Wiki

Wiki

Practice-Web’s Wiki feature works similar to Wikipedia. Look for it under “Tools” in the main menu or press the “Ctrl” key along with the “Shift” and “w” keys. It’s a great place to store information that your team may need to reference.

Wiki page in Practice-Web being used to show company policies

What Can Go on a Wiki Page

  • Text
  • Images
  • Links to other Wiki pages, documents stored on your server, or external web pages
  • Lists

They’re also searchable, so it’s easy for team members to find information quickly.

Ways to Use the Wiki

  • Document your practice policies.
  • Document office duties and processes or create checklists.
  • Design office training manuals.
  • Create emergency contact lists.
  • Create vendor lists with contact info.
  • Create pages for each team member with the info they need, job descriptions, and shortcuts.
  • Track time off and vacation requests.

Your Practice-Web Wiki is visible to anyone who has access to your software, so it’s not a good place for sensitive information like passwords or employee social security numbers. However, it’s ideal for anything else you might want to add to your customizable practice knowledge hub.

How to Create a Wiki Entry

Click “Tools” in the main menu or press the “Ctrl” key along with the “Shift” and “w” keys.  The Wiki will open.


Click the Add button in the toolbar at the top of the Wiki window. You'll be prompted to add a page title.


Click OK, then the Edit Wiki window will open.


The right side displays what your Wiki page will look like. The left side is editable and displays the HTML code for the page, but don't worry if you don't know HTML. The buttons in the toolbar at the top will do the coding for you. See how, in the example above, the phrase "How to Create a Wiki" has H1 tags on each side? That means it's an H1 header, or the title of your page. 

Adding Text

If you type below the H1 header, it automatically adds it as a paragraph. 


Adding Headers

To make subheading (H2), highlight the text you want to turn into a header and click the "h2 Heading2" button at the top. You can add H3 headers the same way. These are usually used to help break down your H2s more. 
You can add links to other Wiki entries, shared folders, files and bookmarks too. Just navigate to the place on your page where you'd like to add a link and click to activate the cursor, then select the link type you're adding from the buttons at the top. A window to add your link will open.


In this example, we're adding a link to the Practice-Web User Guide. When we click OK, we can see it automatically added the correct code for us on the left and the right side displays a clickable link. 


Adding Tables

Tables can be helpful for displaying structured data, like schedules and practice hours. To add one, navigate to the place on your page that you'd like it to be and click to activate your cursor, then click the Table button in the toolbar at the top. The Edit Wiki Table window will open.


  1. Navigate: Use the arrow keys on your keyboard to move through the cells or use the L and R buttons and the Up Down buttons in the panel on the right.
  2. Change Header Names: The column headers will say "Header1" and so forth by default. To change them, click the Headers button in the panel on the right.
  3. Add a Column: Columns will be added to the right of the column that's currently selected. Click the Add Column button in the Column section to add one.
  4. Delete a Column: The column that's currently selected will be deleted. Click the Delete button in the Column section in the righthand panel to remove the column your cursor is currently in.
  5. Add a Row: Rows will be added below the row that's currently selected. Click the Add Row button in the Row section to add one.
  6. Delete a Row: The row that's currently selected will be deleted. Click the Delete button in the Row section in the righthand panel to remove the row your cursor is presently in. 
  7. Man Edit: is a manual editing tool that can help more advanced users work quicker.

Adding Images

Navigate to the place in your page that you'd like to add an image to, then click the Image button in the toolbar at the top. The Insert Image window will open.


  1. If you've previously added images to your Wiki, they'll appear in the Available Images section on the left. If not, you can import them from a folder by clicking the Import button on the right.
  2. Select the image you want to use from the Available images section. You'll see a preview of the image in the centermost section.
  3. When you've selected the image you want, click OK. The image you selected will appear on your Wiki page.


Styling Text

For the most part, you'll want to keep your text standardized. This makes it easier to read and scan. However, if you'd like to style a block of text, simply highlight it and then click the corresponding style from the toolbar at the top. Your options are bold, italic, color, and font.


  1. When you choose "color," it will default to red. You can change to another color by typing over the word "red" in the column at the left with your desired color. In the example, we've done this with blue. 
  2. When you choose "font," it will default to courier. You can change to another font by typing over the word "courier" in the column at the left with your desired font. In this example, we've changed the font to century gothic. 

Adding Lists

To add a numbered list, simply type the pound/hashtag sign (#), then the list item.  To create a bullet list, type an asterisk (*), then the list item. 


Saving a Wiki Page

  1. To close without saving, click the Cancel button.
  2. To save a draft without updating the Wiki, click the Save Draft button. By default, Wiki entries are saved as drafts if Practice-Web closes unexpectedly while you're editing. 
  3. To save a WIki and make your changes visible to everyone, click Save.

Searching the Wiki

Click the Search button in the toolbar at the top. The Wiki Search window will open.


Pages will automatically appear in the Wiki Pages box on the left. Double-click one to open it or type a search term in the search box above it.

In this example, we've unchecked the box for "Ignore Content," so that it pulls up all related results and are searching for the word "heading." It shows us that the word "heading" is talked about on our "How to Create a Wiki" page. 

Note that it can also search for keywords you've associated with a page by typing the string [[keywords: keyword 1, keyword 2, keyword 3,]] in the Edit Wiki window. In the example below, we've added the keywords "wiki," "guide," "table," and "edit."


Wiki Lists

Wiki Lists are similar to Wiki Pages in that they're stored in your Wiki and are searchable, but work more like tables. You can use them to store non-clinical data such as checklists and phone numbers. To access Wiki Lists, open Wiki and click the Lists button in the toolbar at the top. The WikiLists window will open with all of your current Wiki Lists on it. 


Double-click a list to open it or click the Add button to create a new List.
See the section on Adding Tables above for details on how to edit Lists.



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