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Dutton - Medical Malpractice in SA

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Medical Malpractice in South African Law

becoming infected, in general terms — but he could never show that in the specific

instance of his own infection those measures would probably have saved him

from TB. This is because his own infection might equally well have resulted from a

non-negligent exposure.’ 47 The minority judgment referred to the series of innovative

(if controversial) judgments by the English courts which had sought to address

the potential injustice of too rigid an application of the ‘but for’ test. 48 This raises

the question of whether policy-based considerations should be shoehorned into our

principles of factual causation and if so, on what terms, and this issue now seems

set to be ventilated in our courts in the foreseeable future.

In order to appreciate the implications of the minority judgment in Lee, the

following two English cases should be considered. 49 In McGhee v National Coal

Board, 50 James McGhee was employed to clean out brick kilns. Because there

were no shower facilities at his workplace, he would cycle home each day with

coal dust on his skin. This increased the risk that he would contract dermatitis,

47

Lee v Minister of Correctional Services 2013 (2) SA 144 (CC) at [87].

48

See esp McGhee v National Coal Board [1972] 3 All ER 1008, 1 WLR 1; Clark v MacLennan [1983]

1 All ER 416 in which it was held that, in circumstances where a precaution would have been

taken to avoid the precise injury which occurred the onus was on the defendant to establish

that his failure to take this precaution did not cause the plaintiff’s injury. This concept of

‘recognised risk avoidance’ is discussed below. In Ashcroft v Mersey Regional Health Authority

[1983] 2 All ER 245 , heard at the same time as Clark v MacLennan, dealt with facts remarkably

similar to Blyth v Van Den Heever (see the discussion at para 5.2.6 above), in that the plaintiff

had sustained severe paralysis of a facial nerve as the result of a surgeon allegedly pulling too

hard on the nerve. The issue was whether the injury was an act of negligence or excusable

medical misadventure. The court held that it was unable to shift the burden of proof and

accordingly found that, on a balance of probabilities, there was no negligence. The House of

Lords subsequently confirmed this approach in Wilsher v Essex Area Health Authority [1988]

1 All ER 871 HL, where a retrial was ordered on the basis that the coincidence of a breach of

duty and injury could not, of itself, give rise to a presumption that the injury was so caused:

‘Whether we like it or not, the law … requires proof of fault causing damage as the basis of

liability in tort’ (per Lord Bridge at 883). See, also: Chester v Afshar [2004] 3 WLR 927 dealing

with factual causation in informed consent cases; Rees v Darlington Trust [2003] All ER (D)

271; and the ‘mesothelioma cases’ of Fairchild v Glenhaven Funeral Services Limited [2002] 3 All

ER 305 and Barker v Corus UK Limited [2006] 3 All ER 785 .

49

See, also, the Australian case of March v E & MH Stramare Pty Ltd (1991) 171 CLR 506 at 508, in

which Mason CJ, sitting in the High Court of Australia, did not ‘accept that the “but for” (causa

sine qua non) test ever was or now should become the exclusive test of causation in negligence

cases’ and (at p 516) he added: ‘The “but for” test gives rise to a well-known difficulty in cases

where there are two or more acts or events which would each be sufficient to bring about the

plaintiff’s injury. The application of the test “gives the result, contrary to common sense, that

neither is a cause”: Winfield and Jolowicz on Tort, 13 ed (1989), p. 134. In truth, the application of

the test proves to be either inadequate or troublesome in various situations in which there are

multiple acts or events leading to the plaintiff’s injury: see, e g, Baker v Willoughby [1970] AC 467;

McGhee v National Coal Board [1972] 3 All ER 1008 , 1 WLR 1; M’Kew (to which I shall shortly refer

in some detail). The cases demonstrate the lesson of experience, namely, that the test, applied

as an exclusive criterion of causation, yields unacceptable results and that the results which it

yields must be tempered by the making of value judgments and the infusion of policy considerations.

That in itself is something of an irony because the proponents of the “but for” test

have seen it as a criterion which would exclude the making of value judgments and evaluative

considerations from causation analysis …’

50

[1972] 3 All ER 1008, 1 WLR 1.

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