The refine feature (filters) in Monocl provides powerful means to quickly obtain relevant results based on a number of criteria. Once you have entered your search terms and performed a search you should always access the filters on the left side of the workspace. Once you have applied a new filter, remember to click the "Apply" button to refine your search (indicated by the black circle in the picture below).

It is easy to see how many, and which filters you have applied for your search.
This is indicated by:

  1. Green boxes in filter section - represented by the blue circles in the picture below, and
  2. Green tags at the top of the expert list - represented by the black circle in the picture below

There are 9 different refining options, each including different associated filters. The refining options are:

  • Location
  • Primary Affiliation
  • Career Start
  • Boards & Positions
  • Author Characteristics
  • Investigator Characteristics
  • Presenter Characteristics
  • Grants
  • Industry Payments
  • Specialty


Filter for experts based on their location (country, region or US states). The filter is based on Monocl's assignment of the primary affiliation of each expert, which is shown underneath the name of an expert. In the Location filter section, the most frequently used locations are presented but you can also type in any other country, region or US state in the small search bar beneath. You can add multiple locations and combine them in any way you like.

Primary Affiliation

This filter enables you to view clinical, academic and corporate affiliations of experts throughout Monocl. With a single click, you are able to identify, evaluate and, compare experts based at any medical institution, university or company of interest in your targeted research areas.

You can use Type of Affiliation to target Experts based at a Hospital/Clinic, University, or Experts that are employed by Industry. This is a useful filter for when you are looking to target a certain Expert persona.

Use Primary Affiliation in the filter-section on the left-hand side and get returned in the results only the experts within your search that are based at that specific organization.

Career Start

Enables the search for experts by career start year. Here you will be able to choose a specific year between 2000 and now and select relevant experts based on when they started their careers within research, by tracking their publications overtime. The career start date will be considering the first publication tracked.

Boards & Positions

The Boards & Positions filter allows the selection of experts that are members in any Advisory or Journal Editorial Boards mapped by Monocl with the "checkbox" options. Upon interest on the members of a particular Advisory or Editorial Board, there are also search boxes in this filter that will enable a search after a particular board.

Author Characteristics

By using this filter, you can set criteria for specific characteristics when it comes to authoring publications.

You can filter by total publication count, as well as by the number of times you would like an expert to have been the first or last author. This is done by moving the slider. The filters can be combined to allow a more sophisticated analysis. Note that the total publications filter starts at five as Monocl currently has a lower limit of five publications for experts to be listed as such. The minimum journal ranking filter allows you to set a number for how high ranked journals you would like the experts to at least have published once in. See more about Journal Ranking here.

Investigator Characteristics

Being able to sort for specific expert characteristics is an important part of Monocl - here you set criteria for specific characteristics when it comes to the experts' involvement in clinical trials. You can filter for experts that have had a specific investigator role, participated in a specific type of clinical trial or that have expertise in a specific clinical trial phase.

Presenter Characteristics

This filter enables the identification of experts with experience in meetings. With the ability to filter for keynote speakers, invited speakers, speakers, poster presenters and abstract authors, Monocl offer a quick and smart way to select experts within your field of interest that have participated of meetings previously. Other than selecting experts by presenter role, the filter also allows the search after experts that attended a specific meeting, e.g. ASCO 2018.


Evaluating grants in specific research areas offer insights of great commercial importance as it enables you to understand which experts and institutions that receives funding. Grants include a range of US and European grant sources from the year 2000 and onwards. You can filter your search by total grant funding received, number of grants received or grant status involvement.

By using the grant status involvement, you can zero in on and approach experts that have received funding but 'Not yet started' their research projects to increases the probability that they have the capital to invest in your products.

Industry Payments

Understanding financial relationships between the industry and physicians has a great value and enables powerful new intelligence insights.

The use of this filter allows you to select experts based on total payments, research payments and general payments. This is especially useful if you for example need to identify physicians who have received extensive amounts of payments for pre-clinical or clinical research, speaking fees etc. You are also able to easily disregard individuals having received minor consultancy payments, payments for travel, lunches etc. Company investor information is also available. In the individual expert profile you will find details for each payment such as the amount, which company the payment came from, which product the payment concerned and more.


This filter enables you to filter US Health care providers by medical specialty. Specialty information is sourced from CMS Open Payments and the Crosswalk taxonomy. A complete list of classifications and specializations is located here.

Filter away!

 We are happy to hear your thoughts on what features, content, and sources that you would like to see in the future in Monocl, click here to send us your thoughts. 

Did this answer your question?