Johnston v. Hefner et al
Filing
17
CONSENT PROTECTIVE ORDER. Signed by US Magistrate Judge Susan C. Rodriguez on 11/21/2024. (brl)
IN THE UNITED STATES DISTRICT COURT
FOR THE WESTERN DISTRICT OF NORTH CAROLINA
STATESVILLE DIVISION
Civil Action No. 5:24-cv-138
CHERYL JOHNSTON,
Plaintiff,
v.
CONSENT PROTECTIVE ORDER
NATHAN HEFNER, in his individual
capacity, et al.,
Defendants.
THIS MATTER is before the Court upon the consent of the Parties for the entry of a
protective order pursuant to Rule 26 of the Federal Rules of Civil Procedure and N.C. Gen. Stat. §
160A-168 in order to obtain confidential personnel records from the Police Department for the
City of Claremont and sensitive health care records from Plaintiff. In order for the litigation of
this matter to proceed, it is appropriate that the materials be provided to the parties, subject to
appropriate protections contained in this Order.
By consent, IT IS HEREBY ORDERED THAT:
1. “Personnel information” is information which concerns or relates to an individual’s
application, selection or non-selection, promotions, demotions, transfers, leave, salary,
suspension, job performance, disciplinary actions, and termination of employment
wherever located and in whatever form, but expressly excludes any of the following: the
employee’s home residence, the identity of family members, insurance and benefits,
medical history, social security number, and financial information. Personnel information
may be located in but not limited to the following documents or materials: (a) personnel
files, (b) evaluations, (c) audio or video recordings depicting employees on the job, (d)
Internal Affairs investigative files and the information contained therein, and (e) any other
similar documents.
2. The term “health care information” shall include, but not be limited to, all information
contained in any record produced or maintained by any health care provider – including
but not limited to physicians, hospitals, advanced practice providers, mental health
providers and therapists – that contains (a) demographic information, (b) medical history,
(c) treatment information, (d) diagnostic information, (e) laboratory testing, imaging and
result(s) thereof, (f) prescription and immunization information, (g) summary/ies or
note(s), (h) insurance and billing information or record(s), or (i) medical authorization(s)
and/or power(s) of attorney.
3. Any such personnel or health care information obtained in this action which is asserted by
any Defendant herein to contain or constitute confidential personnel information shall be
clearly or by Plaintiff to contain or constitute sensitive health care information and
prominently marked on its face with the legend: “CONFIDENTIAL, PROTECTIVE
ORDER,” or a comparable notice.
4. In the absence of written permission from the entity producing the personnel or health care
information or an order by the Court, any confidential personnel or health care information
obtained in accordance with the provisions of paragraph 3 above shall not be disclosed to
any person other than: (i) the Court and the employees thereof; (ii) court reporters and
stenographers engaged for the taking of testimony; (iii) the parties to this action and their
counsel, including necessary secretarial, paralegal, and clerical personnel assisting such
counsel; (iv) experts and their staff who are employed for the purposes of this litigation but
who are not otherwise employed by, consultants to, or otherwise affiliated with a party; (v)
witnesses who may see their own personnel or health care records; and (vi) witnesses
whose testimony or consultation related to such personnel or health care records is
reasonably necessary, but only if that person has signed written agreement to be bound by
this Order in accordance with paragraph 5 below. Any confidential personnel or health care
information shall be used solely for the purpose of this original action and in preparation
for trial.
5. Personnel or health care information obtained in accordance with the provisions of
paragraph 3 above shall not be made available to any person designated by paragraphs 4(iv)
and 4(vi) unless he or she shall have first read this Order and agreed in writing: (i) to be
bound by the terms thereof; (ii) not to reveal such confidential personnel or health care
information to anyone not designated in paragraph 4; and (iii) to utilize such confidential
personnel or health care information solely for the purposes of this litigation.
6. If the Court orders, or if the Defendants agree, that access to or dissemination of
information obtained as confidential personnel or health care information shall be made to
persons not included in paragraph 4 above, such matters shall only be accessible or
disseminated to such persons based upon the conditions pertaining to and obligations
arising from this Order, and such persons shall be considered subject to it.
7. If confidential personnel or health care information obtained in accordance with paragraph
3 is disclosed to any person other than in the manner authorized by this Protective Order,
the party responsible for the disclosure must immediately bring all pertinent facts relating
to this disclosure to the attention of the Court and opposing counsel and, without prejudice
to other rights and remedies of the other party, make every reasonable effort to prevent
further disclosure by it or by the person who was the recipient of such information.
SO ORDERED.
CONSENTED TO BY:
Signed: November 21, 2024
/s/Catharine Edwards
Catharine Edwards
Raymond Tarlton
Attorneys for Plaintiff
/s/Christian Ferlan
Christian Ferlan
Attorneys for Defendants City of Claremont
and Nathan Hefner
/s/Skylar Etheridge
Skylar Etheridge
R. Lee Robertson, Jr.
Attorneys for Defendants Victory Builders,
LLC, TPM Properties, Limited Partnership,
and Daniel Hamilton
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