefits, plaintiff sought to lay a foundation for the admission into evidence of its claim forms by proffering the testimony of an individual that was employed by plaintiff at the time the services at issue were allegedly rendered. The witness testified that she was not involved in billing insurance companies, but that she saw documents like the ones plaintiff sought to introduce into evidence every day and she recognized them as bills for psychological services. Defendant objected to the admission of the bills into evidence, and the court sustained the objection. Plaintiff concluded its case without calling another witness to lay a foundation for the admission into evidence of plaintiff’s claim forms. The court granted defendant’s motion to dismiss due to plaintiff’s failure to prove its prima facie case. This appeal by plaintiff ensued. A judgment was subsequently entered.

It was plaintiff’s burden “to proffer evidence in admissible form, i.e., by introducing into evidence the claim form in question by, inter alia, calling a witness to lay a foundation for the admissibility of the claim form as a business record” (Bajaj v General Assur., 18 Misc 3d 25 [App Term, 2d & 11th Jud Dists 2007]). Plaintiff’s witness “failed to demonstrate that [she] possessed sufficient personal knowledge of plaintiff’s office practices and procedures so as to lay a foundation for the admission of the [proffered] documents as business records” (Dan Med., P.C. v New York Cent. Mut. Fire Ins. Co., 14 Misc 3d 44 [App Term, 2d & 11th Jud Dists [*2]2006]; see also Art of Healing Medicine, P.C. v Travelers Home & Mar. Ins. Co., 55 AD3d 644 [2008]). Accordingly, the court properly ruled that plaintiff’s claim forms were not admissible as business records and properly granted defendant’s motion to dismiss the complaint due to plaintiff’s failure to make a prima facie showing.

In light of the foregoing, we reach no other issue.

Weston Patterson, J.P., Golia and Steinhardt, JJ., concur.
Decision Date: March 10, 2009