OK let's start with the
StyleRef Field and Styles.
Office 2010 has a character style built in called Strong which is generally
Bold text in most Themes.
In a document, select any word and apply the Strong style to it.
Then, elsewhere in the document (it could be the Header) create a StyleRef field referring to the Strong style.
If you wish, simply copy the following and paste it into your document:
StyleRef "Strong"
Then select the text you just pasted and press Ctrl-F9 to make it a field. Then press F9 to update the field. The text which you marked with your Strong style will appear instead of what you pasted. If you change that text, it will change in the StyleRef field. (If your field is in a header this change will take place immediately.)
A key idea here is that you can create your own character styles and give them your own names. Those styles do not need to be formatted any differently than surriounding text. So, if your surrounding text is formatted using the "Body Text" style, the text in your custom style would look the same. You could name one style ProcedureRef, for instance. (While Style names can have spaces, when used for this purpose it is perhaps simpler to not use them.) You would apply that character style to every ProcedureRef in your document the first time it is used.
The following may be helpful:
Useful StyleRef Tricks
Let me know when you have this part working for you and we'll look at some of the other steps.
Keep in mind that I am a practicing trial lawyer and this is a hobby for me. The response time may be less than would be ideal. My practice and clients have to come first.